- Was the department lead of an annual project to produce a full retrospective of Aledade’s sales and marketing efforts; a sub-set of which would be published for the board’s quarterly review-A year in I shifted from Strategy & Planning to establish a Growth Reporting & Analytics team, which grew into 5 directs over two years. The increased capacity allowed me to have reporting oversight for most of the sales and marketing needs, including, but not limited to, market analysis, segmentation, inside sales outreach, marketing channel performance, and sales pipeline performance.- Coordinated with our Business Intelligence team on a bi-weekly basis to create a series of dashboards to help the department track its most visible leading and direct KPIs.- Collaborated with the AI/ML team to develop a scoring model to help prioritize prospect outreach

- Developed a market analysis tool that compared Aledade’s performance against its competitors, which was later leveraged into deeper sub-segments, targeted marketing campaigns, and sales materials- Received the Evidence Award at the annual All-Staff conference, given to one person per year who exemplified implementing evidence-based techniques to further the company’s objectives.

- Reported on an opportunity to migrate current members to another product that would be more beneficial to the member and provide the business with several billion dollars in gross revenue- Multi-year track history of discovering anomalies and working with other departments to fix it- Made a series of changes for a year-round campaign that improved data piping and segmentation, which produced hundreds of additional sales opportunities per year- Discovered and notified IT that 70%-80% of leads within an online portal were not assigned to a sales associate, leaving thousands of sales opportunities unworked - Worked with multiple departments to launch a capital-intense digital campaign to ensure data integrity and consistent metrics across the sales funnel, producing 1,000 sales last year

- Created a data foundation that captured all marketing efforts, which allowed essential automation improvements as the budget tripled over three years.- Tracked events between CRM and vendor data to find optimum density and promo frequency- Developed methodology to identify quality issues that enhanced reporting and forecasting accuracy

- Within first ten days automated complex monthly report in Excel with embedded sumifs, countifs, and frequency formulas, which improved data gathering process from days to one hour- Calculated participation rates more accurately across campaigns in Crystal Reports by using multi-level groups, selection filters, running totals, and formulas - Tracked major donor solicitations and stewardship actions through solicitor proposal pipeline- Sliced alumni giving trends by class year, fiscal year, and years from graduation

- Tailored dashboards for Director of Membership that tracked recent upgrades, downgrades, lapses and large one-time donations for mid-level members- Produced internal reports that measured retention rates based on geography and member loyalty- Customized report that gave year-to-year comparison for membership gifts for each month- Used pivot table function in Raiser’s Edge to break down member cash flow by quarter

Dr. Daniel Lin, Microeconomics - General Section, Spring 2013Dr. Walter Park, Microeconomics - Honors Section, Fall 2012

- Assisted resident scholar Claude Barfield.- Gathered information in trade databases such as UNComtrade and the World Bank’s DataBank in order to graph results while using pivot tables and vlookup in Excel- Authored separate papers on foreign trade policies and partners for Australia and New Zealand- Drafted short descriptions on created graphs and miscellaneous trade specifics not illustrated- Collected academic and newspaper articles on trade topics in Asia and the Pacific

- Managed project that merged two databases consisting of over 200,000 constituents and 1,000,000 transactions - Reconfigured and standardized data, which eliminated need to outsource any data management - Implemented new system to import donations from vendor and to export data for direct mail- Appointed as internal member of team that launched redesigned website

- Created weekly, monthly, and on-demand reports on giving history and prospect coding - Produced a system of rules and procedures to standardize data processing- Provided data supervision for special event seating and silent auction

- Member of team awarded Direct Marketing Association’s Nonprofit Organization of the Year- Updated monthly journal in Excel on major web metrics and trends on Omniture SiteCatalyst- Imported up to 1,500 gifts per day into database and assisted on direct mail appeal reports

- Updated client databases and improved business structure to promote more efficient practices- Produced presentations, spreadsheets, and other promotional materials for investment reports- Tracked sales opportunities from three software programs