Casidy Cunningham Email & Phone Number

• Configure and customize solutions in the Salesforce environment, including custom objects and fields, workflows, sandboxes, roles, permission sets, and profiles. Support Salesforce configuration changes.• Support 200+ fundraising professionals to troubleshoot and resolve problems, support data hygiene initiatives, and develop training and documentation of functionality and data model.• Address support tickets and support in all aspects of user management, including troubleshooting and reviewing training documentation. Document case resolution information in the ticketing tracking system.• Create and maintain technical documentation for Salesforce and NPSP releases.

• Monitor user adoption and serve as Fundraising CRM expert for data entry,bulk uploads, data migration, report templates, reviewing lists, and troubleshooting.• Develop and maintain documentation for CRM processes, user training resources, business policies, app configuration, and integrations.• Assist with Salesforce configuration changes, including Flows, Process Builder, formula fields, page layouts, object record types, dashboards, and segmented reports.• Maintain syncs and dataflow between CRM apps.

• Conduct strategic prospect research on individual donors and family foundations aligned with Rise Up’s mission online search platforms.• Develop and maintain prospect pipeline in Salesforce made up of current donors and new donor prospects.• Support Executive Director and Associate Director of Development and External Affairs with individual donor communications and engagementopportunities.• Support with ongoing Salesforce and Mailchimp maintenance, ensuring accurate contact management, donor segmentation, and stewardship planningacross platforms.• Lead the implementation of new platform to improve efficiencies across donations and event registration tracking.• Develop new donor acknowledgement letters and lead timely gift acknowledgement process.Support coordination of donor events, including donor trips and Rise Up’s Annual Gala.• Complete special projects and provide organizational support as assigned by members of the development team.

• Led organization's transition to new donate page and properly configured Soapbox-Stripe-Salesforce integrations. Edited page layout in Salesforce to accurately map customer data entered in Soapbox.• Developed database management plan and documentation for new processes that would increase Salesforce use, implementation, and data accuracy and produce more efficient team processes.• Built custom report types and assisted with reconfiguring former Gala Dashboard components with correct filters, row-level formulas, and both matrix and summary report grouping to produce accurate data.• Performed data import, export, and cleanup using Data Import Wizard and Excel (xlookup and concat formulas). Performed monthly contact merging.• Created campaigns in Salesforce and uploaded campaign member data using Mailchimp, Thankview, and prospecting research results.• Created a record-triggered flow to update the opportunity stage of a specific record type.• Helped to set up new users with appropriate licenses, permission using permissions sets, and app home pages.

New York, New York, United States

New York, United States

New York, New York, United States

Vandenberg Afb, Ca

Bachelor Of Arts - Ba, Human Rights

Activities and Societies: Varsity Track and Field Team, Columbia University Women of Color Prelaw Society, Columbia Nourish International.

Master Of Public Administration - Mpa, Human Rights, Technology

Activities and Societies: Events Chair: Columbia SIPA Students of Color; General Committee Member: Columbia SIPA Working Group on Race.