Manager, Research and Prospect Segmentation Job ID 2252 Company Accion Washington, DC About Accion Accion is a global nonprofit committed to creating a financially inclusive world, with a trailblazing legacy in microfinance and fintech impact investing.
We catalyze financial service providers to deliver high-quality, affordable solutions at scale for the 1.8 billion people who are left out of
– or poorly served by
– the financial sector.
For more than 60 years, Accion has helped tens of millions of people through our work with more than 200 partners in 63 countries.
More at www.accion.org About Resource Development Accion’s Resource Development department has a solid track record of creative partnerships, strategic fundraising and proven results.
We work across a broad base of corporate and private foundation partners including Mastercard, Credit Suisse, FMO, Bill and Melinda Gates, MetLife, and Citi Foundations.
In addition, we work with individual impact investors, philanthropic donors and the public sector to carry out our important and increasingly urgent mission.
Building on the existing strong base of supporters and partners, we aim to further expand the team and amplify our strategic partnership priorities.
Position Summary The Manager, Research and Prospect Segmentation reports to the Vice President of Fundraising Strategy, Planning and Insights and will support the growth strategy for the Resource Development Department.
In this position, you will work as part of a collaborative team to identify and research innovative donor segments.
You will be the go-to source for prospect research and market trends as well as insights that are informed by data analysis.
A key part of this role will be to work with our Individual Philanthropy and Private Sector Partnerships teams to identify development sector trends, giving potential and to conduct competitive landscape analyses, Preferred locations: Washington, D.C.
(hybrid) or NY (remote) Position Responsibilities Oversee prospect research and segmentation for both individual giving and institutional partnerships, providing key input on strategic approach.
Assist in the development and implementation of a research and prospect identification plan, supporting fundraising teams by identifying new prospects for individuals, foundations, corporations, and other institutional funders.
Working closely with the Vice President and Chief Development and Partnerships Officer (“CDPO”), help shape revenue growth and donor pipeline by supporting and providing insights into new donor segments and giving potential.
Produce executive-level, professional, confidential research reports, briefings, and event briefings on donor prospects for CDPO and CEO.
Analyze changes in funding support, model and track funding trends from top corporate and foundation prospects and identify top RFP and competitive opportunities aligned with organizational priorities.
This position’s responsibilities will also include board-related research and strategies to further engage board members and their networks.
Position Qualifications Bachelor’s degree or equivalent; Master’s degree in relevant area, preferred.
Proven track record of research and data analytics skills.
Generally, 5-8 years of relevant experience, 5 years’ experience in fundraising environment.
Prior experience with global NGO and/or private sector organization in social impact space.
Proficiency in research tools (such as LexisNexis, etc.) and in donor databases such as Salesforce (or similar software) is essential.
Strong organizational, time management and prioritization skills with a high degree of accuracy and attention to detail.
Ability to manage multiple projects and research needs while working with key internal.
stakeholders across Resource Development and the organization.
Strong interpersonal and written communications skills.
Experience with database management and various prospect research tools.
Ability to leverage research tools.
Fluency with data visualization tools such as Excel pivot tables, Power BI, and Tableau a plus.
Why you should consider working with us: We catalyze resources and ensure Accion’s continued global social and economic impact and thought leadership .
Our department’s strategic partnership development enables our work both across Accion and externally via visibility creation and is core to Accion’s success.
We anticipate trends, strategize, and develop co-creation models, define, and implement innovative revenue generating models.
We delve deep into wide-ranging issues, from how to catalyze financial services and inclusion to create opportunities for the underserved and most vulnerable households.
Through our programs, we effectively empower women to develop livelihoods and access opportunities.
We work at the intersection of inclusive economic development, financial services, green entrepreneurship, and climate risk mitigation.
The Director of Research will lead prospect research and help inform the optimal outreach strategy for the fundraising team.
He/she will work across the department to provide actionable insights on prospects and new segments of donors.
We do work that matters.
As a leader in our space, we strive to always be forward thinking and keep an eye on what and how we can do to move the needle and scale our global impact while supporting the sector and raising visibility across all stakeholders.
Everything that we do begins with an understanding of the real world, the change we want to see, and our theory of change.
As a result, our work is not academic and abstract-it drives key global decision-making of donors, investors, policymakers, private sector players and others in the financial inclusion ecosystem.
We are laser focused on ensuring that all of our work does, in the end, advance inclusive financial systems whilst creating economic opportunities for low-income households around the world.
In this position you will be part of this important work, becoming the knowledge expert on prospects and key trends.
We get ambitious things done in a supportive environment.
As a member of our team, you will have the opportunity to contribute to an ambitious plan for growth while working in a collaborative and supportive environment.
We value continuous learning, and each member has ample opportunities to tap into learning resources, attend events aligned with their work responsibilities and their career growth ambitions.
You will have the ability and support needed to collaborate with leaders in our field.
We appreciate each other as people.
Diversity of thoughts, perspective, opinions are key for us to remain at the top of our field.
We know that to grow we need to surround ourselves with people who have had different experiences and backgrounds to ensure creativity of thought and constant learning.
We celebrate creativity and our team puts great emphasis on taking initiative, forward envisioning and valuing each success and failure as a learning opportunity.
In this position you will have a key role in informing and helping shape our Resource Development and Partnerships strategies and innovative growth opportunities across the organization.
On our team you will be seen as a go to person for prospect segmentation insights, as well as prospects within the private sector and venture philanthropy.
We are part of a powerful network.
The work of our department sits at the center of all that Accion does, connecting the dots between our programs, external partners, thought leader platforms and mobilizing the resources necessary to continuously support our mission and global impact in the financial inclusion and economic development sector.
Since 1961, Accion has revolutionized financial services for low-income people, including creating the world’s first regulated, for-profit bank for the poor (BancoSol), being a leading seed-stage investor for fintech for inclusion, and creating the world’s first global fintech fund for the underserved.
In the United States, Accion Opportunity Fund is the leading non-profit lender for underserved small businesses.