Prospect Management Consultant - University Advancement

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 plays a critical role in managing and maintaining the integrity of prospect data; guiding and constructing portfolios, coordinating pipeline movement, preparing performance insights and advising frontline fundraisers and colleagues on best practices in prospect management.

These duties are essential for optimizing our fundraising strategy, as effective prospect management directly influences our ability to identify, engage, and maintain relationships with potential donors. By focusing on prospects capable of making substantial contributions ranging from $25,000 to $4,999,999, the Prospect Management Consultant plays a vital role in our ability to achieve fundraising goals. The professional in this position will provide actionable insights and best practices to frontline fundraisers and leadership, ensuring informed decision-making that drives donor-centric strategies.

This is a full-time, benefits-eligible position based on campus, with an optional hybrid work schedule.

• Build and maintain qualification queues and portfolios for gift officers.
• 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.

• Identify and prioritize new prospect assignments across capacity lanes within the identified territory.
• 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.
• Perform other duties as assigned.

Job Location /

Working Conditions:

Normal office environment.

Physical Effort:
Typically sitting at a desk or table;
Repetitive wrist, hand or finger movement.

The above statements are intended to describe the general nature and level of work performed by people assigned to this classification. They are not intended to be construed as an exhaustive list of all job duties performed by the personnel so classified. Management reserves the right to revise or amend duties at any time.

• Experience in a prospect development, research, or prospect management function in a fundraising, nonprofit, or higher-education setting.
• Experience as a frontline fundraiser preferred.
• 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.

• Analytical Thinking, Business Interactions, Business Practices, Client Relationship…