Our clients range from small, early-stage nonprofits to large, federated organizations. We fill a gap that exists in many organizations throughout the nonprofit sector: decoding the nexus of Fundraising, Finance, Relationship Management, and Revenue Reporting to achieve organizational success, employee engagement, and effectiveness.We provide solutions for Development & Finance Operations, including: Donor Cycle StrategyKPIs, Metric Tracking, and ForecastingOnboarding, Training, & Technical DocumentationData Strategy, Change Management, & Implementation for large scale salesforce migrationsOngoing Salesforce AdministrationSalesforce Roadmap Development

In addition to Salesforce administration, this expanded role includes cross-departmental project management, system coordination, and technology road mapping.

System oversight for organization-wide Salesforce database; including process implementation, fundraising and programmatic data management, training, and documentation. Salesforce Administrator; 55 NPSP Lightning Users and 50 Salesforce Communities Userso User creation, Profile and Permission Set Managemento Duplicate Management, Data Hygiene, and Data Governanceo Leverage Flow and Process Builder to automate daily workflow needs Launched NPSP Gift Entry Tool to improve monthly financial reconciliation tasks in Salesforce; Built revenue trackingDashboards for online payments and revenue reporting Migrated existing data in Salesforce NPSP instance from One-to-One Account Model to Household Account Model Project and change management oversight for migration from Classic to Lightning interface on Salesforce NPSP Roadmap creation and execution for portfolio and pipeline management; launched the Salesforce Forecasting Tool andimplemented business process for fundraising oversight in Salesforce With heavy cross departmental coordination and facilitation, streamlined the financial tracking and revenue reportingprocesses, migrating to Salesforce as the source of truth for fundraising reports and KPIs Developed, and launched Salesforce Knowledge, an internal database of instructional articles providing End Userswith consistent processes & instructions

• Change management, user acceptance testing, & implementation training for IRC Europe Salesforce implementation of Nonprofit Success Pack on the Lightning platform• Partner with fundraising, marketing, and advocacy colleagues to assess and satisfy process development and documentation needs• Institute automated processes for universal workflows; including institution of Salesforce web-to-case functionality for new User requests and automated workflows to track compliance training completion • Liaison between Data & Analytics team and Salesforce Super Users to facilitate cross-departmental communication; identify consistencies across business processes and institute feedback channels to provide proactive, responsive End User support• Partner with Salesforce administrator to identify usage trends among End Users to inform program offerings and documentation needs• Knowledge management across the Data & Analytics team, including the launch of Salesforce Knowledge; an internal, searchable database of instructional Articles providing End Users with consistent processes & instructions• Cross department coordination and project management; including Annual Donor Listing data review and Salesforce Monthly Newsletter• Design curriculum for Salesforce.com onboarding and instruction• Use Camtasia video editing and production software to develop training content

• Design and Develop curriculum and documentation for end-user facing workflows and processes in ACLU 360°, a highly customized Salesforce.com environment, including: Portfolio management for fundraising staff, basic and advanced reporting for all database users• Collaborate with development staff for requirements gathering; liaise with database team to plan subsequent workflows and system enhancements, ensuring the successful support of national fundraising efforts in ACLU 360° at go-live • In support of change management efforts, develop and execute a series of webinars and live demos open to all colleagues illustrating basic functionality in ACLU 360°, which have been attended to date by nearly 200 ACLU colleagues• Project Manager for the implementation of Salesforce Knowledge, a native Salesforce knowledgebase tool offering a searchable library of articles and on-demand access to training content in the production environment• Developed scripts, visual presentations, and final recordings for a series of on-demand training videos to replace components of the in-person, full-access Donor Direct training series• Develop and execute Donor Direct training webinars to foster database skills in new and existing colleagues across the national and affiliate staffs• Manage end-to-end Donor Direct onboarding workflow, including approval of new users, user account set up, security management, and training management• Transitioned from manual attendance tracking and training rosters to Litmos, an online learning management system that streamlines onboarding and tracks Learner progress and compliance• Project Manager for the integration of Litmos into the ACLU 360° training environment, providing a single point of access for training content and practice activities that mirrors the production environment and allows for a smooth transition to the live system when training is complete

• Served as Project Manager and liaison to the database team for the 2015 Donor Listing project; including oversight and execution of deliverables timeline, communication to all national and affiliate stakeholders, data hygiene, and production. Related responsibilities included:o Deconstructed complex datasets, translated their content and parameters to facilitate manual data review by development units, both national and affiliate, throughout the Donor Listing projecto Conducted regular, one-on-one check ins with national development unit representatives to answer questions, discuss next steps, and verify data accuracy for the Donor Listing projecto Facilitated post-mortem and process evaluation sessions with internal teams involved in the Donor Listing project focused on identifying efficiencies and creating peer learning opportunitieso Created extensive documentation of the 2015 Donor Listing project to allow for smooth transition of project management responsibilities• Directed an overhaul of the Donor Listing process in partnership with the database team and national development staff:o Designed and deployed a new data review process, moving from a duplicative, paper-based process to real-time database updates reflecting listing levels and recognition salutations for donorso This work directly resulted in a smooth, more efficient Donor Listing process in 2016• Acted as Tier 2 Help Desk support during a staffing deficit, regularly resolving tickets pertaining to: gift processing; access and permissions within the database; creating source, donor preference, and flag codes; and answering general questions about Donor Direct and its functionality• Assumed the role of liaison to the Tier 1 Blackbaud Help Desk Team, facilitating weekly meetings to assess outstanding tickets, set priorities for tickets assigned to database programmers, and communicate needs from the ACLU National Database team

• Account management, contract negotiation, and relationship management• Annual fundraising campaign management and execution• Administrative auditing, operational process development, training, and documentation• Selected projects include:o Managed annual fundraising activities for Pennsylvania Immigration and Citizenship Coalition, a small organization advocating for immigrant, migrant, and refugee rights. Exceeded campaign goal by 10% and created boilerplate documentation for the process to ensure successful future campaigns and fundraising events.o Cultivated and stewarded a portfolio of 50 current and prospective funders for DataArts, a nonprofit data collection platform serving the arts and cultural sector. Initiated outreach to 25 new leads, closed 20 service renewal contracts, and brought in 5 new contracts, resulting in $50,000 of new earned revenue.

• Direct the development and delivery of educational content for the arts and cultural sector to facilitate participation in the Cultural Data Project• Manage a team of 4 full-time staff, 3 of which travel nationally, to deliver orientation sessions and data fluency workshops for arts managers and grantmakers in the arts• Manage a team of consultants and researchers on the development of a data fluency curriculum designed to improve business intelligence skills for the nonprofit arts and cultural sector• Partner with internal and external stakeholders on the development and pricing of new products• Contribute to an internal software development team, overseeing the creation of educational content for new data collection software• Plan and track a $1M budget for the Cultural Data Project’s education department

• Manage accounts for over 50 public and private grantmakers, encompassing stewardship of funding relationships, service delivery, and management of a $2M portfolio • Support and sustain project growth through regular stakeholder communication and collaboration, including data presentation and analysis for grantmaking, dashboard building, and custom reporting.• Develop and provide one on one data analysis sessions with participating grantmakers, including instruction on assessing financial health of applicants and finding a story in quantitative data to support grant narratives• Plan content for and deliver orientations sessions on data tracking and data-driven decision making for non-profit arts managers• Serve as salesforce liaison; custom report building and dashboard creation to facilitate internal trend tracking and performance analytics for a team of 7 state-based associates• Manage all state-based operations of the Arizona and California Cultural Data Project (CDP), including prospecting, partner and client outreach, service delivery, and budget oversight. • Build and execute an in-depth financial literacy training series for internal colleagues in collaboration with Senior Financial Specialist

• Corporate account management, corporate sponsorship fulfillment, and collaboration on new funding strategies as a member of the executive development team • Salesforce.com implementation internal project manager, inclusive of business process review and extensive database customization to support the Council’s prospecting, fundraising activities, events, and campaigns. Salesforce administrator post implementation.• Write and collaborate on corporate, foundation, and government grant proposals and reports; accounting for 80% of the Council’s $1.2M in revenue• Coordinate, plan and execute the Council’s annual giving campaign including personalized outreach to 1,000 corporate volunteers, tracking and acknowledgement of over $10,000 in individual giving• Liason for Council special initiatives, including a three-year art exhibition installation with the Perelman Center for Advanced Medicine and a two-year Corporate Creativity series in partnership with global professional services company Towers Watson

• Streamlined and managed all administrative processes, with specific improvements to the financial processing system and internal communication structure• Worked as the development staff associate, managing grant processing, proposal compilation, gift processing, and acknowledgement• Staff liason to the 32-member Board of Directors, encompassing all Board communication, Board meeting logistics, and prepartion of Board meeting minutes• Worked directly with the SVP, External Affairs on volunteer recruitment and email marketing campaigns. Production manager of Week Three, the Council’s monthly e-newsletter

• Worked with the newly appointed Artistic Director to rebuild staff structure, reinvigorate public relations and manage all planned fundraising efforts• Key staff liaison to the Board of Directors and staff representative to the Board’s Development Committee• Event planning and coordination, including donor engagement, prospect cultivation, opening night events, talk-back series, and press events• Manage all logisitics for the theatre’s largest annual fundraiser; managed stewardship to event sponsors and acted as main point of contact for registration and all day-of event needs