Job Requirements
The
Development Associate Prospect Research serves as a research and data support partner contributing to prospect development, portfolio support, and data-informed prospecting efforts. Helps identify and evaluate potential donors, supports portfolio management processes, and provides fundraisers with clear, accurate, and actionable information to advance cultivation and solicitation strategies. Working across a dual-CRM environment (RENXT and Advance/BBCRM), supports research, screenings, and queries, while helping maintain research quality and consistency. This position operates in close coordination with internal colleagues and campus partners-including UMB, UMBF, and UMMS Shared Services-to ensure alignment in prospect data, research standards, and reporting practices.
Primary Responsibilities
- Prepare prospect profile briefings and background summaries for meetings, events, and leadership engagement
- Support execution of wealth screening initiatives, including donor and grateful patient screenings
- Conduct proactive and reactive research on individuals, corporations, and foundations using a variety of tools and sources
- Identify opportunities to improve research workflows and support greater efficiency
- Maintain tools, workflows, and tracking processes that support ongoing pipeline development
- Assist in developing and maintaining dashboards (Tableau, Power BI) across two CRM systems
- Produce routine reports and assist with ad hoc data requests
- Support query building and list generation within Blackbaud CRM and Raiser's Edge NXT (sunsetting Advance & moving to BBCRM in CY2026)
- Coordinate with UMMS Shared Services, UMB, and UMBF to help maintain consistency in data practices and prospect information
- Apply established prospect management guidelines and data standards; escalate discrepancies as appropriate
- Serve as a support resource for frontline fundraisers by providing guidance on CRM usage and data entry practices
- Perform all other duties as assigned.
Work Experience
Education
- Bachelor's degree
- Minimum one (1) year of experience in prospect development, research, or related field
- Proficiency in CRM systems (RENXT, BBCRM) and prospect research tools
- Education & Experience - Preferred
- Experience in healthcare or academic medical center philanthropy
Knowledge, Skills, & Abilities
- Understanding of wealth indicators and ability to translate findings into prospect insights
- Strong organizational skills with attention to detail
- Ability to manage multiple tasks and deadlines in a team-based environment
- Strong interpersonal and communication skills, with the ability to collaborate across teams