Senior Account Manager (May 2024 – Present)
Customer Account Manager (August 2017 – November 2022)
Oversee major account portfolio of 40+ organizations generating $6M in annual revenue.
Specializing in on-premises fund accounting systems and SaaS solutions for nonprofits.
Clients include government agencies, tribes, library associations, and community centers.
Spearheaded book of business expansion fourfold to over 200+ organizations in total through reengaging sales calls, webinars, SEO link building, email marketing campaigns, and an optimized historical repository of RFI/RFP documents.
Plan and orchestrate key group trainings and consultations for users nationwide, hosting 20+ in-person events since inception.
As an MIP Elite Business Partner to Community Brands (now Momentive Software), exceeded benchmarks in subscription sales and cloud conversions by 167% through innovation and proactive strategic planning, joining the Community Brands’ top 10 program partners for the first time in company history, reaching #1 as of June 2020.
1st Choice Advisors
Senior Account Manager
Nonprofit Skills & Proficiencies:
Sales; Customer Relationship Management (CRM); NetSuite; Salesforce; GiveSmart; VolunteerHub; MealConnect; MailChimp; Constant Contact; Search Engine Optimization (SEO); Adobe Creative Cloud; Photoshop; WordPress; Squarespace; Microsoft 365; Word; Excel; PowerPoint; Cloud Computing; OneDrive; Google Drive; Data Analytics; Leadership; Paycom; QuickBooks; Canva; Team Management; Conflict Resolution; Scheduling; Metrics; Key Performance Indicators (KPIs)
Second Harvest Food Bank of Orange County
Sourcing Specialist
& Volunteer Coordinator
Sourcing Specialist (May 2023 – May 2024)
Volunteer Coordinator (November 2022 – May 2023)
Specialized in donations and procurement, reporting to Director of Supply Chain and COO.
Elevated scope of responsibilities from daily volunteer coordination to donor stewardship, operations, logistics, receiving, and community outreach to support 400+ partner sites and nearby food banks in Feeding America network.
Recruited 2000+ volunteers to glean large-scale donations at NALC Stamp Out Hunger Food Drives (‘23, ’24) and Anaheim Convention Center: Natural Products Expo West (‘23, ’24), IDDBA (‘23), IFPA (’23), and FPFC (’23, ‘24).
Deemed a Food Sourcing Mentor in Spring 2024 by Feeding America and selected among 22 food bankers nationwide to participate in the CHOICE Advisory Council at corporate headquarters in Chicago, Illinois.
Developed $10,000+ volunteer fundraising events for organizations like Los Angeles Chargers, Starbucks, and Kroger.
