Becca Kleinman Email & Phone Number

New York, United States

• Acts as liaison between HIAS Inc. and HIAS Foundation to understand cross-functional duties and shared patrons.• Responsible for importing, analysis and reporting of all Foundation Data. • Ensures timely and accurate gift acknowledgment. • Owns project schedule and meets deadlines in a timely manner by proactively identifying and mitigating roadblocks.• Developed internal PM process via ASANA• Responsible for ASANA trainings and keeping staff up to date with best practices.

New York, United States

• Spearheaded the implementation of new donation import procedures with current mail house. • Established a relationship and corresponds with the mail house weekly.• Manages the lifecycle of constituents in the CRM from prospect to donor.• Handles individual donors check, credit card and cash gift processing and reconciliation.• Cleans and segregates data for five major mail and email campaigns throughout the year. • Executes and analyzes daily import of incoming donations.• Addresses user request tickets via Freshdesk in a timely fashion.• Collaborates with the Development Ops team to maintain data efficacy.

New York, United States

• Administered Salesforce Classic – PatronManager. • Had full ownership of data maintenance and engineered workflows, protocol, campaigns and regular database updates.• Handled all gift processing and reconciliation.• Oversaw the moves management process for all individual and major donors.• Proactively updated tasks, information, and research in PatronManager. • Collaborated with the CEO and Director of Development to engage Major Donors and Board Members.• Tracked and anlyzed Development fundrasing email campaigns in PatronManger.

Greater New York City Area

• Administered the CRM, DonorPerfect.• Engineered architecture, workflows, protocols based on best practices. • Oversaw all gift processing and gift acknowledgment. • Built and generated all data analysis reports.• Supported DGF’s friends program “The Write Stuff” and communicated regularly with donors. • Had authority over the deliverables that were mailed when donors made donations at certain levels.• Thoroughly researched potential prospects, identifying more than $100,000 in potential donations.• Strategized with Leadership on the moves management process.

Greater New York City Area

• Processed single and group ticket orders for patrons in the CRM (Tessiturea).• Handled incoming calls regarding show information, policies and prices. • Actively promoted The Joyce season ticket offers.• Assembled a weekly report regarding all sales in Tessiturea.

Greater New York City Area

-Booked reservations for cut and color appointments for two salons. -Provided exceptional customer service for new and returning clients.-Acted as the first point of contact for the salon.

Greater New York City Area

-Provided exceptional customer service for clients.-Checked clients in for their services.-Took payment for all services. -Provided retail expertise for all Bumble and bumble products. -Acted as a point person for running the salon floor.

Rollins College

-Served as supervisor of a residential hall wing-Facilitated an environment for students to succeed in academic and social life-Promoted safe community within an open and comfortable living environment

New York, New York

Winter Park, Fl

Orlando, Florida Area