Prospect Research Associate: Donor Insights & Data

University of Maryland Medical System; Baltimore (MD); On-site; USD 60,000 - 80,000; Full time

Job summary

University of Maryland Medical System is seeking a Development Associate Prospect Research to support prospect development, portfolio management, and data-driven fundraising efforts. You will perform research across donors, corporations, and foundations and provide clear, actionable insights to frontline fundraisers.

In a dual-CRM environment (RENXT and BBCRM), you will help maintain data quality, assist dashboards in Tableau/Power BI, and collaborate with UMMS Shared Services and campus

Qualifications

• Bachelor's degree required.
• Minimum one year of prospect development or related experience.
• Experience with CRM systems RENXT and BBCRM and prospect research tools.

Responsibilities

• Prepare prospect profile briefings and background summaries for meetings, events, and leadership engagement
• Support execution of wealth screening initiatives, including donor and grateful patient screenings
• Conduct proactive and reactive research on individuals, corporations, and foundations using various tools and sources
• Identify opportunities to improve research workflows and efficiency
• Maintain tools, workflows, and tracking processes that support ongoing pipeline development
• Assist in developing and maintaining dashboards (Tableau, Power BI) across two CRM systems
• Produce routine reports and assist with ad hoc data requests
• Support query building and list generation within Blackbaud CRM and Raiser's Edge NXT
• Coordinate with UMMS Shared Services, UMB, and UMBF to maintain consistency in data practices
• Apply established prospect management guidelines and data standards; escalate discrepancies as appropriate
• Serve as a support resource for frontline fundraisers by providing guidance on CRM usage and data entry practices
• Perform all other duties as assigned

Skills

Research analysis

CRM proficiency

Data storytelling

Collaboration

Education

Bachelor's degree

Tools

RENXT

BBCRM

Tableau

Power BI

Job description

University of Maryland Medical System is seeking a Development Associate Prospect Research to support prospect development, portfolio management, and data-driven fundraising efforts. You will perform research across donors, corporations, and foundations and provide clear, actionable insights to frontline fundraisers.

In a dual-CRM environment (RENXT and BBCRM), you will help maintain data quality, assist dashboards in Tableau/Power BI, and collaborate with UMMS Shared Services and campus