Salesforce Researcher (Part-time)

I am partnering with a nonprofit organization to hire a part-time (approx. 20-25 hours/week) SalesForce Prospect Researcher. This position will support by identifying, evaluating, and qualifying prospective major, mid-major, and mid-level donors. This role mines donor and prospect data from the donor database and wealth screening tools, supplements it with research from public and online sources, and turns findings into clear donor profiles and portfolio recommendations. By equipping Gift Officers and Donor Relations staff with the insight they need to cultivate and steward donors toward their next giving level, this position helps the Development team grow the philanthropic support that advances the organization’s mission.

Essential Duties

• Conduct regular donor capacity research on Salesforce donor records, using DonorSearch data modeling to identify prospective major, mid-major, and mid-level donors, as well as existing donors who show capacity or inclination for increased giving.

• Conduct supplemental research using online and public sources, including Google, LinkedIn, news archives, real estate records, and other philanthropic databases, to build a fuller picture of a prospect's capacity, giving history, and philanthropic interests.

• Compile research findings into clear, well-organized donor and prospect profiles for use by Gift Officers and Donor Relations staff.

• Identify and recommend prospect assignments and portfolio moves for Gift Officers, and matching engagement opportunities for Donor Relations staff, to help move each donor toward their next giving level.

• Maintain accurate, current research findings and ratings in Salesforce, incorporating updates from Gift Officers and Donor Relations staff to ensure data integrity across the prospect pipeline. Job Opening

• Respond to time-sensitive research requests from Gift Officers, executive leadership, and board members in advance of donor visits or solicitations.

• Provide research support for campaign planning studies and other special fundraising initiatives as needed, including prospect profiles, timelines, and gift tables.

• Partner with DAC Leadership and Gift Officers to align research priorities with portfolio, campaign, and moves-management needs.

• Present research findings and portfolio recommendations at regular bi-weekly pipeline meetings.

• Monitor local and national philanthropy news and trends for developments that could affect current donors' or prospects' giving capacity and interest.

• Follow the Association of Professional Researchers for Advancement (APRA) ethical standards and donor-privacy best practices in all data collection and use, keeping research focused on information relevant to giving capacity, philanthropic history, and interests.

• Attend department and organization-wide meetings, trainings, and team-building events.

Skills and Qualifications Required

• Two or more years of experience in prospect research, fundraising data analysis, or a related development/donor relations role; or an equivalent combination of education and experience.

• Strong information technology skills, including demonstrated proficiency with prospect research tools, donor databases (Salesforce preferred), and Microsoft Office applications. • Strong internet research skills, including public records, LinkedIn, news sources, and philanthropic databases.

• Excellent analytical and writing skills, with the ability to synthesize large volumes of information into clear, concise profiles.

• Strong written and verbal communication skills, including the ability to present findings clearly to Gift Officers and Development leadership.

• High degree of discretion and a strong commitment to donor confidentiality.

• Compliance with data privacy laws.

• Demonstrated ability to manage competing deadlines and prioritize time-sensitive requests alongside ongoing proactive research projects.

• Genuine commitment to and enthusiasm for working with people of diverse backgrounds, cultures, and lived experiences; a demonstrated ability to engage respectfully and effectively across differences.

Hybrid position with 1-2 days on-site in Concord