Research Qualification Specialist

Specialist, Research & Qualification

Reports to:

VP, Donor Care

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
• Communicator
• Inclusive
• Humble
• Planful
• Energetic

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.