Kathleen Smith Email & Phone Number

Wellesley, Massachusetts, United States

• Providing data management and analysis for client projects• Advising on the development of a non-profit entity

Boston, Massachusetts, United States

Provided technical support and training to end-users of alumni information systems platforms, researched and resolved data integrity issues, maintained biographic information, and processed returned mail. • Corrected long-standing data integrity issues by reviewing quality control reports, investigating recurring errors, and communicating with other departments to finally resolve them • Processed over 5,000 returned bulk mail pieces and compiled department's first set of statistical… Show more Provided technical support and training to end-users of alumni information systems platforms, researched and resolved data integrity issues, maintained biographic information, and processed returned mail. • Corrected long-standing data integrity issues by reviewing quality control reports, investigating recurring errors, and communicating with other departments to finally resolve them • Processed over 5,000 returned bulk mail pieces and compiled department's first set of statistical data on returned mail and proactive alumni emailing • Achieved 45% alumni response rate on biographical inquiries, 30% on returned mail notifications, resulting in management encouraging team to use more personal contacts to verify data conflicts • Provided Alumni Portal users with front-line technical support by managing points-of-contact and addressing problems with account access, logins, and deceased notifications • Maintained records in the Advance customer relationship management database through processed updates, data clean-up and acquisition projects, and responding to inquiries from other departments • Improved platforms by identifying problems and proposing changes, contributed to support documentation and knowledge base • Training -- Ellucian Advance CRM Show less

Boston, Massachusetts, United States

Provided technical support and training to end users of an alumni engagement platform, developed a custom user training program, and assisted in transitioning support responsibility to an external vendor. • Assisted a global network of 100+ alumni clubs and affiliations upon request; provided regular support to over 25 of them using the Encompass customer relationship management platform to manage events, memberships, communications, and donations • Reorganized the platform onboarding… Show more Provided technical support and training to end users of an alumni engagement platform, developed a custom user training program, and assisted in transitioning support responsibility to an external vendor. • Assisted a global network of 100+ alumni clubs and affiliations upon request; provided regular support to over 25 of them using the Encompass customer relationship management platform to manage events, memberships, communications, and donations • Reorganized the platform onboarding process and designed a series of user-friendly tutorials to supplement the existing more technical library of FAQs • Helped to develop a customer service model and transfer documentation to a third-party vendor to improve the club support experience • Maintained the platform by performing regular system maintenance, identifying issues and proposing changes, updating user access information, and contributing to documentation and knowledge base • Supported team by tracking projects and deadlines, and publishing website content updates • Training -- iModules (Anthology) Encompass CRM Show less

Boston, Massachusetts, United States

Provided administrative support to 4 business brokers and served as front-line contact for buyers and sellers. Maintained the CRM database and responded to all buyer inquiries. Advertised listings by posting on company website, industry sites, social media outlets, sending mass emails, and using mailing lists. Assisted brokers by tracking seller leads, producing presentation materials, and compiling financial summaries. Created a historical catalog of businesses sold by broker and year… Show more Provided administrative support to 4 business brokers and served as front-line contact for buyers and sellers. Maintained the CRM database and responded to all buyer inquiries. Advertised listings by posting on company website, industry sites, social media outlets, sending mass emails, and using mailing lists. Assisted brokers by tracking seller leads, producing presentation materials, and compiling financial summaries. Created a historical catalog of businesses sold by broker and year. Coordinated 2017 office relocation and trained incoming admin. Show less

Boston, Massachusetts, United States

Provided remote technical support after Boston office closure, including website maintenance and project work.

Boston, Massachusetts, United States

Managed the office of a wildland conservation trust. Supported the Executive Director, 3 field staff members,and supervised a summer intern. Initiated several projects meant to chronicle the organization’s giving history. Redesigned the website to highlight significant protected properties, list projects funded by state, and show a record of grants awarded each year. Developed a tracking system for annual and multi-year grants, and established a documents catalog of property and easements… Show more Managed the office of a wildland conservation trust. Supported the Executive Director, 3 field staff members,and supervised a summer intern. Initiated several projects meant to chronicle the organization’s giving history. Redesigned the website to highlight significant protected properties, list projects funded by state, and show a record of grants awarded each year. Developed a tracking system for annual and multi-year grants, and established a documents catalog of property and easements held by the Trust. Provided IT support, assistedwith grant application submission, and worked with accountant on budget and payroll issues. Also facilitatedthe 2010 office relocation. Show less

Boston, Massachusetts, United States

Grant-funded position to assist on a project mapping conservation lands in the Eastern US. Communicated with staff in 18 states regarding private and publicly sourced data collection. Worked with regional office staff to prepare info for geo mapping. Addressed data quality issues and set data entry standards. Successfully merged records into reorganized database, generated statistics, and established protocols for future project updates.

Boston, Massachusetts, United States

Internship to assist on a regional geo mapping project. Received ArcGIS software training and studied the data needs of the project.

Wellesley, Massachusetts, United States

Provided ongoing technical support after Wellesley office closure, including website maintenance, backup systems, and project work.

Wellesley, Massachusetts, United States

Managed office and assisted fundraising consultant, built and maintained custom databases, provided client support, arranged business events, and supported additional business ventures.• Created custom database solutions, handled data transfers, provided client technical support and training• Developed and maintained computer network, created databases for office administration, designed and built first company website• Designed and produced materials for capital campaign management… Show more Managed office and assisted fundraising consultant, built and maintained custom databases, provided client support, arranged business events, and supported additional business ventures.• Created custom database solutions, handled data transfers, provided client technical support and training• Developed and maintained computer network, created databases for office administration, designed and built first company website• Designed and produced materials for capital campaign management and large direct mail solicitations• Managed general office operations, calendars, vendors and contracts, facilitated 2 office relocations• Special Projects from additional business ventures included:• Managed small membership organization for fund-raising professionals, arranged quarterly luncheons• Organized seminars for non-profit development professionals• Managed residential property renovation project Show less

Boston, Massachusetts, United States

Provided software support to multiple departments and acted as an internal resource for staff. Standardized data entry procedures and designed database templates, resulting in more efficient data management and increased information sharing across the organization. Processed donations and generated campaign reports used to audit Development and Finance records. Being known for my accuracy, this information became the primary source for resolving discrepancies between department records. Took… Show more Provided software support to multiple departments and acted as an internal resource for staff. Standardized data entry procedures and designed database templates, resulting in more efficient data management and increased information sharing across the organization. Processed donations and generated campaign reports used to audit Development and Finance records. Being known for my accuracy, this information became the primary source for resolving discrepancies between department records. Took the initiative in organizing the production schedule and all printed components for the New England Spring Flower Show Preview Party. Also managed ticketing and payment records for the 600+ attendees of the organization’s largest annual fundraiser. Show less

Boston, Massachusetts, United States

Managed activities for a local organization of fundraising professionals. Arranged details of quarterly luncheons and annual meetings, including venues and catering. Handled registrations, payments, and reception for 50-120 guests per event. Processed memberships and provided customer service for 150+ members. Developed custom database and maintained mailing list. Designed and produced event materials, bulk mailings, and newsletters.

Boston, Massachusetts, United States

Boston, Massachusetts, United States

Created and maintained a central donor database. Designed custom campaign databases for clients. Responsible for transferring information between files while preserving confidentiality. Consolidated existing data files and lists. Established data entry standards and documentation procedures. Produced reports, campaign related materials, and direct mail pieces. Advised on hardware/software purchases and developed a software library.