Trisha Haas Email & Phone Number

• Understand the client’s business challenges to design effective solutions that address the people, process, technology, and data needs of our clients to achieve their desired outcomes.• Stay current with industry, technology, and other trends in the marketplace, and conceive strategies to incorporate these insights into CSI’s future business plans.• Cultivate innovation by creating new and better ways for CSI and its clients to be successful.• Leadership of Consultants and Analysts including coaching, mentoring, and subject matter expertise.• Assist with high severity requests or issue escalations as needed.

• Collaborated with CSI Account Teams to provide winning solutions for our clients and consultants.• Monitored progress of deliverables against budget and timelines.• Provided technical troubleshooting and recommendations for process improvement for our clients.• Balanced and prioritized tasks and projects with urgent, unscheduled client requests.• Provided complete and accurate tracking on the status for all work-in-progress.• Collaborated with 3rd party software vendors for additional support.• Provided input in formulating project estimates and timelines.• Performed project management activities, such as tracking deliverables, creating status reports, managing resource plans and monitoring project progress against the approved work plan, and actively interact with key client personnel.• Addressed Customer Support cases and provided online training sessions, as necessary.

• Maintained the overall integrity and quality of iMIS database, including regular data improvement and hygiene, enforcement of database business processes and data policies and management of tables and fields. • Managed access permissions, privileges, and ensured the security of member information. • Developed and maintained queries including list generation and reports for organizational effectiveness. • Provided exceptional customer service in terms of support and guidance to staff and volunteers. Investigated database related problems and performance issues. • Managed third party modules including installation, maintenance schedules, devising best practices and training for use.

• Designed and implemented a new acknowledgement system to enhance and streamline the process.• Utilized weekly database reporting to effectively delegate donor stewardship calls or notes to volunteers and trustees.• Supported Development Director with donor event logistics in addition to invitee data and segmentation.• Assisted Executive Director by identifying and providing viable donor visit prospects within a specific radius of her travel destination.

• Acted as the first point of contact for all donors, volunteers and other callers ensuring they were properly routed to appropriate Foundation staff.• Responsible for timely and accurate gift processing/acknowledgement within iMIS database and subsequent stewardship pieces• Generated financial reports from iMIS on a routine basis for distribution to Foundation staff and key stakeholders

Bachelor Of Science, Journalism, Retail Merchandising

Chancellor'S Certificate In Database Technology