• Manage a small portfolio of NationBuilder’s highest-value and strategically important Enterprise customers, ensuring alignment between product usage and customers, consultants, and other stakeholders• Manage NationBuilder’s product training program, oversee 9 certified product trainers, and deliver product training to newly hired staff • Developed system for tracking real-time Enterprise MRR for company reporting and determining Account Management team’s variable compensation• Maintain Enterprise customer success database and continuously reconcile contract data with our Sales’ team’s CRM• Developed process to associate impacted MRR with Enterprise customer product feedback submissions for use in feedback loop with Product team

• Managed relationships with some of NationBuilder’s highest-value customers and collaborate with Sales team to drive renewals and expansions• Developed first dynamic Enterprise customer success database in Coda for Account Management team to serve as a centralized, holistic, and actionable repository of all customer data• Created a digital resource library of Account Manager-generated technical and strategic workflow documentation in Coda to facilitate knowledge sharing within the team• Facilitated onboarding of new Enterprise Account Managers and created programming for their first 90 days at the company to set them up for success in their roles

• Manage relationships with Enterprise-level customers across several sectors, including political campaigns and nonprofits, by providing them with coaching and day-to-day technical support using our SaaS product• Drive customer success by identifying their desired outcomes, putting together technical workflows, and developing tailored strategic programming to track and achieve their core success metrics using our platform• Educate customers on best practices for using NationBuilder, coordinate their technical implementation, and monitor their data management and workflows to facilitate successful product adoption• Manage contract renewal and upsell processes and proactively identify churn risks to boost retention• Deliver product trainings to new customers both virtually and in person• Coordinate onboarding process for new hires and serve as a senior-level mentor to new members of the team

• Managed financial operations of political action committee accounts, including budget analysis, processing expenditures and contributions, bank reconciliation, and payroll for clients with budgets up to $5,000,000• Maintained reporting database tracking client financial data to prepare and file campaign financial disclosure reports in compliance with election law and deadlines in several jurisdictions• Produced monthly financial reports for client review as well as quarterly reports analyzing client activity to verify legality of contributions made and received and to assess filing statuses and jurisdictions• Customized services for individual client needs and resolved high volume of client requests and issues timely• Assisted attorneys and other supervisors as needed, including data entry and audit preparation

• Contribute contract analysis and legal support for Commercial, Managed Medi-Cal, and Managed Medicare health insurance reimbursement claims for a law firm representing over 80 major California health care providers • Managed appeals process involving payer contract breaches and reimbursement disputes for a caseload of 600+ claims resulting in over $1,100,000 in pre-litigation settlements for providers• Identified contractual terms, conditions, and trends harmful to the interests of clients and compiled reports to make recommendations to clients in the contract negotiation process• Independently developed and maintained a company-wide database summarizing clauses critical to pre-litigation dispute resolution

• Conducted policy research for parliamentary issues, committee topics, and MSP’s annual report• Authored motions, press releases, and policy briefs and publicly supported motions on MSP’s behalf • Resolved a variety of casework matters by serving as a liaison between individual constituents and appropriate agencies in the Scottish Government • Attended meetings and constituent consultations and took detailed notes for MSP’s reference and records • Campaigned for national Independence Referendum by canvassing, cold calling, and staffing polling places• Managed MSP’s email and social media accounts and booked appointments in his official schedule• Advised constituents on parliamentary inquiries and services by phone, email, and in person

• Individually counseled diverse student populations in their career and professional pursuits• Created and presented workshops on Career Center services, choosing a major, and job search strategies• Collaborated with marketing team to create informative student career guides and managed the organization’s website restructuring project to optimize user accessibility and streamline service delivery• Supervised the Peer Adviser team and created and implemented a comprehensive staff training program• Processed confidential student payroll forms and documents in compliance with federal and state policies• Managed fast-paced reception desk operations and answered questions from students, families, and staff

• Wrote memos on congressional hearings, conference calls, and events relevant to policy interests of clients• Conducted research and wrote reports for nationwide and state-based advocacy campaigns on topics including low-income educational outreach, digital learning, and state school accountability reports• Updated contact lists of clients and key Capitol Hill staff members in all 535 congressional offices• Initiated oversight of administrative tasks including preparation of materials for client meetings updating contact lists of key staff and political figures in the field• Created a comprehensive Intern Guide to assist the on-boarding of future interns