Overview
Technical skills
Timeline
Roles

Overview

CRM and data operations professional with experience implementing and configuring CRM platforms, coordinating user acceptance testing, and supporting data migration with mapping and validation. Has worked with CRM administration, data quality audits, and operational documentation, serving as a liaison between technical teams and business stakeholders. Also builds reporting dashboards and supports data-driven decision-making using spreadsheets.

Technical skills

Python
Analytics
Microsoft Excel
Power BI
AI/ML
Instructor

Timeline

Founder & Director · Head+
Marietta Bel Programs Inc. · Cofounder
Oct 2020 to Present 6 Years 1 Month In office
Founded and directed an education organization, focusing on program operations and data management. Built structured tracking for enrollment, participation, progress, and outcomes, and created Excel dashboards and reports for performance monitoring. Performed data reviews and reconciliations to improve accuracy, and documented repeatable workflows for entry, records, and reporting. Trained educators and staff on program procedures and supported stakeholder reporting.
Microsoft Excel
Marketing & Database Administrator (CRM Implementation Lead) · Lead
Toscano Clements Taylor · Full-Time
Jun 2016 to Jun 2018 2 Years In office
Led improvements for a Cosential CRM that was previously underutilized. Assessed CRM structure, data quality, and user needs, then reorganized fields, workflows, reports, and system functionality to better match business operations. Completed data cleanup, mapping, migration, and validation, coordinated UAT, and addressed issues found during testing. Created system documentation and delivered user training with a train-the-trainer approach for adoption.
Marketing & Database Administrator (CRM Implementation Lead) · Lead
Oxford University Press · Full-Time
Oct 2013 to Apr 2016 2 Years 6 Months In office
Supported deployment of a customized EMKIS USA CRM for UK operations and served as a liaison between U.S. technical resources and UK business stakeholders. Gathered business requirements and prepared data for migration, including mapping, validation, and system testing support. Participated in UAT, documented defects, and communicated issues to technical personnel. Developed user documentation and helped drive adoption through training and ongoing support.
CRM Administrator / Data Operations Specialist (Promoted to Membership Manager) · Lead
Jewish Funders Network · Full-Time
Mar 2008 to Oct 2013 5 Years 7 Months In office
Administered and maintained Blackbaud Raiser’s Edge for membership operations, data integrity, reporting, and organizational research. Managed CRM records, fields, queries, and reports, and performed data audits to improve accuracy and consistency. Supported integration between QuickBooks and Constant Contact to keep information aligned across business systems. Produced reports and conducted prospect research, and documented procedures to help staff use CRM data and reporting tools effectively.
QuickBooks