Prospect Research Manager

Unite America seeks a full-time Prospect Research Manager to join our Investor Relations team, supporting a first-of-its-kind, cross-partisan philanthropic community that aims to mobilize resources to scale the democracy reform movement.

Strategy & Operations is the magic that keeps the Investor Relations team organized and accelerating. The Manager will support day-to-day operations for the IR team and own the end-to-end prospect pipeline from lead sourcing, through research and qualification, to maintaining the donor meeting calendar and generating meeting briefings for fundraisers, ensuring that the pipeline is always fully populated so that UA can exceed its fundraising goals.

The ideal candidate will be a highly agile team player and keen analytical thinker with the ability to effectively execute a range of tasks with support from other Investor Relations team members and leadership. Additionally, the ideal candidate will be organized, communicative, poised, and have a track record of being successful in a fast-paced and highly demanding environment.

Unite America encourages candidates from diverse backgrounds and from across the political and ideological spectrum to apply.

The position is based at Unite America’s headquarters in Denver, CO. Unite America offers a stipend for new hires willing to relocate.

Requirements

RESPONSIBILITIES

This role reports to the Senior Director of IR Strategy & Analytics.

• Own UA’s Prospect Pipeline: The Manager is responsible for monitoring, populating, qualifying, and curating UA’s prospect pipeline so that the Fundraising team always has a deep well of qualified prospects. Partner with fundraisers to support management of their portfolios - responding to research requests, working together on briefings, and collaborating on prospect lists.
• Own UA’s Prospect Research Function: The Manager is expected to proactively generate and maintain Research Profiles for new prospects and Meeting Briefings in advance of all Fundraisers’ external meetings. Assess capacity, interests, philanthropy, and relationships to identify quality new prospects and opportunities with existing donors.
• Moves Management Coordination: Administrative tasks related to pipeline management, e.g. curating the team’s donor and prospect meeting calendar; during team meetings, taking notes and generating follow up tasks; coordinating execution of grant requirements and reporting; managing invoice tracking and donor acknowledgement process. And, specifically for the Head of the Department, supporting data entry into Salesforce.
• Data Management: Develop processes and systems to store research, data, and ensure effective use. Create lasting and ad hoc custom reports and dashboards in Salesforce, e.g. a list of prospects by city, for the IR team and its stakeholders.
• Cross-Functional Coordination: Support communication and project alignment among fundraisers, events, marketing, and strategy teams, enhancing integration and operational efficiency. 

QUALIFICATIONS

The ideal candidate will possess the attributes described below. If you don’t meet every qualification listed but believe you’d bring strong value to the role and our team, we encourage you to apply.

• Functional Experience: At least 3+ years of work experience that demonstrate the skills below. Experience in sales operations, fundraising operations, prospect research, or a related field is a plus.
• Analytical and Critical Thinking: Able to manage an important business process (the prospect pipeline) and to make and substantiate determinations on nuanced subjects like a prospect’s affinity for UA’s mission.
• Project Management: Capable of managing projects effectively, with superior attention to detail. Ability to create project plans, establish clear goals and objectives, effectively manage timelines and resources, and problem solve to keep projects on track.
• Research & Communication Skills: Excellent written and verbal communication skills and ability to draft professional documents and donor briefings for Fundraisers in advance of their meetings.
• "Self-Starter" Orientation: Proactive, determined, self-directed, and possesses a "can-do" attitude.
• Organization and Time Management: Able to manage a high volume of varied tasks while ensuring all are completed on time, escalating risks and blockers before they create delays.
• Professional Discretion: Exhibits a high degree of professional discretion when working with high-profile individuals, ensuring maximum confidentiality is maintained.