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About the Role
Collaborating closely with IT and the Development Team, the Senior Development Associate, Systems and Prospect Research supports platform integrations, including the CRM migration, and oversees analytics and reporting while ensuring data integrity. This role also provides hands-on prospect research support as needed, offering strategic recommendations on leveraging technology for prospecting, portfolio support, and ongoing donor coverage.
Responsibilities
- Support platform integrations across development systems, including web and online giving platforms.
- Serve as a key contributor to the CRM migration, supporting requirements gathering, testing, data validation, and post-implementation activities.
- Partner with Development Operations leadership to establish and maintain data governance standards, ensuring data integrity and quality across advancement systems (including duplicate resolution, record accuracy, and data standards).
- Develop and implement processes and dashboards for ongoing data quality management and system optimization for future prospecting.
- Produce and maintain standard and ad hoc reports and dashboards to support prospecting, fundraising strategy, portfolio management, appeals, membership, and pipeline analysis.
- Provide prospect research support, including data pulls, briefings, summaries, and institutional and individual prospect reporting.
- Support the department’s use of research tools; evaluate new platforms and methodologies to strengthen research capabilities.
- Collaborate with Prospect Research and gift officers to review portfolios, support moves management and generate cultivation and event lists.
- Support gift processing and ticketing as needed during peak periods.
- Support special projects and other duties as assigned.
Requirements
- Minimum 2+ years of prospect research experience in a nonprofit cultural organization or institution of higher education.
- Experience migrating and integrating CRM systems to Salesforce.
- Strong analytical and research skills, with the ability to synthesize complex information into clear, actionable written summaries.
- Experience with prospect research and wealth screening tools (e.g., iWave, LexisNexis, RelSci, Foundation Directory Online, GuideStar).
- Experience with Salesforce; proficiency in relational databases and data imports/exports.
- Advanced proficiency in Microsoft Office and internet-based research.
- Understanding of major gift fundraising principles and philanthropic communities (local and national).
- Demonstrated ability to manage multiple projects with strong attention to detail, discretion, and confidentiality.
- Ability to work independently and collaboratively in a fast-paced environment.
Skills
- Prospect research
- CRM migration
- Salesforce
- Data governance
- Data integrity
- Data quality management
- System optimization
- Reporting
- Dashboard creation
- Prospecting
- Fundraising strategy
- Portfolio management
- Wealth screening tools
- Relational databases
- Data imports/exports
- Microsoft Office
- Internet-based research
- Major gift fundraising principles
- Philanthropic communities
Work Type
- Hybrid working model
Education Level
- Bachelor’s degree required.
Salary/Compensations
- $70,000 - $80,000