Senior Associate Director of Pipeline Optimization
3 weeks ago
Emory University is seeking a highly skilled Senior Associate Director of Pipeline Optimization to join our team. As a key member of our Advancement and Alumni Engagement department, you will play a critical role in supporting pipeline optimization efforts for Emory Healthcare patient prospects and the Woodruff Health Sciences team.
Key Responsibilities:- Oversee and implement strategic pipeline optimization initiatives in support of institutional priorities.
- Collaborate on the design and implementation of prospect identification projects and processes, using various databases and industry best practices.
- Interpret biographical and complex health and financial information on individuals based on fundraising strategies and objectives.
- Analyze complex financial disclosure documents, real estate, and other wealth indicators for the purpose of determining accurate wealth capacity ratings.
- Serve as team liaison for a defined group of development officers to ensure that portfolios are filled according to portfolio management guidelines with the most promising prospects, balanced by fundraising stage, capacity, inclination, and other indicators.
- Collaborate with development officers, fundraising leadership, and other internal clients to understand portfolio needs, and implement innovative solutions to address moves management and fundraising strategies.
- Synthesize and analyze prospect data, conduct, and review audits, and monitor data integrity for the purpose of improving the quality of the prospect-specific data.
- Keep abreast of current events, philanthropic trends, and Emory's fundraising objectives.
- Foster partnerships with major gifts teams and central services teams.
- May lead or manage special projects as assigned.
- Perform research and wealth analysis on patient prospects and donors, working with confidential as well as publicly accessible information, with a view to assessing donor interest and viability.
- Execute research-driven portfolio management and lead assignment programs to help guide the identification and assignment of prospective major gift donors in an efficient, organized, and timely manner.
- Assist in developing the framework for portfolio review meetings, including overall purpose, strategy, data needs, and reporting materials.
- Partner with Pipeline Optimization staff and utilizes knowledge of prospect research and portfolio management practices to provide regular prospect data, portfolio updates, and ad-hoc reporting.
- Provide guidance related to best practices for prospect research and portfolio management serving as a resource to fundraising staff and answering questions regarding prospect tracking and portfolio analysis.
Requirements:
- Bachelor's degree and four years of experience in non-profit, advancement, or alumni engagement OR an equivalent combination of experience, education, and/or training.
- Preferred qualifications include experience conducting prospect research, coordinating a prospect management system, directing activities toward prospect identification, database coordination, system design and/or report design and production, particularly for a patient constituency and academic medical center.
- Strong interpersonal and problem-solving skills with attention to detail, the ability to work with ambiguity, and navigate a complex work environment.
- Strong organizational, written, and verbal communication skills and possess the ability to manage multiple projects simultaneously.
- Experience working with various technologies, including knowledge and experience with project management software, data analysis tools, and CRM systems.
- Experience working independently as well as collaboratively to achieve goals, with a commitment to delivering exceptional customer service.
- Possess a high level of professionalism and commitment to confidentiality with sound judgment and discretion.
- Prior experience in advancement, fundraising, alumni engagement, non-profit, or a university setting.
- Flexibility to accommodate changing priorities and deadlines.
Emory University is an Equal Opportunity Employer.
Emory University is committed to providing equal opportunities and equal access to all individuals regardless of race, color, religion, ethnic or national origin, gender, genetic information, age, disability, sexual orientation, gender identity, gender expression, and veteran's status.
Emory University complies with Executive Order 11246, as amended, Section 503 of the Rehabilitation Act of 1973, the Vietnam Era Veteran's Readjustment Assistance Act, and applicable executive orders, federal and state regulations regarding nondiscrimination, equal opportunity and affirmative action.
Emory University is committed to achieving a diverse workforce through application of its affirmative action, equal opportunity and nondiscrimination policy in all aspects of employment including recruitment, hiring, promotions, transfers, discipline, terminations, wage and salary administration, benefits, and training.
Emory University is committed to providing reasonable accommodations to qualified individuals with disabilities upon request.
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