Prospect Management Consultant, Leadership and Major Giving - University Ad at Washington University in St Louis
Clayton, MO 63105, USA -
Full Time


Start Date

Immediate

Expiry Date

03 Dec, 25

Salary

99700.0

Posted On

04 Sep, 25

Experience

3 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Decision Making, Research, Tableau, Datasets, Portfolio Optimization, Confidentiality, Critical Thinking, Data Analysis, Fundraising, Power Bi, Microsoft Office, Complex Systems, Salesforce, Written Communication, Python, R, Problem Solving, Multitasking

Industry

Financial Services

Description

POSITION SUMMARY

The role of Prospect Management Consultant is an exciting opportunity for a data-driven, mid-career professional who is eager to contribute to a collaborative and strategic team. This position will focus on the effective and coordinated deployment of Leadership and Major Giving prospects and processes. It plays a critical role in managing and maintaining the integrity of prospect data; supporting portfolio construction and health; coordinating movement between pipeline stages and capacity levels; preparing performance insights and trend analysis; and advising frontline fundraisers and colleagues on best practices in prospect management. This position requires a data-driven mindset and the ability to translate complex information into actionable insights for frontline fundraisers and leadership.
This position is part of the Prospect Management team and supports unified, donor-centric fundraising strategies through close partnership with fundraisers and campus partners. The role will concentrate on prospects with the capacity to give between $25,000 and $4,999,999, across both Leadership Giving and Major Giving levels. The Prospect Management Consultant will work alongside fellow Consultants and report to the Senior Associate Director of Prospect Management.
This is a full-time, benefits-eligible position based on campus, with an optional hybrid work schedule.

EDUCATION:

Bachelor’s degree

WORK EXPERIENCE:

Relevant Experience (3 Years)

SKILLS:

Not Applicable

PREFERRED QUALIFICATIONS

  • Experience in a prospect development, research, or prospect management function in a fundraising, nonprofit, or higher-education setting.
  • Experience as a frontline fundraiser preferred.
  • Experience managing large data sets.
  • Proficiency in data analysis and reporting tools (e.g., Excel, Tableau, Power BI, R, Python, or similar) to support portfolio optimization, trend identification, and strategic decision-making.
  • Highly organized and able to work under pressure to coordinate multiple requests/competing deadlines.
  • Ability to train/coach clients on complex concepts and business practices.
  • Ability to compile, report, and analyze information from diverse sources.
  • Ability to understand problems from a broad, interactive perspective and conceive strategic solutions.
    This position is located in St. Louis, MO and the targeted hiring range for this position is $58,400 - $68,000.

EDUCATION:

No additional education beyond what is stated in the Required Qualifications section.

WORK EXPERIENCE:

No additional work experience beyond what is stated in the Required Qualifications section.

SKILLS:

Analytical Thinking, Business Interactions, Business Practices, Client Relationship Management, Complex Systems, Confidentiality, Critical Thinking, Data Interpretations, Datasets, Decision Making, Detail-Oriented, Fundraising, Microsoft Office, Multitasking, Oral Communications, Organizing, Problem Solving, Prospect Management, Relationship Management, Salesforce (Software), Social Interaction, Sound Judgment, Written Communication

Responsibilities

Building, Analyzing, and Optimizing of Gift Officer Portfolios & Partnership with Gift Officers

  • Build and maintain qualification queues and portfolios for between 15 and 20 gift officers across Leadership Giving and Major Giving levels.
  • Collaborate with fundraising teams in 1-2 assigned geographic territories to manage queue assignments, portfolio composition, data integrity, and pipeline development.
  • Lead recurring (typically quarterly) prospect management consultations with gift officers to guide strategy, prioritize prospects, and support long-term portfolio growth.
  • Deliver holistic, data-informed analysis of qualification queues, portfolio health, performance metrics, and pipeline trends.
  • Provide targeted strategic analysis to drive fundraiser performance and meaningful donor engagement.
  • Prepare and share performance insights that help evaluate fundraising activity, forecast outcomes, and inform next steps.
  • Establish collaborative partnerships with gift officers and Executive Directors to align portfolio strategy with team goals, individual styles, and capacity priorities.
  • Contribute innovative, data-driven approaches to prospect strategy and portfolio optimization through insight, iteration, and consultation.

Liaise with prospect management and research colleagues to:

  • Identify and prioritize new prospect assignments across capacity lanes within the identified territory; and
  • Prepare materials for territory-based internal meetings, as needed.
  • Provide critical support in the management, maintenance, and integrity of prospect data in CRM, including processing gift officer requests for prospect assignment changes.
  • Serve as a subject matter expert on policies and procedures related to Leadership- and Major-level Gift Officers’ management of their assigned prospects.
  • Perform other duties as assigned.
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