Demonstrated areas of professional strength
Core Competencies
Donor Relations & Mission Advancement
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Donor stewardship and strategic relationship management
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Donor engagement, retention, and re-engagement planning
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Peer-to-peer fundraising campaign development and coordination
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Donor segmentation, motivation tracking, and CRM data management
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Gratitude-centered communication tailored to military and first responder communities
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Cross-functional coordination of fundraising and outreach initiatives
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Donor experience improvement and stewardship workflow development
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Relationship-building that supports sustainable growth and mission advancement
Healthcare Operations & Process Improvement
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Leadership of patient intake, scheduling, referral, and care coordination workflows
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Workflow development, standardization, and operational oversight
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Cross-functional initiative management and stakeholder communication
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Identification and resolution of operational barriers
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Process documentation, SOP development, and procedural guidance
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Performance tracking, trend analysis, and KPI monitoring
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Quality review in complex, high-volume healthcare environments
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Continuous improvement focused on efficiency, consistency, and service delivery
Compliance & Privacy Operations
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Operational application of HIPAA and 42 CFR Part 2 requirements
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Integration of privacy standards into behavioral healthcare workflows
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Translation of regulatory requirements into practical procedures
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Compliance-focused workflow assessment and gap identification
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Documentation oversight supporting accuracy and audit readiness
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Privacy risk recognition, escalation, and resolution coordination
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Corrective-action follow-through and sustainable process improvement
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Responsible stewardship of sensitive healthcare information
Technical Skills
Healthcare Privacy & Documentation Systems
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Epic, Cerner, AthenaOne, Midas, and LVM1
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Electronic health record navigation and documentation management
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Release-of-information, consent, and privacy-sensitive workflow coordination
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Behavioral health intake, referral, and care coordination documentation
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Documentation quality review and regulatory-conscious records management
CRM & Donor Engagement Technology
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Neon CRM administration and donor record management
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Donor segmentation, categorization, and relationship tracking
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Peer-to-peer campaign and individual fundraiser development
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Donor survey creation and post-donation engagement workflows
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CRM-supported stewardship, retention, and re-engagement processes
Reporting & Performance Analytics
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Microsoft Excel, including pivot tables, charts, and reporting tools
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KPI tracking, operational reporting, and performance monitoring
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Trend analysis and identification of workflow improvement opportunities
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Dashboard development and data visualization
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Benchmarking, process comparison, and outcome measurement
Digital Workflow & Remote Operations
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Microsoft Office and digital documentation tools
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Virtual communication and remote collaboration platforms
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Digital workflow development, tracking, and process organization
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SOP, procedure, and operational resource development
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Cross-functional coordination within remote and distributed teams
