Northern Light Health

Department: Foundation

Position is located: Cianchette Professional Blding

Work Type: Full Time

FTE: 1.0 (40 hours per week)

Work Schedule: Variable

Summary :

The Prospect Research Analyst will drive the prospect development research process for Northern Light Health Foundation and works closely with the Prospect Research Manager, Database Administrator, and philanthropy team to support fundraiser performance through data management, research, strategic insights, and data-centric approaches to portfolio management. This role will facilitate a moves management system that drives discovery, cultivation, and solicitation strategies for donors and prospects while utilizing best practices and growing the donor pipeline. This position serves as a champion for a “data-driven” culture and provides the vision for developing and implementing information and technology strategies and initiatives.

Responsibilities :

• Ability to research, compile, and analyze detailed financial, biographical, and other publicly available information on individual prospective donors to inform fundraiser strategy; participates in projects to identify new prospects for Northern Light Health and it’s Member Organizations.
• Acts as data auditor for prospect management and pipeline data in the fundraising database (RE/NXT), diagnosing data integrity and quality issues and implementing solutions. Adhering to and providing input on process improvements for our prospect management guidelines/policies.
• Works with the philanthropy team to grow the annual giving program through data analysis of constituents in the database and pool of prospective patient donors as part of growing a grateful patient program.
• In collaboration with the Prospect Research Manager, leads an efficient and effective moves management process (identification stage to solicitation) for front-end fundraising professionals; conducts regular portfolio reviews and prospect assignments. This includes helping move the prospects through the donor continuum, providing key information, updating opportunities, and ensuring that fundraising initiatives have sufficient prospects to meet fundraising goals.
• Participates in principal and major gift committee meetings as needed to review fundraising performance analytics, identify new prospects, and support prospect strategies.
• Provides a comprehensive analysis of pipeline and portfolio activity to ensure proper pipeline and portfolio management. Monitor a variety of sources, including relevant websites, government documents, newspapers, periodicals, screening data, and leads from development officers to identify new prospective donors.
• Provides regular reporting on metrics, portfolio baselines, and pipeline management practices for philanthropy officers and Foundation leadership.
• Works with gift processing department to ensure gifts are properly credited to opportunities and solicitors and that the data consistently maintained.
• Works with the Fundraising Database Administrator on updating donor database constituent records regularly with information obtained through research and wealth screenings and ensuring accuracy of constituent records (i.e. duplicate records, improper data entry)
• Stay current with continued, professional education in prospect management related fields, best practices, and upholding the highest professional standards.
• Other Duties

Other Information :

Competencies and Skills

• Achieves Results: Sets high standards for their own outcomes and seizes opportunities to engage others towards objectives. Consistently moves forward with direct actions in order to attain or exceed objectives. Manages their own time effectively to accomplish assigned tasks. Successfully prioritizes multiple projects and duties as needed.
• Acts Strategically: Creates effective plans that anticipate future consequences and opportunities and is able to connect the day to day operations to longer-term objectives, shifts in the industry, and system goals.
• Applies Business Acumen:Demonstrates knowledge of current and future trends that impact organizational success. Applies proven practices and business theories to get results that meet financial as well as other business goals. Recognizes opportunities for new services and products and acts accordingly, taking measured risks into consideration. Possesses a thorough knowledge of their field and independently carries out their work in accordance with professional standards of the profession.
• Behaves with Integrity and Builds Trust: Acts consistently in line with the core values, commitments and rules of conduct. Leads by example and tells the truth. Does what they say they will, when and how they say they will, or communicates an alternate plan.
• Cultivates Respect: Treats others fairly, embraces and values differences, and contributes to a culture of diversity, inclusion, empowerment and cooperation.
• Demonstrates Adaptability: Learns quickly when facing a new problem or unfamiliar task; is flexible in their approach with changing priorities and ambiguity. Manages change effectively and does not give up during adversity. Capable of changing one's behavioral style and/or views in order to attain a goal. Absorbs new information readily and puts it into practice effectively.
• Demonstrates Emotional Intelligence: Exhibits a high level of self-awareness, self-management, other awareness and relationship management. Conducts themselves in an empathic, appropriate way, with a sense of humor and stimulates a collaborative work environment. Is respectful of the attitudes, feelings, or circumstances of others and aware of the influence of their own behavior on them. Is aware of relevant social, political, system, and professional trends and developments and uses this information for the organization's benefit.
• Develops Self and Others:Takes responsibility for engaging in professional self-development activities and programs. Strives to gain insight into their own values, strengths and weaknesses, interests and ambitions and takes action in order to enhance competencies and skills when possible. As a leader, encourages and guides employees towards growth opportunities to enhance performance and help them reach goals. Reviews and analyzes employees' strengths and weaknesses to distinguish their talents and development needs, and to ensure they are enhanced appropriately.
• Effectively Communicates: Listens, speaks and writes appropriately, using clear language. Communication methods are fitting to the message(s), audience, and situation and follow-ups are regular and timely. Shows that important (non-) verbal information is absorbed and understood and asks further questions to clarify when necessary. Expresses ideas and views clearly to others and has ability to adjust use of language to the audiences' level.
• Exercises Sound Judgment & Decision Making: Understands and processes complex information, which allows for appropriate and accountable conclusions. Does not react too quickly or slowly. Balances facts, goals, and potential approaches taking the appropriate criteria into account. Makes active decisions and commits oneself by communicating confidently and respectfully.
• Fosters Accountability: Creates and participates in a work environment where people hold themselves and others accountable for processes, results and behaviors. Takes appropriate ownership not only of successes but also mistakes and works to correct them in a timely manner. Demonstrates understanding that we all work as a team and the quality and timeliness of work impacts everyone involved.
• Fosters Innovation: Employs and encourages the use of meaningful creativity in solving challenges. Proactively identifies opportunities and uses new approaches to enhance processes, systems and services. When appropriate, suggests or initiates new strategies, products, services, and markets.
• Influences and Inspires: Builds enthusiasm and commitment among others to move in a desired direction and models it personally. Creates a compelling vision of success that motivates workplace initiative and energizes others to follow. Provides direction and guidance to encourage cooperation between team members in order to attain an objective. Has the ability to appropriately influence others' actions and decisions with and without express authority.
• Spreadsheet application with the ability to use calculations, formulas, graphing tools, pivot tables, and a macro programming.
• Word processing, spreadsheets, data entry, database experience and other computer related skills.
• Email application with the ability to manage email as well as calendars, managing tasks and contacts, note taking, journaling, and web browsing.
• Presentation software with the ability to create presentations with the ability to incorporate animation, audio, video, time delays, as well as designing themes and variants with animations and effects.
• MS Teams
• Word process application with the ability to create and edit documents, format, use tables, apply footnoting, create table of contents and mail merge techniques.
• Multi-line Phone
• Practices Compassion: Exhibits genuine care for people and is available and ready to help; displays a deep awareness of and strong willingness to relieve the suffering of others.
• Promotes Health and Safety: Promotes a healthy and safe environment for patients, employees and visitors. Advocates and models healthy physical and mental health behaviors even in challenging circumstances. Sets high quality standards and strives for continuous improvement and quality assurance by reporting and encouraging others to report near misses and safety issues.
• Seeks Process Improvement & Applies System Thinking: Possesses and gains insight into situations, problems and processes. Understands the interconnection between organizational elements. Deconstructs problems and systematically investigates the various components. Considers the impact of actions on the entire process/system. Detects problems and opportunities, recognizes important information, and links various data to trace potential causes and relevant details.
• Serves Others: Strives to understand, meet and exceed the expectations and requirements of internal and external customers which may include the people and communities in our service areas. Develops and maintains relationships, alliances and coalitions within and outside the organization and leverages them in order to obtain information, support, and promote cooperation and collaboration.
• Utilizes Resources Effectively: Understands how to get the most out of available resources and uses cost-benefit thinking in decision-making and in setting priorities. Monitors and analyzes resource usage to identify and eliminate areas of waste and maximize resources. As a leader, defines targets and provides appropriate means; oversees progress and makes adjustments when necessary. Appropriately delegates work, sets clear direction and manages workflow and time.

Education

• Required Associate's Degree

Required Experience

• 3 year/years of Relevant Work Experience

Working Conditions

• Work with computers, typing, reading or writing.
• Lifting, moving and loading less than 20 pounds.