Pipeline Management Analyst

obama; United States; Remote; USD 52,000 - 65,000; Full time

Job summary

The Obama Foundation is seeking a Pipeline Management Analyst to support the Prospect Research team with donor research, briefing materials, and portfolio initiatives. This remote role serves the Chicago area, reporting to the Director of Prospect Research & Portfolio Insights.

Key responsibilities include mid-level giving research, event briefings, risk vetting, and portfolio growth; deliver timely donor profiles and research briefs to frontline fundraisers.

Qualifications

• 1-2 years of donor research or related field.
• Proficiency with research techniques and vendors such as iWave and LexisNexis.
• Ability to manage high-volume work in a fast-changing environment.

Responsibilities

• Mid-Level Giving: donor research, capacity ratings, and profiling five-figure prospects.
• Event/Tour Support: background information for Foundation events and tours.
• Media Monitoring: update teams on news relevant to donors.
• Reputational Vetting: monthly risk assessment for donors and prospects.
• Prospect Identification: pipeline searches using internal/external data sources.
• Performs other duties as assigned.

Skills

Donor research

Capacity ratings

Prospect research

Communication skills

Data interpretation

Tools

iWave

LexisNexis

Salesforce

Job description

At The Obama Foundation, our mission is to inspire, empower, and connect people to change their world. We seek to build an active democratic culture where people are equipped and motivated to make change in the communities where they live, work, and play. Right here on the South Side of Chicago, we're building a home for this vision, a global center for change with a range of opportunities - coordinated programming, community outreach events, educational moments, and more - that invite visitors from down the block or across the globe to turn hope into action.

Achieving our ambitious goals starts with an exceptional team built on our Hope to Action Values - Courage, Empathy, Integrity, Accountability, Community, Inclusivity, Pragmatism, Resilience, Imagination, and Hope. A Framework that anyone, anywhere, can use to build trust, activate participation, and expand opportunity in their community.

Purpose of the Role

The Pipeline Management Analyst will serve as a member of the Prospect Research team. The Analyst will ensure that our frontline fundraisers have the data and system support they need to succeed, plugging into various workflows - from fulfilling research requests, to producing event briefings, to assisting the team with portfolio building initiatives. Key duties include direct research support to our Mid-Level giving program, assisting in the preparation of briefing materials for events and campus tours, and partnering with the Prospect Research team on various pipeline and donor data update projects. As the Pipeline Management Analyst, you'll be reporting directly to the Director, Prospect Research & Portfolio Insights.

Core Job Responsibilities

• Mid-Level Giving: conducting donor research, providing capacity ratings and profiles on new five-figure prospects, and collaborating with the fundraisers to determine which donors may be ready to move into a Major Gifts portfolio.
• Event/Tour Support: provide timely background information on individuals and corporations attending Foundation events and/or Obama Presidential Center tours.
• Media Monitoring and Tracking: establish and formalize a system for regularly updating Prospect Research Associates on news relevant to donors in their team portfolios.
• Reputational Vetting: lead the monthly and ongoing processes for basic risk assessment and management for donors and prospects.
• Prospect Identification: using a combination of internal and external data sources, perform regular pipeline building searches.
• Performs other duties as assigned.

Key Deliverables / Outcomes

• Prospect/donor profiles and other research briefings
• On-time briefing documents to support in-person engagement
• Newly-identified Foundation prospects

Required Qualifications

• Minimum of 1-2 years of experience in donor research or a related field.
• Proficiency with various research techniques and industry-standard vendors such as iWave and LexisNexis preferred.
• Ability to thrive in a fast-changing environment while juggling a high volume of work.
• Ability to analyze and interpret large volumes of data and uncover hidden trends.
• Excellent communication skills, both verbal and written.
• Excellent interpersonal and relationship-building skills and ability to function independently while working in a team-oriented environment.
• Salesforce experience preferred.

The salary range for this role is between $51,965 and $64,980.

This is a remote role based in the Chicago area.

For an overview of our benefits package, including insurance, paid time off, retirement & more, please visit https://www.obama.org/careers/ .

Equal Opportunity Employer

The Foundation is committed to creating a diverse work environment and is proud to be an equal opportunity employer. The Foundation does not discriminate on the basis of race, color, national origin, sex, gender identity, religion, sexual orientation, age, disability, parental status, veteran status, or any other protected status under applicable laws. We encourage individuals of all backgrounds to apply. If you are a qualified candidate with a disability, please e-mail us at [e-mail] if you require a reasonable accommodation to complete this application.