- Responsible for supporting sales activities primarily by taking meeting notes/tracking projects, assisting with building customized CRM instances (Primarily Zoho and HubSpot)- CRM administration (including list imports, list clean-ups, dashboard creations, and customizations)-Maintaining the company learning management system- Assisting with onboarding new clients and employees, and any other special projects/tasks, as assigned by the Operations Director

CRM Develop and provide training on core and advanced system functionality for end users, maintaining and furthering the knowledge level of staff around use of the database/CRM system Oversee setup and rollover of campaigns and annual campaign appeals such as direct mail and email Develop queries, selections, and reports to perform analysis to support enhanced fundraising, marketing, outreach, and financial reporting Ensure that data is accurately maintained—providing oversight and monitoring of data entry and updates—and easily accessible for colleagues Responsible for system-wide global changes, data clean up, upgrade, optimations, and regular system maintenance and upkeepDefine and assign user rights and privileges within CRM Works with management staff and system users to analyze complex requests for information, including attendance of MJF department staff meetings to provide support and opportunity to enter, use, and report on data within MJF and the Milwaukee Jewish community Systems Integration Research, develop, and deploy Office 365, Financial Edge, BlackBaud Integrated Systems Email and CRM, including internal structure for best practices of information flow and data storage/maintenance Work with department heads to lead the efforts in maximization of integrated systems functionality and individual users’ experience with each system Lead technical discussions with stakeholder/internal staff that drive decisions and implementation of integration strategies, protocols, best practices, and change management therein Educate employees around integrations, outlining opportunities for collaboration, the data storage policy, and best practices within each integrated system Coordinate compliance and system security reviews as necessary, including understanding of each individual role within the organization to build security, reliability, and scalability into the Office 365 and CRM user structures

• Managing a portfolio of 150-175 Annual Campaign solicitations.• Cultivate volunteer and donor relationships through volunteer management and donor relationship management.• Oversee programming, engagement, branding, and growth of MJF's Maimonides and Cardozo Societies.• With the assistance of the Events Manager, develop and organize campaign programs and events germane to donors to the Annual Campaign.• Coordinate efforts to engage new donors to the campaign.• Provide support with high-level CRM tasks, including queries, reports and questions by MJF staff members.• Develop and implement outreach and engagement activities in accordance with campaign plan.• Collaborate with other MJF departments to coordinate complimentary opportunities within the organization.

- Maintain accurate donor records in the database, enter data and provide reports as needed, including daily processing of donations. - Act as lead staff for the Maimonides and Cardozo affinity societies, assuring that all members are accurately represented in CRM, welcome and thank new members, identify potential members and seek engagement and event co-sponsorship opportunities. - Maintain cash collection/pledge redemption process that includes contact with delinquent donors and preparation of quarterly status reports. - Coordinate and execute quarterly statement runs. - Develop a small portfolio (at least 15-20) of assigned donors to solicit. - Assist YLD Director with programming and council meeting content. - Enter and edit contact information in CRM, including any interactions provided by Campaign staff. - Coordinate bi-weekly condolence letter process (both CRM updates and mailing letters on CEO and Board Chair’s behalf.) - Prepare and send emails and written correspondence on the department’s behalf. - Interaction with donors: including answering account questions, accepting pledges and payments, and general correspondence. - Run reports and queries as needed

The Milwaukee Jewish Federation aims to serve the needs of the Jewish community in our vibrant, growing metropolis. Here at the Federation my position resides in Campaign where we focus on raising dollars for the causes, agencies, day schools, and needs of the community. My skills have been employed to work collaboratively and oversee the implementation of a state of the art CRM system to keep track of all donor and community communications, interactions, pledges, payments, tributes, and up-to-date information. In addition to coming in and getting this system off the ground, my daily tasks are ensuring that pledges and gifts are acknowledged and reflected in our database; managing Affinities Societies; special events coordination; carrying out mailings; and working collaboratively with my fellow staff to smoothly keep track of our solicitations, interactions, and anything else that comes up throughout the campaign year.

Citizens for Richards was a competitive Attorney General's race in the 2014 Midterm Elections. Candidate Jon Richards put together a tough team to take on issues facing Wisconsin's citizens and needed the right team to put together a large and small dollar program to compete for the Democratic Nomination. My part in this campaign included:-Facilitating dials for dollars directly with the candidate-Traveling with the campaign to ensure continuous fundraising calls-Donor list management for e-mails, direct mail, and event invites-Overseeing event invites, RSVP's, and planning-Communicating with donors regarding pledges, payments, and all other campaign finance mattersIn all our small dollar campaign raised $345,000 through our methods that involved a chase program to bring in every pledge that was made tour campaign. Though the campaign was not successful, our small dollar program was not able to be replicated by any of our opponents due to our diligence and passion for our work.

Daily Living Skills encompass all regular, human functional skills from hygiene, to preparing meals and communicative skills that we take for granted. With the help and coordination of the family I worked with on a daily basis, I harnessed and developed skills for a young man with handicaps rendering him normally incapable of fending for himself and advocating his own needs and desires. Together, we developed extensive knowledge and practice of male role modeling in modern day society including an understanding and skill of sports, games and social skill sets that he could use in his every day routine.

In 2010 the Democratic Party of Wisconsin sought to coordinate all campaigns throughout the state. This included races for Governor, United States Senate, Congress, and the state legislature. My employment was to fulfill the coordinated effort's goals for the campus of UW-Stevens Point by organizing students to get out the vote efficiently. These efforts were carried out by recruiting and signing up student volunteers, hiring a paid canvass for GOTV, managing and entering data into MyCampaign in VoteBuilder, building and cutting turf with our field director, and reporting data nightly to our campaign supervisors. Stevens Point was the only campus that not only reached its goal for the student vote, but slightly exceeded those goals.

Representing 9,500 students at the university and their interests as supported by Wisconsin State Statute 36.09(5). Managed a budget, staff, and a governing body that decided issues regarding social life and fiscal matters of campus life in accord with segregated fees.