Marilyn Morales Email and Phone Number

Manage LINC and Young Leaders affinity groups, engaging young professionals (45 and under) to generate over $2.5 million annually.Development:• Designed and implemented holistic strategies to bolster organizational profiles, fundraising endeavors, and development objectives, achieving heightened visibility and securing up to $7 million in funding.Research:• In 2021, researched methods to streamline inter-departmental workflows for supervised projects. In 2022, successfully introduced project management processes using Microsoft Teams and conducted training sessions. This initiative led to widespread implementation across organizational operations, events, and marketing departments.Data:• Develop deep familiarity with 3 different databases and support continuous efforts to improve data accuracy, quality, and controls.Project Management:• Serve as project manager for various multi-faceted strategic and affinity group-related projects.• Provide regular project status reports about campaign, events, and membership.• Determine, analyze, and formulate analysis of workflows, processes and data in regard to current practices, donor needs, and potential improvements.• Ensure project documentation (agendas, minutes, project plans, presentations, etc.) is complete, timely, accurate, and in accordance with standards and policies.DEIB:• Championed Diversity, Inclusion, Equity, and Belonging initiatives by establishing leadership councils and committees comprising community representatives.• Spearheaded efforts in the local Latiné and LGBTQIA+ philanthropic sectors as a member of the internal Diverse Markets Committee.• Elevated BIPOC perspectives to develop inclusive employer brand narratives, resulting in a 6% increase in brand awareness.

Primarily managed LINC, an affinity group with young professionals ages 30 and under. This role was performed during the height of the pandemic and I transitioned to work from home. Donor Relations:• Maintain relationships with donors and prospects ages 30 and under.• Developed stewardship plans.• Strategized new ways to increase outreach.Customer Success:• Own the e-pledge customer service inbox. Answered and fielded up to 10 inquiries daily and 20+ inquiries during high volume moments. • Create templates and processes to streamline output and make sure that donors received prompt support.• Pay attention to trends in customer issues, report them in detail to backend team, and follow up to make sure issue is resolved. Virtual/Remote:• Transitioned all staple events to a virtual space to continue donor engagement during unprecedented times.

* Promoted to Operations Manager and maintained Executive and Finance Assistant duties. Office Management:• Oversee daily operations including IT, phones, offices, storage, etc.• Establish and enforce policies and procedures with all employees.• Maintain office efficiency by planning and implementing office systems.• Manage building and grounds maintenance, repairs, and cleanliness including liaising with facility landlord, cleaning staff, and contractors.Finance:• Manage invoices and workflow process for purchases.• Support data entry and tracking of revenue.• Process invoices and staff expense reports for approval and payment.• Monitor Paypal, ActBlue, and Piryx payments.• Manage timely and correct processing of donor pledge reminders and invoices.• Print and distribute invoices and checks generated by accountant.Website Coordination:• Website administration, including HTML for the Northeast Water Purification Plant’s website. www.greaterwaterhouston.com ; Maintaining consistent updates of construction progress for affected areas and public meeting information. Graphic Design: • Create visual content such as digital invites for email blasts, and printed materials ranging from doorhangers, posters, and flyers for multiple campaigns and organizations. Portfolio available upon request.Event Coordination: • Work fundraising receptions for clients up to three times a week with travel. • In charge of the assembly and creation of event supplies for all scheduled fundraisers.• Collect RSVP’s and contribution pledges via phone and email while keeping lists clean for nametag creation.• Ensure neat and professional staging and event setup.Campaign work:• Translated, transcribed, and reviewed Spanish ads for the 2019 Mayor Turner campaign.

Administration:• Perform daily administrative tasks for the office.• Manage the intern’s daily tasks; I coordinate with each colleague what is needed to be done for the day and streamline the intern’s completion of every task. Executive Support:• Manage CEO calendar and meetings• Manage CEO correspondence and meeting follow-up• Coordinate conference calls• Participate in board and committee meetings to maintain minutes, document decisions and track follow-up.• Other support as needed, including managing CEO event preparations and RSVPs.Donor Relations/Fundraising:• Maintain multiple campaign databases on NGP which involve detailed data entry for contributions received and donor information for seamless FEC reporting periods, mail merge lists for thank you letters, and up to date call time lists for candidates resulting in higher fundraising numbers; ensuring cross platform consistency and updates Client Interface:• Manage the thank you letter cycle for all campaigns and organizations; thank you letter creation, corresponding with the candidate to sign the letters, and delivery within 7 days. Industry standard is 30 days.

• First point of contact for members, students, and guests via phone and the front office.• Field questions and concerns from clients and guests, providing solutions by identifying and directing them to their correct destination within the organization.• Oversee and maintain the student records in our systems, assuring the authenticity of provided documentation to prevent fraudulent hiring and alerting the accreditation department of any suspect activity. As well as editing, voiding, and verifying records at the appropriate request of our members. • Provide front end support on the IADC website, updating and maintaining data to assure that any interested parties that view our site are provided the most accurate up to date information.

• Traveled to various conventions located in Texas for the New York based company.• In charge of leading booth set up and keeping the team on track of our tight completion schedule.• Heavy focus on selling all stock to meet sales goal and avoid high costs when shipping leftover product back to the warehouse. • Coordinated with convention staff to confirm large pallet arrivals and end of the event pallet shipments. • Managed staff ranging from two to five employees. Oversaw employee hours and calculated payroll according to the company’s pay rate for the event.

• Entered vendor invoices into FileMaker Pro.• Updated and maintained inventory database.• Labeled and organized new products immediately after arrival.• Administered updated inventory lists and product labels to staff.• Processed inventory information from FileMaker Pro to QuickBooks during a change in database.

• Performed general administrative tasks that include mailing, faxing, filing documents and communicating pertinent information to the staff.• Oversaw inquiries over the phone and directed calls to the correct departments. • Transcribed letters for the President of the company• Digitally formatted all physical documentation into the company database.