Cheryl Ann Cerny Email & Phone Number

Boston, Ma, Us

Leading a team of Salesforce CRM, Marketing Cloud, integration, and data conversion experts to help all non profits implement and optimize the perfect solution for their organization.

Responsible for leading a data-driven approach to division-wide strategy development; responsible for the establishment and adherence to policies, standard operating procedures, and protocols, delicately balanced with the development of innovative and effective solutions; Gained responsibility for Advancement Communications and Events as well as Strategic Donor Outreach, bringing the Advancement Operations group to a total of 25 dedicated and creative staff members• In partnership with the VP, led the division through a reorganization with the intended purpose of breaking down silos and encouraging collaboration, support and innovation across departments; already seeing signs of success• As Campaign Director, staff the Board of Trustee Advancement Committee and the Campaign Executive Committee (CEC); will oversee the transition of the CEC to the Campaign Steering Committee; continue to provide regular presentations to the Trustees on progress towards Campaign goals as well as overall effectiveness• Leading an initiative to redefine constituent engagement (how it’s defined, carried out and assessed); Involves the analysis of qualitative and quantitative data and close collaboration with audience managers, members and volunteers; Initially focused on students, recent graduates, alumnae and parents• Spearheading the expansion of thee Advancement technology suite to include increased data analysis and modeling effectiveness with Tableau CRM, broader deployment of mentoring campus-wide through PeopleGrove, and the growth of the Salesforce instance to include the management of relationships with community based organizationsCommittees:• Information Security & Risk Compliance Committee (2018 – Present)• Strategic Plan Committee focused on BIPOC Student Success (2021 – Present)

Oversee an amazing staff of 13, responsible for gift management, financial services, prospect management and research, process improvement and information technology throughout University Advancement. As Campaign Co-Director, actively involved in Campaign planning, forecasting and management of Campaign counsel; Actively involved in assessing the Division’s operational alignment and Campaign readiness; providing status updates and making recommendations to the VP, President and Board of Trustees. • Succeeded in the planning and deployment of a state-of-the-Art Advancement technology Environment - Salesforce CRM, Marketing Cloud (marketing automation, email, journeys), Five9 Call Center, Graduway(mentoring, networking) and CrowdFunding (in-process); Giving a division of 50 the technical tools and functionality of a Fortune 500 company. • Utilized Salesforce Sales Cloud functionality to roll-out a suite of tools to support Major Gift Officer activity, including, strategy development, step-by-step coaching and process support at each stage of the solicitation process, transparent Metrics and day-to-day activity assessment dashboards. • As Co-Director of the Campaign, managed Campaign counsel through feasibility study, pyramid development and prospect identification, operations review, communications development, goal setting, trustee and staff training and, most recently, through various analysis and forecasting projects to set goals for the coming year and to aid in the adjustment of the Campaign timeline.

Worcester, Massachusetts

Promoted to take on management of a very talented team in gift management, bio data management, financial reporting and budget development. Immediately focused on knowledge transfer and the elevation of the full Advancement Services & IT Services team. • Completed phase 1 of the implementation of Salesforce (the movement of Gift Officer and Prospect Management functionality off of Banner and onto Salesforce); Phase 1 included division-wide training and intensified training for gift officers, a suite of reports and dashboards to support portfolio management and the launch of a brand new gift officer metrics dashboard, fully transparent and developed with Gift Officer input.• Embraced change management through the appointment of a frontline support specialist, the development of user-friendly guides, frequent and varied training offerings, and a wide-open door to anyone concerns.

Worcester, Ma

Hired to manage a newly combined technology and research department of four; Primary focus on process improvement, customer service, and proactive research; Tasked with identifying a new CRM solution for Advancement and preparing the organization for change. • Created the University Advancement SharePoint intranet site to centralize collaboration and communications; Led to the redefinition and automation of several processes across the division, including Proposal Development.• Designed in Banner a complete prospect management system to support the need for both individual and department metrics as well as the need for a proposal pipeline to predict future revenue.• Launched a prospect management and strategy development assistance program that paired Researchers with Major Gift Officers to provide one-on-one portfolio management and research support.

Recruited by Children’s Hospital to Manage the Department of Information Management (database management,programming, training, financial reporting, and data analytics and modeling).• Created a Web-based user-friendly portfolio management tool for the fundraisers.• Managed deployment of Blackbaud’s Business Intelligence solution and Microsoft’s Reporting Services to increase access to data for decision making across the Trust.• Led data quality initiative and instituted the Data Integrity Issues Group to improve communication from all groupson data quality issues; Instituted the Data Standards Committee to finalize policies.• Managed the creation and roll-out of a complete intranet solution on SharePoint to meet the organization’s need for collaboration and access to centralized policies and agreements.

Cambridge, Massachusetts, United States

Managed five-person Department of Information Management Systems (programming, training, database management and data analytics\statistical analysis) within Resource Development. Served as project manager for long-term, multi-resourced IT projects.• Decreased gift processing time and entry errors by automating manual processes (receipting, automatic batch creation for EFTs and payroll, data integrity checks via e-mail and in the ledger).• Improved IT project results through the implementation of a project request process and tracking system for long-term, multi-resourced IT projects.• Served as a liaison between the statistician and the Research team, demonstrating the positive impact of using analytics to guide decision-making, ultimately changing perceptions and usage.

Waltham, Massachusetts, United States

Led department of nine, including gift processing, bio entry, programming and prospect research.• Elevated the status of Advancement Services amongst its peers through division-wide information sharing and training; served as a champion for the team.• Executive lead on the implementation of the Harris On-Line Alumni Community.• Designed and implemented improvements to both Donor Relations Acknowledgement and Scholarship reporting processes, saving time and reducing errors.

Waltham, Massachusetts, United States

Managed all operations for the Research Department, including an Assistant Director and two student research assistants during $100M capital campaign. Created a prospect management system re-design, a Web-based contact report and Interactive Research Department Web site to support Campaign activity.

Created a new research request process, including Web site development and training; trained development assistants to complete preliminary research to speed up the research process.

Developed a familiarization with all aspects of the fundraising process.

Candidate For Mba, Organizational Leadership, Information Technology Management, Digital Transformation, Data Analytics

Certificate, Project Management

Candidate For Mba, It

Certificate, Legal Assistant/Paralegal

Bachelor Of Arts (Ba), Political Science And Government