[JOB] Prospect Research and Systems Analyst at GLIDE
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Lauren Bernstein
Apr 5, 2021, 6:15:57 PM4/5/21
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Hi community,
Excited to share this position in GLIDE's Fund Development department with you - looking for a curious. thoughtful candidate who loves to go down rabbit holes on the internet and loves databases. The position is temporarily remote, but will return to work in San Francisco when it is safe.
For more info, feel free to reach out to me directly, or to apply online at glide.org/careers
Thank you!
Lauren
Lauren
Prospect Research and Systems Analyst
Regular Full-Time
San Francisco, CA, US
APPLY
The Prospect Research and Systems Analyst is an integral position on the Fund Development team and manages the research program and overall coordination and production of information on prospects and donors, and leverages the database to systematize the donor management process for GLIDE’s Comprehensive Campaign. Developing a strong understanding of GLIDE and its mission, values and goals is key in this role. Work responsibilities will occasionally require long days and/or evening or weekend work and holidays. Regular and predictable attendance is assumed.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties can be assigned, and the duties and responsibilities of the job are subject to change without notice.
Assist in the preparation of in-depth, confidential research profiles on individuals using a wide variety of biographical, organizational and other sources (prospect research tools, internet web sites, and other external sources of public information);
Assist the Campaign Manager in maintaining and updating a moves management system in Salesforce that drives mutually-agreed upon cultivation and solicitation strategies for campaign donors and prospects and facilitate its day-to-day functionality to ensure the tracking of follow-up activities to move prospects through the solicitation stages;
Work with the Campaign Manager to record all interactions, including meetings, phone calls, emails, mailings, etc. with campaign donors and prospects in Salesforce;
Provide informed and timely campaign and donor pipeline reports and revenue forecasts as needed;
Proactively identify comprehensive campaign prospects through research of prospective donors, corporations, and foundations, assessing financial capacity, philanthropic tendencies, and giving propensity and connections to GLIDE; establish and maintain a process for assignment of new campaign prospects;
Assist the Campaign Manager in the management of the Fund Development office’s prospect rating system and database entries to ensure that they are up-to-date, accurate and properly documented in Salesforce;
Coordinate research to ensure current biographical information is provided to Fund Development staff/other specified staff leadership attending GLIDE and other community events;
Work with specified Fund Development staff to acknowledge and track individual donors with timely letters and calls;
Research and maintain knowledge of fundraising best practices and industry benchmark data related to areas of focus for this position;
Attend select GLIDE donor cultivation and fundraising events.
SUPERVISORY RESPONSIBILITIES:
None
QUALIFICATIONS:
Exceptionally strong strategic thinking, analytical, technological, and research skills;
Strong proactive sense of initiative and follow-through. Strong sense of accountability;
Ability to research, analyze, and communicate written and verbal reports of key ideas;
Highly organized and efficient. Strong project management skills, with the ability to get things done on schedule with little direct supervision;
Ability to strategically plan and implement priority initiatives. Outcome-orientation in achieving specific goals;
Outstanding stewardship and relationship management skills with meticulous follow-through and excellent presentation skills;
Must be self-motivated, energetic, committed, and outgoing with the ability to work independently and collaboratively;
Excellent interpersonal skills. Ability to establish and maintain effective working relationships with those contacted in the course of work;
Responsibilities involve exposure to sensitive information and require considerable use of tact and judgment;
Works well under pressure in a demanding, fast paced and unpredictable work environment. Ability to operate with purpose, urgency and accuracy;
Has the ability to work effectively across cultures. Demonstrates a commitment to learning, communicating and working respectfully with people different from themselves;
Commitment to the mission, values and philosophy of GLIDE.
EDUCATION and/or EXPERIENCE:
3+ years of fund development experience in a non-profit setting or equivalent combination of education and experience;
BA degree preferred;
Experience with CRMs (Salesforce) highly preferred;
Experience with fundraising, campaigns and moves management preferred;
Strong knowledge of prospect research and tools.
CERTIFICATES, LICENSES, REGISTRATIONS:
None
COMMUNICATION SKILLS:
Exceptionally strong communication skills. Has the ability to reduce large amounts of information/data to concise points;
Has the ability to communicate effectively and diplomatically with diverse groups.
Excellent written communication skills. Ability to write clearly and concisely. Editing and proofreading skills essential.
MATHEMATICAL SKILLS:
Ability to perform mathematic calculations with speed and high degree of accuracy;
Ability to interpret and analyze statistical data and other data found in reports relevant to programs or projects.
COMPUTER SKILLS:
Salesforce (or CRM) experience strongly preferred;
Advanced skills in Microsoft Office suite including Excel, Word, and PowerPoint;
Experience in prospect research tools (iWave, RelSci, NOZA, others) preferred.
Advanced skills in Microsoft Office suite including Excel, Word, and PowerPoint; can create slide decks for donor presentations and utilize Excel for forecasting, budgeting, and pivot tables
APRA (Association of Professional Researchers for Advancement) or CARA (California Advancement Researchers Association) a plus
PHYSICAL REQUIREMENTS
The physical demands described here are representative of that which an employee encounters while performing the essential functions of this job. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions.
Vision corrected in normal range;
Hearing corrected in normal range. Ability to communicate effectively in person or via telephone in a manner which can be understood by those with whom the person is speaking;
Ability to use standard office equipment, and access, input and retrieve information from a computer. Ability to use keyboard with manual and finger dexterity and wrist-finger speed sufficient to perform repetitive actions efficiently for extended periods of time;
Requires ability to sit at keyboard for long periods of time (stationed at computer about 90% of work time);
This person must take frequent short breaks, integrate stretching into her/his daily duties to avoid musculoskeletal disorders;
Activities that occur frequently are: sitting, standing, walking, and handling. Activities that occur occasionally are: climbing staircases. Activities that occur infrequently are: bending, squatting, crouching, kneeling, twisting, reaching straight, above, and below shoulder level, carrying and lifting up to 25 pounds.
WORK ENVIRONMENT
The work environment described here is representative of that which an employee encounters while performing the essential functions of this job. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions.
Fast paced, with frequent interruptions, demanding, social services office environment;
Noise level is moderate to noisy and lighting is conducive to completion of work;
The employee may be exposed to air borne pathogens;
GLIDE’s buildings are located in the Tenderloin. Due to our surroundings, it is important to always be aware of what’s going on around you while walking around the neighborhood.
GLIDE maintains an "open door" policy to the community and its clients, who frequently enter and leave the building.
GLIDE is proud to be an equal opportunity employer. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
At GLIDE, all employment is decided on the basis of qualifications, merit, and business need. We are committed to identifying and developing the skills and leadership of people from diverse backgrounds. People of color, differently-abled people and LGBT persons are strongly encouraged to apply.
Please send a cover letter and resume for immediate consideration. Help us get to know you by including a note about yourself, plus any additional info that might be relevant
Regular Full-Time
San Francisco, CA, US
APPLY
The Prospect Research and Systems Analyst is an integral position on the Fund Development team and manages the research program and overall coordination and production of information on prospects and donors, and leverages the database to systematize the donor management process for GLIDE’s Comprehensive Campaign. Developing a strong understanding of GLIDE and its mission, values and goals is key in this role. Work responsibilities will occasionally require long days and/or evening or weekend work and holidays. Regular and predictable attendance is assumed.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties can be assigned, and the duties and responsibilities of the job are subject to change without notice.
Assist in the preparation of in-depth, confidential research profiles on individuals using a wide variety of biographical, organizational and other sources (prospect research tools, internet web sites, and other external sources of public information);
Assist the Campaign Manager in maintaining and updating a moves management system in Salesforce that drives mutually-agreed upon cultivation and solicitation strategies for campaign donors and prospects and facilitate its day-to-day functionality to ensure the tracking of follow-up activities to move prospects through the solicitation stages;
Work with the Campaign Manager to record all interactions, including meetings, phone calls, emails, mailings, etc. with campaign donors and prospects in Salesforce;
Provide informed and timely campaign and donor pipeline reports and revenue forecasts as needed;
Proactively identify comprehensive campaign prospects through research of prospective donors, corporations, and foundations, assessing financial capacity, philanthropic tendencies, and giving propensity and connections to GLIDE; establish and maintain a process for assignment of new campaign prospects;
Assist the Campaign Manager in the management of the Fund Development office’s prospect rating system and database entries to ensure that they are up-to-date, accurate and properly documented in Salesforce;
Coordinate research to ensure current biographical information is provided to Fund Development staff/other specified staff leadership attending GLIDE and other community events;
Work with specified Fund Development staff to acknowledge and track individual donors with timely letters and calls;
Research and maintain knowledge of fundraising best practices and industry benchmark data related to areas of focus for this position;
Attend select GLIDE donor cultivation and fundraising events.
SUPERVISORY RESPONSIBILITIES:
None
QUALIFICATIONS:
Exceptionally strong strategic thinking, analytical, technological, and research skills;
Strong proactive sense of initiative and follow-through. Strong sense of accountability;
Ability to research, analyze, and communicate written and verbal reports of key ideas;
Highly organized and efficient. Strong project management skills, with the ability to get things done on schedule with little direct supervision;
Ability to strategically plan and implement priority initiatives. Outcome-orientation in achieving specific goals;
Outstanding stewardship and relationship management skills with meticulous follow-through and excellent presentation skills;
Must be self-motivated, energetic, committed, and outgoing with the ability to work independently and collaboratively;
Excellent interpersonal skills. Ability to establish and maintain effective working relationships with those contacted in the course of work;
Responsibilities involve exposure to sensitive information and require considerable use of tact and judgment;
Works well under pressure in a demanding, fast paced and unpredictable work environment. Ability to operate with purpose, urgency and accuracy;
Has the ability to work effectively across cultures. Demonstrates a commitment to learning, communicating and working respectfully with people different from themselves;
Commitment to the mission, values and philosophy of GLIDE.
EDUCATION and/or EXPERIENCE:
3+ years of fund development experience in a non-profit setting or equivalent combination of education and experience;
BA degree preferred;
Experience with CRMs (Salesforce) highly preferred;
Experience with fundraising, campaigns and moves management preferred;
Strong knowledge of prospect research and tools.
CERTIFICATES, LICENSES, REGISTRATIONS:
None
COMMUNICATION SKILLS:
Exceptionally strong communication skills. Has the ability to reduce large amounts of information/data to concise points;
Has the ability to communicate effectively and diplomatically with diverse groups.
Excellent written communication skills. Ability to write clearly and concisely. Editing and proofreading skills essential.
MATHEMATICAL SKILLS:
Ability to perform mathematic calculations with speed and high degree of accuracy;
Ability to interpret and analyze statistical data and other data found in reports relevant to programs or projects.
COMPUTER SKILLS:
Salesforce (or CRM) experience strongly preferred;
Advanced skills in Microsoft Office suite including Excel, Word, and PowerPoint;
Experience in prospect research tools (iWave, RelSci, NOZA, others) preferred.
Advanced skills in Microsoft Office suite including Excel, Word, and PowerPoint; can create slide decks for donor presentations and utilize Excel for forecasting, budgeting, and pivot tables
APRA (Association of Professional Researchers for Advancement) or CARA (California Advancement Researchers Association) a plus
PHYSICAL REQUIREMENTS
The physical demands described here are representative of that which an employee encounters while performing the essential functions of this job. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions.
Vision corrected in normal range;
Hearing corrected in normal range. Ability to communicate effectively in person or via telephone in a manner which can be understood by those with whom the person is speaking;
Ability to use standard office equipment, and access, input and retrieve information from a computer. Ability to use keyboard with manual and finger dexterity and wrist-finger speed sufficient to perform repetitive actions efficiently for extended periods of time;
Requires ability to sit at keyboard for long periods of time (stationed at computer about 90% of work time);
This person must take frequent short breaks, integrate stretching into her/his daily duties to avoid musculoskeletal disorders;
Activities that occur frequently are: sitting, standing, walking, and handling. Activities that occur occasionally are: climbing staircases. Activities that occur infrequently are: bending, squatting, crouching, kneeling, twisting, reaching straight, above, and below shoulder level, carrying and lifting up to 25 pounds.
WORK ENVIRONMENT
The work environment described here is representative of that which an employee encounters while performing the essential functions of this job. Reasonable accommodations can be made to enable individuals with disabilities to perform the essential functions.
Fast paced, with frequent interruptions, demanding, social services office environment;
Noise level is moderate to noisy and lighting is conducive to completion of work;
The employee may be exposed to air borne pathogens;
GLIDE’s buildings are located in the Tenderloin. Due to our surroundings, it is important to always be aware of what’s going on around you while walking around the neighborhood.
GLIDE maintains an "open door" policy to the community and its clients, who frequently enter and leave the building.
GLIDE is proud to be an equal opportunity employer. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
At GLIDE, all employment is decided on the basis of qualifications, merit, and business need. We are committed to identifying and developing the skills and leadership of people from diverse backgrounds. People of color, differently-abled people and LGBT persons are strongly encouraged to apply.
Please send a cover letter and resume for immediate consideration. Help us get to know you by including a note about yourself, plus any additional info that might be relevant
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