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Research Manager

Role overview

Qualifications

  • Experience in prospect research, donor research, or a related development/fundraising analytics role, with prior experience supervising or managing a team preferred.
  • Strong ability to analyze data, identify trends, and recommend strategic action.
  • Proficiency in Microsoft Excel, Google Workspace, and donor research tools.
  • Experience with databases and DMS systems (Salesforce experience is preferred).

Responsibilities

  • Conduct in-depth prospect research, including wealth screening, giving capacity, and philanthropic history.
  • Analyze donor and prospect data to identify trends, patterns, and new major gift and mid-level giving opportunities.
  • Supervise and manage the research team, including assigning research requests, setting priorities, and reviewing work for accuracy and completeness.
  • Build and maintain prospect profiles and research reports in Salesforce, ensuring data is accurate, current, and properly documented.

Key facts

Hard skills

Other skills

  • Team Management
  • Microsoft Excel
  • Organizational Skills
  • Analytical Skills
  • Detail Oriented
  • Social Skills

About the company

Convention of States logo

Convention of States

  • Public Policy & Advocacy
  • TPE
  • 131
The Problem Our nation is in peril. The public widely believes that America is headed in the wrong direction. They believe the future prospects are troubling, not only for this generation but for gen- erations to come. The monstrous federal debt, the power grabs of the federal courts, and the escalating power of an irresponsble centralized government could ultimately result in the financial ruin of generations of Americans. The Solution Our current situation is precisely what the Founders feared. They knew the federal government might one day become drunk with power, so they gave us a solution in Article V of the U.S. Constitution. Article V says that upon successful ‘application’ by 34 states, the states can convene a Convention of States to propose constitutional amendments. Under the Convention of States Project resolution, these amendments would be limited to imposing fiscal restraints on the federal government, limiting the power of the federal government, and mandating term limits. This would allow proposed amendments that limit executive orders, federal spending and taxation, and terms of office for Congress and the Supreme Court. What kind of amendments would you propose? These amendments only become part of the Constitution after they are ratified by 38 states, rendering the “runaway convention” objection virtually unthinkable. When 38 states agree on something, it’s not a runaway — it’s a mandate! The Strategy The Convention of States Project is recruiting and mobilizing a permanent army of trained political activists in 3,000 state house and legislative districts across the country. These district captains will each recruit 100 people, who will call or write their state legislators, voicing their support for a Convention of States. In other words, we have more than a general philosophy; we have a well-organized strategy.

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Job description

Description

The Research Manager is responsible for identifying and researching donor prospects, compiling and analyzing data to assist the External Relations team in identifying potential donors and new prospects, and supervising the other members of the research team. This position requires strong organizational and analytical skills, a keen eye for detail, and the ability to handle sensitive information with discretion.This full-time role reports to the Senior Vice President of External Relations.

Requirements
  • Conduct in-depth prospect research, including wealth screening, giving capacity, and philanthropic history.
  • Analyze donor and prospect data to identify trends, patterns, and new major gift and mid-level giving opportunities for the External Relations team.
  • Supervise and manage the research team, including assigning research requests, setting priorities, and reviewing work for accuracy and completeness.
  • Build and maintain prospect profiles and research reports in Salesforce, ensuring data is accurate, current, and properly documented.
  • Partner with Major Gift Officers, the Monthly Donor Program Manager, and Prospecting Call Agent to align research priorities with active cultivation, prospecting, and solicitation pipelines.
  • Develop and maintain research methodologies, quality standards, and standard operating procedures for the research team.
  • Compile periodic reports summarizing donor trends, prospect pipeline health, and research team output for External Relations leadership.
  • Other related tasks, as assigned.

Skills and Experience:

  • Experience in prospect research, donor research, or a related development/fundraising analytics role, with prior experience supervising or managing a team preferred.
  • Strong ability to analyze data, identify trends, and recommend strategic action.
  • Experience with databases and DMS systems (Salesforce experience is preferred).
  • Proficiency in Microsoft Excel, Google Workspace, and donor research tools.
  • Demonstrated ability to manage and prioritize a research team's workload, delegate effectively, and review work product for accuracy.
  • Experience developing or documenting research methodologies and standard operating procedures.
  • Excellent written communication and report writing abilities.
  • Strong cross-functional communication skills, with experience partnering with gift officers, program managers, or other frontline fundraising staff.

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