FreeWill

The Product Operations Analyst oversees two vital systems within the FreeWill Smart Giving Suite; Crypto for Charity and Stock Liquidation. This position is also tasked with operating and maintaining a stock liquidation legacy system named Cocatalyst.org.

Primary tasks are:
- Liquidation and payment of all cryptocurrency and stock securities donations to partners and non-partner charities
- Notification of payment details, including but not limited to donor biographical details and donation wishes
- Facilitating inquiries from charities and donors
- Building and provisioning dedicated Cryptoforcharity.io pages
- Increasing the value of these tools by a commitment to faster-than-industry-average response times
- Identify non-partner charities with potential to maximize donations by switching to Smart Giving Suite

Product Operations Analyst

Developing new sales operational processes to increase the consistency of internally reported metrics
Collaborating with targeted accounts sales team on establishing normal operating procedures for maximizing contract completion rates
Managing data migration and updating on key accounts
Communicating real-time data to identify new key accounts
Providing fair and accurate contract pricing for new partners

Sales Operations Senior Associate

FreeWill is a social venture whose mission is to help people use their estate plans to do tremendous good for the people and causes they love.

We create high-quality, intuitive online tools that help people across the country prepare essential end-of-life documents, all at no cost to the consumer. In this way, we increase access for the 70% of Americans who have not started important end-of-life planning. At the same time, our tools make philanthropic giving through estate plans extremely easy, with people giving 6x more when using our tools.

We work directly with high-impact nonprofit organizations to dramatically improve their development efforts—our long-term goal is to raise $1 trillion in charitable giving.

Sr. Partnerships Associate

Yeshiva University

Associate Director, Advancement Reporting and Data Integrity

The Senior Director, Advancement Information Systems and Analytics is charged with the oversight of data management, reporting, and integrity, and supervises a team of people dedicated to data support, maintenance, integrity, business intelligence, and reporting.

Senior Director of Advancement Information Systems, and Analytics

Upper Iowa University

- Coordinated fundraising data research reports, supporting executive staff in advancement, alumni services, and colleges to be used for analytical review of donor events, annual fund, and donor and alumni appeals
- Data retention development, coordinating the cultivation of vital donor and alumni information
- Assess divisional needs for SQL, Salesforce CRM, Izenda reporting tools for distribution of enhanced reports
- Integration of newly established processes, with success in stabilization of data accuracy
- Consultative in university business and financial services, related to improvement of fundraising representation throughout academic programs
- Purchase, implement, and analyze wealth data from 45,000 records, auditing for accuracy within 85%
- Institute new gift capturing policies, while presenting thorough diagrams of CRM functions
- Revise accountability policies, to improve biographical and financial information analysis
- Create 24 proprietary data algorithms, fed autonomously into reporting interface via stored procedures

Advancement Systems and Prospect Research Administrator

Nova Southeastern University

- Cultivation and retention of donor information, assisting Alumni and Development staff in campaign.
- Provide quantitative reports to executive staff in advancement, alumni services, and colleges to be used for analysis of donor events, annual fund, and donor and alumni appeals.
- Assist in achieving fundraising amounts more than expected in comparison to previous fiscal years.
- Coordinate projects to increase the quality of donor and alumni records, facilitating the increase in annual fund participation.
- Supervised 10+ part time employees by assigning job duties and schedules.
- Provide support and input on target demographics that are utilized to exceed the annual fundraising goals.
- Coordinate donor outreach events such as alumni gatherings, ambassadors’ board meetings, fellow’s society events, and president’s associates.
- Assist to identify and solicit current and lapsed donors through social media and digital engagement tools.
- Attend yearly conferences for Ellucian Banner Technologies, CASE, and fundraising seminars.
- Process outright gifts, pledge payments, and pledges.
- Meet with donors and alumni to engage participation in campaign fundraising.
- Communicate internal needs of department to executive offices.
- Coordinated roles on alumni, faculty and staff engagement committees.
- Oversee updates of 80,000 donor and alumni records.
- Reduce alumni and donor record information errors over previous fiscal years.
- Create custom queries and reports for use in reporting to national regulatory agencies such as VSE and US World and News Reports.

Advancement Services Analyst

- Containment of grant related documentation and electronic information.
- Coordinate the needs of research facilitation with department and college.
- Advise personal experience in external and internal resources to minimize cost where applicable.
- Collaborate with OIIT support staff to effectively migrate research related documents to newer systems for increase in efficient use.
- Communicate with Faculty and Deans to create effective schedules for courses.
- Create, track and submit service orders, purchase orders and check requests.
- Track inventory of supplies and equipment and submit reorders when needed.
- Handle inquiries from prospective and current students.
- Conduct tours with prospective students of NSU facilities and educational offerings.

Academic Support Coordinator

- Assembled and continually coordinated the first department wide knowledge base and file depository website used for storing and announcing all compliance information.
- Track inventory of supplies and equipment and submit reorders when needed.
- Travel to other campuses including Student Education Centers.
- Coordinate and participate in events such as retreats and university wide special events including the recent Salute to NSU Veterans event.
- Routinely enter data and generate reports from Ariba, Banner, Net Search, TED phone System.
- Resolve complex issues regarding new employee location coordination and technological difficulties that may arise.
- Serve on hiring, review and internal operations committees to ensure and implement policies and procedures.

Technology and Operations Assistant

- Complete all levels of tasks relating to system hardware, application, networking audio/visual and digital technology including digital cameras.
- Install 600 + computers throughout 6 campuses while managing full time employees to complete the task before deadline.
- Supervise a total of 17 part time employees by assigning job duties and schedules.
- Communicate with vendors and contracted technicians to implement new systems statewide.
- Provide direct and indirect technical support for over 40 faculty and staff.

Information Technology Specialist

Nonprofit Administration and Fundraising Operations

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