Donor Prospect & Research Analyst

ESSENTIAL JOB FUNCTIONS:

Uses CRM and prospect research tools to gather, evaluate, and analyze donor data and behavior to identify and segment prospects for assignment to appropriate stages of the donor pipeline.
Generates prospect lists, donor profiles, event briefs, and other materials based on confirmed data procured through research for use by front-line fundraisers to build custom cultivation strategies.
Provides portfolio management support to front-line fundraisers including tracking relationships and planning proposals in the CRM system, updating the moves management guidelines document, and conducting regular portfolio review meetings to analyze and balance portfolio performance.
Tracks and manages portfolio activity and conducts supporting donor research for the purposes of partnering with portfolio managers to create customized and effective cultivation/solicitation strategies for donors.
Builds dashboards, queries, and reports using CRM system and Excel to analyze solicitor activity, portfolio performance, pipeline progress, and donor behavior trends for use by front-line fundraisers in the creation of fundraising strategies.
Adheres to APRA Principles of Ethics and Compliance and the AFP Code of Ethical Standards.
Utilizes shared systems like Asana, SharePoint, and others to maintain collaboration and transparent information with teams and departments in alignment with departmental standards and procedures.
Manages the analytics data related to donor behavior through reporting and project management to support all fundraising strategies.
Leads the Development Data Committee, comprised of a variety of Development and Marketing & Communications staff, building a strong data-centric culture throughout the Department by identifying opportunities for improved data integration in Departmental strategies and developing and implementing projects to address these opportunities.
Conducts regular wealth screenings of recent donors to identify new major gift prospects.
Proposes and coordinates prospect assignments to portfolios.
Updates information in CRM system on prospects discovered through research, staff solicitors, and other Houston Food Bank staff to ensure data integrity and usefulness to fundraising staff.
Manages prospect research tool use and subscription.
Analyzes and interprets local and national news and other publications to communicate their potential effect on current donors and prospects.
Stays current with trends in philanthropy and technical developments that apply to prospect research and management.
SUPERVISORY RESPONSIBILITIES:

This position has no supervisory responsibilities.

QUALIFICATIONS:

Education/Experience:

Bachelor’s degree in Business, Public Administration, Liberal Arts, or related discipline.
Minimum of 3 years related work experience in conducting prospect research and/or general fundraising activities for nonprofit development purposes.
Minimum 1 year of work experience conducting analysis of donor and fundraising data for development purposes.
Experience with data analytics and data visualization tools (PowerBI, Tableau, etc.)
Certificates, Licenses, and Registrations:

NA

Special Knowledge/Skills/Abilities:

To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability needed. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions. (For best performance, the job holder in this position would be expected to show the right knowledge, skills, and abilities in the listed areas.)

Detailed knowledge of moves management process (identification, cultivation, solicitation, and stewardship) and related techniques for individual donors
Proficiency with fundraising CRM system (Raisers’ Edge) and prospect research and modeling tools (Research Point)
Proficient in Microsoft Excel or Google Sheets, using complex formulas, pivot tables, and data visualization
Comprehensive knowledge of standard office practices, procedures, equipment, techniques, and standard office software, such as MS Office suite
Excellent written and oral communication skills
Strong customer service skills and willingness to assist others
Able to communicate complex information clearly
Effective leadership skills
Strong organizational and strategic-thinking skills
Strong analytical and problem-solving abilities
Strong research and data analysis skills
Ability to work with a diverse population

COMPLIANCE:

Carries out responsibilities in accordance with HFB policies.

REASONING ABILITY:

Ability to apply common sense understanding to carry out detailed but uninvolved written or oral instructions. Ability to deal with problems involving a few concrete variables in standardized situations. To perform this job successfully, an individual must be able to perform each essential function satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability needed. Reasonable accommodation may be made to enable qualified individuals with disabilities to perform the essential functions. (For best performance, the jobholder in this position would be expected to show the right knowledge, skills, and abilities in the listed areas.)

COMPETENCIES:

Business Insight / Instills Trust / Drives Engagement / Optimizes Work Processes / Directs Work / Composure / Manages Ambiguity / Communicates Effectively / Organizational Savvy / Decision Quality / Manages Conflict / Presentation Skills

PHYSICAL REQUIREMENTS:

The physical requirements described here are representative of those that must be met by an employee to successfully perform the essential functions of the job. While performing the duties of the job, the employee is required daily to analyze and interpret data, communicate, and remain in a standing or stationary position for a significant amount of the workday; and often access, input, and retrieve information from the computer and other office productivity devices. The employee must regularly move about the office and around the facility, use hands, wrists, and fingers to grip, type, and write. The employee must frequently lift 10 pounds. The employee will need to have the average ability to hear horns, warnings, and alerts associated with a warehouse. The employee must frequently travel to other sites for business.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those employee encounters while performing the essential functions of this job. While the job is generally performed in an enclosed office environment, the employee is occasionally exposed to wet and/or humid conditions, strong food-related smells, and outside weather conditions. The noise level in the office environment is typically quiet, but the employee will be occasionally exposed to loud noise levels (e.g., horns, fans).

TRAVEL REQUIRED:

Minimal travel is required for this position (up to 10% of the time and on a domestic basis to other HFB facilities).

This role supports hours of operations at the Houston Food Bank facilities, as necessary, and may require flexibility (e.g., times of disaster, community events, company events).

*Is legally able to work in the United States.

The foregoing statements describe the general purpose and essential job functions needed for this job and are not an exhaustive list of all responsibilities, working conditions, qualifications, and skills that may be needed.

Houston Food Bank (HFB) is an equal employment opportunity employer. We consider individuals for employment or promotion according to their skills, abilities, and experience. We believe that it is an essential part of the Company's overall commitment to attract, hire and develop a strong, talented, and diverse workforce.

HFB is committed to complying with all applicable laws prohibiting discrimination based on race, color, religious creed, age, national origin, ancestry, physical, mental or developmental disability, sex (which includes pregnancy, childbirth, breastfeeding, and medical conditions related to pregnancy), veteran status, military status, marital or registered domestic partnership status, medical condition (including cancer or genetic characteristics), genetic information, gender, gender identity, gender expression, sexual orientation, as well as any other category protected by federal, state or local laws.