Brian Whitney Email & Phone Number

Philadelphia, Pa, Us

Philadelphia, Pennsylvania, Us

Our mission is to empower organizations with a cutting-edge sales process, CRM, and analytics services that streamline operations, foster collaboration, and deliver exceptional results. With our expert guidance, your sales and marketing teams will synchronize their efforts seamlessly, unlocking the full potential of your business.

TechTonic Data Services provides nonprofit organization with professional services in the areas of CRM buildout, optimization, strategy and automation. Let’s empower impact, together.

New York City, New York, Us

Somerville, Massachusetts, Us

• Administer all business systems, including Hubspot Sales and Marketing Hub CRM, Zendesk, HRIS, and Google Suite• Provide Risk Assessments, present data/PtG analysis across departments to Leadership, and develop organizational KPIs through strategic conversations with stakeholders and department leads• Implement Business Solutions by identifying business needs and carrying out necessary practices and processes• Utilize change management techniques to provide smooth transitions during new software introductions

Somerville, Massachusetts, Us

• Evaluate data collection methods to improve user experience and outcomes, increase overall organizational KPIs, and assist in the development of a long-term data plan for the organization• Optimize Hubspot instance for users, including increasing automation effectiveness, data cleanup and validation, and software integrations leading to over 120% increase in Outreach activity year over year• Planned, implemented, and optimized the buildout of Marketing Hub, including the migration of over five million records from multiple databases• Lead data collection, cleaning, and analysis processes using tools such as Looker, Postico, and Power BI

Somerville, Massachusetts, Us

• Co-led the migration of 50,000+ records from six CRM instances into Hubspot CRM• Worked collaboratively across our team on all aspects of the migration, from Project Management and RFP development through data cleanup, security and permissioning, as well as record import and instance optimization• Point of Contact for Hubspot related questions and inquiries while also developing 100+ Hubspot Reports, allowing teams deeper access into their data and make strategic decisions • Built out workflow and integration automations to increase outreach effectiveness, efficiency, and data standardization• Wrote and executed numerous SQL queries to translate data requests, providing teams with analytical data and enabled ActBlue to refine org-wide objectives

Somerville, Massachusetts, Us

• Provide high-level customer service to donors through multi-channel communication to effectively solve problems, answer questions, and assist in the donation process• Work closely to provide continuous and timely updates of Automated Ticketing System, collaborate with team to build out communication workflows and improve messaging• Optimized troubleshooting capabilities for associates by advocating for universal access to staging sites and sandbox environments for the entire team that allowed them to decrease handle time by 30%• Worked cross-departmentally to impliment a dedicated "Internal Tools" product team based on feedback and customer demands, allowingmore strategic customer satisfaction by improving our tools and deepen relationship between service and development teams

Denver, Co, Us

• Administer YPR’s Salesforce Database, build/manage reports, update records and systems for Development, Program and Chapter usage• Evaluate and improve data collection methods, build Salesforce/data collection training materials, and rollout new Salesforce features and updates• Provide technical support and troubleshooting for Tableau, Zapier, Apsona, and Google Suite integrations• Begin the Discovery, Project Plan Development, and Buildout of two Salesforce Experiences

Boston, Massachusetts, Us

•Maintain Salesforce Development constituent database, continually updating records as needed to ensure accurate and up-to-date information• Serve as Salesforce Admin to clean and optimize database to allow for the successful cultivating and tracking of prospects and donations• Formulate techniques for quality data collection to ensure adequacy, accuracy and legitimacy of data• Produce regular and as-needed reports and share with team, as well as train colleagues around how to accurately input and extract data• Process donations and prepare and send timely acknowledgement letters• Support Development in raising donations and sponsorship, including managing relationships with companies, cold calls, and supporting in the creation and implementation of volunteer opportunities and events• Support the production of mailings and email campaigns, including annual report and fundraising appeals, and conduct research on prospective corporate and individual donors• Document procedures and policies for use of database

Worcester, Ma, Us

• Represent UWCM at fundraising & community events to foster relationships with donors and partners, raising $125,000• Assist in rollout and implementation of our Salesforce database system, including conducting trainings on basic system use, running reports, creating accounts, etc.• Provide up-to-date information, analyze and run reports, and track company campaign and donor trends using StratusLive• Work across multiple departments to improve donor activity tracking, campaign results, and company histories to allow for effective electronic messaging, outreach, and solicitation• Liaison to the local sports teams, fostering community-wide connections and events for low-income children and families

Boston, Ma, Us

• Implemented communication and outreach strategies to build and cultivate relationships with City Year leads and prospects to recruit a talented and diverse Corps• Worked in conjunction with the Marketing team to increase City Year’s digital awareness through posting on job websites, National Service Programs, and connecting with prospects through these pathways• Execute prospect imports through uploading leads from partner organizations and external sources into Salesforce with the use of DemandTools• Gained extensive experience working with Salesforce through tracking prospect data and activity, importing prospects into Salesforce, and following personal leads to application submission• Answered questions pertaining to the City Year Program and provided extensive customer service to prospects over phone, via email, and in-person• Worked closely with the Admissions team providing Interview Assistance and Recommendations for applicants• Developed strong partnerships within City Year across multiple departments to address Recruiting needs and reach a diverse cohort of prospects

Bachelor’S Degree, Cultural And Biological Anthropology

Micro-Masters, Data Analysis

Certification, Business Information Systems