Assistant Director of Patient Prospect Development - Advancement and Alumni Engagement

Emory University•Atlanta, GA

4h•Hybrid

About The Position

Emory University is a leading research university that fosters excellence and attracts world-class talent to innovate today and prepare leaders for the future. The 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. Their mission is to inspire and steward meaningful, lasting relationships that elevate engagement and giving to fulfill Emory’s mission to serve humanity. The Prospect Development teams support 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 Center team.

Requirements

Bachelor's degree and two years of experience in non-profit, advancement, alumni engagement, prospect development, or prospect management OR an equivalent combination of experience, education, and/or training.

Nice To Haves

Experience with healthcare terminology or settings.
Experience working with various technologies, including knowledge and experience with project management software, data analysis tools, and CRM systems.
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.
Possess a high level of professionalism and commitment to confidentiality with sound judgment and discretion.
Experience working independently as well as collaboratively to achieve goals, with a commitment to delivering exceptional customer service.
Flexibility to accommodate changing priorities and deadlines.

Responsibilities

Serve as team liaison to a defined group of development officers and lead strategic portfolio review meetings, including quantitative and qualitative analysis of prospect portfolios while ensuring portfolios are filled according to portfolio management guidelines with the most appropriate prospects.
Prepare data and reports for regularly scheduled portfolio review meetings with development officers.
Lead the review and approval process, in partnership with relationship managers, for removing prospects from portfolios.
Partner with Prospect Analytics team and other Pipeline Optimization team members to identify and assign potential Emory Healthcare patient prospects to portfolios, participate in regular portfolio updates, and provide ad-hoc reporting.
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.
Perform other related duties as assigned.
Partner with Prospect Development staff and utilize knowledge of prospect research and portfolio management practices to provide regular prospect data, portfolio updates, and ad-hoc reporting.
Manage prospect lead queues and team requests in the CRM, distributing requests to appropriate team members.
Track and provide reports on defined KPIs and standards to ensure data quality and task completion in a timely manner.
Assist with patient prospect data organization, storage, and retrieval across multiple platforms while maintaining defined HIPAA standards.
Serve as a resource to fundraising staff and answering questions regarding prospect tracking and portfolio analysis.