Development Associate Prospect Research

University of Maryland Medical System; Baltimore (MD); On-site; USD 60,000 - 80,000; Full time

Job summary

University of Maryland Medical System is seeking a Development Associate Prospect Research to support prospect development, portfolio management, and data-driven fundraising efforts. You will perform research across donors, corporations, and foundations and provide clear, actionable insights to frontline fundraisers.

In a dual-CRM environment (RENXT and BBCRM), you will help maintain data quality, assist dashboards in Tableau/Power BI, and collaborate with UMMS Shared Services and campus

Qualifications

• Bachelor's degree required.
• Minimum one year of prospect development or related experience.
• Experience with CRM systems RENXT and BBCRM and prospect research tools.

Responsibilities

• Prepare prospect profile briefings and background summaries for meetings, events, and leadership engagement
• Support execution of wealth screening initiatives, including donor and grateful patient screenings
• Conduct proactive and reactive research on individuals, corporations, and foundations using various tools and sources
• Identify opportunities to improve research workflows and efficiency
• Maintain tools, workflows, and tracking processes that support ongoing pipeline development
• Assist in developing and maintaining dashboards (Tableau, Power BI) across two CRM systems
• Produce routine reports and assist with ad hoc data requests
• Support query building and list generation within Blackbaud CRM and Raiser's Edge NXT
• Coordinate with UMMS Shared Services, UMB, and UMBF to maintain consistency in data practices
• Apply established prospect management guidelines and data standards; escalate discrepancies as appropriate
• Serve as a support resource for frontline fundraisers by providing guidance on CRM usage and data entry practices
• Perform all other duties as assigned

Skills

Research analysis

CRM proficiency

Data storytelling

Collaboration

Education

Bachelor's degree

Tools

RENXT

BBCRM

Tableau

Power BI

Job description

Job Requirements

The Development Associate Prospect Research serves as a research and data support partner contributing to prospect development, portfolio support, and data-informed prospecting efforts. Helps identify and evaluate potential donors, supports portfolio management processes, and provides fundraisers with clear, accurate, and actionable information to advance cultivation and solicitation strategies. Working across a dual-CRM environment (RENXT and Advance/BBCRM), supports research, screenings, and queries, while helping maintain research quality and consistency. This position operates in close coordination with internal colleagues and campus partners-including UMB, UMBF, and UMMS Shared Services-to ensure alignment in prospect data, research standards, and reporting practices.

Primary Responsibilities

• Prepare prospect profile briefings and background summaries for meetings, events, and leadership engagement
• Support execution of wealth screening initiatives, including donor and grateful patient screenings
• Conduct proactive and reactive research on individuals, corporations, and foundations using a variety of tools and sources
• Identify opportunities to improve research workflows and support greater efficiency
• Maintain tools, workflows, and tracking processes that support ongoing pipeline development
• Assist in developing and maintaining dashboards (Tableau, Power BI) across two CRM systems
• Produce routine reports and assist with ad hoc data requests
• Support query building and list generation within Blackbaud CRM and Raiser's Edge NXT (sunsetting Advance & moving to BBCRM in CY2026)
• Coordinate with UMMS Shared Services, UMB, and UMBF to help maintain consistency in data practices and prospect information
• Apply established prospect management guidelines and data standards; escalation discrepancies as appropriate
• Serve as a support resource for frontline fundraisers by providing guidance on CRM usage and data entry practices
• Perform all other duties as assigned

Work Experience Education

• Bachelor's degree
• Minimum one (1) year of experience in prospect development, research, or related field
• Proficiency in CRM systems (RENXT, BBCRM) and prospect research tools

Education & Experience - Preferred

• Experience in healthcare or academic medical center philanthropy

Knowledge, Skills, & Abilities

• Understanding of wealth indicators and ability to translate findings into prospect insights
• Strong organizational skills with attention to detail
• Ability to manage multiple tasks and deadlines in a team-based environment
• Strong interpersonal and communication skills, with the ability to collaborate across teams