I am an entrepreneurial professional that is passionate about impacting the way nonprofit organizations do business by enabling evolution of ideas into action through an optimal mix of strategy, technology and creative thinking.
I began working with nonprofits in 1997 as an intern at the San Francisco chapter of the Anti-Defamation League. I also spent time as a Development Associate at the Jewish Community Center of San Francisco, the nation’s second largest Jewish Community Center, and Stern Grove Festival, the nation’s oldest free outdoor music festival.
Over my 14 plus years at Heller Consulting I have had many roles. Like just about everyone else at Heller, I started as an Associate Consultant, and soon progressed to Senior Consultant, serving as lead consultant on the firm’s largest and most complex CRM engagements. In 2006, I became the first Director of Professional services at Heller, where I directed the firm’s business process and the technical services teams through participation in management planning, collaboration with other Consulting Services Managers, financial management and reporting, project and resource allocation, professional development of staff, ongoing services analysis, hiring and coordinating new consultant training, and supporting the sales team. In 2008 became VP of Professional Services responsible for developing and executing service lines growth strategy, driving resource optimization across multiple projects, managing utilization and profitability across service lines, and leveraging skill-sets to maximize efficiency and successful service delivery. In 2014, I produced a business plan for conversion services and led the formation of a new technology team whose primary purpose was the migration of data for CRM implementations. Creation and management of the Technology Team soon followed.
Since 2011 I have been the firm’s President, utilizing strong managerial, communication and leadership skills to direct all aspects of the firm’s operations, including services planning and delivery, finance, operations, and sales & marketing. I am responsible for the oversight of P&L management and budgeting, business partnerships and alliances, client relationship management, business development, process refinement and expanding array of services.