Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Michel Julia Goldman

Knoxville,TN

Summary

Proven leader in strategic development and donor cultivation, with a track record of increasing fundraising donations by 45% at Saint Mary's School & Parish. Skilled in grant writing and strategic networking, adept at fostering client relationships and enhancing donor engagement. Excelled in leveraging Salesforce to maximize client base retention and engagement.

Overview

34
34
years of professional experience

Work History

Development Director

Saint Mary's School & Parish
03.2021 - Current
  • Develops and executes annual Strategic Development Plan with specific fundraising performance goals.
  • Leads, directs and executes all activities called for in the Development Plan include: a. Major Donor Gift Program b. School Annual Fund Program c. School & Auction d. Parish Stewardship Appeal e. Parish Estate Planning
  • Cultivates relationships with community, business and local civic leaders in order to draw attention to Saint Mary's School and Parish institution and bring in new donors and volunteers.
  • Attends special events, acting as client representative and making new contacts with possible donors.
  • Researches possible grants and creates proposals to submit along with grant applications.
  • Organizes and presents at events and galas.
  • Assesses school and parish specific needs and created fundraising programs to assist with meeting goals.
  • Increased fundraising donations by 45% since 2021.

Member Relations Executive

E & I Cooperative Services
04.2007 - 11.2020
  • Created, modified and executed business plans to maximize client satisfaction.
  • Developed and executed targeted relationship and account development strategy in higher education and business partner portfolio.
  • Established long-term client relationships through consistent delivery of high-quality products and services.
  • Developed, updated and maintained database of existing and potential customers in SalesForce.
  • Conducted field visits and met corporate customers for business development.
  • Generated new business leads through direct customer engagement, deploying inbound and outbound marketing tactics and developing and optimizing informative content.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Presented metric reporting and account reviews to team and clients.
  • Managed high-value existing and new business partnerships to deliver on objectives and maximize corporate revenue, support and awareness.
  • Consistently increased annual territory sales revenue by building strong rapport with member institutions and recommending appropriate contracts based on their needs. ($55M - $80M Range)

District Manager

Automatic Data Processing, ADP
09.1997 - 12.2006
  • Modeled best practices for sales and customer service.
  • Exceeded sales targets with well-developed sales strategy and empowering team coaching.
  • Introduced cost-saving initiatives to reduce losses and increase profit margin.
  • Built relationships with customers and community to establish long-term business growth.
  • Exceeded sales quotas and increased profitability through effective sales strategy and business planning.

Assistant Director of Auxiliary Services

Hebrew Rehabilitation Center For The Aged
06.1995 - 07.1997
  • Researched vendors and locations, liaised between event staff and facilities and arranged teams to coordinate event setup and teardown.
  • Established clear objectives and goals for each event, drove execution toward goals and measured and monitored results to track impact.
  • Oversaw event happenings in progress, answered guest questions, acted quickly to resolve problems and trained and supported 30 team members and volunteers.
  • Created marketing plans, grew event revenue each year and partnered with area hotels and facilities to confirm continued top service.
  • Managed administrative logistics of events planning, event booking, and event promotions.
  • Developed creative themes for events and created related activities to engage attendees.
  • Negotiated contracts with venues, vendors and suppliers to obtain best rates and services.

Director of Alumni Affairs and Parent Programs

Cushing Academy
07.1994 - 07.1995
  • Cultivated strong relationships with key stakeholders to foster ongoing collaboration and support for university initiatives.
  • Coordinated high-profile events, including reunions and homecoming celebrations, resulting in increased attendance and positive feedback from attendees.

Assistant Director of Admissions

Simmons University
07.1990 - 06.1994
  • Assisted prospective students with admissions by processing paperwork, arranging and conducting campus tours and conducting follow-up activities.
  • Completed approximately 25 phone calls day to generate prospective students and guide students through admissions process.
  • Maintained full knowledge of institution's catalog to fully explain course offerings and select programs to best fit each potential student's needs and goals.
  • Explained admissions processes, educational programs, financial assistance and student services to over 1000 potential students.
  • Coordinated and participated in campus recruitment events, orientation programs and open houses.

Education

Bachelor of Science - Political Science

Simmons University
Boston, MA

Skills

  • Strategic Networking
  • Grant Writing
  • Donor Cultivation
  • Annual Giving/Major Gifts
  • Annual Reports
  • Special Events
  • Contact Management Systems
  • Client Base Retention
  • Customer Engagement Strategies
  • Marketing and Sales
  • Cross-Channel Marketing
  • Charitable Donations
  • Salesforce Proficient

Affiliations

  • Oak Ridge Chamber of Commerce Nonprofit Council Board Member (2023-24)
  • Franklin Hill HOA Board Member
  • Saint Mary's School Board, Parish Finance Council

Timeline

Development Director

Saint Mary's School & Parish
03.2021 - Current

Member Relations Executive

E & I Cooperative Services
04.2007 - 11.2020

District Manager

Automatic Data Processing, ADP
09.1997 - 12.2006

Assistant Director of Auxiliary Services

Hebrew Rehabilitation Center For The Aged
06.1995 - 07.1997

Director of Alumni Affairs and Parent Programs

Cushing Academy
07.1994 - 07.1995

Assistant Director of Admissions

Simmons University
07.1990 - 06.1994

Bachelor of Science - Political Science

Simmons University
Michel Julia Goldman