Cassie Bartelme Email & Phone Number

United States

Design and recommend customized multi-product technology solutions across Salesforce product lines to solve business and operational issues for Nonprofit Customers Partner with pre-sales Account Executives on value discovery to fully understand customer’s needsProvide product and industry knowledge through functional and technical discussion and presentationsBuild and present demos and proof-of-concepts to validate the proposed Salesforce solution and address customer concerns and needsBuild relationships with key external stakeholders across the Salesforce ecosystem including customers, partners and community membersInfluenced $2.6M in annual sales revenue

Oversight and management of the operational and service functions of Development for the health system in support of annual fundraising goal of $21.1MManage team of six direct and 3 indirect reports in providing prospect research, reporting and analytics, constituent record keeping, gift accounting and receipting, stewardship, corporate foundation relations administration and planned giving program support using Blackbaud’s Raiser’s Edge NXT and Research Point software Coordinate the recording and reporting of fundraisers’ activities, interactions, solicitations and realized gifts against annual goals. Evaluate and analyze effectiveness and execution of the Major Gift Fundraising program. Develop prospect management business rules along with metrics reporting. Offer internal consulting in using available resources including but not limited to software, technology, and staffing to execute varied fundraising programs, projects and initiatives Facilitate revenue budget projection and expense budget processes for central development and five hospital specific development officesOversight of annual giving program including direct mail acquisition and renewal, annual employee giving campaign, email solicitations, stewardship efforts and social media engagement activityReview, develop and improve all operational functions of Development. Write and enforce gift policy and procedures to maintain fiduciary responsibility to donorsCoordinate pledge agreement process with the Legal and Finance DepartmentsWork with Foundation Accounting to reconcile gift processing activity, provide documentation for annual audits and insure donor intention is met Oversight and management of departmental Data Integrity in coordination with Patient Records department and IT

Oversight and management of the operational and service functions of Institutional Advancement Managed team of fourteen in providing constituent record keeping, gift accounting and receipting, reporting and analytics, prospect research, stewardship, annual giving program and donor event support using Blackbaud’s CRM and Luminate Online softwareDeveloped prospect management business rules along with metrics reporting Facilitated revenue budget projection and expense budget processes; manage department-wide annual expense budget Reviewed, developed and improved all operational functions of Institutional Advancement to provide the highest level of support and service to prospects, donors and the Fox Chase communityWorked with the Office of General Counsel, Finance, Accounting and the Office of Research Services to audit and improve financial practices of development including the pledge agreement process, gift fund structure, fund accounting and reconciliationRepresented Institutional Advancement on Patient Advocacy Partnership Council to determine best opportunities for Fox Chase to sponsor and partner with outside agencies and organizations

Management of Institutional Advancement Department Managed team of twenty three fundraisers, service professionals and support staff with a annual fundraising goal of $15.5MSupervised six fundraisers in developing and executing prospect management strategiesWorked with Fox Chase Senior Leadership to identify intuitional priorities and fundraising opportunitiesOversaw management of annual fundraising gala with goal of $1.5MRepresented Institutional Advancement as part of Fox Chase’s Administrative Leadership

Oversight and management of daily operations of Gifts Accounting & AdministrationManaged staff of eight to ensure timely and accurate deposit, recording and receipting of gift and pledge contributions to the University of Pennsylvania using People Soft’s Contributor Relations CRM softwareDeveloped, implemented, and enforced gift policy and procedures to maintain fiduciary responsibility to donors and benefit campus communityCollaborated with finance to manage past due pledge receivablesManaged Challenge Credit Recognition process, UK Foundation gift transfer and receipting, online giving and credit card programs, and oversaw lockbox application for cross-university departmentsServed as liaison between University and external audit agency

Supervision and oversight of the Zoo’s 200,000+ donor databaseCreated and produced daily, weekly and monthly gift and revenue reports in coordination with Financial department to support Development activitiesManaged all aspects of the Raiser’s Edge fundraising database of the Zoo donors, prospects and contributor including information gathering, record creation, analysis and reportingDeveloped and implemented standard operating procedures for all department functions including gift processing and acknowledgement, record keeping (both financial and donor/prospect activity-related), and data integrityManaged two Development Assistants responsible for gift entry and donor acknowledgementFacilitated revenue budget projection and expense budget processes; managed department-wide annual expense budget Responsible for database queries and targeted mailing list production in support of targeted solicitations, invitations and membership renewalsServed as liaison to Information Technology department and department’s representative to Publications/Graphics

Coordinated and implemented training program for 500 person staff

Provided administrative support to Director, Senior Associate Director, and Coordinator

Master Of Liberal Arts

Ba, English

Activities and Societies: Phi Beta Kappa, Alpha Sigma Nu, Sigma Tau Delta, Student Theater Guild, Resident's Life, Campus Ministry.