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Summary

Significant experience in client management, program design and operational development 

Deep attention to detail and excellent written and communication skills

Strategic and data-driven decision maker

Able to thrive in the intense environment of a “unicorn” tech startup (2+ years) and understand the unique needs of a non-profit (11+ years)

Work experience

August 2016April 2018

Senior Project Manager

The MAVEN Project
  • Established relationships with senior management at various clinics in California to successfully implement health care programs
  • Designed and implemented communication platform connecting primary care physicians with volunteer specialists
  • Re-structured and doubled number of classes offered by webinar-based medical education program
Feb 2015July 2016

Manager, Business Operations 

Medallia 
  •  Implemented new time-tracking software (OpenAir) to 550 employees
  • Created OpenAir helpdesk; lead member of 2-person team responsible for responding to ~250 inquiries a month with 24-hour SLA
  • Led design team responsible for ensuring changes complied with user compatibility and system integrations
Apr 2014Feb 2015

Customer Success Manager 

Medallia 
  • Managed $1.9MM client portfolio; oversaw $90K contract expansion
  • Mobilized resources to solve problems and managed short- and long-term project enhancements
Apr 2012Apr 2014

Consultant

Heller Consulting

  • Conducted detailed analyses of CRM systems at various non-profit organizations through staff interviews and extensive database reviews
  • Generated comprehensive project plans and recommendations based on analysis, past experience, and best practices
  • Implemented various project plans including data streamlining, data conversion, and CRM software selection
  • Contributed to organizational knowledge by updating internal documents, answering staff questions, and writing two published blog posts for Heller’s blog, theconnectedcause.com
Jan 2012Apr 2012

Intern

Inveneo
  • Assessed use of Salesforce in collecting and analyzing social impact numbers 
Oct 2011Dec 2011

Contractor

Room to Read
  • Various research and data quality projects for the Girls’ Education Program
Jan 2011Aug 2011

Volunteer

FrontlineSMS
  • Assisted with coding and interpreting data from user survey
Apr 2007Aug 2010

Senior Development Associate

Room to Read

  • Managed all day-to-day operations for donor database, including conducting trainings, maintaining data integrity, creating policies to ensure data consistency, and troubleshooting usability issues
  • Supervised the work of an analyst tasked with data entry and report generation and a consultant who specializes in the Raiser’s Edge, Room to Read’s donor database
  • Implemented two new donor management systems; ensured data integrity remained high, re-structured the data coding system to be more user-friendly to development staff and updated staff on the implementation process
  • Conducted research project with Director of Girl's Education Program and Bain Consulting on the donor environment for female-focused programs; analyzed the results of a donor survey and provided recommendations to senior management 
  • Lead a 10-day trek to Cambodia for Room to Read volunteers and strategic partners to experience the work of the organization first-hand 
Jul 2005Apr 2007

Development Associate

Lucile Packard Foundation for Children's Health

  • Designed  and implemented the direct mail strategy for a $4MM annual fund by choosing the appropriate audience, collaborating with an external design team to create marketing collateral, and writing and editing donor appeal letters
  • Led data analysis for a yearly review of donor giving trends and effectiveness of direct marketing strategy
Sep 2004Dec 2004

Promotional Recruiter

Jesuit Volunteer Corps
  • Created strategy for recruiting college seniors to join the Jesuit Volunteer Corps
Aug 2003Aug 2004

Case Manager/Volunteer Coordinator

Jesuit Volunteer Corps
  • Managed an average caseload of ten shelter residents by creating case plans for each resident, monitoring their progress, and accessing services on their behalf

Education

19992003

B.A. Sociology

Boston College
  • Undergraduate Research Fellow with Professor David Karp from May 2002 until May 2003. 

Skills

Client Management
  • Successfully managed relationships with executives at Nike, Sherwin-Williams, University of Phoenix, The Humane Society of Silicon Valley, The League of Women Voters, Sutter Health, and various clinics throughout CA
  • Able to tailor message  to all levels of an organization
Program Management
  • Designed and executed programs to assist primary care providers in low-resource medical clinics to access advice and information from highly-skilled volunteer physicians
Project Management
  • Managed consulting projects with strict timelines and budgets.
  • Consistently completing projects on time and within budget.  
  • Utilized the skills learned during an 8-month long project to overhaul the way end-users interacted with database   
Research
  • Master's dissertation required extensive independent research; little was available on the chosen subject
  • Researched data-tracking trends for internship 
  • Completed 3 research projects for Room to Read on various subjects and compiled them into 1-page documents for easy consumption
Managing Staff
  Managed a development associate and a consultant for one year   
MSFT Office
Salesforce

Completed Admin-level training January 2013

Spanish

International Experience

Cambodia, May 2009

  • Co-led 10-day trek with Room to Read volunteers to experience our projects first-hand

Costa Rica, Jan-Mar 2005

  • Orphan/Childcare: tutored and played with young children, prepared meals, and supervised “field trips” outside of the orphanage
  • Conservation work: Performed nightly beach patrols for leatherback turtles, cleaned the beach of debris and helped reinforce a hiking trail 

Vacations: Scotland, England, Ireland, Portugal, Belgium, Spain, Germany, France, Switzerland, Italy