Director, Prospect Management

Yale New Haven Health•New Haven, CT

About The Position

The Director of Prospect Management builds and leads a team of subject matter experts supporting the philanthropy prospect development needs of Yale New Haven Health System (YNHHS), its delivery networks, and service lines. The role maximizes the use of advancement systems, reporting tools, and data products and oversees prospect development, research, portfolio management, grateful patient efforts, and pipeline development. It provides operational support to delivery networks through collaboration, technical expertise, automated tools, and web-based applications. The Director develops analytical reports and application training programs and provides systems support and integration services. The Director provides strategic leadership for prospect research and development, with a primary focus on major and principal gifts. Responsibilities include identifying and engaging new constituents through data mining and trend analysis; creating and managing prospect-development data systems; providing Raiser's Edge NXT reporting, training, and technical support; managing prospect portfolios with development officers; producing fundraising analysis; improving system use and data integrity; collaborating with Yale School of Medicine development; supporting system upgrades and projects; and leading, mentoring, and evaluating staff.

Requirements

Bachelor's degree in business administration, Information Technology, or a related field.
At least 10 years of experience working in a fundraising organization in prospect development or database management.
At least 5 years of experience leading and managing teams.
Experience with Raiser's Edge NXT.
Ability to self-start and manage a prospect development team toward strategic objectives.
Ability to use legacy and leading-edge technologies to support donor research programs and services.
Advanced knowledge of Raiser's Edge NXT.
Advanced knowledge of data querying, reporting, forecasting, analysis, and research.
Ability to synthesize complex data sets into clear, actionable insights.
Experience managing oneself and a team to implement prospect development strategies and tactics.
Ability to align communications strategies and objectives with institutional strategic priorities.
Ability to act as a trusted partner to colleagues in pursuit of institutional strategic goals.
Ability to create an engaging, upbeat work environment.
Comfort navigating and solving high-ambiguity problems collaboratively.
Availability to work nights and weekends and travel to events as needed.
Ability to operate standard office equipment.

Nice To Haves

Advanced degree.
Experience in an academic health system, medical school, Tier One research university, or complex nonprofit environment where philanthropy is a strategic imperative.
Campaign experience.

Responsibilities

Provide strategic direction for the prospect research program, including data development, information management, policy and process improvements, and system enhancements, with a focus on major and principal gifts.
Develop and implement a plan to identify and introduce new constituents to the prospect pipeline using data mining, trend analysis, and individualized engagement tools.
Create and manage data systems that support prospect development; provide analytical, reporting, training, and technical support for Blackbaud Raiser's Edge NXT.
Meet with development officers across the system to create and manage prospect portfolios.
Prepare analytical fundraising reports and analysis; research, compile, extract, and analyze information from source systems and documents to manage and maintain data.
Identify opportunities to use Raiser's Edge NXT more effectively to meet YNHHS strategic business needs.
Collaborate with the Yale School of Medicine development team to strengthen systems integration, reporting, and training.
Analyze needs, test, and develop end-user reports and reporting systems using Raiser's Edge NXT and other reporting systems.
Participate in planning and implementing hardware and software upgrades to align systems with business needs.
Use project management tools to plan, track, and report project progress and impediments; work on special projects and other data-management tasks.
Monitor accurate and efficient use of Raiser's Edge updating functions and develop audit queries to support data integrity.
Write and maintain operational procedure manuals.
Develop and deliver training for staff at all levels; mentor staff in technical and soft skills and evaluate staff effectiveness.
Lead hiring, discipline, training and development, and performance reviews in accordance with YNHHS policies and procedures.
Perform other duties as assigned in support of Advancement Services and YNHHS strategic objectives.