ROME GROUP
Prospect Management Consultant, Leadership and Major Giving
ROME GROUP, Des Moines, Iowa, United States
Overview
Position Summary The role of Prospect Management Consultant is an exciting opportunity for a data-driven, mid-career professional who is eager to contribute to a collaborative and strategic team. This position will focus on the effective and coordinated deployment of Leadership and Major Giving prospects and processes. It plays a critical role in 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. This position requires a data-driven mindset and the ability to translate complex information into actionable insights for frontline fundraisers and leadership. This position is part of the Prospect Management team and supports unified, donor-centric fundraising strategies through close partnership with fundraisers and campus partners. The role will concentrate on prospects with the capacity to give between $25,000 and $4,999,999, across both 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 based on campus, with an optional hybrid work schedule. Job Description
Primary Duties & Responsibilities: Building, Analyzing, and Optimizing of Gift Officer Portfolios & Partnership with Gift Officers 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. Required Qualifications Education: Bachelor’s degree Work Experience: Relevant Experience (3 Years) More About This Job
Preferred Qualifications Experience in a prospect development, research, or prospect management function in a 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, or similar) to support portfolio optimization, trend identification, and strategic decision-making. Highly organized and able to work under pressure to coordinate multiple requests/competing 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. Skills: Analytical Thinking, Business Interactions, Business Practices, Client Relationship Management, Complex Systems, Confidentiality, Critical Thinking, Data Interpretations, Datasets, Decision Making, Detail-Oriented, Fundraising, Microsoft Office, Multitasking, Oral Communications, Organizing, Problem Solving, Prospect Management, Relationship Management, Salesforce (Software), Social Interaction, Sound Judgment, Written Communication This position is located in St. Louis, MO and the targeted hiring range for this position is $58,400 – $68,000. Questions For frequently asked questions about the application process, please refer to our External Applicant FAQ. Accommodation If you are unable to use our online application system and would like an accommodation, please email CandidateQuestions@wustl.edu or call the dedicated accommodation inquiry number at 314-935-1149 and leave a voicemail with the nature of your request. 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. Pre-Employment Screening All external candidates receiving an offer for employment will be required to submit to pre-employment screening for this position. The screenings will include criminal background check and, as applicable for the position, other background checks, drug screen, an employment and education or licensure/certification verification, physical examination, certain vaccinations and/or governmental registry checks. All offers are contingent upon successful completion of required screening. Benefits Statement Washington University in St. Louis is committed to providing a comprehensive and competitive benefits package to our employees. Benefits eligibility is subject to employment status, full-time equivalent (FTE) workload, and weekly standard hours. Please visit our benefits site to view a summary of benefits. EEO Statement Washington University in St. Louis is committed to the principles and practices of equal employment opportunity and especially encourages applications by those from underrepresented groups. It is the University’s policy to provide equal opportunity and access to persons in all job titles without regard to race, ethnicity, color, national origin, age, religion, sex, sexual orientation, gender identity or expression, disability, protected veteran status, or genetic information. Washington University is dedicated to building a community of individuals who are committed to contributing to an inclusive environment – fostering respect for all and welcoming individuals from diverse backgrounds, experiences and perspectives. Individuals with a commitment to these values are encouraged to apply.
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Position Summary The role of Prospect Management Consultant is an exciting opportunity for a data-driven, mid-career professional who is eager to contribute to a collaborative and strategic team. This position will focus on the effective and coordinated deployment of Leadership and Major Giving prospects and processes. It plays a critical role in 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. This position requires a data-driven mindset and the ability to translate complex information into actionable insights for frontline fundraisers and leadership. This position is part of the Prospect Management team and supports unified, donor-centric fundraising strategies through close partnership with fundraisers and campus partners. The role will concentrate on prospects with the capacity to give between $25,000 and $4,999,999, across both 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 based on campus, with an optional hybrid work schedule. Job Description
Primary Duties & Responsibilities: Building, Analyzing, and Optimizing of Gift Officer Portfolios & Partnership with Gift Officers 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. Required Qualifications Education: Bachelor’s degree Work Experience: Relevant Experience (3 Years) More About This Job
Preferred Qualifications Experience in a prospect development, research, or prospect management function in a 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, or similar) to support portfolio optimization, trend identification, and strategic decision-making. Highly organized and able to work under pressure to coordinate multiple requests/competing 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. Skills: Analytical Thinking, Business Interactions, Business Practices, Client Relationship Management, Complex Systems, Confidentiality, Critical Thinking, Data Interpretations, Datasets, Decision Making, Detail-Oriented, Fundraising, Microsoft Office, Multitasking, Oral Communications, Organizing, Problem Solving, Prospect Management, Relationship Management, Salesforce (Software), Social Interaction, Sound Judgment, Written Communication This position is located in St. Louis, MO and the targeted hiring range for this position is $58,400 – $68,000. Questions For frequently asked questions about the application process, please refer to our External Applicant FAQ. Accommodation If you are unable to use our online application system and would like an accommodation, please email CandidateQuestions@wustl.edu or call the dedicated accommodation inquiry number at 314-935-1149 and leave a voicemail with the nature of your request. 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. Pre-Employment Screening All external candidates receiving an offer for employment will be required to submit to pre-employment screening for this position. The screenings will include criminal background check and, as applicable for the position, other background checks, drug screen, an employment and education or licensure/certification verification, physical examination, certain vaccinations and/or governmental registry checks. All offers are contingent upon successful completion of required screening. Benefits Statement Washington University in St. Louis is committed to providing a comprehensive and competitive benefits package to our employees. Benefits eligibility is subject to employment status, full-time equivalent (FTE) workload, and weekly standard hours. Please visit our benefits site to view a summary of benefits. EEO Statement Washington University in St. Louis is committed to the principles and practices of equal employment opportunity and especially encourages applications by those from underrepresented groups. It is the University’s policy to provide equal opportunity and access to persons in all job titles without regard to race, ethnicity, color, national origin, age, religion, sex, sexual orientation, gender identity or expression, disability, protected veteran status, or genetic information. Washington University is dedicated to building a community of individuals who are committed to contributing to an inclusive environment – fostering respect for all and welcoming individuals from diverse backgrounds, experiences and perspectives. Individuals with a commitment to these values are encouraged to apply.
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