Prospect Management Consultant, Leadership and Major Giving

Annual Giving Network LLC; St. Louis (MO); On-site; USD 58,000 - 68,000; Full time

Job summary

Annual Giving Network LLC seeks a Prospect Management Consultant to advance donor-centric fundraising through data-driven portfolio optimization and strategic guidance. The role collaborates with frontline fundraisers, campus partners, and fellow consultants to sustain pipeline health and performance.

Responsibilities include managing qualification queues, coordinating territory work, and ensuring data integrity within the CRM while advising leadership on best practices.

Qualifications

• Bachelor’s degree required.
• 3 years relevant fundraising or prospect management experience.
• Experience with data analysis and CRM systems.

Responsibilities

• Build and optimize gift officer portfolios across Leadership and Major Giving.
• Collaborate with fundraising teams to manage queue assignments and data integrity.
• Lead quarterly prospect management consultations to guide strategy.
• Deliver data-informed analysis of portfolios, health, and pipeline trends.
• Provide targeted strategic analysis to drive fundraiser performance and donor engagement.
• Partner with officers to align portfolio strategy with capacity and goals.

Skills

Analytical thinking

Communication

Strategic thinking

Collaboration

Problem solving

Education

Bachelor’s degree

Tools

Excel

Tableau

Power BI

R

Python

Salesforce

Job description

Position Summary

The role of Prospect Management Consultant is an exciting opportunity for a data-driven, mid-career professional who is eager to contribute to a collaborative and strategic team. This position will focus on the effective and coordinated deployment of Leadership and Major Giving prospects and processes. It plays a critical role in managing and maintaining the integrity of prospect data; supporting portfolio construction and health; coordinating movement between pipeline stages and capacity levels; preparing performance insights and trend analysis; and advising frontline fundraisers and colleagues on best practices in prospect management. This position requires a data-driven mindset and the ability to translate complex information into actionable insights for frontline fundraisers and leadership.

This position is part of the Prospect Management team and supports unified, donor-centric fundraising strategies through close partnership with fundraisers and campus partners. The role will concentrate on prospects with the capacity to give between $25,000 and $4,999,999, across both Leadership Giving and Major Giving levels. The Prospect Management Consultant will work alongside fellow Consultants and report to the Senior Associate Director of Prospect Management.

This is a full-time, benefits-eligible position based on campus, with an optional hybrid work schedule.

Job Description

Primary Duties & Responsibilities:

Building, Analyzing, and Optimizing of Gift Officer Portfolios & Partnership with Gift Officers

• Build and maintain qualification queues and portfolios for between 15 and 20 gift officers across Leadership Giving and Major Giving levels.
• Collaborate with fundraising teams in 1-2 assigned geographic territories to manage queue assignments, portfolio composition, data integrity, and pipeline development
• Lead recurring (typically quarterly) prospect management consultations with gift officers to guide strategy, prioritize prospects, and support long‑term portfolio growth.
• Deliver holistic, data-informed analysis of qualification queues, portfolio health, performance metrics, and pipeline trends.
• Provide targeted strategic analysis to drive fundraiser performance and meaningful donor engagement.
• Prepare and share performance
• Establish collaborative partnerships with gift officers and Executive Directors to align portfolio strategy with team goals, individual styles, and capacity priorities.
• Contribute innovative, data-driven approaches to prospect strategy and portfolio optimization through insight, iteration, and consultation.

Liaise with prospect management and research colleagues to:

• Identify and prioritize new prospect assignments across capacity lanes within the identified territory.
• Prepare materials for territory-based internal meetings, as needed.
• Provide critical support in the management, maintenance, and integrity of prospect data in CRM, including processing gift officer requests for prospect assignment changes.
• Serve as a subject matter expert on policies and procedures related to Leadership- and Major-level Gift Officers’ management of their assigned prospects.
• Perform other duties as assigned.

Working Conditions:

Job Location/Working Conditions

• Normal office environment
• Ability to travel to various on- and off-campus locations

Physical Effort

• Typically sitting at a desk or table
• Repetitive wrist, hand or finger movement

Equipment

• Office equipment

The above statements are intended to describe the general nature and level of work performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all job duties performed by the personnel so classified. Management reserves the right to revise or amend duties at any time.

Required Qualifications

Education:

Bachelor’s degree

Certifications/Professional Licenses:

No specific certification/professional license is required for this position.

Work Experience:

Relevant Experience (3 Years)

Skills:

Not Applicable

Driver’s License:

A driver’s license is not required for this position.

More About This Job

Preferred Qualifications

• Ability to train/coach clients on complex concepts and business practices.
• Ability to compile, report, and analyze information from diverse sources.
• Ability to understand problems from a broad, interactive perspective and conceive strategic solutions.
• Proficiency in data analysis and reporting tools (e.g., Excel, Tableau, Power BI, R, Python, or similar) to support portfolio optimization, trend identification, and strategic decision-making.

This position is located in St. Louis, MO and the targeted hiring range for this position is $58,400 – $68,000.

Preferred Qualifications

Education:

No additional education unless stated elsewhere in the job posting.

Certifications/Professional Licenses:

No additional certification/professional licenses unless stated elsewhere in the job posting.

Work Experience:

Higher Education Fundraising With Comprehensive University (3 Years)

Skills:

Analytical Thinking, Business Decisions, Business Interactions, Communication, Complex Systems, Confidentiality, Critical Thinking, Customer Relationship Management (CRM) Software, Customer Service Orientation, Data Analysis, Datasets, Deadline Management, Detail-Oriented, Fundraising, Microsoft Office, Organizing, Problem Solving, Prospect Development, Prospect Management, Prospect Research, Relationship Building, Salesforce (Software), Sound Judgment

Grade

G12

Salary Range

$58,400.00 – $99,700.00 / Annually

The salary range reflects base salaries paid for positions in a given job grade across the University. Individual rates within the range will be determined by factors including one’s qualifications and performance, equity with others in the department, market rates for positions within the same grade and department budget.