Job Description

Job Title:  Manager of Analytics & Prospect Management
Salary Range : starting at $116,314 commensurate with experience
Reports to: Chief Advancement Officer

Mission: For more than 50 years, the Conservancy of Southwest Florida has been a leading environmental advocacy organization dedicated to protecting Southwest Florida's water, land, wildlife, and future.

The Manager of Analytics & Prospect Management plays a critical role in advancing The Conservancy’s capital campaign and long-term fundraising initiatives. This role reports to the Chief Advancement Officer. The Manager of Analytics & Prospect Management position is funded by a dedicated four-year grant. At the conclusion of the grant period, as with all roles at the Conservancy, continuation is subject to Board budget approval which takes place every financial year. This position leads the strategic use of data, prospect research, and portfolio management to optimize donor engagement and revenue growth. The Manager of Analytics & Prospect Management works closely with senior leadership, gift officers, and campaign volunteers, to ensure that fundraising teams have the intelligence, tools, and insights needed to identify, qualify, cultivate, solicit, and steward major and principal gift prospects in alignment with organizational priorities.

Responsibilities

Analytics and Reporting

• Develop and maintain a robust analytics program to track fundraising progress for the $70 million capital campaign, annual fund, and planned giving and general operating programs.
• Build, run, and interpret advanced reports and dashboards in the donor database (e.g., Blackbaud’s Altru) to measure portfolio performance, campaign progress, and pipeline health.
• Analyze donor giving trends, capacity ratings, and engagement patterns to inform prospect strategies.
• Produce regular campaign performance summaries for leadership, board, and campaign committees.

Prospect Management

• Partner with frontline fundraisers to develop and maintain balanced and strategic portfolios for major, principal, and planned giving officers.
• Facilitate regular portfolio review meetings, ensuring prospect movement through cultivation, solicitation, and stewardship stages.
• Monitor portfolio activity and provide proactive recommendations for portfolio adjustments to meet revenue goals.
• Track and manage solicitations, proposals, and moves management activity in alignment with campaign timelines.

Prospect Research

• Conduct in-depth research on individuals, foundations, and corporations using internal data, public records, wealth screening tools, and industry resources.
• Prepare comprehensive donor profiles, briefings, and research summaries for leadership and gift officers prior to meetings and solicitations.
• Identify new high-capacity prospects for leadership and volunteer engagement.
• Maintain confidentiality and adhere to ethical guidelines for donor data usage.

Campaign Support & Strategy

• Serve as a core member of the campaign operations team, providing data-driven insights to guide strategy.
• Support campaign volunteer committees with targeted prospect lists, research, and briefing materials.
• Collaborate with advancement services to ensure data integrity, accurate gift recording, and timely updates to donor records.
• Partner with communications to track and evaluate donor touchpoints and campaign messaging impact.

Education and Experience

• Bachelor’s degree in nonprofit management, business, data analytics, or related field.
• Minimum 5 years of experience in prospect research, prospect management, or fundraising analytics,
  preferably in a capital campaign environment.
• Demonstrated expertise in database reporting and analytics (Blackbaud Altru or similar CRM).
• Strong understanding of major gift fundraising principles, moves management, and campaign strategy.
• Management experience; position has 2 direct reports.
• Excellent analytical, organizational, and project management skills with a keen attention to detail.
• Experience with wealth screening tools (e.g., iWave, WealthEngine, DonorSearch).
• Ability to communicate complex data in a clear, actionable way to a variety of audiences.
• High ethical standards and respect for confidentiality.

Preferred:

• Knowledge of conservation/environmental issues.
• Advanced Excel or business intelligence software skills (e.g., Power BI, Tableau, Power Automate).
• Previous work in a nonprofit with a campaign of $50 million+ preferred.

Skills and Abilities

• Strategic thinking with the ability to anticipate fundraising needs and proactively deliver solutions.
• Strong collaboration skills and ability to work effectively with diverse teams.
• Adaptability and comfort in a fast-paced, goal-driven environment.
• Commitment to [Organization Name]’s mission and conservation values.

Certificates, Licenses and Registrations

• Valid driver’s license and good driving record.
• CFRE or ACFRE designation preferred
• AFP – member of Association of Fundraising Professionals

The above statements describe the general qualifications required to perform the job and the general nature and level of work performed-not a complete list of duties-additional duties may be assigned by management.

Physical Demands and Work Environment

This job description recognizes that reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions of the role. The job entails:

• Regularly required to sit, stand and walk.
• Lift/move objects weighing up to 25 pounds.
• May spend time in the field, and experience exposure to Florida outdoor weather conditions.
• Use of hands for various tasks.
• Visual abilities include close and color vision, along with peripheral and depth perception.
• Noise level in the work environment is typically moderate.

Equal Opportunity Employer
The Conservancy of Southwest Florida is an equal-opportunity employer and provides reasonable accommodations to individuals with disabilities to perform essential job functions. 

Date Posted:  10/10/2025

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