Account Manager
CurrentAltrata includes BoardEx, Boardroom Insiders, RelSci, WealthEngine, and Wealth-X
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Heather Shields is listed as Account Manager at Altrata, based in Spartanburg, South Carolina, United States. AeroLeads shows a matched LinkedIn profile for Heather Shields.
Heather Shields previously worked as Renewal Specialist at Wealthengine and Server at Outback Steakhouse. Heather Shields holds Bachelor Of Science - Bs, Business Administration from College Of Charleston.
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Every day I connect with nonprofit organizations that are struggling to leverage their donor relationships. Organizations that don't know where to look for their next best prospect. With 5+ years in the space, I've come to realize that development teams are under-resourced and under-staffed, leaving their team members wearing multiple hats. They struggle with simply finding the time for donor engagement, let alone how to use that time when they have it. Effectively fundraising may seem like a monumental effort at times, but it doesn't have to be!At Altrata, we offer intelligence with impact by providing the insights that nonprofits need on the people they need to know. We empower organizations of all sizes to exceed their goals by leveraging innovative solutions and data-driven insights. I work specifically with our small-medium nonprofit clients utilizing our RelSci, WealthEngine, and Wealth-X platforms. This is where we pride ourselves on wealth intelligence, prospect research, and helping our clients reach the people who matter most to their success. Helping my clients reach and exceed their goals is what truly motivates me, and I find great satisfaction in helping them unlock their full potential. Seeing these organizations thrive and make a positive impact on the causes they support is so incredibly rewarding.
Listed skills include Customer Service, Organizational Structure, Microsoft Office, Leadership, and 7 others.
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Spartanburg, South Carolina, United States
Altrata includes BoardEx, Boardroom Insiders, RelSci, WealthEngine, and Wealth-X
Charleston, South Carolina, United States
WealthEngine was acquired and is now one of five brands under Altrata
Charleston, South Carolina Area
• Worked efficiently in a fast-paced environment• Delivered exceptional, friendly, and prompt service to each guest• Collaborated with team to ensure customer needs were met and restaurant standards were maintained
Spartanburg, Sc
• Answered telephone, took messages, and routed callers appropriately • Maintained a heavy presence on the sales floor in order to address customer needs• Implemented new organizational techniques and filing system to aid in inventory control
Spartanburg, Sc
• Coordinated with vendors for order placement• Delivered superior service to maximize customer satisfaction• Responded effectively to complaints by problem-solving and creating alternative solutions
Activities and Societies: Sigma Delta Tau Sorority
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Heather Shields works for Altrata.
Heather Shields is listed as Account Manager at Altrata.
Heather Shields is based in Spartanburg, South Carolina, United States while working with Altrata.
Heather Shields has worked for Altrata, Wealthengine, Outback Steakhouse, The Great Escape, and Del Taco Restaurants Inc..
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Heather Shields holds Bachelor Of Science - Bs, Business Administration from College Of Charleston.
Heather Shields is listed with skills including Customer Service, Organizational Structure, Microsoft Office, Leadership, Time Management, Inventory Management, Teamwork, and Event Planning.
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