Envision and implement the evolution of newly adopted CRM, collaborating with Board members and volunteers to define and prioritize initiatives. Participate in cross-functional teams as Technology SME to ensure systems and processes are designed to support member engagement, increased CRM user satisfaction, and operations efficiencies. Provide technical support for additional systems including Box, Google Workspace, and website platform.

▪ Develop and coach a shared services team to leverage enterprise data systems, empowering insights, data-driven decisions, and elevated results across the entire organization▪ Lead large scale enterprise software migration to convert data and operations from five software solutions to a single vendor platform, on time and on budget▪ Innovate and adapt sales, financial, academic, and customer relationship processes to new enterprise software, driving simplification, improving customer experience, and increasing access to data▪ Conceive policies and procedures to advance data stewardship, resulting in improved data reliability and effective analytics▪ Forge strong cross-functional relationships, collaborating to drive transformational initiatives

▪ Translate operations, sales and advancement initiatives into data strategy and technical vision, continuously improving decision-making quality and accuracy▪ Synthesize current and historical fundraising, financial and enrollment data into actionable measures designed to increase constituent engagement and retention and/or lower costs▪ Analyze disparate data and provide insights to senior management, enhancing strategic decision-making▪ Formulate dashboards to clearly and consistently communicate KPIs, increasing awareness and improving communication across divisions▪ Provide data management and processing leadership, ensuring standardization of policies and procedures and optimal, consistent use of systems▪ Strategize, configure and implement Student Information System and Donor Management CRM including data definitions, best practices, reporting, integration with vendor solutions, global changes, imports, security rights▪ Assess, implement and maintain integration between Student Information System and Donor databases, improving quality, accessibility and reliability of data▪ Lead RFP process and deployment of CRM designed to increase sales conversions through segmentation, target marketing and automated lead nurturing▪ Configure and deploy online Annual Update, doubling on-time response rate and improving processes across units with form automation▪ Customize and implement web-based registration system, growing revenue from $750K in 2011 to $1.7M in 2018, improving data quality, user experiences and operational efficiencies

▪ Manage inventory, volunteer workforce, marketing and publicity for a fundraising program with sales in excess of $1M

▪ Lead team of programmers and end users in development of automated application system, resulting in improved data integrity, expanded sales opportunities and simplified user experience▪ Develop recommendations to improve company-wide communication and enhance product quality and delivery as a team member on a cross-functional Electronic Document Management Initiative▪ Streamline consumer complaint process and improve response time 30% by developing a workflow to log, report and respond to complaints▪ Identify opportunities for expense reductions through research of state statutes pertaining to agency compensation▪ Formulate Best Practice procedures and train Operations team, standardizing workflow and activity response

▪ Consistently achieve profit on $80 million product line through analysis and initiation of risk management, operations, pricing and sales strategies▪ Generate $800,000 gain to product line by pinpointing accounting errors▪ Investigate cases of misrepresentation and fraud, collaborating with internal teams to identify exposure and enact favorable outcomes