Planful Jobs (NOW HIRING)

Job Title: Specialist, Research & Qualification

Location: HQ

Reports to: VP, Donor Care

Management Responsibilities: None

Type of position: Full Time

Salary-Exempt Status: Overtime Eligible

Position Summary

This position will contribute to a fast-paced effort to mine and identify key prospects to research, engage, qualify, and elevate to the Corporate Engagement and Impact Fund teams. They will demonstrate best practices for maintaining donor records, tracking activity, and sourcing contact information from external resources. The position will also support the research of actionable intelligence for recent donors to inform engagement strategies for the entire Advancement team.

Essential Job Functions

• Implement a fast-paced prospective and lapsed donor research strategy meant to identify, connect with, and qualify potential donors to re-engage and elevate to an active portfolio through a robust moves management process.
• Actively move a dynamic portfolio of prospects and lapsed donors through the qualification process using reports, dashboards, and engagement plans to make a comprehensive effort to connect with and understand the donor’s affinity for the mission, interest in continuing to engage, and potential for continued support.
• Collaborate with Donor Care teammates to implement a donor research strategy that informs stewardship efforts for the entire Advancement team, including internal & external research, contact information and connection intelligence gathering, and utilizing actions to ensure stewardship completion.
• Collaborate with Donor Care teammates on the tracking and reporting of qualification activities and outcomes, ensuring accurate and timely data management.
• Other duties, as assigned.

Core Competencies

Reliable- As reliable employees, we are consistently kind and respectful. We earn the confidence and trust of those we work with. We navigate our work with honesty and integrity by being accountable for the commitments we make.

Communicator-We own our roles as communicators by being authentic and consistent in our communications with each other. We foster open dialogue and encourage giving and receiving feedback. We share respectfully and listen carefully.

Inclusive-We are employees who strive to be inclusive, we invite the perspectives and insights others share. We value collective problem-solving and the shared success of every member of the chapter team toward our common goals.

Humble-Humble employees seek to continuously become more self-aware and assume best intentions in others. We are willing to consider how we show up to our work, seek clarity from others, and take responsibility for our words and actions.

Planful-We show respect for our work and others by being planful. We are organized in the management of our daily work. We are on time and prepared for meetings. And we embrace changes that create more effective and efficient ways to work together.

Energetic-We are excited about working with others who believe in the future of our chapter and take our functional and cultural roles seriously. We are resilient and supportive of each other through wins and challenges.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 2 – 5 years’ work experience, preferably in prospect research, fundraising, and/or revenue generation through annual campaigns
• Excellent communication and customer service skills.
• Able to successfully work in a collaborative, team-oriented organization.
• Flexibility to travel overnight up to 15% of the time.

Physical Demands

While performing this job, employees may be required to talk, stand, or sit for long periods of time, walk, climb stairs, key data, stoop, twist, bend, crawl, speak and hear. Employees may drive a motor vehicle and may be required to travel during business hours. Person must also be able to move/lift to 20 pounds. While performing this job employee is exposed to weather prevalent at the time with varying noise levels. Reasonable accommodations may be made to enable a person with disabilities to perform the essential functions.

Disclaimer

The above statements are intended to describe the general nature and level of work being performed by people assigned to this position. They are not to be construed as an exhaustive list of all responsibilities, duties, and skills required. All personnel may be required to perform duties outside of their normal responsibilities from time to time, as needed.