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Work Background
DataroLeader, US/Canada Sales and Operations
Jan. 2022 - Nov. 2022San Diego, California, United StatesDataro’s AI-powered donor scoring software takes the guesswork out of your fundraising lists, helping you approach the right donors at the right time. Integrating directly with leading CRMs, our tools deliver individual propensity scores for your supporters, so you can create smarter campaigns, and build better connections with donors.
PursuantDirector Technology Solutions
Apr. 2019 - Dec. 2021San Diego, California, United StatesHelping to make the Giving DNA • AI and data mining tools more accessible to all nonprofits. - Grew revenue by 66% in first year. - Increased customers by 385% - Established business rules and practices to support ongoing growth
The NonProfit Success GroupChief Development Officer/Founder
Dec. 2018Greater San Diego AreaSpecializing in aligning best practices to operations, donor stewardship and fundraising initiatives -Supporting nonprofit clients with consulting services such as board retreats/training, development and strategic planning, market research and environmental studies. - Content marketing campaigns including email marketing design and execution for new client lead generation and product promotionContract management and staff leadership
- Sponsorship Chair for Cause Conference 2020, Sponsorship committee for NCPC 2024
- Technical advisor for various nonprofit technology platforms including ViewSpark, Dataro, KindKatch, BetterUnite and GigaRaise
Rallybound, a Neon One companyVice President, Sales & Customer Success (Nonprofit Fundraising)
Apr. 2016 - Dec. 2018Greater San Diego Area/Los AngelesAs part of leadership team, set strategic direction for organization including hiring and coaching staff and setting product roadmap, aligned with customer fundraising goals. Skilled in Salesforce and Raiser’s Edge CRM tools.
• Increased revenues from $650K to $3.1M in two years, putting Rallybound on Forbes list of fastest growing companies.
• Grew database 57% in one year by writing and delivering content for peer-to-peer, corporate and special events, as an industry thought leader for fundraising. • Generated $104K in personally solicited donations by working together with top tier clients such as Susan G. Komen and Cystic Fibrosis to develop annual fundraising plans. • Improved donations 55% after revamping Church World Services Hunger Walk (the oldest fundraising walk in the country) to realign with new communities.
• Instrumental in completing Salesforce ISV agreement • Developed marketing collateral and white papers to help educate customers on key nonprofit topics
• Developed and delivered webinar content for lead generation and branding purposes.
• Trained nonprofits on best practices for fundraising
Posiba (Data analytics software)Director, Customer Success
Jul. 2015 - Apr. 2016Greater San Diego AreaCompany went bankrupt in 2016. Developed capabilities of Customer Success Team, focused on helping nonprofit customers market their mission more effectively through social media. Founded program and responsible for developing job descriptions, guidelines, policies, and recruiting initiatives. Hosted online training sessions to train clients on marketing strategies around fundraising data analytics. Coached and developed staff, with an emphasis on developing their nonprofit fundamentals. Selected Contributions:
• Increased customer activation by 148% - 28% conversion from free product (90 days ahead of expectations)
• Trained clients on how to use data analytics to be more successful at their mission • Worked together with executive team to develop accurate usage reports • Created full program KPIs, policies and processes to expand customer retention and adoption.
Blackbaud (CRM and other SaaS software solutions)Senior Manager, Customer Success (NonProfit Fundraising)
Jan. 2012 - Apr. 2015Greater San Diego AreaFounded and grew the Customer Success Program which increased fundraising revenue for our clients by 27% in one year and NPS score by 35 points. Hired employees, set department policies, set performance expectations, and coached in new methodologies. Spearheaded the development of monthly webinars and blog posts for internal and external stakeholders. Cultivated key client relationships, organized project teams delivering value to customer base, and ensured positive customer experience by proactively managing and growing these relationships. Selected Contributions:
Chosen to create a Customer Success Program for group of 1135 clients generating $12M in annual revenue. • Increased donated dollars by an average of 27% for 1,135 nonprofits over the course of one year through training and consultative services. • Improved NPS scores 52 points in 18 months by creating an Elite Team – a cross collaboration of internal stakeholders, focused on understanding nonprofit fundraising, governance and regulations.
• Increased donated dollars by 30% for Goodwill Industries alone by setting up and running end-of-year fundraising campaign. • Retained five employees by helping them transition to other roles when team was disbanded.
First Night Escondido IncExecutive Director
Feb. 2007 - Mar. 2012Greater San Diego AreaOversaw all fundraising and event logistics for 30 stages and over 10K attendees with over $250K raised each year through corporate and individual giving.
NonProfit Resource GroupSenior Consultant
Mar. 2006 - Dec. 2012Greater San Diego AreaDirected all aspects of organization including but not limited to; planning, human resources, finance management, fundraising, grant writing, and policy development. Selected Contributions: • Conceived and executed communications projects for several large projects, such as the Oceanside Museum of Art grand opening.
• Selected as Interim Development Director for Boys to Men, Civic Youth Orchestra and San Diego Children’s Museum including personal solicitation, donor cultivation.
• Researched, validated and submitted grants in excess of $50 million with a 50%-win rate.
Palomar CollegeExecutive Director
Apr. 2005 - Jul. 2006Greater San Diego Area• Responsible for all operations including supervision of 8 staff members along with two boards and multiple community volunteers
• Developed and executed a comprehensive advancement program resulting in a 25% increase in employee giving.
• Advocated for the college in all legislative and political circles in advance of multi-million dollar bond initiative.
• Increased community visibility through a redesign of the President’s Club.
• Secured grant funding for new nursing initiative through the Governor’s office.
• Raised over $200k in unrestricted gifts in inaugural individual giving campaign by creating multi-channel marketing and fundraising campaign.
• Secured first 7-figure gift ever received by Palomar College Foundation.
Casa de AmparoDirector of Development
Jan. 2001 - Dec. 2005Greater San Diego Area• Implemented a new development calendar and planning protocol which increased staff retention by 22 months.
• Grew annual fundraising from $275,000 to almost $1 million through careful execution of comprehensive program and improving grant win ratio to over 50%.
• Managed two major events and raised over $400,000 including auctions, corporate sponsor procurement, logistics and publicity.
• Oversaw capital campaign to raise $20 million for new facilities.
Neptune Technology GroupDirector, Busines Development
Jan. 1996 - Dec. 2001* Established distribution channels which increased revenue by over $2M in one year.
* Named salesperson of the year in 2000.
* Trusted presenter at industry conferences on utility deregulation and automation.
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