Development Associate Prospect Research
Listed on 2026-08-05
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Business
CRM Systems & Management
Development Associate Prospect Research
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 (sun setting 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
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