Adam Naylor

Supporter Care at Sweet Louise
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Contact Information
us****@****om
(386) 825-5501
Location
New Zealand, NZ
Languages
  • English -

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Bio

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Experience

    • New Zealand
    • Non-profit Organizations
    • 1 - 100 Employee
    • Supporter Care
      • Nov 2021 - Present

      Responsibilities: To input data, steward donors through a journey, project support/leading occasionally, develop processes and process documents and training on new CRM systems when its required. • Managing annual surveys – monitoring responses and analyzing data. • Collating RSVP lists for events• Contacting donors on journeys – welcoming and thanking. • Create and send vouchers to members• I work closely with accounts and data quality as I input and pull reports to manage data from different systems. • I continue to use the different CRMs like Fundraiser and Salesforce. • I use the following platforms on a day-to-day basis. o Accounts: Stripe, Donorbox, Flo2Cash to pull data reports for incoming donations; both one off donations and recurring donations. o Campaign management platforms: Campaign Monitor and WordPress for mass mailings, response monitoring, social media updates, website updates such as service providers, member meetings and for processing new ENews Sign Ups.• Keeping a very well-organized digital filing system and calendar so I'm always in control of my workload and meet multiple deadlines.

    • United Kingdom
    • Non-profit Organizations
    • 700 & Above Employee
    • Relationship Fundraising Coordinator - Midlands, South and South West
      • Jan 2021 - Oct 2021

      Responsibilities: To encourage short term donations and to develop long term relationships with supporters and colleagues throughout the UK, but with specific focus on my territory the Midlands, South and South West of England. • I was stewarding committees, corporates and individuals through supporter journeys and giving the supporters a point of contact at Macmillan. The stewardship journey consisted of welcome, good luck, thank you, donation check and quarterly update touch points through calls, emails, impact reports, thank you cards, videos and video calls on MS Teams. • The campaigns were challenge events, individual events, corporate and committee managed fundraisers. I developed new ways of working with different stakeholders in Macmillan. • I was also involved in a project that was based around putting together a working guide on how to use the CRM system (Microsoft Dynamics) that the whole of Macmillan’s marketing and innovation division uses, I started on the project in March 2021 with my line manager as the lead, the project developed momentum and we increased the project group from the 2 of us to 8, developed a training pack for the new members and we progressed to the stage of delivering clinic sessions to support new starters and returning staff, I delivered the first session before I left Macmillan and it was a huge success. • In addition, I was a representative on the Engine Room Group after a short time of being in this role – the group was set up to manage data coming into the Relationship Fundraising Department to make sure the campaigns we worked on were relevant to the department. I was required to review campaign briefs and provide my expert opinion on these. • Other responsibilities I had in this role are: fundraising forecasting, meeting targets, working to tight deadlines, diary and time management.

    • Supporter Care Adviser
      • Aug 2018 - Dec 2020

      • Proactive customer contact to offer support and steward. Building rapport, sending emails, upselling. Handle complaints and build rapport with other teams within Macmillan. • Ordering and sending merchandise on behalf of the supporter. • Collect and inputting data to CRM systems, spreadsheets and other databases accurately. Processing card payments over the phone and adhering to GDPR standards. • Meet KPIs and standards for both quantity and quality.

    • Account Executive
      • Aug 2017 - Aug 2018

      • Lead generation execution, operational support, statistical governance regarding campaigns and their status, account management and support on campaigns, business development through attending events and business exhibitions. Use of external CRMs to the business to assist with data management for clients. • Lead generation execution, operational support, statistical governance regarding campaigns and their status, account management and support on campaigns, business development through attending events and business exhibitions. Use of external CRMs to the business to assist with data management for clients.

    • United Kingdom
    • Higher Education
    • 700 & Above Employee
    • Graduation Event Marketing Assistant
      • Jun 2017 - Aug 2017

      • Branding, proofing, prints orders, confirming guest specific requirements details via phone and email. Multi-roles at graduation: different usher roles, graduation hotline, setting up, clearing down and all tasks as required.

    • Undergraduate Student
      • Sep 2014 - Jun 2017

      Studied Business and Management BA Hons and achieved a 2:1. • During my time studying at university I have engaged with the institution by having temporary roles that became available via Job Shop. These roles include administration roles, marketing, course ambassador, volunteering, representing, developing rapport with staff and students.

    • Marketing and Course Ambassador
      • Sep 2014 - Jun 2017

      • Promote the university, ensure a good first impression is given, advice and guidance on Business and Management, campus tours, signing in other ambassadors, providing the correct resource for prospective students to utilize.

    • Clearing and Welcome Hotline Agent.
      • Jul 2016 - Oct 2016

      • Handle incoming calls to a hotline for prospects for university applying late, applying through clearing and confirming their eligibility. Using internal database systems to determine their eligibility for the course. Excellent customer services and reliability.

    • Front Desk Receptionist
      • Apr 2016 - May 2016

      • I was required to answer phone calls, name check on a database, deliver mail, guide students through filling out submission forms for university work, direct all queries for location of rooms throughout the university. This was a temporary casual role, covering 4 shifts.

    • Front Desk Receptionist
      • Mar 2016 - Mar 2016

      • In this role my duties were to answer the phones and to deal with any queries raise by students and staff. I was required to record calls on a sheet; time, nature of call etc. Receive post mail, use emails and be the first port of call for staff within the building. This was a 1 day cover job.

    • Prometric Administrator
      • Sep 2015 - Jan 2016

      • Exam invigilation, monitoring, security checks, ID checks, internal system usage, telephone usage and meet and greet candidates as they arrived for exams.

    • United Kingdom
    • Higher Education
    • 1 - 100 Employee
    • Course Representative
      • Sep 2014 - Dec 2016

      • Responsible for liaising between students and staff on issues around the university that affect students within the business faculty.

    • Volunteer Representative
      • Jul 2015 - Jun 2016

      • I represent volunteering students on the student council. Providing a voice and hold the executive team to account for the actions and decisions made.

    • First Year Student Representative
      • Oct 2014 - Jun 2015

      • I represented students from the first years on the student council.

    • SU Volunteer!
      • Aug 2014 - Dec 2014

      • I was responsible for taking on tasks such as stall management, volunteer recruitment and student union promotions.

    • United Kingdom
    • Professional Training and Coaching
    • 700 & Above Employee
    • External Trustee
      • Jul 2014 - Dec 2016

      • As an external trustee, I was required to give my expert opinion on union matters. As a student on a business and management degree, gaining first hand experience on contributing towards business strategic decision making over a longer period of time was very educational and inspiring to me. I was required to attend trustee meetings to provide updates on the progress of events that were managed by the Students' Union.

    • Human Resources Intern
      • May 2016 - Jul 2016

      • In this role I developed skills and experience within the HR department at Leeds City College. Using ICS I learned how to process references, upload and create job descriptions, creating and editing policies, sickness, general mail duties, file sorting, scanning and other typical office styled duties. This was a temporary role for the summer period.

    • Governor
      • Jul 2013 - Jul 2014

      • I was responsible for reviewing progression reports, financial reports, strategic planning reports etc. And providing scrutiny over these to ensure the best decisions for the college were made from a student point of view.

    • Vice President
      • Jul 2013 - Jun 2014

      • I worked as an executive officer, managing other officers, co-ordinating volunteers, activities and events. I was asked to become an external trustee for the next academic year at the and of my time in this role, I accepted the request.

Education

  • Leeds Beckett University
    Business and Management BA (Hons), Business
    2014 - 2017
  • Intake High School Arts College
    2000 - 2006

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