Philanthropy Services Manager

Gobel Group

About Gobel Group

The Gobel Group is the leading consulting firm working exclusively in healthcare philanthropy. We help hospitals and health system raise more money from its grateful patients by building meaningful partnerships with physicians and nurses. Started seven years ago, our team of nearly twenty individuals includes seasoned healthcare development professionals and clinicians from the top medical centers in the nation, including Cleveland Clinic, Johns Hopkins Medicine, Duke Medicine, and other leading philanthropy programs, and our client roster has grown to over 300 hospitals in the United States and Canada. We are poised for explosive growth in 2019. More information on the Gobel Group can be found on our website at www.gobelgroup.com.

What We Believe

Gratitude – Not Wealth – Motivates Giving. When a patient or family gives back, it’s not a financial transaction as most hospital employees would believe; rather, it’s a transformational experience for the patient and family who are inspired by the care and compassion clinicians have provided. As a result, patients and families are grateful. It’s this gratitude – not an individual’s wealth – that motivates philanthropy.

Giving Promotes Healing. Giving is a natural extension of the clinical experience. After years of research, Gobel Group has identified clinical studies that demonstrate the relationship between giving and healing, and the consequences to patients when they are denied the opportunity to give back. Gobel Group shows clinicians they have a responsibility as healers to be involved in the philanthropic process. For more information, please download our Understanding Gratitude: The Connection Between Healing and Philanthropy white paper from our website.

Clinicians are Key. Donors don’t give because of hospitals or clinical programs. Donors give to honor the individuals who were instrumental in their care. Grateful patients represent a significant and untapped potential for every clinical program. By building meaningful partnerships with clinicians, philanthropy offices can maximize their results.

About the Role

Gobel Group is looking for a detail-oriented, organized and experienced healthcare philanthropy database/operations professional to join our team as the Philanthropy Services Manager. The Manager will serve as part of the services team who are tasked with helping clients in implementing our grateful patient fundraising programs and services offerings. The candidate must have expertise with fundraising management systems as well as experience with providing proactive support and project management expertise to others.

Our ideal candidate has a strong team-oriented working style. He or she has a proven track record of solid development operations skills and thrives on problem solving. The ideal candidate is a go-getter and enjoys working with colleagues and clients to ensure clients have a superior experience. He or she enjoys both collaboration with a team as well as a strong commitment to work independently to meet objectives. The candidate masters the ability to successfully balance client expectations against timelines, budgets and resources. We are looking for a great communicator with analytical and synthetic expertise combined with excellent people skills.

Responsibilities

The Philanthropy Services Manager must understand the role of technology in fundraising operations and the type of support and services needed to help all staff at the client’s organization thrive.

Support Philanthropy Services team members with offsite/remote work (40%):

  • Analyze client data and systems and make recommendations based on findings.
  • Review and provide feedback on assessment documents and reports.
  • Assist in building out client’s system where needed to track all elements of grateful patient program.
  • Create and update detailed policies and procedures documentation for the implementation of Gobel’s recommended solutions to clients as well as any other areas identified throughout the client engagement.
  • Audit client’s system to ensure consistency of entry standards and administration of coding and entry standards.
  • Develop automated and reusable routines for extracting specific information from the client’s fundraising system.
  • Work alongside client’s IT department to create patient data pulls and with wealth screening providers to facilitate daily and batch data screenings.
  • Update training documents/reference guides and prep to deliver training.
  • As needed import and export data to and from client’s database or process global updates.
  • Perform clean-up and maintenance on client’s data system as needed.

Support Vice President and Principal Consultant with oversight and continuous enhancements of Philanthropy Services area (30%):

  • Seek out innovate ways to enhance philanthropy services support.
  • Maintain tracking of contracts to full-fill, scope of work, timing and deliverables.
  • Assist in ensuring client deliverables are being full-filled.
  • Manage check-ins with services leads at defined points in engagement to ensure on track.
  • Survey clients to obtain opinions and feedback on engagement.
  • Maintain standardization of agendas, documents and materials.
  • Create agendas, topics and notes for philanthropy services team calls and meetings.

Dashboards and Reports (15%):

  • Support reporting for Gobel’s identified KPIs (Key Performance Indicators) and other metrics for analysis.
  • Manage and distribute dashboards to internal staff on a monthly and ad-hoc basis.
  • Implement tracking reports, lists and portfolio reviews for clients to support program.
  • Assist in analyzing metrics and providing statistics on trends to establish baselines.

Admin/Other (15%):

  • Work with client engagement directors to assist with onboarding of clients.
  • Work with client engagement directors to ensure details for onsite trainings by services leads are in place.
  • Work with entire engagement team to assist in ensuring occasional check-ins/touch points are occurring among Gobel Team members.
  • Other duties as assigned.

Requirements

  • Four or more years of experience working in a healthcare philanthropy programs.
  • Ability to work well in a team environment as well as independently.
  • Bachelor’s Degree, preferably in Business Administration, Information Systems or related field.
  • Comfortable being onsite along Gobel Group team members with clients as well as working over the phone with clients via screen share.
  • A proven track record of interacting with various people at different levels including Operations/Philanthropy Services’ staff, frontline fundraisers and directors of development.
  • Good listening skills and ability to take direction.
  • Analytical and adept at problem solving and possess a strong technical foundation in database structure, configuration, installation and practice.
  • Extremely detailed oriented, highly responsive and superb project management skills.
  • Background and knowledge of healthcare fundraising and grateful patient programs.
  • Broad understanding of Database/Philanthropy Services theory and practice.
  • In-depth understanding and comfort with managing fundraising systems, biographical records and prospect management.
  • Familiar with management of gift records and prospect research.
  • Capability or desire to learn to run reporting and metrics to show clients’ progress.
  • Have advanced Excel skills including Pivot Reports and the ability to import and export data to and from the database or process global updates.
  • Advanced level of knowledge of Raiser’s Edge© as well as the products which integrate with Raisers Edge©.
  • Blackbaud certification and a working knowledge of Microsoft Access a plus.
  • It will be considered a plus if Consultant has experience working with other major platforms, such as Blackbaud CRM and/or Advance.

Additional Information

This position requires travel for quarterly philanthropy services meetings, quarterly team meetings, annual summits, and potentially for business development and/or conferences. Occasional travel to be onsite alongside other members of the Gobel Group during client visits at certain points throughout the engagement may occur. Travel should not exceed 20 percent of the position’s time. It is preferred that the Philanthropy Services Manager will work from the headquarters in Kenneth Square, PA; however remote applicants desiring to work from his/her home will also be considered. This position will report to the Vice President and Principal Consultant.

As with all employees of Gobel, the Consultant will work to identify, cultivate, help solicit as part of a team, and steward client relationships. You will have the opportunity to help some of the best organizations in the world solve some of their most difficult philanthropic challenges. Throughout your tenure you will gain broad exposure to a variety of different areas in healthcare philanthropy.

The salary range for this position is approximately $45,000 – $70,000 depending on experience. The Gobel Group offers attractive profit sharing opportunities, along with full benefit and retirement programs. If interested, please forward cover letter and resume to jenny@gobelgroup.com.