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Donor Research Analyst (AI-Enabled Research & Data Systems)
Delhi, India
Position Overview
The Donor Research Analyst serves as a strategic and technical partner in evolving Room to Read’s global donor research, due diligence, and data systems function. This role blends strong research fundamentals with AI-enabled tools, data discipline, and workflow design to help the Development & Communications team move faster—without sacrificing accuracy, judgment, or compliance.
This is not a static research role. It is a builder role, hired in anticipation of increased scale, greater use of AI, more complex event demands, and tighter integration with Salesforce and global fundraising workflows. The Analyst will work across constrained systems, balancing speed with verification, and translating information into actionable strategy—not just profiles.
The Donor Research Analyst reports to the Vice President of Global Business Operations.
Core Responsibilities
AI-Enhanced Prospecting & Research
Conduct proactive and reactive research on individuals, corporations, and foundations using a combination of research platforms (e.g., iWave, Apollo.io, ZoomInfo), AI-supported tools, and manual verification.
Pilot and refine AI-assisted workflows for summarization, enrichment, and pattern-finding, with clear guardrails for verification and quality control.
Apply sound research judgment to distinguish signal from noise and surface what is truly actionable for fundraisers.
Event Research & Relationship Intelligence
Produce concise, high-quality briefing materials for events and strategic meetings under tight timelines.
Translate research into insights, pathways, and recommendations—clearly articulating “so what” and “now what” for Relationship Managers.
Support event research at increasing scale, using templates, batch workflows, and AI responsibly to maintain quality under pressure.
Data Consolidation & Salesforce Integration
Clean, structure, and prepare Salesforce-ready datasets, ensuring accuracy, consistency, and minimal rework post-import.
Build and maintain Excel-based trackers and AI-supported tools to organize donor interests, capacity indicators, philanthropic history, and relationship pathways.
Partner closely with Global Business Operations (GBO), DevCom, and IT to improve data flows into Salesforce and reduce manual data handling.
Due Diligence, Risk Screening & Compliance
Conduct due diligence using public records, media sources, research platforms, and AI-assisted monitoring.
Apply consistent judgment across regions with varying data availability, norms, and risk thresholds.
Maintain documented workflows for screening, verification, escalation, and resolution of potential risks.
Systems Building, Documentation & Enablement
Design and continuously improve templates, trackers, workflows, and documentation that strengthen research efficiency and consistency.
Capture institutional knowledge related to tools, processes, and best practices in a shared internal knowledge hub.
Develop training resources and provide guidance to colleagues conducting localized research across regions.
Collaboration & Stakeholder Engagement
This role is highly collaborative and serves as a connective function across teams. The Analyst will work closely with fundraisers, Global Business Operations (GBO), IT, and DevCom leadership to ensure research is accurate, timely, and usable for donor strategy, events, and pipeline development.
Externally, the role may involve limited interaction with research and AI vendors (e.g., iWave), external consultants, and occasional coordination with volunteers supporting training or process improvement efforts.
What Success Looks Like
Performance in this role is measured across five core areas, balancing speed, quality, and impact:
Timely delivery of high-quality research and event briefings, even under tight deadlines
Accuracy and Salesforce-readiness of data, with minimal rework required by downstream teams
Improved efficiency, demonstrated through repeatable workflows, automation, and responsible AI use
Strength of strategic insights, clearly translating research into actionable cultivation or upgrade strategies
Consistent application of due diligence and risk screening, with timely escalation and no material compliance gaps attributable to research errors
Growth & Evolution
This role is designed to grow alongside Room to Read’s evolving research and data ecosystem. Over the medium term (12–24 months), the Analyst is expected to:
Partner more deeply with IBD, GBO, and leadership on pipeline strategy
Help shape organizational thinking on AI, research ethics, and due diligence
Potentially evolve into a Senior Research Analyst or Research Systems Lead role
Qualifications
Bachelor’s or Associate’s degree in a relevant field.
2–3 years of experience in prospect research, analytics, fundraising operations, or other data-intensive roles requiring synthesis of complex information.
Strong research fundamentals, including the ability to find, verify, and synthesize information and exercise judgment about what is actionable versus noise.
Strong proficiency in Excel and data handling, including data cleaning, structuring datasets, and use of pivot tables and lookups.
Experience preparing, validating, or managing Salesforce-ready datasets, with an understanding of downstream CRM, compliance, and stewardship impacts.
Familiarity with donor research and data platforms such as iWave, Apollo.io, ZoomInfo, and/or web-scraping tools (e.g., Octoparse or similar), with the ability to learn new tools independently.
Comfort using AI-enabled tools for research, summarization, enrichment, and workflow optimization, paired with strong verification and quality-control practices.
Ability to balance speed and accuracy in deadline-driven, event-focused environments, clearly flagging assumptions, uncertainty, and risk.
Demonstrated ability to work creatively within a constrained technology environment, combining lower-cost tools, Excel, AI, and manual verification without over-engineering solutions.
Strong analytical judgment and builder mindset, with the ability to translate research into clear insights and recommendations while improving templates, workflows, and documentation.
Child Protection Principles
Protection from Sexual Exploitation and Abuse (PSEA) Principles
About Room to Read:
Founded in 2000 on the belief that World Change Starts with Educated Children®, Room to Read envisions a world free from illiteracy and gender inequality, where all children have room to read, learn and grow – creating lasting change. Through our Literacy Portfolio, we train and coach teachers of the early grades in literacy instruction; create and publish quality books and curricular materials in local languages; and establish children’s libraries filled with diverse children’s books that can be enjoyed at school and home. Our Gender Equality Portfolio supports adolescents, particularly girls, in developing life skills that promote gender equality, helping them to pursue lifelong learning and make informed decisions.
We support young people of all genders to overcome gender biases and build the knowledge and skills to create a gender-equal world. Room to Read collaborates with local communities, partner organizations, publishers, and governments to test and implement innovative models that can be integrated into the education system to deliver positive outcomes for children at scale. To date, Room to Read has benefited more than 50 million children in 28 countries.
Learn more at www.roomtoread.org.
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