Officer, Prospect Management

Job Description

Background

The International Rescue Committee (IRC) responds to the world’s worst humanitarian crises and helps people to survive and rebuild their lives. Founded in 1933, the IRC offers lifesaving care and life-changing assistance to refugees forced to flee from war or disaster.

Its External Relations (ER) department was created in early 2020 and is comprised of three complementary functional areas: Private Fundraising, Communications and Advocacy – functions that work together to enhance IRC’s ability to ‘punch above its weight’ in private income, advocacy, and brand awareness.

Supporting this endeavor, and an integral part of ER, is the Global Partnerships and Philanthropic Services (GPPS) Unit. GPPS consists of functional specialists across a variety of high-value fundraising support functions providing all elements of cultivation, support, and stewardship to high-value donors, partners, and supporters. The candidate has an exciting opportunity to join GPPS’s Prospect Research & Management team and advance our aspirational high value (HV) goals and vision.

Job Overview

Prospect and research management is the foundation of HV fundraising, providing insight and recommendations to fundraisers to make informed, data driven and timely decisions progressing prospects through the donor journey in line with organizational priorities. Our work supports IRC’s sustainability by finding opportunities for funding, focusing our resources, and protecting its reputation through due diligence. We empower fundraisers and our leadership to make effective, donor centric decision-making.

In this role, you will report to the Associate Director, Prospect Management and Information Systems, supporting funding opportunities for International Partnerships and Philanthropy (IPP) and working closely with Global Prospect Research and IPP fundraisers with the express aim of identifying HV prospects. You will refine and focus pipeline management standard methodologies through prospect identification, data analysis, and the effective management, measurement, and analysis of the donor lifecycle. You will provide strategic insights into prospect and portfolio management in order to build and maintain the appropriate high-value strategic relationships and partnerships. The successful candidate will have an overall knowledge of strategic partnerships, philanthropy, fundraising processes, and prospect development initiatives, and prospect management. In addition, the Officer will not only manage the current prospect management system but will actively contribute towards its growth and expansion as needed.

The Officer will be accountable for a wide range of responsibilities, including: building and maintaining partnerships with fundraisers to effectively manage prospect assignments; providing insights for portfolio and prospect strategy through ongoing portfolio and pipeline analysis and optimization; data management of account movement through donor cycle in the CRM and reporting for prospect management systems; providing ongoing training opportunities to fundraisers on the moves management system; and, assessing and continually improving prospect management policies, practices and procedures.

Major Responsibilities

• Collaborate with fundraisers, Prospect Research and High Value Analytics to facilitate the assignment of newly identified or upgraded prospects and assist with processing portfolio transfers and reassignments.
• Work with fundraisers and Prospect Research to create and manage portfolios and implement and record significant moves and solicitations.
• Work with fundraisers to develop strategies for prospect engagement, ensuring that the best prospects are being advanced for qualification and assignment.
• Ensure that fundraisers acquire and maintain a deep understanding of their portfolio and prospective relationships.
• Work with Prospect Research and High Value Analytics to provide prospect pool analysis and consultation to fundraising teams, for the purpose of improving the quality of the prospect pool and meeting fundraising goals.
• Develop systems, policies and procedures for segmented prospect pipelines that include engaged prospects with the capacity and inclination to give to IRC.
• Oversee policies and protocols around moves and portfolio management.
• Train and support staff across External Relations, through onboarding, group training, and fundraiser check-ins, as needed.
• Produce materials vital to apply portfolio management tools, explaining portfolio opportunities and challenges and assisting with next steps on individual prospects based on the data.
• Develop and perform routine analysis, review and updating of prospect ratings, records of interactions with prospects, activities reports, and other related data.
• Prepare and deliver relevant statistics to fundraisers and leadership to raise the visibility and awareness of trends in prospect management and to oversee the performance of fundraising and engagement programs.

Qualifications

Work & Educational Experience:

• Three or more years of meaningful experience, including at least one year of experience in research or data analysis required, or equivalent combination of education and experience.
• Experience using a relational database management system required.
• Demonstrated understanding of fundraising principles and practices.
• Proficiency doing research using a variety of online research databases and other resources.

Demonstrated Skills and Competencies

• Strong presentation and writing skills.
• Ability to analyze and synthesize data.
• Strong organizational and time-management skills; proven ability to prioritize and deliver on time.
• Excellent project management skills.
• High attention to detail and follow-up, and excellent organizational skills required.
• The skills for critical thinking and problem solving.
• Work successfully in a sophisticated, fast-paced organization serving multiple collaborators.
• Ability to work both independently and in a multifaceted, cross-functional team structure.
• Skill in establishing and maintaining effective working relationships. Strong dedication to customer service required
• Ability to communicate effectively and proactively, not only across departments, but also different levels. Work with ER team members located in different time zones across the world.
• English language fluency

Preferred Experience & Skills

• Knowledge and curiosity about emerging concepts and practices in the field of strategic philanthropy overall, and prospect research and management specifically
• Strong interpersonal and time-management skills; confirmed ability to prioritize and deliver on time;
• Ability to act with sensitivity and discretion while working with highly confidential information;
• Prior experience working at an international organization

Working Environment: Requires remote/flex-time work.

DEI statement: We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.

US Benefits:

Benefits: We offer a comprehensive and highly competitive set of benefits. In the US, these include: 10 sick days, 10 US holidays, 20-25 paid time off days (depending on role and tenure), medical insurance starting at $145 per month, dental starting at $7 per month, and vision starting at $5 per month, FSA for healthcare, childcare, and commuter costs, a 403b retirement savings plans with up to 4.5% immediately vested matching contribution, plus a 3-7% base IRC contribution (3 year vesting), disability & life insurance, and an Employee Assistance Program which is available to our staff and their families to support counseling and care in times of crisis and mental health struggles.

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The IRC and IRC workers must adhere to the values and principles outlined in IRC Way – Standards for Professional Conduct. These are Integrity, Equality, Service, and Accountability. In accordance with these values, the IRC operates and enforces policies on Beneficiary Protection from Exploitation and Abuse, Child Safeguarding, Anti Workplace Harassment, Fiscal Integrity, and Anti-Retaliation.

Posted pay ranges apply to US-based candidates. Ranges are based on various factors including the labor market, job type, internal equity and budget. Exact offers are calibrated by work location, individual candidate experience and skills relative to the defined job requirements.