Data management has long been at the center of my career, so I know that data integrity is everything.I understand the importance of data quality and accuracy, especially in the non-profit sector. I’ve seen the profound effect these have on customer relations, meaningful reporting, and fundraising – including prospect research and acquisition. In my experience, setting data entry standards and procedures are key to collecting current and relevant data. They also simplify the process of quantifying and interpreting data, and make it easier to share information. I’ve found this to be true no matter what an organization does or the size of its database.Along my career path, I have seen the view from most corners of the philanthropic world – from international organizations to local non-profits, legacy institutions to new startups, grantmaking to consulting. I’ve collected data from public and government sources, private non-profits, mailing list services, and input thousands of records myself. The experience and knowledge I have gained from these helps me relate to the challenges found in each area and makes mea valuable asset.
Dwight R. Lueth Associates
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It ConsultantDwight R. Lueth Associates Jul 2023 - PresentWellesley, Massachusetts, United States• Providing data management and analysis for client projects• Advising on the development of a non-profit entity
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Alumni Records AssistantHarvard Business School Nov 2020 - Mar 2023Boston, Massachusetts, United StatesProvided 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 -
Alumni Technology AssistantHarvard Business School Oct 2017 - Nov 2020Boston, Massachusetts, United StatesProvided 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 -
Administrative AssistantBaystate Business Brokers Mar 2012 - Feb 2017Boston, Massachusetts, United StatesProvided 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 -
It ConsultantSweet Water Trust Jun 2010 - Jan 2013Boston, Massachusetts, United StatesProvided remote technical support after Boston office closure, including website maintenance and project work.
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Office ManagerSweet Water Trust Feb 2007 - Jun 2010Boston, Massachusetts, United StatesManaged 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
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Data Management SpecialistThe Nature Conservancy Jun 2010 - Dec 2010Boston, Massachusetts, United StatesGrant-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. -
Gis Department InternThe Nature Conservancy Dec 2009 - May 2010Boston, Massachusetts, United StatesInternship to assist on a regional geo mapping project. Received ArcGIS software training and studied the data needs of the project. -
It ConsultantDwight R. Lueth Associates Jun 2006 - May 2010Wellesley, Massachusetts, United StatesProvided ongoing technical support after Wellesley office closure, including website maintenance, backup systems, and project work.
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Office Manager & Director Of ItDwight R. Lueth Associates Jun 2001 - Jun 2006Wellesley, Massachusetts, United StatesManaged 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
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Database SpecialistMassachusetts Horticultural Society Dec 1998 - Jun 2001Boston, Massachusetts, United StatesProvided 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 -
Membership And Event CoordinatorThe Friday Forum 1992 - 2000Boston, Massachusetts, United StatesManaged 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.
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Director Of Information SystemsDwight R. Lueth Associates Nov 1994 - Dec 1998Boston, Massachusetts, United States
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Database AdministratorDwight R. Lueth Associates Nov 1991 - Oct 1994Boston, Massachusetts, United StatesCreated 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.
Frequently Asked Questions about Kathleen Smith
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Kathleen Smith works for Dwight R. Lueth Associates
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Kathleen Smith's current role is Specializing in data management with a focus on data quality and integrity in the non-profit sector..
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