Lexi Peterson
Senior Client Services Advisor at Excellence in Giving, LLC- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Experience
-
Excellence in Giving, LLC
-
United States
-
Philanthropic Fundraising Services
-
1 - 100 Employee
-
Senior Client Services Advisor
-
May 2022 - Present
-
-
Client Services Advisor
-
Oct 2021 - May 2022
-
-
-
Southwest Airlines
-
Airlines and Aviation
-
700 & Above Employee
-
Customer Relations Senior Representative, Closer Team
-
Sep 2019 - Sep 2021
- Handled escalated regulatory issues on behalf of the Executive Office - Served as content expert for Employees regarding appropriate Company responses - Worked in a cooperative spirit to ensure the success of our Company- Involved in Special Project to restructure the external Customer commendation procedure
-
-
Customer Relations/Rapid Rewards Representative
-
Oct 2018 - Sep 2019
- Managed written and oral communication on behalf of the Executive Office- Trained in Southwest's Outstanding Customer Service - Worked with Rapid Rewards partner liaisons while gaining knowledge of airline industry policies and Southwest procedures
-
-
-
-
Client Services Associate
-
Aug 2016 - Sep 2018
- Manage the philanthropic portfolios of individuals and families - Worked directly with Clients, Relationship Managers, and nonprofit leaders- Created giving dashboards, forecasts, impact reports, game plans, and giving profiles - Presented findings at quarterly giving meetings- Monitored Client nonprofits and promote opportunities for interaction and engagement - Worked with nonprofit leaders to craft stories of philanthropic impact to share with Clients- Participated in Discovery Interview onboarding process to assess philanthropic interests
-
-
Client Services Assistant
-
Jun 2015 - Aug 2016
- Requested and processed Impact Reports on major gifts from donors to various non-profits- Created detailed quarterly giving reports for Clients- Tracked Client activities, giving information, and contact information in CRM database- Assisted in special projects, event planning, coordination of vendors, and office administration
-
-
-
Texas Christian University
-
United States
-
Higher Education
-
700 & Above Employee
-
Student Assistant- JVR Honors College
-
Jun 2013 - Jun 2015
- Provided general administrative support for the John V. Roach Honors College- Aided in preparation and execution of Honors Orientation each summer- Organized movement of all files to digital database - Provided information to prospective students and parents - Tracked progress of students towards their Honors Requirements
-
-
Research Assistant, Dr. Sarah Hill's Evolutionary Psychology Lab
-
Aug 2014 - May 2015
- Conducted testing studies for the Evolutionary Psychology Department - Proposed and tested own Thesis Question: "The Behavioral Immune System and Its Effects on Philanthropic Activity"
-
-
-
Chi Omega Fraternity
-
United States
-
Civic and Social Organizations
-
Foundation Ambassador
-
Dec 2013 - Dec 2014
- Provided philanthropic support for Chi Omega Fraternity - Provided philanthropic support for Chi Omega Fraternity
-
-
Education
-
Texas Christian University
Bachelor's Degree, Psychology