Director – Prospect Management

Overview

To be part of our organization, every employee should understand and share in the YNHHS Vision, support our Mission, and live our Values. These values - integrity, patient-centered, respect, accountability, and compassion - must guide what we do, as individuals and professionals, every day.

The Director of Prospect Management is responsible for building and leading the team that will serve as subject matter experts to support the philanthropy prospect development needs of Yale New Haven Health System (YNHHS), Delivery Networks (DN) and Service Lines (SL). Maximize the use of advancement systems, reporting tools and data products, as well as oversee prospect development, research, portfolio management, grateful patient and pipeline. Provide operational support to delivery networks using a proactive/collaborative approach, technical expertise, automated tools, and web-based applications. Develop comprehensive analytical reports, applications training programs and provide support and integration services between systems.

EEO/AA/Disability/Veteran

Responsibilities

• Development Services Team Leadership:
  • Provide strategic direction for the prospect research program, including innovative data development, information management, policy and process improvements and system enhancements with the primary focus on major and principal gifts while maximizing the effectiveness of staff resources for YNHHS and its delivery network.
  • Develop and implement a holistic plan to identify and introduce new constituents to the prospect pipeline utilizing data mining techniques, trend analysis and individualized engagement tools to ensure philanthropic readiness and prospect balance.
  • Create, build, and manage data systems to support prospect development. Provide analytical, reporting, training, and technical support for Blackbaud Raiser's Edge NXT software to the broad YNHHS community.
  • Meet with Development officers across the system to create and manage their portfolio of prospects.
  • Prepare detailed analytical fundraising reports and analysis. Research, compile, extract and analyze information from various source systems and documents to manage and maintain data.
  • Proactively identify opportunities to better utilize the Raiser's Edge NXT system to meet the strategic business needs of YNHHS.
  • Collaborate with the Yale School of Medicine development team to strengthen data integration, reporting, and training opportunities within systems.
  • Analyze need, test, and develop end-user reports and reporting systems utilizing Raiser's Edge NXT and other reporting systems.
  • Participate as part of the team that plans for and implements hardware/software upgrades, ensuring that systems are aligned with business needs.
  • Use various project management tools to plan for, track, and report on project success and impediments. Work on special projects and other tasks related to data management.
  • Monitor the accurate and efficient use of Raisers Edge updating functions. Work to develop a series of audit queries to ensure data integrity. Write and maintain operational procedure manuals.
  • Develop and execute training for staff at all levels. Mentor staff in both technical and soft skills to craft a team of highly competent, consistent, thoughtful, and customer-centric experts. Evaluate staff effectiveness and develop/implement training programs to improve performance.
  • Responsible for leadership functions including hiring, discipline, training and development, and preparing performance reviews in accordance with YNHHS policies and procedures.
  • Perform other duties as assigned to support the mission and strategic objectives of Advancement Services and Yale New Haven Health System

Qualifications

EDUCATION

• Bachelor's degree in business administration, Information Technology, or related field required. Advanced degree preferred.

EXPERIENCE

• Minimum of 10 years experience working in a fundraising organization in prospect development or database management 5 years experience leading and managing teams required.
• Raisers Edge NXT experience required.
• Experience in an academic health system, medical school, Tier One research university, or complex nonprofit environment where philanthropy is a strategic imperative, with campaign experience preferred.

SPECIAL SKILLS

• Proven ability to self-start and manage a prospect development team toward a set of strategic objectives.
• Ability to leverage both legacy and leading-edge technologies is required to support donor research programs and services.
• Advanced knowledge of Raisers Edge NXT.
• Advanced knowledge of data querying, reporting, forecasting, analysis and research.
• Proven ability to synthesize complex data sets into clear, actionable insights.
• Successful experience in managing oneself and one's team to implement prospect development strategies and tactics.
• Ability to understand and align communications strategies and objectives with the strategic priorities of an institution.
• Served as trusted partner with colleagues to accomplish institutional strategic goals.
• Ability to create an engaging, upbeat work environment with positivity and humor.
• Comfortable navigating and solving high-ambiguity problems in collaboration with colleagues.

PHYSICAL DEMAND

• Availability to work nights and weekends and travel to events as needed.
• Work is performed in a remote or office-based environment and requires the ability to operate standard office equipment.

YNHHS Requisition ID

197093