Lanie Bailey
Account Manager at Congregation Agudas Achim- Claim this Profile
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Bio
Mike Cseri
I hired Lanie to perform a content edit of a 107+k word manuscript. Her quality, timeliness, and expertise far exceeded my expectations. Her professionalism is complemented with her friendly nature making her a delight to work with. She is straight forward and to the point which brought in my deadline. Her value is undeniable. She is now my top editor of choice.
Kim Keating
I've hired Lanie extensively over the past several years for a variety of roles from website content development to editing to market research. She has delivered quality results -- on-time and within budget every time. One attribute that truly impresses me is Lanie's ability to write clearly and succinctly in various communications styles and settings. We have worked on highly technical documents to short promotional copy. She readily accepts these challenges, while meeting deadlines and staying focused on delivering quality output.
Mike Cseri
I hired Lanie to perform a content edit of a 107+k word manuscript. Her quality, timeliness, and expertise far exceeded my expectations. Her professionalism is complemented with her friendly nature making her a delight to work with. She is straight forward and to the point which brought in my deadline. Her value is undeniable. She is now my top editor of choice.
Kim Keating
I've hired Lanie extensively over the past several years for a variety of roles from website content development to editing to market research. She has delivered quality results -- on-time and within budget every time. One attribute that truly impresses me is Lanie's ability to write clearly and succinctly in various communications styles and settings. We have worked on highly technical documents to short promotional copy. She readily accepts these challenges, while meeting deadlines and staying focused on delivering quality output.
Mike Cseri
I hired Lanie to perform a content edit of a 107+k word manuscript. Her quality, timeliness, and expertise far exceeded my expectations. Her professionalism is complemented with her friendly nature making her a delight to work with. She is straight forward and to the point which brought in my deadline. Her value is undeniable. She is now my top editor of choice.
Kim Keating
I've hired Lanie extensively over the past several years for a variety of roles from website content development to editing to market research. She has delivered quality results -- on-time and within budget every time. One attribute that truly impresses me is Lanie's ability to write clearly and succinctly in various communications styles and settings. We have worked on highly technical documents to short promotional copy. She readily accepts these challenges, while meeting deadlines and staying focused on delivering quality output.
Mike Cseri
I hired Lanie to perform a content edit of a 107+k word manuscript. Her quality, timeliness, and expertise far exceeded my expectations. Her professionalism is complemented with her friendly nature making her a delight to work with. She is straight forward and to the point which brought in my deadline. Her value is undeniable. She is now my top editor of choice.
Kim Keating
I've hired Lanie extensively over the past several years for a variety of roles from website content development to editing to market research. She has delivered quality results -- on-time and within budget every time. One attribute that truly impresses me is Lanie's ability to write clearly and succinctly in various communications styles and settings. We have worked on highly technical documents to short promotional copy. She readily accepts these challenges, while meeting deadlines and staying focused on delivering quality output.
Experience
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Congregation Agudas Achim
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Religious Institutions
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1 - 100 Employee
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Account Manager
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Jan 2017 - Present
Membership Renewals • Sustain relationships with and provide solutions for 650+ member families • Manage, process and track renewals • Work with new and existing members to find appropriate financial commitments - get members to “yes” with minimal negotiation time • Discreetly manage sensitive personal and financial issues and maintain confidentiality • Utilize CRM to document issues and manage communication Successes: • Drove budget attainment for membership commitments… Show more Membership Renewals • Sustain relationships with and provide solutions for 650+ member families • Manage, process and track renewals • Work with new and existing members to find appropriate financial commitments - get members to “yes” with minimal negotiation time • Discreetly manage sensitive personal and financial issues and maintain confidentiality • Utilize CRM to document issues and manage communication Successes: • Drove budget attainment for membership commitments from 60% to 70% historical to over 100% for 2020-21 and 2021-22 Accounts Receivable • Ensure members honor commitments through regular invoicing and soft collections • Invoice and collect payments for events, catering, fundraisers and donations • Intake checks and cash • Deposit checks and cash and record payments in ShulCloud • Associate online payments to accounts in ShulCloud • Administer and monitor bank accounts • Analyze revenue and income • Track payments to internal accounts and transfer funds between bank accounts • Perform monthly reconciliation with accountant Successes: • Achieved payment rate of 99% for renewals for 19-20, 20-21 and 21-22 • Created invoicing process to improve timely, up-front payments Accounts Payable • Track bills and make on-time payments • Document invoices and payments • Maintain customer account information, payment terms and payment methods • Follow up with vendors as needed to ensure accuracy of billing • Perform monthly reconciliation with accountant Successes: • Oversaw recovery from being delinquent with multiple vendors to current payment status with all vendors Additional Duties • Provide Payroll and Quickbooks support • Create financial reports and provide guidance for department and annual budgets
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Project Manager, Fundraiser benefiting Religious School
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Jan 2014 - Present
• Utilize Purim Project software to manage and run online campaign • Execute marketing communications and fundraising solicitations • Establish and monitor milestones to ensure achievement of fundraising goals • Ensure fundraiser meets stakeholder expectations • Coordinate with volunteer committee Successes: 2021 Fundraiser - $24,000 from 140+donations (15.5% increase from 2020) 2022 Fundraiser - $30,000 from 170+donations (25% increase from 2021) 2023 Fundraiser -… Show more • Utilize Purim Project software to manage and run online campaign • Execute marketing communications and fundraising solicitations • Establish and monitor milestones to ensure achievement of fundraising goals • Ensure fundraiser meets stakeholder expectations • Coordinate with volunteer committee Successes: 2021 Fundraiser - $24,000 from 140+donations (15.5% increase from 2020) 2022 Fundraiser - $30,000 from 170+donations (25% increase from 2021) 2023 Fundraiser - $31,100 from 170+donations
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High Holy Day Coordinator
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Aug 2014 - Present
• Coordinate with sponsorship-level members for fulfillment of their benefits • Monitor ticket distribution to members • Sell additional tickets to members and to non-members (point-of-sale transactions) • Implement reciprocity policies and procedures • Invoice and take payment for event-specific sponsorships and donations • Coordinate with co-workers on logistics for reserved seating and reserved parking • Resolve queries and issues from members and general public within a… Show more • Coordinate with sponsorship-level members for fulfillment of their benefits • Monitor ticket distribution to members • Sell additional tickets to members and to non-members (point-of-sale transactions) • Implement reciprocity policies and procedures • Invoice and take payment for event-specific sponsorships and donations • Coordinate with co-workers on logistics for reserved seating and reserved parking • Resolve queries and issues from members and general public within a timely manner
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Marketing Communications Specialist
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Nov 2004 - Mar 2018
Performed project-based market research and editorial work for multiple clients: Co-authored marketing materials for IT start-up working with VP Marketing and CEO to create clear go-to-market messaging Transformed conference presentation transcripts into customer case studies showcased on corporate website Edited technical whitepapers Executed market research studies to define social media and online chat strategy for B2C customer support Collaborated with PR and creative… Show more Performed project-based market research and editorial work for multiple clients: Co-authored marketing materials for IT start-up working with VP Marketing and CEO to create clear go-to-market messaging Transformed conference presentation transcripts into customer case studies showcased on corporate website Edited technical whitepapers Executed market research studies to define social media and online chat strategy for B2C customer support Collaborated with PR and creative teams to maintain consistent branding for digital and print content Evaluated online material to verify format and content accuracy across multiple channels Developed content for technical user guides, grant applications and RFP responses Show less Performed project-based market research and editorial work for multiple clients: Co-authored marketing materials for IT start-up working with VP Marketing and CEO to create clear go-to-market messaging Transformed conference presentation transcripts into customer case studies showcased on corporate website Edited technical whitepapers Executed market research studies to define social media and online chat strategy for B2C customer support Collaborated with PR and creative… Show more Performed project-based market research and editorial work for multiple clients: Co-authored marketing materials for IT start-up working with VP Marketing and CEO to create clear go-to-market messaging Transformed conference presentation transcripts into customer case studies showcased on corporate website Edited technical whitepapers Executed market research studies to define social media and online chat strategy for B2C customer support Collaborated with PR and creative teams to maintain consistent branding for digital and print content Evaluated online material to verify format and content accuracy across multiple channels Developed content for technical user guides, grant applications and RFP responses Show less
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Senior Editor/Developmental Editor
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Nov 1995 - Nov 2004
Coordinated with VP Publisher to develop over 50 new products; revised manuscripts to improve marketability of new publications Supervised 15 freelancers, including authors and copy editors Developed and maintained project schedules; prepared related materials; utilized Microsoft Office and internal database to manage projects Provided content expertise for the financial services industry Edited manuscripts and publication updates for content, grammar and editorial style Provided… Show more Coordinated with VP Publisher to develop over 50 new products; revised manuscripts to improve marketability of new publications Supervised 15 freelancers, including authors and copy editors Developed and maintained project schedules; prepared related materials; utilized Microsoft Office and internal database to manage projects Provided content expertise for the financial services industry Edited manuscripts and publication updates for content, grammar and editorial style Provided answers to customers’ content queries; fielded queries to appropriate editors or authors, ensured responses were specific and timely; monitored trends Show less Coordinated with VP Publisher to develop over 50 new products; revised manuscripts to improve marketability of new publications Supervised 15 freelancers, including authors and copy editors Developed and maintained project schedules; prepared related materials; utilized Microsoft Office and internal database to manage projects Provided content expertise for the financial services industry Edited manuscripts and publication updates for content, grammar and editorial style Provided… Show more Coordinated with VP Publisher to develop over 50 new products; revised manuscripts to improve marketability of new publications Supervised 15 freelancers, including authors and copy editors Developed and maintained project schedules; prepared related materials; utilized Microsoft Office and internal database to manage projects Provided content expertise for the financial services industry Edited manuscripts and publication updates for content, grammar and editorial style Provided answers to customers’ content queries; fielded queries to appropriate editors or authors, ensured responses were specific and timely; monitored trends Show less
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Education
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The George Washington University
M.A., International Affairs -
The University of Texas at Austin
B.A., History
Community
