Summary
Overview
Work History
Timeline
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Matthew Grim

Summary

Skilled administrative and finance professional with a proven record of managing personnel, organizing financial records, and executing strategic events and projects. Exceptional ability to streamline operations, enhance efficiency, and foster teamwork across diverse environments. Demonstrated leadership in coordinating multimillion-dollar budgets, optimizing workflows, and mentoring teams to exceed goals. Expertise in client relationship management, stakeholder engagement, and aligning resources with organizational priorities. Adept problem solver with a focus on leveraging innovative solutions to achieve impactful outcomes.

Overview

6
6
years of professional experience

Work History

Campaign Account Manager

RallyRight
08.2024 - Current
  • Conducted sales outreach and prospecting, converting leads into long-term client relationships through targeted communication and follow-ups
  • Onboarded new clients into software systems, ensuring their success on the donation platform
  • Acted as the primary point of contact for clients, providing support and troubleshooting issues during campaign execution
  • Conducted interviews and facilitated onboarding for canvassers, ensuring seamless integration into the field-right application system
  • Analyzed competitor campaigns to identify opportunities for differentiation and capitalize on emerging trends in the market.

Client Success Manager

Trailmappers Inc
12.2021 - 07.2024
  • Fostered robust relationships with clients, driving enhanced engagement and loyalty
  • Optimized client communications to achieve a 20% increase in donor follow-through rates
  • Crafted tailored email campaigns to amplify donor acquisition and retention
  • Documented and analyzed client interactions, improving service strategies and campaign effectiveness
  • Managed existing client renewals, keeping accounts, information and documents in conformance with compliance standards.

EFX Experience Specialist

EF Education First
07.2023 - 02.2024
  • Delivered exceptional client service, increasing customer satisfaction by resolving complex account issues
  • Conducted data-driven analyses to identify opportunities for service enhancement, achieving a 10% growth in account retention
  • Led cross-department collaboration to implement customer insights into product development, improving user experience
  • Aligned team objectives with organizational goals, resulting in an increased level of overall success and employee engagement.
  • Developed strong relationships with clients, leading to increased trust and repeat business.

Deputy Finance Director

Arizona Republican Party
01.2019 - 03.2022
  • Managed financial operations for a multimillion-dollar organization, overseeing $25M+ in donations and aligning funds with strategic objectives
  • Executed compliance reporting to the IRS and FEC, avoiding penalties and ensuring regulatory alignment
  • Spearheaded fundraising initiatives, surpassing annual revenue goals by 15%
  • Coordinated high-profile events, navigating tight deadlines and collaborating with Secret Service personnel
  • Enhanced donor relations, increasing contributions by 20% and strengthening trust within the community
  • Served as a mentor to junior finance staff, providing ongoing guidance in areas such as accounting principles, financial analysis techniques, and report generation.
  • Reduced budget discrepancies by closely monitoring expenses and regularly reconciling accounts.

Timeline

Campaign Account Manager

RallyRight
08.2024 - Current

EFX Experience Specialist

EF Education First
07.2023 - 02.2024

Client Success Manager

Trailmappers Inc
12.2021 - 07.2024

Deputy Finance Director

Arizona Republican Party
01.2019 - 03.2022
Matthew Grim