Title: Specialist, Prospect Development (Temporary/Part-Time)
Job Family/Level: Development/Specialist
Reports to: Manager, Prospect Development
FLSA Status: Exempt
Revised Date: July 2023
Major Function
The Specialist, Prospect Development performs a variety of standard and frequently complex duties and responsibilities to ensure the smooth functioning of the Prospect Development teams’ activities within the Development department. Activities include routine coding of Prospect Management activity at the direction of the Manager, Prospect Management. Assisting Development team members with critical day-to-day information and data support, as well as queries and reports from WWF’s Constituent Relationship Management (CRM) system. Gathers, documents, and evaluates business process requirements from Development Teams.
Key Responsibilities
Systems Support
Assists Development staff with basic to moderate systems or reporting needs, including operation of functions, record changes, and running queries and reports
Maintains and executes standard quarterly or annually run reports critical for various team’s operations
Writes system queries as requested by Development team members
Monitors data quality for Development donor accounts
Conduct basic investigation of system issues and errors, and submits work tickets for corrective resolution as necessary
Assist Development staff with unique CRM system operations such as invitation lists or marketing efforts
Other duties as assigned
Prospect Management
Track and make opportunity, plan or prospect status changes per Portfolio Review Changes and gift officer request(s)
Work closely with development staff to ensure that all necessary actions and activities are entered into the prospect management system correctly and on time
Work with Fundraising Operations to update certain information in CRM, when needed
Other duties as assigned
Skills and Abilities
BA and 6 years