Used Microsoft Dynamics to connect with over 6000 users to communicate system updates, outages, and training sessions.Produced and presented one-on-one virtual and in person on-boarding sessions for small and medium business owners to learn how to use services, member benefits, and online webtools.Developed client-ready manuals, templates and website content for current and prospective members regarding upcoming events, networking opportunities, and support resources.Connected with members and business owners over the phone, through Zoom/Webex/Microsoft Teams and via email to troubleshoot, answer inquiries and requests.Built and updated templates for use in CRM to answer common inquiries.

A not-for-profit organization created to help associations learn best practices for running a not-for-profit organization.Organized member participation reports for ticketed events, virtual networking opportunities, and RFQs/RFPs.Generated custom reports for bidding opportunity shortlists, potential sponsorship partners, and networking schedules within Microsoft Excel.Tracked client feedback and engagement to identify best-received events/resources for members using Salesforce and SurveyMonkey.