Bill Mitchell Email & Phone Number

New Jersey, United States

Promoted to leverage the Foundation’s data infrastructure to drive values-based discovery and engagement at scale and activate implementation of the Salesforce Cloud to strengthen Alumni and constituent connections with the University. Serves as a leading member of the CRM migration team, consulting with Systems & Technology and business units to leverage new CRM capabilities to clarify business processes and transform operations. Established the Data Intelligence team to drive data-informed strategy, including scalable reporting, forecasting and feasibility models for campaign goal setting and performance measures. Leads Data Intelligence, Research and Prospect Management, and Records and Gift Administration, providing strategic insight in collaboration with Finance, Communications, Engagement, Fundraising and Donor Relations to integrate constituent experience across the donor and engagement life cycle.

New Jersey, United States

Recruited for a newly created role to integrate the functions of Prospect Research and Prospect Management into a comprehensive department, serving as a trusted partner to drive fundraising effectiveness by creating and maintaining deep donor portfolios. Successfully developed staff capabilities and realigned the service model to create a team recognized for high performance, and implemented processes to enable prospect moves management supported by AI-based models.

Rochester, New York Area

Transformed a traditional Prospect Research team into an innovative and client-focused enterprise, building capabilities for growth beyond the successful conclusion of the $1.37B Meliora Challenge campaign. Led reorganization and recruitment efforts to align service delivery with frontline fundraising units. Deepened staff engagement, and developed a highly skilled and successful leadership team. Expanded the application of analytics to more closely manage prospect pools, portfolios, and gift pipelines.

Led the Prospect Research team in implementing best practices to foster an innovative, creative, and customer-focused research enterprise. Assumed responsibility for Prospect Management operations in 2014, and refocused activities to provide closer support of frontline fundraisers.

Selected by Chief Strategy Officer to devise and execute a visionary strategy to improve data accuracy, viability and value in support of improving outcomes for children and families served, pioneer the use of data in operational decisions, and advance knowledge for the human services community. Successfully introduced the practice of Business Intelligence to the $140 million agency and built a highly skilled, high performing team. Designed processes to clarify strategic operating models for programs and align program measures. Developed effective diagnostic and predictive models driving operational efficiency and service improvements.

Recruited for position leading high-profile engagements for this full-service, multi-national market research consultancy. Leadership positions included Senior Director for Consumer, Business, Industrial Markets; Vice President Custom Research Practice for Automotive and Transportation Group; Team Leader for Branding and Communications Solutions Group. Experience with $5 million unit P&L. Oversight of up to 12 direct reports and numerous indirect reports in multi-national cross-functional program teams tasked with providing consulting services, designing and executing research programs, developing relationships, and ensuring that project outcomes deliver key business insights.

Led planning sessions in marketing, research and product development for technology and not-for-profit clients. Worked with executive teams to identify members' different individual perspectives on key marketing initiatives and develop a shared strategic vision. Developed go-to-market plans and relevant sales activity metrics.

Managed relationships and projects valued at $3 million in annual revenue for this full-service multinational market research consultancy. Provided thought leadership and designed and managed research projects to measure market potential, competitive positioning, product evolution/usage, consumer trends, marketing strategy effectiveness and pricing strategies for telecom and healthcare companies in key commercial markets.

As eBusiness Product Development Manager, led a multi-disciplinary team to develop BellSouth Digital Office, a management system for small businesses including accounting, procurement and HRO/HRIS platforms. Worked with cross-functional groups to win buy-in from disparate internal organizations. Led partnership negotiations and relationship building activities with application providers. As Research Manager, led research & competitive intelligence activities.

Mba, Strategy

Activities and Societies: Beta Gamma Sigma Honor SocietyFocused on organizational strategy and policy, market and competitive assessment.

Bba, Marketing