Development Management

Overview

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.

Responsibilities include supporting advancement strategies, guiding prospect identification pipelines, balancing data hygiene with CRM documentation, providing strategic outputs such as screening enhancements and prospect lists, and promoting HIPAA compliance best practices. The role involves partnering with data analysts, the Data Integrity team, and Information Services to support data build-outs, system enhancements, and process improvements.

• 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 Salesforce CRM.
• Ensure compliance with HIPAA, patient privacy, and institutional policies in all processes and communications.

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.

• Strong experience in Epic or other related systems.
• Strong experience in Salesforce or similar CRM systems.
• 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.

Learn more about the great benefits of working for University of Utah: benefits.utah.edu

Consistent with state and federal law, the University of Utah does not discriminate based upon race, ethnicity, color, religion, national origin, age, disability, sex, sexual orientation, gender, gender identity, gender expression, pregnancy, pregnancy‑related conditions, genetic information, or protected veteran’s status. The University does not discriminate on the basis of sex in the education program or activity that it operates, as required by Title IX and 34 CFR part 106.

The requirement not to discriminate in education programs or activities extends to admission and employment. Veterans’ preference is extended to qualified applicants, upon request and consistent with University policy and Utah state law. The University of Utah is an equal opportunity employer and encourages the participation of all employees and applicants for promotion, transfer, and all other employment opportunities.