Philanthropy Operations & Prospect Research Manager

Catalyst Mobility; United States; Remote; USD 77,000 - 92,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Paid time off

Paid holidays

Family leave

Job summary

Catalyst Mobility is seeking a Manager, Operations & Research to underpin philanthropy operations and fundraising analytics. You will forecast revenue, manage budgets, administer the philanthropy CRM, and develop prospect research and pipeline metrics to support growth and disciplined decision-making.

Working with senior leadership, you will build dashboards, standardize processes, and ensure accurate data informs strategy and annual planning.

Qualifications

• 5+ years of experience in philanthropy, fundraising operations, grant management, nonprofit administration, business operations, prospect research, or a related field.
• Experience managing CRM systems and fundraising databases.
• Experience with budgeting, forecasting, reporting, or financial planning.
• Experience conducting research and synthesizing information into actionable recommendations.
• Experience managing multiple projects, priorities, and deadlines simultaneously.

Responsibilities

• Develop and maintain philanthropy revenue forecasts, pipeline projections, and fundraising performance models.
• Coordinate grant budget development and philanthropic financial planning processes.
• Track progress toward annual fundraising goals and revenue targets.
• Develop financial reports and analyses to support leadership decision-making.
• Support annual planning, portfolio reviews, and departmental performance tracking.
• Monitor portfolio health and identify revenue risks and growth opportunities.
• Partner with Finance to support forecasting, grant budgeting, revenue tracking, and financial reporting.
• Serve as primary administrator of philanthropy CRM systems and related reporting tools.
• Maintain data integrity, portfolio tracking systems, fundraising records, and pipeline management processes.
• Develop and manage dashboards, reporting systems, and performance metrics.
• Establish and maintain operational procedures, workflows, templates, and documentation.
• Identify opportunities to improve efficiency, consistency, and scalability across philanthropy operations.
• Coordinate operational processes across philanthropy, finance, communications, and program teams.
• Ensure leadership has accurate, timely, and actionable data to support decision-making.
• Conduct research on foundations, corporations, family offices, donor-advised funds, and individual giving prospects.
• Identify, qualify, and prioritize prospective philanthropic funding opportunities.
• Build and maintain prospect pipelines aligned with Catalyst Mobility's strategic priorities and growth objectives.
• Monitor philanthropic trends, funding opportunities, and emerging funders.
• Develop prospect profiles, briefing materials, relationship maps, and funder intelligence reports.
• Support cultivation planning through targeted research and opportunity analysis.
• Partner with the Senior Manager, Emerging Partnerships & Growth to identify and advance high-potential opportunities.
• Conduct portfolio gap analyses and recommend prospecting priorities.
• Maintain prospect and opportunity dashboards, tracking tools, and pipeline reports.
• Support development of annual prospecting goals, pipeline targets, and revenue growth strategies.
• Analyze fundraising performance, pipeline health, and portfolio trends.
• Develop reports and presentations for leadership, executive audiences, and board reporting.
• Track key fundraising performance indicators and organizational metrics.
• Identify trends, opportunities, and areas of risk across the philanthropy portfolio.
• Provide recommendations based on fundraising, prospecting, and portfolio data.
• Support continuous improvement efforts through analysis and performance measurement.
• CRM data accuracy and integrity.
• Timely and accurate reporting.
• Adoption and effectiveness of philanthropy systems and processes.
• Quality and consistency of operational documentation.
• Forecast accuracy.
• Budget accuracy.
• Quality of pipeline visibility and reporting.
• Leadership confidence in revenue projections and portfolio data.
• Number and quality of qualified opportunities identified.
• Growth in prospect pipeline value and volume.
• Quality and usefulness of funder intelligence.
• Research support provided to cultivation efforts.
• Pipeline conversion and advancement metrics.
• Improved fundraising decision-making.
• Stronger cross-functional coordination.
• Increased fundraising efficiency and scalability.
• Enhanced ability to identify and pursue new revenue opportunities.
• Greater visibility to organizational fundraising performance.

Skills

CRM systems management

Budgeting & forecasting

Fundraising analytics

Prospect research

Project management

Data analysis

Tools

Salesforce

CRM reporting tools

Job description

Catalyst Mobility is seeking a Manager, Operations & Research to underpin philanthropy operations and fundraising analytics. You will forecast revenue, manage budgets, administer the philanthropy CRM, and develop prospect research and pipeline metrics to support growth and disciplined decision-making.

Working with senior leadership, you will build dashboards, standardize processes, and ensure accurate data informs strategy and annual planning.