Experience

National Committee to Preserve Social Security and Medicare

• United States
• Public Policy
• 1 - 100 Employee

• Manager, Marketing Systems and Data

  • Feb 2016 - Present

  Lead team members in daily operations such as managing membership database, monitoring systems, and corresponding with members via emails and phone calls to resolve queries. Oversee data management including syncing, reporting, analyzing, and transmitting while maintaining data integrity. Network and establish relationships with vendors (caging and call center); conduct vendor site visits to assess processes and report on vendor metrics for ensuring complete adherence to contract commitments. Ensure quality through conducting audits and implementing quality control metrics. Perform financial duties including forecasting revenue and costs, budgeting, processing payment and invoices, and reviewing annual financial reports. Collaborate with accounting department to adhere to audit requirements for reconciliation of merchant accounts (Braintree and American Express) and facilitate payments via PayPal and Apple Pay. Support creation and execution of effective marketing and fundraising strategies by utilizing demographic and financial data. ● Created and integrated training manuals and programs to improve knowledge base of users.● Recuperated $14K by identifying credit card processing issue, negotiating with processer, and avoiding decline rate, leading to 100% reimbursement. ● Increased monthly sustaining members count by 42 with average gift of $18 per donor by discovering and resolving processing error made by caging vendor. ● Expertly transitioned company’s work to new vendor partners. Assisted during RFP and vendor selection process, and led smooth transitioning by providing policies, procedures, and managing expectations. In 2018, transitioned to new call center partner and in 2022, successfully transitioned account to new caging partner.● Resolved processing error by researching and recoding 150+ responses, ensuring statistical accuracy of response reporting. Show less

• Marketing Information & Report Specialist

  • May 2005 - Jan 2016

  Developed and assessed daily and cumulative deposit and mailing response reports. Formulated and executed marketing ideas under budget constraints. Supervised gifting processes. Projected revenues and costs to create budgets. Utilized information from proprietary database to track expenses. Performed quality control by running tests on software to report and resolve bugs. Oversaw daily and weekly file transmissions, job close outs, and rental billing listings.● Recognized payment issue, reported to accounting, and advised CFO, leading to $72K refund from agency.● Researched and consolidated 1,500 duplicate records in membership database to ensure data integrity. Show less

• Executive Assistant / Marketing Department Coordinator

  • Aug 2000 - Apr 2005

  Supported Executive Director of Marketing with creating content for speeches and presentations to Board of Directors. Managed vendor communication and negotiation. Performed administrative duties such as sorting mail, editing marketing and fundraising copy, filing reports, reviewing time sheets, and maintaining leave balance reports. Assisted accounting department with tracking expenditures and processing invoices.