Prospect Research & Portfolio Management Manager (Remote - EST)

Why join our team?

With a mission that spans the globe, the USO provides a rewarding and fulfilling work environment. Our team is exceptional, and we offer generous paid time off, including volunteer days and military leave. We have a remarkable 401k match, comprehensive benefits, and opportunities for training and education reimbursement. Our team members are passionate about putting the mission first, and we have a lot of fun while doing it. Working for the USO isn't just a job – it's a calling, and we believe in doing what you love and loving what you do.

Don’t take our word for it. The external “Great Place To Work” survey found that:

• The USO is a Certified Great Place to Work 2023-2024
• 93% feel good about the ways we contribute to the community.
• 93% are proud to tell others they work here.
• 88% feel their work has special meaning: this is not "just a job."
• 89% feel that when you join the company, you are made to feel welcome.
• 91% feel people here are treated fairly regardless of their race.
• 87% feel people here are treated fairly regardless of their gender.

The Prospect Research & Portfolio Management Manager is responsible for providing prospect research, portfolio management, data analysis, pipeline reporting and related policy and procedural training for a specific group of fundraisers in support of the USO’s Major Gifts and Corporate fundraising initiatives. This position may be worked remotely from anywhere in the Eastern Time Zone.

Principal Duties and Responsibilities (*Essential Duties)

Prospect Research:

• Conduct research on individuals, corporations, foundations, and other entities in support of the USO’s fundraising efforts in line with internal policies and procedures
• Provide fundraisers and support staff training and guidance on how and when to request research
• Serve as project lead and/or collaborate with teammates on research projects throughout the year
• Prepare event bios for cultivation and other types of events to achieve specific strategic outcomes
• Configure, review, and route substantive news alerts to fundraisers and capture same in Raiser’s Edge NXT and/or Blackbaud Fundraiser Performance Management databases

Prospect Assignments and Portfolio Management:

• Review assignment requests and action them in line with internal policies and procedures
• Provide fundraisers and support staff training on how and when to request assignments
• Develop and monitor fundraiser portfolios to ensure they are optimized to meet fundraising goals
• Facilitate scheduled and impromptu portfolio consultation meetings with fundraisers to ensure portfolio information and assignments are up-to-date and reflected accurately in Raiser’s Edge NXT and/or Blackbaud Fundraiser Performance Management databases
• Aid in implementation of moves management processes and reporting to ensure prospects and donors move efficiently and effectively through the fundraising cycle

Data Analysis:

• Review and analyze portfolio, prospect, and donor data using pivot tables and related techniques to surface strategic insights for fundraisers
• Perform fundraising data analysis/analytics methodologies including Recency, Frequency, Monetary (RFM) scoring, donor capacity ratings, and predictive modeling to further optimize fundraising portfolios.

Pipeline Reporting:

• Review pipeline reports for accuracy and ensure all planned solicitations are reflected in the Raiser’s Edge NXT and/or Blackbaud Fundraiser Performance Management databases
• Identify opportunities for improving pipeline processes and reporting for the purpose of accurately forecasting fundraising revenue
• Provide fundraisers and support staff training on how and when to add opportunities to Raiser’s Edge NXT and/or Blackbaud Fundraiser Performance Management databases
• Other Duties as Assigned

Job Specifications

• Bachelor’s Degree in a broad array of study areas.
• 5+ years’ work experience in a development or fundraising role, specifically expertise in Prospect Management and Tracking principles and methods. Relevant experience in a not-for-profit, military, multicultural and/or global organization preferred.
• Skill and ability to apply knowledge of computerized donor development systems including Raiser’s Edge NXT and Blackbaud Fundraiser Performance Management
• Strong interpersonal and problem-solving skills. Ability to interact with USO Leadership, the general public and military audiences at a variety of levels with integrity and professionalism.
• Demonstrated ability to exercise sound judgment related to controversial and/or culturally sensitive subjects. Abilit