Prospect Research & Portfolio Management Manager (Remote - EST)

USO; United States; Remote; USD 60,000 - 80,000; Full time

Job summary

Join the USO as a Prospect Research & Portfolio Management Manager, where you'll lead vital fundraising research and data analysis efforts. This rewarding position allows you to work remotely, supporting initiatives to uplift America's troops and their families, while benefiting from generous time off and a great workplace culture.

Benefits

Generous paid time off

401k match

Comprehensive benefits

Training and education reimbursement

Qualifications

• Bachelor’s degree in a broad array of study areas.
• 5+ years in a development or fundraising role.
• Expertise in prospect management and tracking.

Responsibilities

• Conduct research on individuals and entities for fundraising efforts.
• Manage assignments and training for fundraisers.
• Perform data analysis to reveal insights.

Skills

Interpersonal skills

Problem-solving skills

Data analysis

Sound judgment

Initiative/self-motivation

Education

Bachelor’s Degree

Tools

Raiser’s Edge NXT

Blackbaud Fundraiser Performance Management

Microsoft Office Suite

Job description

Why join our team?

With a mission that spans the globe, the USO provides a rewarding and fulfilling work environment. Our team is exceptional, and we offer generous paid time off, including volunteer days and military leave. We have a remarkable 401k match, comprehensive benefits, and opportunities for training and education reimbursement. Our team members are passionate about putting the mission first, and we have a lot of fun while doing it. Working for the USO isn't just a job – it's a calling, and we believe in doing what you love and loving what you do.

Don’t take our word for it. The external “Great Place To Work” survey found that:

• The USO is a Certified Great Place to Work 2023-2024
• 93% feel good about the ways we contribute to the community.
• 93% are proud to tell others they work here.
• 88% feel their work has special meaning: this is not "just a job."
• 89% feel that when you join the company, you are made to feel welcome.
• 91% feel people here are treated fairly regardless of their race.
• 87% feel people here are treated fairly regardless of their gender.

The Prospect Research & Portfolio Management Manager is responsible for providing prospect research, portfolio management, data analysis, pipeline reporting and related policy and procedural training for a specific group of fundraisers in support of the USO’s Major Gifts and Corporate fundraising initiatives. This position may be worked remotely from anywhere in the Eastern Time Zone.

Principal Duties and Responsibilities (*Essential Duties)

Prospect Research:

• Conduct research on individuals, corporations, foundations, and other entities in support of the USO’s fundraising efforts in line with internal policies and procedures
• Provide fundraisers and support staff training and guidance on how and when to request research
• Serve as project lead and/or collaborate with teammates on research projects throughout the year
• Prepare event bios for cultivation and other types of events to achieve specific strategic outcomes
• Configure, review, and route substantive news alerts to fundraisers and capture same in Raiser’s Edge NXT and/or Blackbaud Fundraiser Performance Management databases

Prospect Assignments and Portfolio Management:

• Review assignment requests and action them in line with internal policies and procedures
• Provide fundraisers and support staff training on how and when to request assignments
• Develop and monitor fundraiser portfolios to ensure they are optimized to meet fundraising goals
• Facilitate scheduled and impromptu portfolio consultation meetings with fundraisers to ensure portfolio information and assignments are up-to-date and reflected accurately in Raiser’s Edge NXT and/or Blackbaud Fundraiser Performance Management databases
• Aid in implementation of moves management processes and reporting to ensure prospects and donors move efficiently and effectively through the fundraising cycle

Data Analysis:

• Review and analyze portfolio, prospect, and donor data using pivot tables and related techniques to surface strategic insights for fundraisers
• Perform fundraising data analysis/analytics methodologies including Recency, Frequency, Monetary (RFM) scoring, donor capacity ratings, and predictive modeling to further optimize fundraising portfolios.

Pipeline Reporting:

• Review pipeline reports for accuracy and ensure all planned solicitations are reflected in the Raiser’s Edge NXT and/or Blackbaud Fundraiser Performance Management databases
• Identify opportunities for improving pipeline processes and reporting for the purpose of accurately forecasting fundraising revenue
• Provide fundraisers and support staff training on how and when to add opportunities to Raiser’s Edge NXT and/or Blackbaud Fundraiser Performance Management databases
• Other Duties as Assigned

Job Specifications

• Bachelor’s Degree in a broad array of study areas.
• 5+ years’ work experience in a development or fundraising role, specifically expertise in Prospect Management and Tracking principles and methods. Relevant experience in a not-for-profit, military, multicultural and/or global organization preferred.
• Skill and ability to apply knowledge of computerized donor development systems including Raiser’s Edge NXT and Blackbaud Fundraiser Performance Management
• Strong interpersonal and problem-solving skills. Ability to interact with USO Leadership, the general public and military audiences at a variety of levels with integrity and professionalism.
• Demonstrated ability to exercise sound judgment related to controversial and/or culturally sensitive subjects. Ability to handle confidential information with tact and poise.
• Working knowledge of basic business and data analysis functions including pivot tables and project management.
• Demonstrated initiative/self-motivation, with the ability to quickly and easily adapt to changing organizational needs.
• Proficiency using computers and electronic equipment. Working knowledge of various software, applications, and programs including but not limited to Microsoft Office suite.
• Ability to obtain and maintain proper credentials necessary to access USO Center locations and facilities including but not limited to security, credit and/or background screening, SOFA status, valid driver’s license.
• Must be a strong advocate of the USO’s mission to lift the spirits of America’s troops and their families.

Details

• This position may be worked remotely from anywhere in the Eastern Time Zone.
• USO locations will adhere to local area and DOD guidelines regarding COVID vaccination/testing requirements. Employees may be required to be vaccinated or tested regularly per local requirements.
• Resume and cover letter are required for full consideration.
• Background check – education, criminal and driving required.
• The statements contained herein describe the scope of the responsibility and essential functions of this position but should not be considered to be an all-inclusive listing of work requirements. Individuals may perform other duties as assigned including work in other areas to cover absences or relief to equalize peak work periods or otherwise balance the workload.

If that’s not enough to convince you, here are some direct quotes from employees:

• The organization truly cares about the people who work here.
• I have been with the USO for 4 years and have consistently been able to grow in my knowledge and position. It is a fun place to work and my work/life balance is manageable. The way the organization has handled COVID has been top notch - I never felt fearful that I would lose my job or be put in a situation where I did not feel safe. The benefits are great - PTO and 401k matching are top level.
• There is great consideration given and extended in the following areas: organizational core values for all, work-life balance, impact we can actually see (and even experience as a staff member- the feeling of making an impact is priceless), autonomy with respect to current position within the organization.
• Everyone is friendly and easy to talk to. We collaborate well together and share ideas and interests to create fun activities for our overall goal in the community. I couldn't think of a better organization to work for.
• The mission alone provides a positive and meaningful purpose, where people should want to work and be a part of. Most of the people who work for the USO and volunteer for the USO have giving hearts and want to make a difference. This also makes the organization a place where people would want to work.
• The mission and opportunities to make a Difference are amazing. There is no doubt that the USO is one of the most forward-facing, frontline serving nonprofits that I know of.

#theUSO

Apply today. Join the mission. Join Team USO.