University of Utah Assoc Director, Dev/Social Svc in Salt Lake City, Utah


Open Date

Requisition Number PRN17292B

Job Title Assoc Director, Dev/Social Svc

Working Title Assoc Director, Dev/Social Svc

Job Grade F

FLSA Code Executive

Patient Sensitive Job Code? No

Standard Hours per Week 40

Full Time or Part Time? Full Time

Shift Day

Work Schedule Summary

M – F

VP Area U of U Health - Academics

Department 00972 - Advancement-Univ Utah Health

Location Campus

City Salt Lake City, UT

Type of Recruitment External Posting

Pay Rate Range Salary Commensurate with Experience

Close Date

Open Until Filled No

Job Summary

An Associate Director of Advancement Services will support an increased coordination of efforts being made by UoU Health Office of Advancement to identify new prospects through annual giving, direct mail, planned giving, alumni relations, foundation relations, provider engagement and major gift work. Our goal is to engage and interact with our prospects with increased sophistication, by a means of focusing our time and resources on our most valuable potential prospects. Having resources, such as human capital, is critical for us to build out a successful program where we have tremendous un-tapped fundraising potential.

The Associate Director will aide in the implementation of a more robust and dynamic portfolio management system that will include:

•Facilitating appropriate portfolio size, rating and staging (the right people in the right places at the right time)

oEnsuring development officers have appropriate volume of prospects under qualification and cultivation, solicitation, and stewardship

oThrough working with prospect analyst(s) and grateful patient coordinator, identify and assign pre-qualified prospects to fundraiser portfolios

•Coordinate prospect strategy meetings/discussion (bringing teams together to elevate the quantity and quality ($) of solicitations)

oProvide support with fundraising strategies to help deploy additional research, collect data and coordinate prospect team meetings for strategy sessions to elevate philanthropic potential for prospects through collaborative/interdisciplinary approaches

•Assist in prospect plan pipeline management (Tracking progress and keeping us on target for setting realistic goals and continued success)

oUpdate work plans with development officers to ensure departmental fundraising goal progress is tracked and monitored

The Associate Director works with the Director of Advancement Service’s and other colleagues to support the vision, priorities, policies and procedures for the Relationship Management (RM) systems across UofU Health. The Associate Director will serve liaison between UofU Health departments, colleges, schools and hospital central development team to provide strategy support around RM portfolio and discovery pipeline projects. In addition, the Associate Director will oversee data maintenance initiatives with prospect research, data analysts, and grateful patient coordinator.


1.Relationship Management Systems

• Work with the Director of Advancement Services and other colleagues to determine and establish goals, priorities, initiatives, policies and procedures for the Office of Advancement within UofU Health.

• Provide support in the management of the RM System and identify and assist in the development of new enhancements, features, procedures and reports.

• Work with Director and other colleagues to support new prospect strategy services.

• Prepare and/or present RM education and training to staff as needed.

•Work with data warehouse team to build reports and gain access to necessary data for patient prospect development

2.Portfolio Management

• Implement and manage portfolio management services in conjunction with Director of Advancement Services. Analyze portfolios on various criteria, including size, balance, composition, value and yield.

• Utilize analysis findings to develop portfolio recommendations, with the goal of optimizing the size and distribution of assigned prospects to maximize gift yield.

• Meet regularly with Development Officers and supervisors to discuss analysis findings and recommendations. Provide concrete ways for Development Officers and staff to understand and actualize recommendations to ensure utilization and focused portfolios.

3. Pipeline Management

• Work with Directors of Development in assigned Development Offices to manage discovery pipelines and establish new best practices and processes for pipeline movement, identification and measurement across liaison departments.

• Identify reporting needs for pipeline projects and work with data analyst to get reports built and updated.

• Deploy ongoing moves management reporting and analytics to liaison departments.

• Develop regular plan for communication, identification, assignment and transfer of patient prospects to donor database.

• Partner and work with prospect research to address gaps and needs, and to determine ideal information dissemination methodologies.

• Identify new assignment recommendations as warranted and incorporate recommendations within portfolio management services.

• Develop a partnership with the Annual Giving Direct Mail team to better use RM data and strategy to inform annual giving processes. Establish reports and tools that will support their work and enhance their fundraising returns.

3.Data Maintenance

• Oversee RM Data Maintenance Service and assign tasks to data analyst to Ensure data maintenance is being completed in a timely and accurate manner and oversee outreach to staff related to data maintenance.

• Design and produce regular and ad-hoc auditing reports to ensure data integrity.

• Implement internal data review and clean-up processes for maintenance of key prospect data, including prospect record members, ratings, actions, solicitation approaches, proposals and prospect groups.

• Develop key performance indicators (KPIs) and regularly report out on progress.

• Identify data quality options and solutions for donor database maintenance of prospect record, action, approach, proposal and stewardship plan tracking.

• Provide staff with recommendations and counsel for sound maintenance of prospect data in Advance. Collaborate with staff and data analyst to clean up inconsistencies and errors, and to provide data maintenance solutions.

Work Environment and Level of Frequency typically required

Nearly Continuously: Office environment.

Physical Requirements and Level of Frequency that may be required

Nearly Continuously: Sitting, hearing, listening, talking.

Often: Repetitive hand motion (such as typing), walking.

Seldom: Bending, reaching overhead.

Minimum Qualifications

• Bachelor’s degree required.

• Three years related development and relationship/prospect management experience required. This should include experience with maintaining prospect information and data management systems and creating procedures and support services.

• Demonstrated strategist and skilled at implementing and managing new programs and services.

• Must be a self-starter with a proven ability to set priorities, manage detailed multiple projects simultaneously, learn and execute new areas quickly, take ownership of major areas of responsibility, work well under pressure, meet deadlines and function in a team environment.

• Ability to build and maintain relationships with Advancement staff and leadership, foster teamwork, and work collaboratively with others to drive results and achieve office goals.

• Outstanding written and verbal communication skills to present and deliver information effectively and the ability to interact with a wide variety of communication/work styles.

• Possess strong problem-solving abilities and be able to exercise independent judgment.

• High degree of accuracy and attention to detail, with ability to synthesize, analyze, and critique.

• Ability to learn new software programs and databases such as Advance, Tableau, etc.

• Capable of appropriately handling confidential and proprietary information and using sound judgment in working with sensitive material.


• Experience in large, complex fundraising organizations, preferably for higher education and medical/health sciences is preferred.

• Demonstrated proficiency in data analytics/visualization (Excel,SAS,SPSS, Tableau, etc) is preferred.

Type Benefited Staff

Special Instructions Summary

Additional Information

The University of Utah is an Affirmative Action/Equal Opportunity employer and is committed to diversity in its workforce. In compliance with applicable federal and state laws, University of Utah policy of equal employment opportunity prohibits discrimination on the basis of race or ethnicity, religion, color, national origin, sex, age, sexual orientation, gender identity/expression, veteran’s status, status as a qualified person with a disability, or genetic information. Individuals from historically underrepresented groups, such as minorities, women, qualified persons with disabilities, and protected veterans are strongly encouraged to apply. Veterans’ preference is extended to qualified applicants, upon request and consistent with University policy and Utah state law.

To inquire about this posting, email: or call 801-581-2300. Reasonable accommodations in the application process will be provided to qualified individuals with disabilities. To request an accommodation or for further information about University AA/EO policies, please contact the Office of Equal Opportunity and Affirmative Action, 201 S. Presidents Cr., Rm 135, (801) 581-8365 (V/ TDD ), email: .

The University is a participating employer with Utah Retirement Systems (“URS”). To be eligible for retirement contributions, you must be hired into a benefit-eligible position. Certain new hires are automatically assigned to the URS retirement plan and other employees with prior URS service, may elect to enroll in the URS within 30 days of hire. Regardless of whether they are hired into a benefit-eligible position or not, individuals who previously retired and are receiving monthly retirement benefits from URS must notify the Benefits Department upon hire. Please contact Utah Retirement Systems at (801)366-7770 or (800)695-4877 or the University’s Benefits Department at (801)581-7447 for information.

This position may require the successful completion of a criminal background check and/or drug screen.