PRINCIPAL ACCOUNTABILITIES:
Data Entry & Database Management:
• Enter, update, and maintain prospect and donor records in Raiser’s Edge, ensuring data accuracy and adherence to established data standards.
• Update and maintain constituent records in EverTrue, ensuring synchronization with Raiser’s Edge data where applicable.
• Process routine data updates including contact information changes, relationship linkages, employment updates, and biographical details.
• Assist with data cleanup projects, duplicate record management, and data hygiene initiatives as directed.
• Document data entry processes and maintain procedural guides for routine tasks.
• Pull and generate standard reports from Raiser’s Edge and EverTrue to support prospect research, portfolio management, and fundraising activities.
• Compile data for regular team reports, including prospect activity summaries, portfolio snapshots, and pipeline updates.
• Assist the Prospect Research Analyst and Portfolio Managers with ad hoc data pulls and list generation as needed.
• Format and organize report outputs for distribution to team members and stakeholders.
Software & Systems Support:
• Assist with the day-to-day administration and maintenance of Raiser’s Edge and EverTrue, including user support and troubleshooting basic issues.
• Support the management of prospect research software subscriptions and tools (e.g., DonorSearch, WealthEngine, iWave), including tracking renewals, managing user access, and coordinating with vendors as directed.
• Help maintain organized files and documentation related to software licenses, training materials, and system procedures.
• Assist with importing and exporting data between systems and platforms as needed.
• Provide general administrative support to the Prospect Development team, including scheduling meetings, preparing materials, and coordinating logistics.
• Assist with preparing prospect briefing materials by gathering and organizing background information from databases and research tools.
• Maintain organized electronic files and records for the team.
• Perform other duties as assigned to support the Prospect Development function.