Manager, Prospect Research and Development jobs in United States
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San Francisco Symphony · 3 months ago

Manager, Prospect Research and Development

The San Francisco Symphony is a renowned arts institution celebrated for its artistic excellence and innovative programs. The Manager, Prospect Research and Development, plays a critical role in supporting the Symphony's fundraising efforts by conducting research and providing data support to enhance the effectiveness of gift officers and leadership in donor engagement.

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Responsibilities

Supports the Board of Governors, the CEO, and CPO by identifying and researching potential members of the Board of Governors and Advisory Council, providing research profiles for candidates being presented and attending board committee meetings as requested
Conducts periodic database wealth & philanthropy screenings, analyzes the results, identifies viable new prospects, and recommends gift officer assignments to the appropriate Development leadership
Helps gift officers maximize the value of their portfolios of donors by routinely analyzing their donors’ giving propensity and evaluating unassigned donors. Build portfolios for new gift officers with top prospects and regularly review all portfolios and prospects with the gift officers
Provides individual research of donors and prospects as requested by the board members, the CEO, the Fundraising Events team and Development staff and present individual research profiles
Meets regularly with gift officers to enhance their solicitation plans. Leads Portfolio Management Meetings, driving the agenda and the conversations to support movement towards obtaining gifts by the frontline fundraising team
Prepares reports for board members and leadership before their meetings with donors or prospects, and about event guests before elevated and major Development events
Develop and maintain automated reports from the Tessitura database for briefing documents and track
Maintains a library of reports and briefing documents that is shared with Development and selected administrative staff
Develops and maintains relationships in Tessitura for the Symphony’s board and top donors; collaborates with the Board Liaison to maintain information about board member’s organizational affiliations and contact information
Learns more about research tools and techniques and manages and procures research resources within the approved budget
Provides periodic training for development staff in portfolio and moves management, basic research techniques, and appropriate data entry protocols for Tessitura
Other duties as assigned

Qualification

Research experienceAnalytical skillsCRM proficiencyCommunication skillsOrganizational skillsPassion for orchestral musicCan-do attitudeProblem-solving skillsProject management

Required

3-5 years' experience in research supporting individual, foundation, and corporate giving
Demonstrated commitment to protecting the confidentiality of SFS information
Demonstrated curiosity about people's philanthropic behavior, motivations, and methods
2-3 years' experience working with individual gift officers on their portfolios
Strong analytical and problem-solving skills
Excellent communication skills, both written and verbal
Strong organizational skills, with ability to work independently and manage highly detailed tasks
Ability to professionally and diplomatically communicate and interact with a wide variety of internal and external stakeholders
Ability to handle multiple tasks and often-changing priorities, and meet deadlines in a high-volume, fast-paced environment
Demonstrated proficiency in Windows operating systems, Microsoft Office (Word, Excel, PowerPoint, etc.) and a constituent relationship management (CRM) system (e.g., Tessitura or similar), and experience with Asana project management software
Familiarity with and/or passion for orchestral music a plus
The successful candidate is strategic, optimistic, and must possess a can-do attitude

Company

San Francisco Symphony

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The San Francisco Symphony enriches, serves, and shapes cultural life throughout the spectrum of Bay Area communities.

Funding

Current Stage
Growth Stage

Leadership Team

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Matthew Spivey
Chief Executive Officer
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Company data provided by crunchbase