Prospect Development Manager - Fairfax, United States - Inova Health System

Inova Health System Fairfax, United States

1 week ago

Description

The Prospect Development Manager is responsible primarily for the management and tracking of donor and prospect data for the Foundation. The Manager will be instrumental to the Foundation's donor-and data-centric approach to deploying data for planning, managing, and reporting on all fundraising activity. The Manager will support the development and growth of the Foundation's Grateful Patient program as well as evolving processes and systems to support a potential campaign. The Manager may also provide backup for basic prospect research projects and will provide leadership on developing and implementing policies and procedures related to data management.

Job Responsibilities

Participates in developing and executing best practices for using the CRM to track the development of the donor relationship through the entire solicitation cycle, ensuring that prospect information is consistent and in alignment with Foundation policies.
Updates and maintains prospect CRM records and files, emphasizing timely maintenance of accurate database records.
Develops and maintains prospect and gift reports such as portfolio reports, campaign progress reports, marketing reports, fundraiser performance reports, and others to be identified.
Provides oversight and documentation of key processes and procedures related to data management and assists in training as needed.
Collaborates in portfolio and campaign review meetings with the front-line fundraisers to analyze and refine portfolios and provide actionable recommendations for prospect strategies. Help to articulate and document specific steps to execute strategies.
Creates queries and dashboards to disseminate prospect management reports to development officers and leadership on a regular basis to assist in tracking, managing, and executing solicitations in support of fundraising goals. Use the CRM as well as PowerBI and other tools to distill and present complex prospect information.
Compiles donor lists for appeals, donor stewardship, invitation lists for events, and targeted marketing lists.
Works with the Foundation colleagues to refine, document, and communicate key policies, and procedures for efficiently tracking donors and prospects using industry best practices.
Uses prospect research and screening tools to conduct basic prospect research supporting donor solicitation for major and planned giving and events.
May perform additional duties as assigned.

Additional Requirements

Experience - 4 years of experience in Prospect Development, Data Management, and Fundraising

Education - High School or GED

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