Results-driven association professional with extensive experience and expertise within the entire membership function (from prospecting to retention), project management, public speaking, marketing, customer service and relationship building.
Overview
10
10
years of professional experience
Work History
Director of Membership and Development Operation
Research!America
07.2022 - Current
Develop and streamline processes to increase the efficiency, effectiveness, and accuracy of membership and development workflows, including dues and gift processing, prospect management, revenue/cash forecasting, and report development in alignment with strategic framework
Oversee the department’s routine business and finance operations to include overseeing monthly reconciliation and managing the budget and creating reports for the department, leadership team and board
Identify ways to leverage the CRM (CharityEngine) to its full capacity by understanding its full functionality to assist in achieving departmental goals and initiatives
Work cross-departmentally on identifying opportunities for membership recruitment, engagement, and retention
Analyze membership data extensively to identify trends in recruitment, retention and revenue and provide solutions to address potential challenges
Review and analyze the entire membership function of the organization to identify opportunities for increased efficiency and effectiveness
Create an annual membership recruitment and retention plan and manage the plan’s implementation and associated activities to maximize membership growth
Perform yearly deep dive analysis of key membership metrics to guide annual budgeting and membership goals, identify opportunities for growth and potential market segments for membership recruitment opportunities
Manage the Membership Committee by identifying topics for meeting agendas, providing Research!America membership updates, identifying potential prospects for assistance in outreach and membership follow-up
Develop compelling membership marketing materials for prospects and lapsed members
Compile and distribute monthly reports regarding alliance membership renewals, membership income and lapsed members
Manager of Membership
The National Council for Mental Wellbeing
08.2019 - 07.2022
Assisted with the development and implementation of a proactive membership strategy through the entire membership cycle—prospecting, recruitment, onboarding, renewal and retention
Collaborated with state association executives on recruitment and retention efforts to maximize membership growth
Maintained the National Council database and other membership platforms to ensure accurate and efficient functionality
Managed National Council Interest Groups to boost engagement within the online communities and collaborated with staff subject matter experts to develop relevant online and in-person programs
Responded to both internal (National Council staff) and external (members and prospects) membership related requests and inquiries in a timely manner
Served as the key point of contact for the Membership and Associate Executives Committee, as well as assist in all National Council Board activities
Director of Membership
LeadingAge
02.2018 - 04.2019
Held internal membership audit and utilized findings to develop and implement a national membership growth strategy driving recruitment, engagement, and renewal in both provider (organizational) and associate (individual) memberships
Collaborated with state partners on identifying and engaging at risk members, recruiting potential prospects, and identifying ways to supplement their recruitment and retention efforts
Worked with LeadingAge’s marketing team to develop and implement integrated marketing programs and member campaigns that effectively communicate LeadingAge’s membership value proposition to prospects, current members, and lapsed members
Directly supervised Membership Associate
Director of Membership and Marketing
National Association of School Psychologists (NASP)
01.2016 - 02.2019
Developed and oversaw strategic plan to grow membership through recruitment and retention efforts to achieve membership goals
Oversaw marketing for non-dues revenue sources such as the NASP Annual Convention, NASP summer Conferences, the Online Learning Center, certification, and publications
Developed member engagement strategies to improve member retention including engagement campaigns, website updates, and social media marketing
Ensured member benefit offerings continuously align with the changing membership demands
Assisted NASP state delegates in recruiting and retaining members through the development of member communication, membership training, and reporting on membership numbers and trends
Oversaw the management of the NASP AMS to ensure integrity of data and accuracy of membership billing
Served as staff liaison to the NASP Membership Committee, Graduate Student Committee, Early Career Committee, and Elections Committee
Lead a department of four, including the Membership Manager, Manager of Membership and Office Support, and Marketing Manager, and reported directly to the NASP Executive Director
Director of Membership Marketing
National Association of Insurance and Financial Advisors (NAIFA)
08.2014 - 01.2016
Developed and oversaw NAIFA’s overall recruitment and retention campaign to maximize membership retention and growth
Worked with more than50 state and600 local associations on implementing their membership plans to maximize their recruitment, engagement, and retention
Collected, analyzed, and reported data on membership trends and marketing initiatives to identify potential membership opportunities and guide future membership marketing outreach
Supervised the Membership Marketing Manager and four contracted telemarketers
Education
Bachelor of Arts - Communications
University of Maryland
College Park, MD
Skills
Superior proficiency in association management systems such as ACT!, iMIS, Salesforce, Microsoft Dynamics, and CharityEngine
Superior proficiency in Microsoft Office applications
Intermediate proficiency in email marketing applications Lyris, SubscriberMail, Informz, and Marketo
Intermediate proficiency in managing online member exchange/community platform Higher Logic
Career Highlights
Increased both revenue, retention rate, and new/lapsed members recruited every year from FY2022 through FY2024 during tenure at Research!America.
Achieved a 99% retention rate, and 8% growth in National Council for Mental Wellbeing membership.
Developed and implemented complete membership growth strategy from prospecting to renewal of service provider members and associate members at LeadingAge.
Grew NASP membership1.5% (year/year) including2.1% growth in student membership and 6.9% growth in early career membership.
Timeline
Director of Membership and Development Operation
Research!America
07.2022 - Current
Manager of Membership
The National Council for Mental Wellbeing
08.2019 - 07.2022
Director of Membership
LeadingAge
02.2018 - 04.2019
Director of Membership and Marketing
National Association of School Psychologists (NASP)
01.2016 - 02.2019
Director of Membership Marketing
National Association of Insurance and Financial Advisors (NAIFA)
Senior Engineering Technician at Toyota Motor North America Research & DevelopmentSenior Engineering Technician at Toyota Motor North America Research & Development