Prospect Management Consultant, Leadership and Major Giving

Overview

Position Summary
The role of Prospect Management Consultant is an exciting opportunity for a data-driven, mid-career professional who is eager to contribute to a collaborative and strategic team. This position will focus on the effective and coordinated deployment of Leadership and Major Giving prospects and processes. It plays a critical role in managing and maintaining the integrity of prospect data; supporting portfolio construction and health;

coordinating movement between pipeline stages and capacity levels; preparing performance insights and trend analysis; and advising frontline fundraisers and colleagues on best practices in prospect management. This position requires a data-driven mindset and the ability to translate complex information into actionable insights for frontline fundraisers and leadership.

This position is part of the Prospect Management team and supports unified, donor-centric fundraising strategies through close partnership with fundraisers and campus partners. The role will concentrate on prospects with the capacity to give between $25,000 and $4,999,999, across both Leadership Giving and Major Giving levels. The Prospect Management Consultant will work alongside fellow Consultants and report to the Senior Associate Director of Prospect Management.

This is a full-time, benefits-eligible position based on campus, with an optional hybrid work schedule.

Primary

Duties & Responsibilities:

• Building, Analyzing, and Optimizing of Gift Officer Portfolios & Partnership with Gift Officers

• Build and maintain qualification queues and portfolios for between 15 and 20 gift officers across Leadership Giving and Major Giving levels.
• Collaborate with fundraising teams in 1-2 assigned geographic territories to manage queue assignments, portfolio composition, data integrity, and pipeline development.
• Lead recurring (typically quarterly) prospect management consultations with gift officers to guide strategy, prioritize prospects, and support long-term portfolio growth.
• Deliver holistic, data-informed analysis of qualification queues, portfolio health, performance metrics, and pipeline trends.
• Provide targeted strategic analysis to drive fundraiser performance and meaningful donor engagement.
• Prepare and share performance insights that help evaluate fundraising activity, forecast outcomes, and inform next steps.
• Establish collaborative partnerships with gift officers and Executive Directors to align portfolio strategy with team goals, individual styles, and capacity priorities.
• Contribute innovative, data-driven approaches to prospect strategy and portfolio optimization through insight, iteration, and consultation.

Liaise with prospect management and research colleagues to:

• Identify and prioritize new prospect assignments across capacity lanes within the identified territory; and
• Prepare materials for territory-based internal meetings, as needed.
• Provide critical support in the management, maintenance, and integrity of prospect data in CRM, including processing gift officer requests for prospect assignment changes.
• Serve as a subject matter expert on policies and procedures related to Leadership- and Major-level Gift Officers’ management of their assigned prospects.
• Perform other duties as assigned.

Required Qualifications

• Education:
  
  Bachelor’s degree
• Work Experience:
  
  Relevant Experience (3 Years)

Preferred Qualifications

• Experience in a prospect development, research, or prospect management function in a fundraising, nonprofit, or higher-education setting.
• Experience as a frontline fundraiser preferred.
• Experience managing large data sets.
• Proficiency in data analysis and reporting tools (e.g., Excel, Tableau, Power BI, R, Python, or similar) to support portfolio optimization, trend identification, and strategic decision-making.
• Highly organized and able to work under pressure to coordinate multiple requests/competing deadlines.
• Ability to train/coach clients on complex concepts and business practices.
• Ability to compile, report, and analyze information from diverse sources.
• Ability to understand problems from a broad, interactive perspective and conceive strategic solutions.
• Skills:
  
  Analytical Thinking, Business Interactions, Business Practices, Client Relationship Management, Complex Systems, Confidentiality, Critical Thinking, Data Interpretations, Datasets, Decision Making, Detail-Oriented, Fundraising, Microsoft Office, Multitasking, Oral Communications, Organizing, Problem Solving, Prospect…