Philanthropy Operations & Research Manager

CALSTART, Inc.; United States; On-site; USD 77,000 - 92,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Paid vacation

Paid holidays

Paid sick time

Paid family leave

FSA

Job summary

Catalyst Mobility is hiring a Manager of Operations & Research to serve as the backbone of our philanthropy function. You will oversee systems, processes, budgeting, data management, and prospect intelligence to enable sustainable fundraising growth and high-performing operations.

Reporting to the Head of Philanthropy & Private Funding, you will forecast, budget, manage CRM, handle pipeline reporting, and provide analytics to strengthen fundraising performance across cross-functional teams.

Qualifications

• 5+ years of experience in philanthropy, fundraising operations, grant management, nonprofit administration, business operations, prospect research, or a related field.

Responsibilities

• Develop and maintain philanthropy revenue forecasts and fundraising 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.
• 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 senior managers 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.

Job description

Catalyst Mobility is hiring a Manager of Operations & Research to serve as the backbone of our philanthropy function. You will oversee systems, processes, budgeting, data management, and prospect intelligence to enable sustainable fundraising growth and high-performing operations.

Reporting to the Head of Philanthropy & Private Funding, you will forecast, budget, manage CRM, handle pipeline reporting, and provide analytics to strengthen fundraising performance across cross-functional teams.