Data & Prospect Research Manager

CRM Manager

This role oversees CRM integrity, donor data management, prospect research, and grant documentation to support strategic fundraising, accurate forecasting, and pipeline development. The Manager provides insights and tools that strengthen portfolio performance and donor engagement.

Reports to: Senior Director of Advancement

FLSA Status: Regular, full time, exempt

Essential Functions:

CRM & Data Management

• Maintain accurate donor records, coding, and documentation
• Ensure SOP compliance for data entry, gift processing, and reconciliation
• Produce dashboards, reports, and forecasting tools

Prospect Research

• Conduct wealth screening, relationship mapping, and donor capacity analysis
• Prepare prospect profiles and meeting briefs
• Support segmentation and portfolio optimization

Grant Documentation

• Maintain complete and organized grant files (proposals, budgets, reports, award letters)
• Support reporting requirements and internal tracking

Cross-Functional Support

• Provide data insights to inform fundraising, stewardship, and event follow-up
• Collaborate with Finance and MarCom on donor reporting and communication

Required Education and Experience:

• 3–5 years of advancement services or prospect research experience
• Proficiency in Raiser's Edge required; Salesforce familiarity preferred
• Strong analytical and writing skills

Physical Demands:

• Must be able to sit at a computer terminal for up to 3 hours at a time; must be able to stand for 1 to 2½ hours per day.
• Ability to lift a minimum of 25 pounds without difficulty.
• Ability to climb stairs