Research and Development Operations Manager
HCZ requires all employees to be fully vaccinated against COVID-19 as a condition of employment. Accordingly, successful candidates must be fully vaccinated against COVID-19 and submit proof of vaccination prior to the commencement of employment.
HCZ’s Development Department is seeking a committed Research & Development Operations Manager to support the Development team in stewarding and cultivating private support to meet organizational goals. In this full-time position, the successful candidate will play a key role in helping to drive revenue through strategic fundraising insights, targeted prospect donor research through wealth screenings, and CRM excellence. The portfolio of donors and prospects includes leading NYC and national philanthropists, foundations, and corporate entities, as well as a robust portfolio of small and mid-level supporters.
This role reports to the Assistant Director of Development Operations & Donor Engagement and will work closely with the Director and Officer of Individual Philanthropy, as well as the Manager of Donor Communications, to maintain and grow individual revenue streams. The successful candidate will demonstrate initiative, the ability to work collaboratively and independently, and creative problem-solving skills with an ability to impact private revenue growth through best-practice and innovative prospect research techniques. The candidate will have an inquisitive mind and the ability to distill complex information into clear, well-written documents and organized files for our front-line fundraisers.
Essential Duties and Responsibilities
Donor and Prospect Research
- Strategize and develop new data insights, including relationship mapping and giving capacities, for current and prospective Board members, individual donors, and leading institutional donors.
- Provide in-depth donor and prospect research services—including briefings and profiles for cultivation and solicitation—in support of fundraising activities and strategic priorities.
- Produce Board nomination and Board solicitation research, as well as background for event attendees including for the annual award event.
- Exercise independent judgment and experience, conducting proactive and reactive research on prospective and current donors.
- Utilize subscription-based research tools and other resources to locate, analyze, and interpret financial capacity and propensity, including philanthropic alignment.
- Proactively use wealth screening to best practice prospect management, assigning donors to front-line team members in order to strategically increase small-to-mid level giving.
- Update donor profiles on an ongoing basis through consistent monitoring of media and other relevant sources, including the identification of aligned opportunities.
- Prepare research assessments and track utilization of research-directed cultivation.
- Determine appropriate content of prospective donor profiles for high-level review.
- Lead in identifying potential new prospects.
CRM Database Management
- Support the Assistant Director of Development Operations & Donor Engagement with Raiser’s Edge and constituent data management, including the timely updating of information related to research, prospecting, and donor outreach activities.
- Monitor and reconcile data from multiple sources to ensure consistency and reliability.
- Develop, refine, and produce a suite of reports and dashboards for timely tracking of Objectives & Key Results.
- In collaboration with the Assistant Director of Development Operations & Donor Engagement, create and update ongoing reports.
- Collect and analyze data from past fundraising efforts, identifying trends and patterns to make recommendations for improving fundraising.
- Perform other duties to assist the Development team and organization as assigned.
Qualification, Skills, and Knowledge Requirements
- Bachelor’s degree with a minimum of 3-5 years of professional experience in fundraising or relevant sector.
- Will consider a recent college graduate with strong writing skills.
- Strong communication and analytic skills.
- Must be detail-oriented and well-organized.
- Develops and translates strategies into action plans that build the capacity of the department.
- Ability to link organizational mission to individual work, support development, and implementation of fundraising strategies.
- Strong knowledge of trends in NYC and national philanthropy.
- Familiarity with prospect research sources, techniques, and tools.
- High level of professionalism and discretion with confidential materials.
- Experience with Raiser’s Edge or equivalent software.
- Advanced knowledge of Excel is a plus.
- Passion for HCZ’s mission.
HCZ offers competitive salaries and a comprehensive benefits package. The salary range for this role is 70,000-75,000k annually. To be considered, applicants MUST submit a cover letter and résumé. No telephone inquiries or recruiters, please. Replies will only be sent to qualified applicants. HCZ is an EOE.