Trish Barnard

• Conduct process improvement meetings to solicit, clarify and document business, operational, and technical requirements.
• Convey a deep understanding of the nonprofit industry and technology concerning Salesforce's solutions.
• Build and present customized demonstrations of Salesforce's product ecosystem.
• Develop and maintain relationships with nonprofit customers, ensuring customer satisfaction and to provide technical solutions to client inquiries.
• Demonstrate a thorough understanding of Salesforce products and services.
• Collaborate with various stakeholders, including Sales, Customer Success, Products, Customer Service, Technical Architects, and Partners, to deliver a stellar customer experience from discovery to implementation.
• Participate in all appropriate product, sales, and procedural training and certifications to acquire and maintain the knowledge necessary to be effective in the position.
• Manage cross-team collaboration to respond effectively to RFPs.
• Lead the technical side of the sales cycle.

• Partnered with client and prospect sales teams across multiple nonprofit industry verticals to collaboratively reach sales targets and consistently meet or exceed team and individual quotas.
• Ran discovery meetings with existing and prospective customers to define organizational requirements and challenges and prescribe optimal product and service solutions to achieve client outcomes.
• Customized and presented tailored product demonstrations to achieve value selling through relevant storytelling and proofs of concept that aligned with customer objectives.
• Prepared and presented customized ROI projections and Impact Analyses for investment and proposal reviews.
• Identified business leads and built a pipeline of prospective customers.
• Provided an ongoing forecast of opportunities for Sales Leadership.
• Developed and implemented monthly sales enablement campaigns for Prospect and Client Account Executives, focused on Fundraising, Digital Marketing/Engagement, and Nonprofit industry trends.
• Acted as liaison between Sales, Products, Marketing, and Services to drive client satisfaction and success.
• Featured speaker at Blackbaud events focused on nonprofit industry best practices in Digital Engagement strategies and technology infrastructure.

Managed the transition from outdated technology and business processes to a highly functional, streamlined, and cost-effective web-based technology and solution that improved efficiencies, decreased expenses, and optimized data integrity and security. The scope of the position was expansive and included departmental direction and full design, implementation, support, training, administration, and management authority for:

• Custom web-based applications designed to support evolving membership and volunteer business needs for data entry and reporting.
• Managed partner development and implementation of web-based educational games.
• Online fundraising, e-commerce, surveys, membership applications, event management, and email marketing/communications.
• Managed data synchronization for web-based applications, CRM, and marketing databases; data compilation and integrity.
• Acted as the organization's Database administrator.
• Developed end-user documentation and application collateral materials.
• Oversaw help desk operations and end-user support.
• Developed and managed annual IT department budgets.

• Developed, managed, and implemented a web-based training program and collateral materials for a custom CRM application, Crystal Reports, and Business Objects.
• Directed field training to enhance participants' skills.
• Communicated all learning and performance objectives, schedules, and training assessments to upper management.
• Organized and edited training manuals, multimedia visual aids, and other educational materials.
• Monitored and evaluated training performance to determine quality and cohesiveness.
• Managed daily application support for chapter-based end-users with varied technical capabilities/knowledge.

Initially recruited to manage an organization-wide direct mail fundraising program. The role was transferred to managing both Home Office and Chapter cross-functional committees in business requirements definition for CRM and accounting software application selection.

Managed all aspects of project management and implementation of business technology solutions, including:

• Translation of business requirements into a request for proposal for enterprise-wide technology solutions.
• Liaison with software vendors for business process refinement and application workflow definition.
• Coordinated vendor software demonstrations and application selection.
• Data conversion mapping and implementation.
• Onsite & ongoing technical support to end-users.
• Development and management of user guides and training materials.

• Directed the delivery of a membership program following the Museum's strategic plan and overall development objectives.
• Increased membership retention by 20% and broadened the diversity of member demographics.
• Planned and directed each stage of the membership development process.
• Trained and mentored staff on best practices for member support and engagement.
• Organized and executed successful events, fostering a sense of community among members.
• Conducted periodic surveys of members' needs/preferences in order to inform future programming decisions.
• Collaborated with marketing team to create effective promotional materials for attracting new members.
• Managed annual budget allocation relating specifically towards membership services/programming activities in consultation with other department heads and stakeholders.
• Managed membership database efficiently, ensuring accurate tracking and reporting of key metrics.
• Implemented strategic initiatives to drive growth in member acquisition and retention rates.