Team Lead, Professional Services

• Jul 2022 - Present

Business Analyst

• Nov 2021 - Jul 2022

Helping non-profits get the most out of their CRM technology.

Technology and CRM Consultant

• Apr 2020 - Oct 2021

Senior Director, Technology and Operations

• Jan 2019 - Apr 2020

Manager, Technology and Operations

• Jul 2017 - Jan 2019

Database Manager

• Mar 2013 - Jul 2017

• Begin large database cleanup project• Develop documentation and work towards best practices• Manage RE security• Develop training for current staff

Database Manager

• Jun 2012 - Mar 2013

• Lead contact for department reporting needs.• Pull all lists for department fundraising activities.• Train new staff on Raiser’s Edge functionality.• Manage Raiser's Edge security.• Complete assigned tasks in timely manner; prioritizing based on department needs.o Including clean up tasks, exports for mailings, fundraising reports, adding constituent appeals.• Create and implement clean up projects using import, export, and global change functions.• Create documentation for department processes and best practices.• Maintain department intranet and internet sites; updating documents, producing and adding new content.• Compare addresses in outside database with Raiser’s Edge using Microsoft Access and Excel.• First line of tech support for Institutional Advancement department before IT is called. Show less

Database Specialist

• Sep 2011 - Jun 2012

• Complete all constituent and membership merging, constituent maintenance, and add new records.• Lead contact for department reporting needs.• Pull all lists for department fundraising activities.• Train new staff on Raiser’s Edge functionality.• Complete assigned tasks in timely manner; prioritizing based on supervisor and department needs.o Including clean up tasks, exports for mailings, fundraising reports, adding constituent appeals.• Create and implement clean up projects using import, export, and global change functions.• Create documentation for department processes and best practices.• Maintain department intranet and internet sites; updating documents, producing and adding new content.• Compare addresses in outside database with Raiser’s Edge using Microsoft Access and Excel.• First line of tech support for Institutional Advancement department before IT is called. Show less

Database Coordinator

• Jan 2010 - Sep 2011

• Complete all constituent and membership merging, constituent maintenance, and add new records.• Train new staff on Raiser’s Edge functionality.• Complete assigned tasks in timely manner; prioritizing based on supervisor and department needs. o Including clean up tasks, exports for mailings, fundraising reports, adding constituent appeals.• Create and implement clean up projects using import, export, and global change functions. o Matching gender to titles and titles to gender, filling in marital status when spouse is present, fix addressee and salutation tables, merge duplicates, clean up attributes.• Create documentation for processes including deceasing constituents, addressee/salutation formatting.• Maintain department intranet site updating documents, producing and adding new content.• Compare addresses in outside database with Raiser’s Edge using Microsoft Access and Excel.• First line of tech support for Institutional Advancement department before IT is called. Show less

Temporary Employee

• Oct 2009 - Jan 2010

• Advised Development Director and staff on how to best use new fundraising database. • Edited existing Crystal Reports, wrote new ones. o Included financial reports, monthly productivity reports, and fund summary reports. • Added and edited museum memberships, linked gifts, and gift entry. • Set up monthly clean-up queries and global changes. • Created documentation for processes not covered by their database consultants. • Advised Development Director and staff on how to best use new fundraising database. • Edited existing Crystal Reports, wrote new ones. o Included financial reports, monthly productivity reports, and fund summary reports. • Added and edited museum memberships, linked gifts, and gift entry. • Set up monthly clean-up queries and global changes. • Created documentation for processes not covered by their database consultants.

Development Assistant

• Mar 2008 - Sep 2009

• Was responsible for gift entry, and donor acknowledgement letters for five hospital foundations. • merged duplicates, updated addresses, fixed addressees and salutations, implemented global changes. • Create Master Merges and insert merge fields into donor acknowledgement letters. • Generated donor acknowledgement letters and monthly pledge reminders for foundations using Raiser’s Edge and Microsoft Word merge functions. • Utilized queries to create output tailored to individual foundation staff. • Wrote foundation reports in Crystal Reports. Show less