Prospect Management Consultant

ROME GROUP; St. Louis (MO); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Remote Fridays

Job summary

Rome Group is seeking a Prospect Management Consultant to partner with frontline fundraisers, guiding portfolios and donors through strategic pipelines. You will translate analytics into actionable insights and coach cross-functional teams to adopt best practices in portfolio management.

The role emphasizes data fluency, stakeholder coaching, and a growth mindset to drive high-impact fundraising outcomes across geographic territories and university partnerships in a collaborative, mission-driven

Qualifications

• Bachelor's degree plus 3 years of relevant experience in advancement/fundraising, data-informed environments.
• Proven ability to compile, analyze, and communicate complex data into clear strategic narratives.
• Ability to coach team members and cross-functional partners through business processes and best practices.

Responsibilities

• Strategic Portfolio & Pipeline Optimization: partner with frontline gift officers and executives across territories to optimize portfolios and drive donor pipelines.
• Data Analysis & Trend Insights: analyze portfolio health, pipeline velocity, and outcomes to deliver visual insights for decision-making.
• Cross-Functional Collaboration & Expertise: connect Prospect Research, Prospect Management, and frontline leadership to share guidance and best practices.

Skills

Data fluency

Emotional intelligence

Growth mindset

Stakeholder coaching

Education

Bachelor's degree in a related field

Tools

Salesforce

Excel

Tableau

Power BI

R

Python

Job description

Why Join Us?

Are you an organized,data-fluentprofessional with a talent forbuilding relationships, translating complex analytics into clear strategy, and coaching teams to success?

In higher education advancement, data is only as good as the strategy behind it. As aProspect Management Consultant, you won't just pull reports or managedata, you will serve as a trusted strategic partner to our frontline fundraisinggift officers.You willguide frontline fundraisers through high-stakes donor pipelinesand best practices in portfolio management, partner with managers to drive consistent operations and outcomes, and directly shape how our institution builds transformational relationships.

How You’ll Make an Impact

Strategic Portfolio & Pipeline Optimization (50%)

• Be a Trusted Advisor: Partner directly with 15-20 frontline gift officers and Executive Directors across assigned geographic territories, tailoring your partnership approach to align with individual working styles and regional goals.
• Lead Consultations with Fundraisers: Drive quarterly strategy reviews to help fundraisers clean up portfolios, prioritize top prospects, and unblock stagnant relationships.
• Fuel the Pipeline:Buildmomentum with qualified prospects, ensuring high-capacity donors move seamlessly through pipeline stages.

Data Analysis & Trend Insights (35%)

• Turn Data into Action: Analyze portfolio health, pipeline velocity, and outcomes to deliver holistic, visual insights that drive strategic decisions.
• Identify Opportunities: Spot emerging giving trends and leverage reporting tools (CRM, Salesforce Lightening Reports, Tableau/Power BI, Excel) to recommend high-potential prospect assignments.
• Protect Data Integrity: Ensure our CRM data remains accurate, actionable, and aligned with institutional policies.

Cross-Functional Collaboration & Expertise (15%)

• Bridge the Gap: Serve as the strategic connective tissue between Prospect Research, Prospect Management, and frontline Leadership & Major Giving teams.
• Subject Matter Expert:Provide clear guidance and coaching on prospect management best practices, policies, and workflows.

Who You Are (Qualifications)

The Must-Haves:

• Education & Experience: Bachelor's degree + 3 years of relevant experience in advancement/fundraising, data-informed, or long-term consultative environments.
• Emotional Intelligence: Exceptional interpersonal skills with the ability to build trust, adapt communication to diverse audiences, and coach team members through complex business processes.
• Growth Mindset: A fast, curious learner who naturally looks at problems through a broad, strategic lens and continuously searches for creative solutions.
• Data Fluency:Proven ability to compile, analyze, and communicate complex data from diverse sources into easy-to-understand strategic narratives.

What Will Make You Stand Out (Preferred):

• Experience in Higher Education Advancement or a comprehensive university setting.
• Background in prospect development, prospect research, or fundraising.
• Proficiency with CRM systems (e.g., Salesforce) and analytics/data visualization tools (Excel, Tableau, Power BI, R, or Python).

Workplace & Benefits

• Location: St. Louis, MO (Campus-based, eligible to work remotely on Fridays).
• Environment:A supportive, collaborative, and mission-driven advancement team.