Prospect Research & Data Specialist

WINS is seekinga Senior Prospect Research Analyst to lead prospect research and steward thefundraising data practices, processes, and reporting frameworks that support astrong and effective philanthropy program.

Over the nextthree years, WINS will embark on a comprehensive fundraising campaign to bettersupport women and their families in Calgary. This role will be critical to the success of that campaign by leading prospect identification and donorintelligence work, strengthening portfolio and pipeline practices, and ensuringfundraising data and processes are structured to support informeddecision-making, effective relationship management, and campaign success.

This position is responsible for managing the prospect research function and providing leadership in the stewardship of fundraising data and related business processes. The successful candidate will bring strategic direction toprospecting, portfolio intelligence, reporting, and data standards, while working collaboratively with fundraising colleagues and technical partners to identify and support CRM improvements. This role is not expected to serve as a technical system administrator, but will act as a key advisor on howfundraising data, workflows, and reporting should be structured to best support the team.

• Lead the prospect researchfunction for WINS, establishing priorities, standards, and workflows that support fundraising and campaign goals.
• Design and drive proactiveprospect identification strategies for individual, corporate, and foundationdonors with capacity and alignment to support WINS.
• Oversee the development ofprospect profiles, briefing materials, and donor intelligence summaries that support cultivation, solicitation, stewardship, and executive engagement.
• Provide strategic insight and recommendations to fundraising leadership on prospect prioritization, campaignreadiness, donor segmentation, and relationship mapping.
• Lead portfolio intelligencepractices by monitoring prospect movement, portfolio composition, and pipelinehealth, and identifying risks, gaps, and opportunities.
• Facilitate prospect management and portfolio review processes, including recommendations related to prospectassignment, reassignment, and rebalancing.
• Analyze donor and constituentinformation to identify emerging opportunities, lapsed donor re-engagement strategies, and trends that can strengthen fundraising performance.
• Develop and refine researchrequest processes, templates, and service standards to ensure timely,consistent, and high-value support to the fundraising team.

• Steward the quality,consistency, and strategic use of fundraising data across the philanthropyteam.
• Establish and maintain standards for prospect tracking, opportunity management, portfolio coding,reporting definitions, and data entry practices.
• Lead the review and improvement of fundraising business processes to ensure data collection, storage, and reporting practices support fundraising effectiveness and campaign execution.
• Advise on CRM-relatedstructural and workflow improvements needed to better support donor management,portfolio visibility, forecasting, and reporting.
• Translate fundraising needsinto clear business requirements and partner with internal or external technicalresources to support implementation.
• Oversee the development and ongoing refinement of dashboards, reports, and analysis that support frontlinefundraisers, leadership, and campaign planning.
• Interpret fundraising data andtrends for leadership and provide recommendations to improve portfolio health,prospect flow, and fundraising performance.
• Develop and document procedures, definitions, and process guidelines to strengthen consistency,accountability, and sustainability across the team.
• Provide guidance and training to philanthropy staff on fundraising data practices, prospect management processes, and effective use of reporting tools.
• Promote ethical, confidential,and appropriate use of donor and prospect information.

• Minimum 5–7 years of progressive experience in prospect research, prospect management, development services, fundraising operations, database…