Convention of States

Lead Generation

• Conduct phone and email outreach to prospective donors, securing meetings with senior leadership.
• Engage prospects professionally over the phone, discussing financial contributions and alignment with organizational goals.
• Follow up consistently, tracking pending pledges and re-engaging unreachable prospects.
• Cultivate and nurture relationships, fostering potential donor engagement.
• Maintain detailed records of all outreach activities and interactions in Salesforce.
• Build a portfolio of committed donors from secured prospects.
• Report outcomes and progress regularly to the Sr. VP of External Relations
• Perform additional related duties as assigned.

Prospecting Call Agent

Marketing

• Managing donor data and communications.
• Leveraging the Salesforce platform to generate strategic data reports.
• Coordinating donor outreach communications.
• Executing targeted email campaigns to support fundraising and engagement objectives.
• Pulling requested reports for email campaigns as needed.
• Preparing and sending mass emails to donors and/or prospects.
• Preparing portfolio reports as requested by development officers.
• Unsubscribing contacts who wish to be removed from the email or mailing list.
• Reviewing list of bounced or undelivered emails and researching correct replacement emails.
• Other related duties, as assigned.

Prospecting Call Agent

External Relations Marketing Assistant