I manage data operations on the development team as well as client and resident reports, to provide information and insights to the staff and executive director, which in turn, helps our team operate efficiently and serve our clients effectively. I bring my experience in donor and data management spanning 10 years in the nonprofit arena, including the YWCA, a private school, and a health care organization, as well as 18 years in the corporate sector with a focus on IT process analysis, project and change management, and data-informed strategic planning.

I am person who gets things done and who thrives in a fast-paced environment where I can support an overbooked executive or team in managing projects and relationships.I’m comfortable with many software applications; love to organize events, travel and administrative projects. Available on-site or as a virtual assistant.I can help your non-profit team make the best of using Raiser's Edge.

Senior manager of the External Relations Division with overall responsibility for organizing and integrating all donor related information for the organization.Responsible for effectively leading the Donor & Information Services team to operate the business functions (billing, gift processing, acknowledgements, event registration, etc.) of the YWCA for optimum donor relations and strategic cultivation and solicitation activities.• Developed and market tested on-site event registration and auction tracking.• Upgraded and repositioned existing donor database, online donation and registration system.• Created a donor pledge schedule to maximize operation and record revenue more effectively.• Developed team to better manage on-site events, donor revenue reporting and accountability.

Primarily responsible for entering gifts, pledges, alumnae and donor information into data base. (Blackbaud The Raiser’s Edge). Prepare deposits and posting to the general ledger. Create and manage the donor acknowledgement and recognition process. Prepare monthly pledge billing and receipt mailings. Manage the recurring gift and pledge payment processes. Assist in the preparation of Advancement reports for presentation to the BOD/Advancement Committee. Generate letters to, memos for, and other correspondence with donors and other constituents. Proof read correspondence and other documents prepared by the President and Advancement Director as needed. Answer oral and written inquiries from donors, alumnae, staff, parents, and other constituents while providing excellent customer service. Assist in planning and implementing Advancement Office special events, meetings, and other activities. Assist in scheduling meetings and appointments for the Advancement Director. Order office supplies and request bids for services (such as printing and mailing).

Collaborate with the Executive Director of a not for profit blood services agency in the Rio Grande area. Provide an assessment of customer service and computer skills in four donor centers. Create and present an in-service training to staff and supervisors on the customer service assessment based on Donor Satisfaction Research. Design and deliver individualized computer training to improve skills of donor recruiting staff. Conduct and complete in-service for creation of a Standards of Performance for Donor Relations Specialist’s. Create automated database of Pheresis donors to support and meet donor recruitment goals. Conduct assessment and support Donor Collections staff to address continuous improvement opportunities. Collaborate as Project Manager in partnership with Creative Kids/OLO Gallery, installing art and Pheresis donor marketing materials at donor sites. Enhance décor in reception and canteen areas and improve the donor in-center experience. Coordinate and execute donor recognition events, staff meetings and in collaborate with the greater El Paso community in events that support the mission of the United Blood Services.

Created Rubicon Integrative Wellness. Worked as an independent contractor and wellness consultant. Collaborated with Human Resource Managers at Blackhawk Network (a subsidiary of Safeway Inc.) in Pleasanton, CA and Kaiser Permanente in Oakland, CA to offer on-site chair massage and holistic wellness coaching as an employee benefit. Offered therapeutic massage, customized exercise therapy and complimentary alternative medicine support, by appointment, in a Physical Therapy office, Tri-Valley Bodyworks, in Dublin, CA. Develop and maintain client information in conjunction with HIPPA requirements. Submit insurance claims for clients. Quick Books accounting. Create and distribute marketing services collateral. Converted 30% of on-site chair massage customers to support individual client massage

BUSINESS ANALYST - Information Systems Project install and system implementation manager for support team. Map data interface for inventory and fulfillment modules on software in a Citrix environment. Answer Help Desk calls and on-line support providing issues resolution. Dashboard reports on Salesforce.com. Align project customers, project sponsors, business analysts, customer relationship managers, and project team members in the planning and execution of large-scale CRM projects. Performed duties of lead project manager for install, maintenance, deployment of system upgrades, daily operations system support and issue resolution for company wide operations software. Used web tools for information upload to company intranet.

Implementation lead for company wide web based print and direct mail estimating, inventory management and fulfillment software. Document process flows to provide end user support testing for software partner in compliance with ISO2001 standards. Supervise plan and organize activities while managing the implementation of complex business requirements and processes. Form cohesion of IT, Product management, programming team and QA to estimate effort required to deliver the proposed solution. Expert at capturing the difficulty of constructing the nuances of the particular customer environment, manage customer expectations throughout the delivery, scope and profitability issues. Train PM and CSR personnel. Provide on site client support for all national accounts. Design and develop reports using Crystal Reports and the like.

Manage a team of 18 PM’s, 6 CSR’s and 3 Ops Mgrs. Manage assigned staff in a manner, which emphasizes success oriented, positive minded, collaborative teamwork, individual accountability, and frequent, informative, relevant and open communication among team members. Coach, mentor, advise, and supervise team members as required to meet project and service goals. Supervise call center of 10 CSR’s in support of order fulfillment and on demand printed collateral for technology oriented customers. Responsible to management for fiscal reporting and billing cycles. Prepare job descriptions, goals, analysis and metrics based on the Deming philosophy for senior management review.

Documented production and order flow of complex major account fulfillment of marketing inventory and customized print on-demand collateral. Created process flow to support cost reduction goals and reduced customer costs. Communicated directly with management on ongoing status, milestones, successes, and project risks

Responsible for a $3 million account that represents 25% of facilities fulfillment and direct mail sales. Establish strong relationships to attain fulfillment and direct mail marketing strategies for Kaiser Permanente, California’s largest HMO. Create synthesis of customer service, print production, direct mail and order fulfillment team to improve on-time delivery and reporting performance for a national account sales team. Travel to Pasadena marketing offices to collaborate in product redevelopment efforts. Improved reporting by revising procedures creating and direct data feed to customer and eliminating administrative costs.

Analyzed database information from website database to drive the planning and organization of national retail marketing activities in local and field locations. Post program analysis, database file maintenance and queries.

Researched sales and offshore sourcing to produce an annual 3+ million unit production forecast and prepare monthly analysis for management review. Use of Manugistics and Microsoft suite of programs for presentations.

Effectively managed the procurement of over 15,000 SKU’s of visual merchandising components for placement in retail marketing concept shops in over 3,000 nationwide locations. Execute fulfillment with warehouse in remote locations. Analyzed regional markets usage to form a centralized distribution center.

Support director in pre-screening candidates, new hire orientation and benefits information. Conduct facility tours.