I direct all technology that supports fundraising efforts to grow revenue and deepen donor relationships. I identify system needs, develop solutions, and launch technical advancements. I collaborate on strategic initiatives, planning, communications, and events. I partner with our Finance team to reconcile accounting, monitor large AR accounts, and ensure IRS compliance. I manage all vendor relationships related to development operations. I generate all revenue reporting including a monthly analysis of fundraising for each Board meeting, donor pipeline meeting, and on-demand reports for our team working to upgrade members. I ensure cultivation, solicitation, and stewardship activities are recorded consistently and accurately. I run quality controls and testing on of data recording, relationship tracking, and acknowledgement processes. I improve our documentation management and conduct training. I serve our events team by producing mailing and email lists with segmentation and appeal entry that align with best practices. I execute internal registration systems for events, oversee onsite registration policies, and produce reviews of performance.

I oversaw application configuration, data integrity, and software integrations for all CRM and ERP applications. As the software SME, I applied problem-solving skills and technical expertise for all software support, version upgrades, and config changes for all applications. For example, during the software release cycles I worked closely with our engineering team to enact new software versions. I also led system optimization and new feature rollouts. I identified new tools that could help our teams and clearly communicated these new technologies to management. I then built solution design and led usability and QA testing. I also conducted trainings to accelerate user adoption. I collaborated with power users to drive process changes. For example, I established a data dictionary, entry protocols, and training with internal partners. Externally, I worked closely with with all software vendors to get the best possible support and manage contract renewals. I developed queries and analyzed databases to produce reports using SQL, Raiser’s Edge 7, and the Galaxy ticketing system. This informed decision-making on ticketing changes for the most visited museum in Pennsylvania.

I led management of data systems throughout the museum with emphasis on the Development, Finance, and Marketing needs. I was responsible for the database as it relates to CRM, fundraising, membership, and events. I developed and maintained quality controls for all donor, ticketing, and membership databases across the entire organization. I compiled financial data and identified business trends to support senior management decisions. I prepared long-range budgetary projections, financial reconciliation logs, and revenue reports. I used my data processing skills to prepare analysis of specific aspects of department structures then recommended ways to improve efficiency. Finally, I implemented large mailing merges for Development, built mass email lists for Membership, and crafted segmented approaches for Marketing’s communications.

I was responsible for communications, payments, and databases for the capital campaign and annual fund initiatives. I oversaw a team that developed and executed strategy for member acquisition, retention, and stewardship. I trained staff on development databases and research methods to securely cultivate, reach, and document donors. Finally, in support of a new museum facility opening in May 2019, I served as liaison to the Board and directed the Young Board in planning and executing special events including an inaugural gala.

I managed museum membership, development, and fundraising initiatives. I used database software and research methodology to oversee organizational accounts and information. I analyzed data and produced reports to support planning and logistics. I planned, executed, and reviewed membership programming and marketing strategies. I supervised volunteers and collaborated with community partners to put on special donor events.

I directed school and group programs, wrote and guided tours, and contextualized artifacts and controversial current events relating to the Civil War era. I monitored and reviewed onsite operations with qualitative surveys, data metrics, and security protocols. I maintained and reconciled accurate records for registration of programs and memberships, retail and POS systems, and Human Resources management. I audited inventory, processed purchase orders and shipping, and fulfilled online and remote requests.

I developed annual fund solicitations and special events for the Class of 2014 Reunion. I organize appeal lists and correspondence, contact classmates about coming back and giving back, and help reconnect alumni with the University. Other responsibilities included:+ Planed and personalized class solicitations to encourage annual fund support for the University of Richmond. + Maintained confidentiality with all personal data used in assigned tasks, especially when managing leadership gifts and multi-year gifts.+ Attended monthly committee meetings (in person and via teleconference) to plan and execute donor events during Reunion Weekend, May 31 - June 2, 2019.+ Served as a liaison between university staff and classmates while communicating information about the reunion, giving, and events

I formulated and executed advancement strategies to sell, process, and service first-impression, diverse/growth demographic, and renewal memberships. I improved public print and digital resources, accommodations reports, and visitor data records to keep staff prepared for high volumes of local, foreign, and remote requests. I implemented and adapted to changes in Software including: Raiser's Edge, Outbound, BoxOffice, VITA IT, Counterpoint, MSFT Office, GoogleDocs, CognitoForms, Sharepoint, and Piction. I managed internal policies including program registration procedures, money-handling processes, and marketing materials. I helped with the implementation of hardware including Hewlett Packard PCs, audio guides, phone systems, chip readers, ticket printers.

I led colleague collaboration by organizing VMFAEngaged projects, coordinating staff in interdepartmental meetings, and documenting docent trainings for departmental files. I directed teams of volunteers of the "Ask Me Ambassador" and "VMFA Family" programs by leading their campus orientations, trainings on VMFA policy, and overviews of event details. I assisted in multi-year evaluation projects to review “museum-wide spaces” and “permanent collection galleries” through meeting with stakeholders; collecting field data on public interfacing; and finally identifying expected outcomes/ impact/ utilization.

I revised and created new education and outreach programs. I planned, coordinated, and implemented these programs for public visitors, school groups, group tours, special interpretations, and educational events. I developed monthly numbers reports on attendance, donations, and program fees. I formulate quarterly visitor survey reports using quantitative data breakdowns and summaries of qualitative information. I managed docent and volunteer recruitment, training, and scheduling. I oversaw daily operation of the house museum for public tours. I organized reservations for programs and arrange internal staff and resources for these occasions.

I managed daily operations, public tour registration, and security protocols for the Maymont Mansion, the historic house museum at Maymont. I planned and conducted public tours, school programs, booked groups. I adapted special interpretation and adjusted logistics for diverse audiences and special access needs. I processed funds through all stages of daily accounting: point of sale, reconciliation and recording, and secure storage.

I researched, refined, and implemented digital projects and school programs in line with Virginia Standards of Learning. I shared organizational collections via web-conferencing, presentations, and learning centers. I coordinated interdepartmental correspondence, billing, and recordkeeping.

I oversaw and overhauled a nearly 50-year-old quarterly magazine. I ran social media and mass email that distributed communications to over 1,000 families. I solicited, negotiated, and monitored payments on new ad contracts and existing accounts. I recruited, managed, and reviewed performance of Content and Ad Editors. These staff members arranged ads in 32 pages of content from contributors including State Senators, City Councilmen, and the Richmond Police Department. I reconfigured external production and renegotiated pricing with Pixels Graphics Design, Zooom Printing, Rickland Direct Mailing, and digital distribution channels. I learned, integrated, and launched the communications platforms WildApricot and MailChimp to communicate with members by digital distribution channels rather than by mail delivery.

I utilized accounting skills to record event planning, inventory, and staffing. I coordinated facilities with faculty departments, administration, and University President. I trained student teams to communicate and delegate in fast-paced, multi-event preparation.

I oversaw teams to retain and gain residential energy customers through direct marketing strategies like phone banks, door-to- door campaigns, and print advertising. I used public tax databases / census demographics, translation technology, and employee trainings to modify strategy and articulate products toward growing Spanish-speaking regions.

I managed payments and weekly operations for a network 30+ stores, farmers, and craftspeople. Implemented market rules and policies to achieve growth goals by turning visitors into vendors. I managed vendors in their weekly placements and resolve conflicts between vendors. I recorded data like market transaction volume and attendance.