Senior Associate of Prospect Research & Management

Inova Health is looking for a dedicated Sr. Associate of Prospect Research and Management to join the Foundation team. Full-time Day Shift: Monday-Friday, general office hours | Hybrid work schedule

Inova is consistently ranked a national healthcare leader in safety, quality and patient experience. We are also proud to be consistently recognized as a top employer in both the D.C. metro area and the nation.

Featured Benefits:

• Committed to Team Member Health: offering medical, dental and vision coverage, and a robust team member wellness program.

• Retirement: Inova matches the first 5% of eligible contributions - starting on your first day.

• Tuition and Student Loan Assistance: offering up to $5,250 per year in education assistance and up to $10,000 for student loans.

• Mental Health Support: offering all Inova team members, their spouses/partners, and their children 25 mental health coaching or therapy sessions, per person, per year, at no cost.

• Work/Life Balance: offering paid time off, paid parental leave, flexible work schedules, hybrid career opportunities.

Sr. Associate of Prospect Research and Management Job Responsibilities:

• Participates in developing and executing best practices for using the CRM to track the development of the donor relationship through the entire solicitation cycle, ensuring that prospect information is consistent and in alignment with Foundation policies.
• Updates and maintains prospect CRM records and files, emphasizing timely maintenance of accurate database records.
• Develops and maintains prospect and gift reports such as portfolio reports, campaign progress reports, marketing reports, fundraiser performance reports, and others to be identified.
• Provides oversight and documentation of key processes and procedures related to data management and assists in training as needed.
• Collaborates in portfolio and campaign review meetings with the front-line fundraisers to analyze and refine portfolios and provide actionable recommendations for prospect strategies. Help to articulate and document specific steps to execute strategies.
• Creates queries and dashboards to disseminate prospect management reports to development officers and leadership on a regular basis to assist in tracking, managing, and executing solicitations in support of fundraising goals. Use the CRM as well as PowerBI and other tools to distill and present complex prospect information.
• Compiles donor lists for appeals, donor stewardship, invitation lists for events, and targeted marketing lists.
• Works with the Foundation colleagues to refine, document, and communicate key policies, and procedures for efficiently tracking donors and prospects using industry best practices.
• Uses prospect research and screening tools to conduct basic prospect research supporting donor solicitation for major and planned giving and events.

Minimum Requirements:

• Education: High School diploma or equivalent
• Experience: 4 years experience in Prospect Development, Data Management, and Fundraising

Preferred Qualifications:

• Knowledge of fundraising principles and strategies

• Prospect Research experience

• Solid understanding of data hygiene/reporting/analysis

• Strong communication & collaboration skills