Casey Short Email and Phone Number

Subject matter expert and client champion, supporting firms across 11 states in the mountain west region.

• Managing a $4.5 million territory of VIP large law firms, handling project lifecycles, servicenegotiations, client inquiries, & presentations to drive growth.• Supporting client needs as a trusted business partner and corporate compliance expert. • Surpassed product sales targets by 11% and acquired 538 new order placers in 2023.• Recognized as a top learner within the organization – consistently going above and beyond assigned trainings to be the most knowledgeable partner for my clients.

• Managing project lifecycles, service negotiations, and client inquiries across departments. • Supporting client check-ins, market research, and meetings (preparation & delivery).• Identifying service initiatives to drive revenue growth – 2022 DE tax outreach project yielded $10,000 in billable service fees while helping customers avoid late fees for nonpayment.

•Partnered with the Director of Development, President, and Board of Directors to support the development of strategy, and execution, related to individual and corporate fundraising. • Stewarded a portfolio of 1,000+ current and long-time donors with customized engagement/ communication plans.• Developed/ managed successful sponsorship cultivation plans for 2021 signature fundraising event, increasing sponsorship revenue by 26%.• Managed the 2020 year-end giving campaign, surpassed 2019 appeal by 7% ($293K).• Identified social media performance metrics, managed content calendars, increased online brand engagement by 33% in one year.

• Identified statutory reporting, business license, and IRS registration filing requirements for Corporations, LLCs, LPs, and nonprofits in all 50 states• Analyzed data, identified relevant trends, and presented detail oriented, concise reports (verbally and in writing) based on findings. •Strategic project management - developed goals and tracking tools, set action plan, communicated across departments to ensure consistency, evaluated and measured successes, and implemented development strategies.•Surpassed individual sales targets by 25% in 2016, went on to achieve 33% growth in product sales in 2017.•Salesforce team lead during implementation.

•Managed weekly student body communications, strategic marketing campaigns, event planning, and social media.•Researched student issues, identified program needs, created presentations to earn buy in from faculty, and received $10,000 for a month-long sexual violence awareness campaign - over 700 students participated in scheduled events. •Increased readership of weekly emails by 10% and cultivated a strong social media presence.•Demonstrated strong service leadership- mentored my committee members and spotlighted individual accomplishments.

•Acted as the administrative point of contact for VT state representatives, high school participants, and parents. •Facilitated a debate tournament where participants discussed local legislative events- sharing my passion for public speaking.

·Demonstrated organizational excellence, attention to detail, and flexibility as a temporary replacement employee during college summer break. ·Utilized payroll software to process bi-weekly payments, managed employee communication with professionalism.