Manager, Prospect Research and Portfolio Optimization

Undergraduate degree in Business, Nonprofit Management, or related field preferred. Minimum of 5 years of progressive experience in prospect research, portfolio optimization, individual giving, institutional funders, and/or development operations. Fluency in English required. Demonstrated understanding of fundraising processes, donor cycles, and moves management. Ability to identify and evaluate potential donors with direct and indirect proximity to KIND's mission. Strong track record of developing proactive prospecting methodologies and techniques for optimizing portfolio performance. Strong quantitative and qualitative analysis capabilities with experience in donor alignment, statistical modeling, and predictive analytics. Firm grasp on the latest advancements in wealth screening tools, data mining, sophisticated database queries, and advanced search technologies. Demonstrated ability to analyze and synthesize information and deliver clear, insightful, and actionable portfolio recommendations. Understanding of and commitment to adhering to donor privacy policies and ethical fundraising standards. Proficient in Salesforce or comparable CRM systems, with a keen understanding of integrations, data analysis tools, and the latest technologies and resources. Working knowledge of Microsoft Office Suite, file sharing platforms, and interoffice communications systems. Ability to work collaboratively and multi-task in a remote environment. Excellent organizational skills with the ability to work on multiple projects in a deadline-oriented environment. Ability to multitask and work with a sense of urgency in a dynamic, fast-paced environment. Committed to practicing and supporting wellbeing and a work-home life balance.

Lead comprehensive prospect research initiatives to identify high-net worth donors, planned giving candidates, and institutional funders. Conduct wealth and propensity screenings, capacity assessments, and relationship mapping. Develop detailed donor briefs including giving history, funding priorities, and relationship mapping. Create a system for capturing and tracking communications and donor/funder touchpoints in Salesforce. Monitor and analyze donor behavior patterns and funding trends. Design and implement portfolio segmentation strategies to maximize donor lifetime value. Establish and monitor key performance indicators (KPIs) for portfolio health and fundraising efficacy. Synthesize and distill research for reports, briefings, and recommendations to senior leadership. Conduct regular portfolio reviews and recommend data-driven adjustments. Support cross-functional teams to tailor research findings for increased funder and donor engagement. Present portfolio recommendations to senior leadership and philanthropy officers. Collaborate with senior directors to operationalize prospects and create balanced portfolios. Provide guidance on best practices, systems, and protocols for research asset utilization. Work closely with the donor database manager to integrate prospect research and portfolio data in Salesforce. Evaluate and tailor Salesforce integrations for efficiency and accuracy. Stay current on emerging technologies, resources, and CRM donor prospecting integrations. Create Salesforce reports and dashboards for data analysis and portfolio performance.