Brian C. Email & Phone Number

Waltham, MA, US

Bellevue, WA, US

Bothell, Washington, US

Chicago, IL, US

Chicago, Illinois, US

• The Salesforce Application Manager role combined the knowledge and experience of a Salesforce administrator, business analyst, project manager, program manager, trainer, and support analyst. The role served as the “go.
• Updated existing and built new Approval Processes, Workflow Rules, and Process Builders.
• Maintained users and licenses for Salesforce and Conga Composer.
• Gathered business requirements for Salesforce projects and used those to design solutions in Salesforce.
• Designed, built, and implemented new business processes including all configuration work needed to meet business requirements.
• Designed, built, and implemented new custom objects.

Chicago, IL, US

• Collaborated with business stakeholders to understand common and unique system requirements from each business unit and coordinated system configurations that delivered best practices and maintained a high level of.
• Provided technical architecture strategy and guidance for ongoing Salesforce activities and assisted with promoting governance and adoption strategy.
• Managed technical issues and served as the technical authority for team members throughout issue resolution.
• Obtained and maintained a working knowledge across all applications, customers, and business unit customers/users across multiple functional areas.
• Provided business guidance on capabilities of the Salesforce platform to help shape business visions and strategies for developing and/or improving processes and efficiencies.
• Prepared initial solution assessment, solution specification document, scope, and estimates.

Chicago, Illinois, US

• Managed multiple implementation projects to add food banks to Feeding America’s multi-tenant CRM environment (Blackbaud CRM) resulting in successfully conversion and migration.
• Managed projects to migrate and implement multiple food banks into separate, Feeding America-hosted CRM environments (Blackbaud CRM), eliminating the business process and security challenges of sharing a single.
• Utilized project management skills in CRM system (Salesforce, Salesforce/NGO Connect) migration and implementation for various Feeding America departments.
• Served as project manager for enhancement, customization, and software bug resolution projects in CRM system (Blackbaud CRM), resulting in an efficient and user-friendly system.
• Served as database administrator and subject matter expert (SME) for Salesforce resulting in implementation, configuration, and ongoing use of Salesforce.
• Determined project scope, goals, and deliverables to support business goals in collaboration with senior management and stakeholders.

Chicago, Illinois, US

• Planned, designed, and executed migration and conversion of data from Sage ACT! CRM system to Blackbaud CRM.
• Managed network-wide CRM system upgrades (to Blackbaud CRM 3.0 and 4.0) to increase organizational efficiency.
• Served as central administration for Feeding America network members using Blackbaud CRM and BBIS (Blackbaud Internet Solutions) including user IDs, system security roles, software patch management and communication.
• Audited assigned systems to ensure compliance with policies and procedures.
• Developed complex analytical reports to capture metrics and analytics related to CRM activities.
• Gathered business requirements, created process mapping, wrote business processes, use-case documentation, and data specifications, such as reporting and integration specifications, in support of end-users of CRM and.

Chicago, IL, US

• Collaborated with multiple departments and vendors to redesign and prepare my.ico.edu website for a successful re-launch.
• Provided service, support, training, and advice to end-users regarding technical and application issues for all database and web applications to enhance staff skill levels.
• Manipulated data and provided reporting assistance to multiple departments to increase reporting efficiency.
• Designed, created, and maintained application and business process documentation.
• Conducted testing for version updates, bug fixes, and new features to ensure they would not cause breakages to current business processes or interfere with day-to-day operations.

Chicago, IL, US

• Identified inaccuracies in membership drop dates in membership module of CRM system (The Raiser’s Edge), designed parameters to correct them, and oversaw the team executing the data clean up, resulting in accurate drop.
• Redesigned queries and exports for recurring data pulls to provide increased data accuracy and process efficiency.
• Built import profiles for various imports to effectively reduce duplicate records.
• Led project to clean up constituent action records and create related data entry policies, providing accurate documentation of substantive interactions, stewardship, and solicitations.
• Spearheaded project to build numerous audit queries and implemented an audit query schedule to evaluate data integrity and proactively alert staff to issues to ensure timely resolution.
• Improved records management and records sharing, decreasing physical paper files.

Northfield, IL, US

• Implemented and configured The Raiser’s Edge events module and WealthEngine data mining database to provide enhanced event management and donor prospecting.
• Introduced segmentation in CRM system (The Raiser’s Edge) and segmented all direct mail fundraising solicitations to enhance efficient fundraising and increase return on investment.
• Streamlined and cleaned The Raiser’s Edge database coding system to improve reporting.
• Restructured fundraising and membership acknowledgment process resulting in enhanced efficiency in donor and member management and service.
• Effectively implemented dashboards, queries, and reports to provide real-time information on fundraising and membership goals.
• Executed an appeal package system to track appeal performance and enhance understanding of fundraising efforts.

Chicago, IL, US

• Improved donor relations by designing and implementing CRM system practices that ensured accurate and timely gift recording, acknowledgment, and reporting.
• Established and maintained systematic and donor-responsive procedures for receiving, maintaining, and following up on pledges and payments.

Chicago, Illinois, US

• Performed data entry and reporting in CRM system (The Raiser’s Edge).

Columbia, South Carolina, US

• Configured CRM system (The Raiser’s Edge) post-conversion and created, implemented, and documented policies and procedures for its use.
• Implemented statistical and return on investment tracking for direct mail membership acquisition, fundraising, and marketing campaigns.
• Developed the foundation’s online communication strategy by designing and sending its first e-newsletter.
• Served as adviser and liaison to the young professional membership level.
• Reduced gift and membership acknowledgment processing time by implementing workflow automation.

• Taught various subjects as a long-term and short-term substitute teacher at grade levels K-12.

Washington, DC, US

Master Of Arts Management, Arts, Entertainment, And Media Management

Bachelor Of Music, Music Performance