Rachel (Moser) Burklund Email and Phone Number

Helping bring support to companies through PM skillset, Monday.com expertise, and campaign management.

Built relationships with 7 non-profit (NFP) clients across various industries, developed marketing brand and communication that aligned with NFP vision, and executed task management for fundraising efficacy.Highlights and Key Accomplishments:· Agile management of 30+ direct & digital marketing projects across 7 non-profit clients· Apply strategic oversight to team deliverables, aligning brand /tone across marketing materials· Served as consultant for industry trends and… Show more Built relationships with 7 non-profit (NFP) clients across various industries, developed marketing brand and communication that aligned with NFP vision, and executed task management for fundraising efficacy.Highlights and Key Accomplishments:· Agile management of 30+ direct & digital marketing projects across 7 non-profit clients· Apply strategic oversight to team deliverables, aligning brand /tone across marketing materials· Served as consultant for industry trends and best practices with fundraising marketing · Presented analysis of campaign results to clients· Integration of direct mail marketing with digital marketing best practices for each client· Developed visual and verbal content to be used in marketing materials by NFPs. Show less

Converted Monday.com into workflow management, project management, process management, and CRM tool for company-wide use, and served as the lead PM for 6 companies acquired in system merge.Highlights and Key Accomplishments:· Monday.com Product Badge Certified (https://monday.lessonly.com/certificate/16544768) · Implemented company-wide CRM streamlining workflow across internal and external accounts· Developed and executed plan to transfer 2M+ data points without… Show more Converted Monday.com into workflow management, project management, process management, and CRM tool for company-wide use, and served as the lead PM for 6 companies acquired in system merge.Highlights and Key Accomplishments:· Monday.com Product Badge Certified (https://monday.lessonly.com/certificate/16544768) · Implemented company-wide CRM streamlining workflow across internal and external accounts· Developed and executed plan to transfer 2M+ data points without interrupting day to day workflow for team members using IT Agile Methodology· Managed a team of 40+ remote team members in the Philippines· Saved Company $450k in licensure and an additional $250k+ in work-hours; over 6 months· Analyzed existing workflows and built better process for more efficiency and better communication· · Built CRM for company to use in Monday.com and migrated over 2 Million Data points from Salesforce to Monday.com. · Engineered process refinement and construction of building over 2,000 client boards in Monday.com for 6 brands.· Saved 258 Working days for 8 teams by creating efficiencies in processes, building out a delegation model for teams, and implementing automated workflows for brand wide improvement in Monday.com· Improved reporting scores by 27% over the course of 4 months. · Trained entire development team on usage of new processes, system and infrastructure. Show less

Developed Vision Trips Program and Processes for Water Mission while deploying 6 international trips during a global pandemic. Project Managed additional projects and developed processes for department-wide use.Highlights and Key Accomplishments:· Developed and implemented vision trips program; including process, training, and journey map of participant experience before, during and after travel· Project managed and developed high-level trips for Executive Team… Show more Developed Vision Trips Program and Processes for Water Mission while deploying 6 international trips during a global pandemic. Project Managed additional projects and developed processes for department-wide use.Highlights and Key Accomplishments:· Developed and implemented vision trips program; including process, training, and journey map of participant experience before, during and after travel· Project managed and developed high-level trips for Executive Team Leaders· Remained flexible for international trips during restrictive COVID-19 travel · Created budget matrix to determine trip effectiveness, cost savings, and revenue breakdown Show less

Assisted with planning, monitoring and managing internal projects from initiation through completion. Managed projects to ensure on-time completion according to specifications and within budgeted costs. Highlights and Key Accomplishments:• Managed over 15 campaigns for various departments, such as Trips and Visits, Radio, and Events Teams, helping achieve marketing and revenue goals.• Connected and united partner countries towards common goal by facilitating Trips and… Show more Assisted with planning, monitoring and managing internal projects from initiation through completion. Managed projects to ensure on-time completion according to specifications and within budgeted costs. Highlights and Key Accomplishments:• Managed over 15 campaigns for various departments, such as Trips and Visits, Radio, and Events Teams, helping achieve marketing and revenue goals.• Connected and united partner countries towards common goal by facilitating Trips and Visits Restart Project; encouraged dialogue and problem solving to determine best practices.• Served as subject matter expert (SME) for Availability Management Project for restart forecasting.• Repurposed, edited, and resized variety of ads for clients through mastery of Adobe InDesign and Photoshop.• Expanded knowledge and expertise of non-profit and project management through completion of professional development training via disasterready.org. Show less

Managed field exposure and outcomes for each assigned tour and visit. Implemented and established strategies to highlight Compassion's ministry, deepen sponsor, donor, and ministry partner engagement, and increase acquisition of new sponsorships/giving and grow retention sponsorship rates. Highlights and Key Accomplishments: • Planned over 30 overseas trips for USA partner churches annually and led 6 overseas trips each calendar year.• Developed and implemented processes… Show more Managed field exposure and outcomes for each assigned tour and visit. Implemented and established strategies to highlight Compassion's ministry, deepen sponsor, donor, and ministry partner engagement, and increase acquisition of new sponsorships/giving and grow retention sponsorship rates. Highlights and Key Accomplishments: • Planned over 30 overseas trips for USA partner churches annually and led 6 overseas trips each calendar year.• Developed and implemented processes for Trips Department, including Asana, creating unified process, removing ambiguity, and introducing efficiencies and time savings.• Expedited onboarding and productivity of 11 new team members by training and equipping with necessary knowledge and resources.• Furthered education of developing nations through content on disasterready.org and other materials.• Managed crisis moments on international trips, including medical needs, passport challenges, culture shock, and airline ticket issues by effectively navigating, communicating, and problem solving. Show less

Developed, built, and managed a portfolio of estate planning and complex gift donors in order to meet Compassion's annual revenue goals. Built customized touches and marketing campaigns to further engage constituents with Compassion's objectives. Coached and worked with other teams to collaborate and understand tax and legal regulations, as well as further training and education. Highlights and Key Accomplishments:• Cultivated and stewarded relationships with 1.5K donors.•… Show more Developed, built, and managed a portfolio of estate planning and complex gift donors in order to meet Compassion's annual revenue goals. Built customized touches and marketing campaigns to further engage constituents with Compassion's objectives. Coached and worked with other teams to collaborate and understand tax and legal regulations, as well as further training and education. Highlights and Key Accomplishments:• Cultivated and stewarded relationships with 1.5K donors.• Managed marketing campaigns, promoting interest and revenue.• Provided donor support for India departures, achieving 98% sponsor retention rate through individual calls, identification of children for sponsorship based on criteria, and data entry in Salesforce for team members to process transfer of funds.• Streamlined data entry and research of donor profiles by converting files to digital; researched files to validate accuracy of information via LexisNexis and other avenues.• Collaborated daily with Legal, Finance, SDS, Constituent Development, and SRE, ensuring tax and legal laws were followed and proper communication and teamwork was upheld.• Generated $1.6M in FY17 and $3.2M in FY18 through contribution to team activities.• Secured $2M future estate gift by independently responding to questions, scheduling meetings, and facilitating personal visit. Show less

Maintained strict confidentiality and collaborated with teammates to perform very skilled and detailed administrative work that directly advanced the operations and objectives of Planned Giving Department, provided a full suite of highly skilled support functions to a large work group and supported director. Managed support assistants for department.Highlights and Key Accomplishments: • Aided National Director task management, budget planning, revenue tracking, marketing team… Show more Maintained strict confidentiality and collaborated with teammates to perform very skilled and detailed administrative work that directly advanced the operations and objectives of Planned Giving Department, provided a full suite of highly skilled support functions to a large work group and supported director. Managed support assistants for department.Highlights and Key Accomplishments: • Aided National Director task management, budget planning, revenue tracking, marketing team strategy, project management, training, and managing new team members.• Gained knowledge and expertise of tax laws, legal laws, and other giving vehicles, such as bequests, CGAs, endowments, and real estate.• Generated $1.7M in FY15 and $2.4M in FY16 through contributions to team activities.• Independently secured $500K Charitable Gift Annuity.• Engaged donors in future planning conversations by developing 15-page resource and various brochures for management. Show less