Steve O'Grady

MBA candidate with expertise in Project Management, Fundraising Operations, and CRM Management. Experienced with multiple CRM systems, including Salesforce and custom platforms, with the ability to quickly learn new tools such as HubSpot. Proven track record in optimizing donor engagement strategies and leading successful fundraising campaigns. Passionate about driving growth through data-driven decision-making and strategic leadership.

• Southern Virginia University, Annual Giving Call Center Supervisor, 09/01/12, 08/31/15, Supervised a team of student callers, coordinating annual giving campaigns that resulted in a 15% increase in donations., Led strategy meetings and set fundraising goals, improving donor engagement and outreach results., Managed CRM systems (Salesforce and custom CRMs) to track donor interactions, ensuring accurate records and timely follow-ups., Developed donor engagement strategies, strengthening alumni relationships and increasing retention.
• MBE CPAs, 1040 Tax Department Assistant, 11/01/23, Present, Managed CRM databases to track client relationships, optimizing communication and improving efficiency for multiple tax projects., Generated reports on client interactions, optimizing outreach and project management strategies.