Website Climate Lead

Location: Hybrid, San Francisco, CA

Overview: The Prospect Research Associate is instrumental in supporting the internal functions needed to
mobilize Climate Lead’s prospect strategy. This role works in close coordination with the Senior
Analyst, Prospect Development. It is an important, temporary role that will work with us for 20 hours per
week through December 2024 to help Climate Lead achieve its 2024 goals.


Research (50%)

  • Support Senior Analyst, Prospect Development in preparing comprehensive biographical and
    financial profiles of potential climate philanthropists (prospects).
  • Add prospect information and analysis to Climate Lead’s Salesforce database.
  • Prepare draft briefing documents for Climate Lead events, donor engagement opportunities, and
    staff speaking engagements as requested.
  • Track regular newsworthy and philanthropic updates on Climate Lead’s top prospects and alerts
    relevant team members.

Data Maintenance (50%)

  • Review and update prospect ratings using Climate Lead’s process and norms.
  • Update prospect biographies to ensure current information is readily available in Salesforce.
  • Review, update and keep current philanthropic information for prospects in Salesforce using Climate
    Lead’s processes and norms.


Understanding of philanthropy (mission, practice, trends) and fundraising practices (the
development cycle, prospect management policies and practices).

  • Thorough knowledge of prospect research techniques, tools, and data analysis.
  • Strong technical skills to utilize and manipulate database, biographical, financial and other research
    systems and tools.
  • Ability to extract information and generate reports from complex databases. Familiarity with
    research data interpretation such as SEC, Real Estate and Compensation documentation.
  • Experience with Salesforce for Nonprofits preferred. Experience with similar CRM tools such as
    Ellucian Advance or Raiser’s Edge a plus.
  • Ability to think critically and develop tactical plans in response to strategic needs.
  • Ability to absorb complex technical information and communicate effectively to both technical and
    non-technical audiences.
  • Ability to adapt to changing circumstances through learning, flexibility and resilience.
  • Ability to build strong customer relationships and work within a cross functional team.
  • Ability to use technology to gather, interpret, and organize data.
  • Excellent written, oral, and interpersonal communication skills; ability to interact effectively with
    diverse groups within a customer service-oriented environment.
  • Organizational skills to handle several projects simultaneously, accommodate shifting priorities, and
    meet deadlines.

Education and Experience

  • Bachelor’s degree required.
  • 3+ years experience in research or prospect management / prospect development required.
  • Experience managing complex processes is preferred.
  • Experience with database operations and usage, including CRM and other relational databases
  • Experience researching international prospects preferred.

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