Pipeline Management Analyst
在奥巴马基金会,我们的使命是激励,赋予力量和连接人们改变他们的世界。我们寻求建立一个活跃的民主文化,让人们在他们生活,工作和玩的地方做出变化。在这里芝加哥南部,我们正在为这个愿景建造一座家园,是一个全球性的变革中心,拥有各种机会 - 协调编程,社区宣传活动,教育时刻等 - 来邀请来自区块内或世界各地的游客将希望转变成行动。实现我们的雄心勃勃的目标始于一个以我们行动价值观为基础的卓越团队 - - 勇气,同情感,诚信,责任,社区,包容性,实用主义,弹药力,想象力和希望。任何人都可以在任何地方使用这个框架来建立信任,激活参与度和扩大他们的社区中的机会。角色目的:管道管理分析师将担任前景研究团队成员。分析师将确保我们的前线筹款机构拥有成功所需的数据和系统支持,并连接到各种工作流程 - 从满足研究请求,制作活动简报,协助团队开展投资组合建设举措。主要任务包括直接支持我们中级捐赠计划的研究,帮助准备活动和校园游览的简报材料,以及与 Prospect Research 团队合作在各种管道和捐助者数据更新项目上。作为 Pipeline Management Analyst,你将直接向 Prospect research & Portfolio Insights.Core Responsibilities · Mid-Level Giving 的董事报告:开展捐助者研究,提供新五位数前景的能力评级和个人资料,并与筹款机构合作确定哪些捐赠者可能准备进入主要礼物组合。·活动/巡回支持:及时提供有关参加基金会活动和/或奥巴马总统中心游览的个人和公司的背景信息。·媒体监测和跟踪:建立和正式化系统定期更新对投资者的相关新闻。·声誉审查:领导每月持续进行的流程来评估和管理捐赠者和潜在客户的基本风险。· 鉴定前景:使用内部和外部数据源的组合,执行定期管道 (b)
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At The Obama Foundation, our mission is to inspire, empower, and connect people to change their world. We seek to build an active democratic culture where people are equipped and motivated to make change in the communities where they live, work, and play. Right here on the South Side of Chicago, we’re building a home for this vision, a global center for change with a range of opportunities - coordinated programming, community outreach events, educational moments, and more - that invite visitors from down the block or across the globe to turn hope into action.
Achieving our ambitious goals starts with an exceptional team built on our Hope to Action Values - Courage, Empathy, Integrity, Accountability, Community, Inclusivity, Pragmatism, Resilience, Imagination, and Hope. A Framework that anyone, anywhere, can use to build trust, activate participation, and expand opportunity in their community.
Purpose of the Role
The Pipeline Management Analyst will serve as a member of the Prospect Research team. The Analyst will ensure that our frontline fundraisers have the data and system support they need to succeed, plugging into various workflows - from fulfilling research requests, to producing event briefings, to assisting the team with portfolio building initiatives. Key duties include direct research support to our Mid-Level giving program, assisting in the preparation of briefing materials for events and campus tours, and partnering with the Prospect Research team on various pipeline and donor data update projects.
As the Pipeline Management Analyst, you’ll be reporting directly to the Director, Prospect Research & Portfolio Insights.Core Job Responsibilities
- Mid-Level Giving: conducting donor research, providing capacity ratings and profiles on new five-figure prospects, and collaborating with the fundraisers to determine which donors may be ready to move into a Major Gifts portfolio.
- Event/Tour Support: provide timely background information on individuals and corporations attending Foundation events and/or Obama Presidential Center tours.
- Media Monitoring and Tracking: establish and formalize a system for regularly updating Prospect Research Associates on news relevant to donors in their team portfolios.
- Reputational Vetting: lead the monthly and ongoing processes for basic risk assessment and management for donors and prospects.
- Prospect Identification: using a combination of internal and external data sources, perform regular pipeline building searches.
- Performs other duties as assigned.
Key Deliverables / Outcomes
- Prospect/donor profiles and other research briefings
- On-time briefing documents to support in-person engagement
- Newly-identified Foundation prospects
Required Qualifications
- Minimum of 1-2 years of experience in donor research or a related field.
- Proficiency with various research techniques and industry-standard vendors such as iWave and LexisNexis preferred.
- Ability to thrive in a fast-changing environment while juggling a high volume of work.
- Ability to analyze and interpret large volumes of data and uncover hidden trends.
- Excellent communication skills, both verbal and written.
- Excellent interpersonal and relationship-building skills and ability to function independently while working in a team-oriented environment.
- Salesforce experience preferred.
The salary range for this role is between $51,965 and $64,980.
This is a remote role based in the Chicago area.
For an overview of our benefits package, including insurance, paid time off, retirement & more, please visithttps://www.obama.org/careers/.
Don’t check off every box in the requirements listed above? Please apply anyway! If you’re excited about this role but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to still consider submitting an application. You may be just the right candidate for this role or another one of our openings!
Equal Opportunity Employer
The Foundation is committed to creating a diverse work environment and is proud to be an equal opportunity employer. The Foundation does not discriminate on the basis of race, color, national origin, sex, gender identity, religion, sexual orientation, age, disability, parental status, veteran status, or any other protected status under applicable laws. We encourage individuals of all backgrounds to apply. If you are a qualified candidate with a disability, please e-mail us at if you require a reasonable accommodation to complete this application.
Originally posted on Himalayas