| Becky McWilliam |
|
Posts: 2
Location: |
|
|
|
|
|
Are you looking for a fast-paced, exciting, supportive and compassionate environment to work where you are a part of a team that makes an impact in our community every day? Do you enjoy working with data to drive outcomes and achieve success? Join us in advancing Summa Health’s mission to provide the highest quality, compassionate care to our patients and to contribute to a healthier community. Summa Health hospitals are among America’s 100 best hospitals and Summa Health has been rated by NorthCoast 99 as a Best Place to work for almost 20 consecutive years.
As system director of Development Services, you will join a close-knit, enthusiastic team focused on excellence in everything we do and serve in a key leadership position. You will play a vital role in our success by leading the strategy and execution of advancement operations, prospect research and portfolio development, data analytics, campaign and attainment reporting, gift processing, records management, annual fund data cycle, fund management and high-level reporting for the Summa Foundation board of directors and other executive staff.
Oversees and leads development services team of the Summa Foundation, focusing on efficient and effective database management, gift processing, prospect moves/portfolio management, research and database policies and procedures. In conjunction with the Chief Development Officer, oversees operating budget, strategic planning, internal audit, board management, on-boarding and campaign data management and reporting; also oversees all policy and procedure creation and maintenance and ensures efficient and effective office procedures.
The System Director, Development Services is a data-driven professional with a proven background in leading advancement operations/services, data analytics, data entry systems, campaign reporting, prospect strategy and research, gift reporting and processing, records management, fund management, stewardship reporting and utilization of the Summa Foundation’s database, Raiser’s Edge. The system director will have direct oversight and responsibility of all data systems to manage complex batches of potential supporters including but not limited to: patient data; the integration and production of systematized lists for all appeals and other prospect data as necessary.
Minimum Qualifications:
Formal Education Required: Bachelor’s degree required; advanced degree or certification preferred.
Experience & Training Required:
- Ten (10) or more years of experience in philanthropy or nonprofit organizations to include five (5) or more years previous supervisory experience, with preference for supervision of a development operations program.
- Professional experience that demonstrates ability and competency to assume greater levels of responsibility
- Proven experience overseeing development services, annual fund data and complex data and list management as well as campaign reporting is strongly preferred
Other Skills, Competencies and Qualifications:
- Detail oriented and organized with good analytical and problem-solving ability.
- Ability to work independently and as part of a team.
- Ability to delegate.
- Understands strategic planning and aligns priorities with broader goals, measurable outcomes, evaluates alternatives, and can see connections within complex issues.
- Excellent organizational, interpersonal, verbal and written communication skills
- Ability to communicate clearly, provide excellence client service and have the ability to develop, nurture and maintain relationships
- Must promote a culture of high performance and continuous improvement that values learning and a commitment to quality.
- Must be detail oriented, well organized, focused and goal-oriented, and adept at analytical and creative problem-solving using judgment in situations requiring independent initiative and tact.
- Knowledge of Raiser’s Edge software is strongly preferred.
- Direct experience with building a grateful patient program is strongly preferred.
- Population Specific Competency: Ability to effectively interact with patients/customers with the understanding of their needs for self-respect and dignity.
- Available during off-hours for communications of all kinds.
- Strong verbal and written communication skills.
- Population Specific Competency: Ability to effectively interact with patients/customers with the understanding of their needs for self-respect and dignity
Essential Functions:
Financials:
- Plans, prepares, implements and monitors area’s operational and capital budgets to ensure sound fiscal management consistent with the goals of Summa Health System.
- Manages productivity within department; minimum target is 100%; meets targets
set in assigned area.
Managing and Leading People:
- Manages performance and ensures 100% of all required performance appraisals are completed.
- Ensures all staff members complete Mandatory Organizational Education (MOE) training annually.
- Ensures all staff members adhere to established Service Excellence Standards.
- Monitors and manages staffing, turnover and vacancy in assigned departments.
- Ensures continued development and education of self and staff.
- Ensures excellent open communications within the department through regular staff meetings, preparation and distribution of minutes, and other means to keep the department informed on a timely basis.
- Recruits, hires, and oversees additional facility-based care management staff development and implementation of an orientation plan for new staff members and provides timely feedback.
Service Excellence:
- Identifies the direct and indirect customers served by assigned department, determining appropriate products and/or services based upon customers’ needs, measuring customers satisfaction and developing actions that continually improve services.
- Ensures staff and self follow Service Excellence Standards of Behavior, including standards for Appearance and Environment, Attitude and Courtesy, Communication, Teamwork, Customer Service, Confidentiality, Safety and Etiquette.
Planning and Organizing:
- Plans and organizes all activities under his/her control is an effective manner.
- Prepares departmental tactical and strategic plans as well as designing appropriate organizational structures for areas of responsibility.
- Organizes and delegates work in an effective manner, establishes appropriate time frames for completion of work, and provides the necessary leadership to ensure effective work results.
Performance Improvement:
- Ensures that his/her department adopts a Total Quality Improvement approach to its work that includes employee empowerment, managing with data, a philosophy of continual improvement, a customer driven attitude and a work methodology that maximizes error prevention. Develops and maintains a complete quality monitoring system throughout their department.
Relationships with Managers, Peers, etc.:
- Develops and maintains open, honest and mutually beneficial relationships with their manager, fellow managers, staff and the departments to which he/she provides service.
- Maintains relationships in a manner consistent with Summa’s mission, values and philosophies.
Supports Diversity and Community:
- Ensures a work environment that promotes and embraces diversity. Works to support and strengthen Summa’s service to the community.
Regulatory Compliance:
- Complies with regulatory and accreditation requirements through completion of Summa’s mandatory organizational education, TJC, Code of Conduct and compliance training.
- Responsible for adherence to applicable regulations in daily activities and work processes.
Additional Job Duties:
- Develops and implements a comprehensive development services plan to support the fundraising initiatives of the Foundation including prospect research, prospect management and database management.
- Serves as the content expert on technology, development operations, prospect development, grateful patient system and campaign planning.
- Leads team responsible for Raiser’s Edge database, online giving platforms, and other modules as needed.
- Demonstrates knowledge of IRS regulations, CASE guidelines and the Donor Bill of Rights.
- Oversees data integrity especially as it relates to key information that is used for reporting.
- Oversees wealth screening, predictive analytics, and leads team responsible for managing large data sets.
- Oversees donor research and proactively uses research tools to identify additional high potential prospects.
- Event and Stewardship Support as needed. Operational support as needed for fundraising team.
- Leads the coordination of the major mailing lists for birthday cards, annual reports, annual fund solicitations, stewardship efforts and donor events.
- Coordinates with communications team and reflects donor outreach efforts in Raiser’s Edge.
- Drives productivity through efficient and effective systems for prospect management.
- Responsible for assuring high standards of quality, consistency and accuracy of donor data.
- Directs budget planning to meet long-term strategic direction including personnel and other needs.
- Oversees policy and procedure development and maintenance for the Summa Foundation.
- Ensures compliance with internal policies and external regulations and policies.
- Tracks attainment and expenses and provides reporting on cost per dollar raised, budget variance, etc.
- Measures and reports on strategic goals and attainment, campaign attainment.
- Develops reporting strategies and reports to meet the needs of fundraisers.
- Directs relationships with corporate functions including IT, Finance, and Internal Audit to facilitate smooth and effective interdepartmental workflow.
- Supports strategic planning process for the Foundation and assists in the tracking of goals and objectives.
To apply for this job please visit www.summahealth.org. |
|
Last Edited On: 11/16/2022 02:31:58 PM By Becky McWilliam |
|
