DescriptionThe Division of Advancement and Alumni Engagement utilizes resources, technology, and business for the purpose of soliciting alumni, donor engagement, donor research, and stewardship throughout Emory University and Health Systems. Our mission is to inspire and steward meaningful, lasting relationships that elevate engagement and giving to fulfill Emory's mission to serve humanity. We are currently seeking an Associate Director of Patient Prospect Development.
The Patient Prospect Development team supports the Advancement and Alumni Engagement division by identifying major funders for university initiatives, providing research, overseeing portfolio management, and proposal management. This position will report to the Director of Patient Prospect Development and support prospecting and portfolio management efforts for Emory Healthcare patient prospects and the Woodruff Health Sciences team.
KEY RESPONSIBILITIES:
- Collaborates closely with leaders to implement, manage, and refine physician prospect referral pipeline functions for the division.
- Analyzes patient lists generated from the electronic medical records system and other institutional systems to identify individuals with philanthropic potential in an accurate, efficient, organized, and timely manner in accordance with organizational policies, privacy regulations, and fundraising best practices.
- Refines patient prospect identification and tracking efforts and implements a prospect management structure in alignment with prospect tracking and assignment policies and procedures.
- Completes data gathering and hygiene efforts to ensure complete and actionable patient prospect records.
- Provides data analysis by preparing reports or dashboards using a CRM and data visualization tools.
- Collaborates with fundraising staff and other internal clients to understand informational and business needs and helps develop innovative solutions to execute prospect management and physician partner strategies.
- Leads or participate in special projects, process improvement initiatives, and strategic planning activities related to prospect identification, donor pipeline growth, fundraising intelligence, and healthcare philanthropy.
- Performs additional duties as assigned.
ADDITIONAL JOB DETAILS: In addition to the duties outlined above, the Associate Director may be required to:
- Partner with Prospect Development staff and utilize knowledge of healthcare and prospect research practices to provide regular prospect data and ad-hoc reporting.
- Provide guidance related to best practices for patient prospecting research, serving as a resource to fundraising staff and answering questions regarding patient prospect tracking and patient list curation.
- This position requires coming in person two days a week.
MINIMUM QUALIFICATIONS:
- Bachelor's degree and three years of experience in non-profit, advancement, alumni engagement, prospect development, or prospect management OR an equivalent combination of experience, education, and/or training.
PREFERRED QUALIFICATIONS:
- Successful candidates will possess experience proactively identifying prospect leads for development
officers, particularly for a patient constituency and academic medical center. - Experience working independently as well as collaboratively to achieve goals, with a commitment to delivering exceptional customer service.
- Strong interpersonal and problem-solving skills with attention to detail, the ability to work in a demanding, dynamic environment.
- Strong organizational, written, and verbal communication skills and possess the ability to manage multiple projects simultaneously and the flexibility to accommodate changing priorities.
- Possess a high level of professionalism and commitment to confidentiality with sound judgment and discretion.
- Experience working with various technologies, including knowledge and experience with project management software, data analysis tools, and CRM systems.
- Salesforce and EPIC experience preferred.
- Healthcare experience in a reporting or patient access role.
NOTE: This role will be granted the opportunity to work from home regularly but must be able to commute to Emory University on a flexible weekly schedule based upon business needs. Schedule is based on agreed upon guidelines of department. This role requires residency in the state of GA. Emory reserves the right to change remote work status with notice to employee.
