Hardworking and motivated professional with several years of experience and record of success in industry. Solid history balancing team performance, customer service targets and business objectives. Dedicated to working closely with employees to maximize productivity and optimize procedures. Decisive leader with good planning and organizational skills.
Overview
20
20
years of professional experience
Work History
Advancement Manager of Annual Giving and Events
CHNK Behavioral Health
01.2024 - 08.2024
Led successful fundraising breakfast with 250+ attendees, including city officials, donors, and professionals.
Secured over $80,000 in sponsorships and ensured fulfillment of sponsorship benefits
Coordinated internal company pride celebration and managed external participation in Northern Kentucky pride celebrations
Facilitated 3 new partnership opportunities within education and health/wellness sectors, benefiting both employees and clients
Successfully launched and managed annual appeal campaign
Collaborated with database manager to identify and address key inefficiencies in Raiser's Edge, optimizing fundraising potential
Worked closely with community board to plan and execute fundraising and networking events
Fostered trusting relationships with board members, opening doors to their extensive networks of potential donors
Led community board in strategic planning for networking and one-on-one sessions to uncover potential donors, experts, members, and volunteers
Developed sponsor-centric approach to engage partners, forging mutually beneficial relationships and deepening connections
Executed timely and effective event planning and management for various organizational initiatives
Development Coordinator of Events and Donor Relations
Planned Parenthood Southwestern Ohio
05.2015 - 02.2023
Provided comprehensive information on preventive care and reproductive health education, while facilitating access to internal and external resources for low-income patients
Developed and disseminated fundraising and marketing campaign materials to over 5,000 current and potential donors, both internally and externally
Implemented targeted outreach campaigns to cultivate new donors and expand supporter base
Engaged in diverse public forums, including online webinars and community events, fostering balanced dialogue with both supporters and opponents of Planned Parenthood
Raised over $150,000 annually through events, sponsorships, and programmatic fundraising initiatives for preventive care and abortion access
Generated over $20,000 through direct mail marketing campaigns supporting reproductive health education, Ohio Center for Sex Education, and Camp Mee Youth Summer Camp
Secured over $5,000 annually via digital and online fundraising campaigns
Orchestrated annual donor recognition brunch, managing budgeting, organization, and execution
Spearheaded the month-long Community Shares Fundraising Campaign
Pioneered the Corporate and Business Circle initiative, developing comprehensive sponsorship packages for local businesses and collaborating with Marketing to showcase on ppswo.org
Played a key role in establishing DEI initiatives, policies, and resource groups; facilitated POC employee resource group and DEI Committee
Partnered with external DEI firm to create mission statements and by-laws for local and nationwide Planned Parenthood affiliate Employee Resource Groups
Coordinated cross-departmental collaboration for strategic planning, event feasibility studies, theme development, and budgeting
Cultivated and maintained strong relationships with donors, non-profit organizations, and businesses across Southwest Ohio, particularly in Cincinnati and Dayton
Established positive rapport with staff across all departments, including contact center, health center, administration, development, and executive leadership
Provider Claims Processor
Humana
01.2011 - 06.2014
Efficiently managed high-volume calls from diverse employer groups, providing prompt and accurate assistance
Facilitated seamless healthcare delivery by supporting providers with authorizations, claims processing, and error resolution
Conducted proactive outreach to hospitals to resolve plan benefit inquiries, ensuring clear communication and understanding
Expertly re-processed complex claims, including Grievance and Appeals and coordination of benefits cases
Served as a key Subject Matter Expert (SME) for new-hire training, instrumental in onboarding and knowledge transfer
Customer Banking
US Bank Corp
09.2007 - 01.2011
Expertly managed diverse customer interactions, including inquiries, complaints, billing issues, and service requests, consistently delivering high-quality customer service
Demonstrated strong conflict resolution skills by de-escalating tense situations, rebuilding customer trust, and crafting tailored solutions to complex problems
Collaborated effectively with cross-functional teams in accounting, field services, new business operations, and consumer affairs, enhancing overall operational efficiency
Expanded skill set to include internet banking, showcasing adaptability and commitment to professional growth
Recognized as a primary mentor and trainer for both new and established employees, regularly handling challenging calls and serving as the go-to resource for team members
Maintained up-to-date knowledge of high-risk policies and procedures, ensuring compliance and best practices in customer interactions
Implemented and maintained robust quality control and customer satisfaction tracking systems, continuously identifying and implementing service improvements
Led monthly team meetings and daily briefings, fostering a culture of communication and continuous improvement
Received official commendations for initiative, enthusiasm, tenacity, persuasiveness, customer focus, and dependability in performance evaluations
Customer Service Rep
FACS GROUP
01.2005 - 08.2007
Managed credit limit adjustments for co-brand Visa cards in the credit granting department, demonstrating strong analytical and decision-making skills
Efficiently handled customer follow-ups, callbacks, order placements, and dispute resolutions, ensuring high customer satisfaction
Successfully opened new internal and Visa credit card accounts for Macy's and Bloomingdale's, contributing to company growth
Served as a key resource in the question queue, providing expert assistance to colleagues on account-specific inquiries while consistently meeting call quota targets
Played an instrumental role in new hire training for customer service and credit granting departments, facilitating smooth onboarding processes
Skills
Contract Management
Expense Tracking
Verbal and written communication
Key Performance Indicators
Brand Management
Lead Generation
Time Management
Team Leadership
Strategic Planning
Public speaking
New hire training and employee onboarding
Networking
Event Planning, coordination, and execution
Fundraising
Direct mail fundraising
Digital fundraising
Marketing collaboration
Event sponsorship curation
Video production
DEI principles integration
Donor relations
Healthcare policy
Advocacy
Toolsandtechnology
Windows
Word
Excel
EHR
Donor Perfect
Donor Drive
Asana
Salesforce
Raiser’s Edge
Basecamp
Gantt
Training
Association of Fundraising Professionals, Cincinnati, Ohio
New Faces of Fundraising, Cincinnati, Ohio
Mentorship
Professional Development and Mentorship
Engaged in ongoing mentorship with Kersha Deibel, former CEO of Planned Parenthood SW Ohio and current Advisor to Alexis McGill Johnson, CEO of Planned Parenthood Federation of America
Gained insights into non-profit leadership and strategic decision-making
Developed skills in organizational management and policy advocacy
Received guidance from Susan Berliant, Vice President of Development at Planned Parenthood Southwest Ohio
Enhanced fundraising strategies and donor relationship management skills
Improved understanding of development operations in non-profit healthcare
Participated in informal mentorship programs with various professionals in Marketing, Communications, and Strategic Partnership areas
Expanded network and gained diverse perspectives on relevant industry trends/practices
Cultivated skills in marketing, advertising, brand activations, and more
Key Skills Developed Through Mentorship:
Strategic planning for non-profit organizations
Fundraising and donor relations
Healthcare policy and advocacy
Leadership in mission-driven environments
Timeline
Advancement Manager of Annual Giving and Events
CHNK Behavioral Health
01.2024 - 08.2024
Development Coordinator of Events and Donor Relations
Mental Health Admissions Coordinator at Odyssey Behavioral Healthcare. Behavioral Health Services and FacilitiesMental Health Admissions Coordinator at Odyssey Behavioral Healthcare. Behavioral Health Services and Facilities