Associate Director, Grateful Patient Data Strategy
Job Summary
Development Management
While this position doesn't involve direct patient interaction, the position is patient-sensitive and must fulfill all associated vaccination requirements, or be approved for an exemption, prior to the first day of work. We protect our patients, coworkers and community by requiring all patient-sensitive employees to be immunized according to CDC standards and hospital policy. Limited exemptions may be made for documented medical contraindications or religious beliefs that object to vaccinations.
The Associate Director, Grateful Patient Data Strategy, within the Office of University of Utah Advancement, leads and supports the development, management, and execution of grateful patient data, workflows, and strategy to advance fundraising efforts across University of Utah Health and the broader University. This position has both strategic and personnel management responsibilities and works to ensure that accurate, compliant, and actionable data and insights are delivered to support fundraisers and leadership. The Associate Director collaborates closely with University of Utah Health Advancement leadership and the University Advancement Prospect Research and Institutional Fundraising teams to ensure that timely, appropriate, and informative patient data is relayed consistently in a manner that effectively supports the University's strategies and goals while prioritizing compliance.
The Associate Director will work to support Advancement strategies, campaigns, and priorities by guiding prospect identification pipelines at all levels of the giving pyramid in support of fundraising efforts, aligned with patient experience and University values.
The role balances data hygiene, CRM documentation, and opt-out compliance with the delivery of strategic outputs such as screening enhancements, prospect lists, triage, and pipeline development.
The Grateful Patient team contributes to these efforts through screening constituent records for capacity and predictive modeling scores to segment and deliver various patient populations for targeted engagement outreach. Additionally, the role promotes HIPAA compliance best practices and responsible business use of protected health information.
The Associate Director also partners with data analysts, the Data Integrity team, and Information Services to support data build-outs, system enhancements, and process improvements that strengthen patient-centered fundraising efforts.
Learn more about the great benefits of working for University of Utah: benefits.utah.edu
Responsibilities
- Establish and maintain strategic data support for fundraisers, sustaining dependable prospect pipelines at annual giving and leadership annual giving levels.
- Partner with Prospect Development to ensure qualification pools for major and principal gifts and a process for successful handoff to fundraiser portfolios.
- Manage and support Grateful Patient Data personnel.
- Oversee data hygiene to effectively honor patient opt-out preferences.
- Establish and maintain processes to document patient data updates within the University's advancement CRM in collaboration with University Advancement Information Services and Data Integrity teams.
- Identify opportunities for innovation using data analytics, automation, and best-practice grateful patient tools.
- Establish KPIs, dashboards, and regular reporting to measure program effectiveness, pipeline growth, and ROI.
- Develop reporting and data cleaning processes and policies with Prospect Research, Information Services, EPIC, and our Salesforce CRM.
- Ensure compliance with HIPAA, patient privacy, and institutional policies in all processes and communications.
Applicants should be comfortable managing direct-reporting team members, building consensus with stakeholders, and innovating for efficiency. As this program utilizes HIPAA-protected patient data, discretion and compliance are paramount. This position reports to the Director, Grateful Patient & Families Program in the University Advancement office. This position will have regular in-office expectations. The University Advancement office currently supports hybrid in-office/remote schedules, but applicants seeking a fully remote schedule will not be considered.
Requires a bachelor's (or equivalency) + 10 years or a master's (or equivalency) + 8 years of directly related work experience.
This is an Associate Director-Level position in the Management track.
Minimum Qualifications
EQUIVALENCY STATEMENT: 1 year of higher education can be substituted for 1 year of directly related work experience (Example: bachelor's degree = 4 years of directly related work experience).
Associate Director, Development Management: Requires a bachelor's (or equivalency) + 10 years or a master's (or equivalency) + 8 years of directly related work experience.
Preferences
- Strong experience in Epic or other related systems
- Strong experience in Salesforce or similar CRM systems
- Experience in personnel management
- Experience in project management
- Confidence in critical and strategic thinking, with flexibility and strong people skills
- Prior experience in fundraising research tools
- Fluency in Microsoft 365 applications, including Word, Excel, and Outlook
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