Washington University in St. Louis
Prospect Management Consultant, Leadership and Major Giving - University Advance
Washington University in St. Louis, Clayton, Missouri, United States
Prospect Management Consultant, Leadership and Major Giving - University Advancement
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Prospect Management Consultant, Leadership and Major Giving - University Advancement
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Washington University in St. Louis . Position Summary The role of Prospect Management Consultant is a data-driven, mid-career position focused on the effective and coordinated deployment of Leadership and Major Giving prospects and processes. It involves managing and maintaining the integrity of prospect data; supporting portfolio construction and health; coordinating movement between pipeline stages and capacity levels; preparing performance insights and trend analysis; and advising frontline fundraisers and colleagues on best practices in prospect management. The role supports unified, donor-centric fundraising strategies through close partnership with fundraisers and campus partners, concentrating on prospects with capacity to give between $25,000 and $4,999,999 across Leadership Giving and Major Giving levels. The Prospect Management Consultant will work alongside fellow Consultants and report to the Senior Associate Director of Prospect Management. This is a full-time, benefits-eligible position with an optional hybrid work schedule. Primary Duties & Responsibilities Build and maintain qualification queues and portfolios for between 15 and 20 gift officers across Leadership Giving and Major Giving levels. Collaborate with fundraising teams in 1-2 assigned geographic territories to manage queue assignments, portfolio composition, data integrity, and pipeline development. Lead recurring (typically quarterly) prospect management consultations with gift officers to guide strategy, prioritize prospects, and support long-term portfolio growth. Deliver holistic, data-informed analysis of qualification queues, portfolio health, performance metrics, and pipeline trends. Provide targeted strategic analysis to drive fundraiser performance and meaningful donor engagement. Prepare and share performance insights that help evaluate fundraising activity, forecast outcomes, and inform next steps. Establish collaborative partnerships with gift officers and Executive Directors to align portfolio strategy with team goals, individual styles, and capacity priorities. Contribute innovative, data-driven approaches to prospect strategy and portfolio optimization through insight, iteration, and consultation. Liaise With Prospect Management And Research Colleagues To Identify and prioritize new prospect assignments across capacity lanes within the identified territory; and Prepare materials for territory-based internal meetings, as needed. Provide critical support in the management, maintenance, and integrity of prospect data in CRM, including processing gift officer requests for prospect assignment changes. Serve as a subject matter expert on policies and procedures related to Leadership- and Major-level Gift Officers’ management of their assigned prospects. Perform other duties as assigned. Working Conditions Normal office environment Typically sitting at a desk or table; repetitive wrist, hand or finger movement Office equipment as needed Education & Qualifications Required Qualifications Bachelor's degree No specific certification is required for this position. Relevant Experience (3 Years) Skills: Not Applicable Preferred Qualifications Experience in a prospect development, research, or prospect management function in fundraising, nonprofit, or higher-education setting. Experience as a frontline fundraiser preferred. Experience managing large data sets. Proficiency in data analysis and reporting tools (e.g., Excel, Tableau, Power BI, R, Python) to support portfolio optimization, trend identification, and strategic decision-making. Highly organized and able to work under pressure to coordinate multiple requests and deadlines. Ability to train/coach clients on complex concepts and business practices. Ability to compile, report, and analyze information from diverse sources. Ability to understand problems from a broad, interactive perspective and conceive strategic solutions. Compensation Location: St. Louis, MO The targeted hiring range for this position is $58,400 - $68,000. Benefits See the university benefits statements including Vacation, Holidays, Health Insurance, retirement plan, wellness resources, caregiver leave, tuition benefits, and more at the university benefits site. EEO Statement Washington University in St. Louis is committed to equal employment opportunity and encourages applications from underrepresented groups. It is the policy to provide equal opportunity and access to all persons regardless of race, ethnicity, color, national origin, age, religion, sex, sexual orientation, gender identity or expression, disability, protected veteran status, or genetic information. The university is dedicated to building an inclusive environment with respect for diverse backgrounds and perspectives. All qualified individuals must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship.
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Join to apply for the
Prospect Management Consultant, Leadership and Major Giving - University Advancement
role at
Washington University in St. Louis . Position Summary The role of Prospect Management Consultant is a data-driven, mid-career position focused on the effective and coordinated deployment of Leadership and Major Giving prospects and processes. It involves managing and maintaining the integrity of prospect data; supporting portfolio construction and health; coordinating movement between pipeline stages and capacity levels; preparing performance insights and trend analysis; and advising frontline fundraisers and colleagues on best practices in prospect management. The role supports unified, donor-centric fundraising strategies through close partnership with fundraisers and campus partners, concentrating on prospects with capacity to give between $25,000 and $4,999,999 across Leadership Giving and Major Giving levels. The Prospect Management Consultant will work alongside fellow Consultants and report to the Senior Associate Director of Prospect Management. This is a full-time, benefits-eligible position with an optional hybrid work schedule. Primary Duties & Responsibilities Build and maintain qualification queues and portfolios for between 15 and 20 gift officers across Leadership Giving and Major Giving levels. Collaborate with fundraising teams in 1-2 assigned geographic territories to manage queue assignments, portfolio composition, data integrity, and pipeline development. Lead recurring (typically quarterly) prospect management consultations with gift officers to guide strategy, prioritize prospects, and support long-term portfolio growth. Deliver holistic, data-informed analysis of qualification queues, portfolio health, performance metrics, and pipeline trends. Provide targeted strategic analysis to drive fundraiser performance and meaningful donor engagement. Prepare and share performance insights that help evaluate fundraising activity, forecast outcomes, and inform next steps. Establish collaborative partnerships with gift officers and Executive Directors to align portfolio strategy with team goals, individual styles, and capacity priorities. Contribute innovative, data-driven approaches to prospect strategy and portfolio optimization through insight, iteration, and consultation. Liaise With Prospect Management And Research Colleagues To Identify and prioritize new prospect assignments across capacity lanes within the identified territory; and Prepare materials for territory-based internal meetings, as needed. Provide critical support in the management, maintenance, and integrity of prospect data in CRM, including processing gift officer requests for prospect assignment changes. Serve as a subject matter expert on policies and procedures related to Leadership- and Major-level Gift Officers’ management of their assigned prospects. Perform other duties as assigned. Working Conditions Normal office environment Typically sitting at a desk or table; repetitive wrist, hand or finger movement Office equipment as needed Education & Qualifications Required Qualifications Bachelor's degree No specific certification is required for this position. Relevant Experience (3 Years) Skills: Not Applicable Preferred Qualifications Experience in a prospect development, research, or prospect management function in fundraising, nonprofit, or higher-education setting. Experience as a frontline fundraiser preferred. Experience managing large data sets. Proficiency in data analysis and reporting tools (e.g., Excel, Tableau, Power BI, R, Python) to support portfolio optimization, trend identification, and strategic decision-making. Highly organized and able to work under pressure to coordinate multiple requests and deadlines. Ability to train/coach clients on complex concepts and business practices. Ability to compile, report, and analyze information from diverse sources. Ability to understand problems from a broad, interactive perspective and conceive strategic solutions. Compensation Location: St. Louis, MO The targeted hiring range for this position is $58,400 - $68,000. Benefits See the university benefits statements including Vacation, Holidays, Health Insurance, retirement plan, wellness resources, caregiver leave, tuition benefits, and more at the university benefits site. EEO Statement Washington University in St. Louis is committed to equal employment opportunity and encourages applications from underrepresented groups. It is the policy to provide equal opportunity and access to all persons regardless of race, ethnicity, color, national origin, age, religion, sex, sexual orientation, gender identity or expression, disability, protected veteran status, or genetic information. The university is dedicated to building an inclusive environment with respect for diverse backgrounds and perspectives. All qualified individuals must be able to perform the essential functions of the position satisfactorily and, if requested, reasonable accommodations will be made to enable employees with disabilities to perform the essential functions of their job, absent undue hardship.
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