Sean Klontz

Sean Klontz

Development Assistant

Followers of Sean Klontz472 followers
location of Sean KlontzPortland, Oregon, United States

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  • Timeline

  • About me

    Technology and CRM Consultant

  • Education

    • University of Minnesota

      2003 - 2007
      B.A. United States History
  • Experience

    • Allina Hospitals & Clinics

      Mar 2008 - Sept 2009
      Development Assistant

      • Was responsible for gift entry, and donor acknowledgement letters for five hospital foundations.• merged duplicates, updated addresses, fixed addressees and salutations, implemented global changes.• Create Master Merges and insert merge fields into donor acknowledgement letters.• Generated donor acknowledgement letters and monthly pledge reminders for foundations using Raiser’s Edge and Microsoft Word merge functions.• Utilized queries to create output tailored to individual foundation staff.• Wrote foundation reports in Crystal Reports. Show less

    • The Art Institute of Chicago

      Oct 2009 - Jan 2010
      Temporary Employee

      • Advised Development Director and staff on how to best use new fundraising database.• Edited existing Crystal Reports, wrote new ones. o Included financial reports, monthly productivity reports, and fund summary reports.• Added and edited museum memberships, linked gifts, and gift entry.• Set up monthly clean-up queries and global changes.• Created documentation for processes not covered by their database consultants.

    • The Field Museum

      Jan 2010 - Mar 2013

      • Lead contact for department reporting needs.• Pull all lists for department fundraising activities.• Train new staff on Raiser’s Edge functionality.• Manage Raiser's Edge security.• Complete assigned tasks in timely manner; prioritizing based on department needs.o Including clean up tasks, exports for mailings, fundraising reports, adding constituent appeals.• Create and implement clean up projects using import, export, and global change functions.• Create documentation for department processes and best practices.• Maintain department intranet and internet sites; updating documents, producing and adding new content.• Compare addresses in outside database with Raiser’s Edge using Microsoft Access and Excel.• First line of tech support for Institutional Advancement department before IT is called. Show less • Complete all constituent and membership merging, constituent maintenance, and add new records.• Lead contact for department reporting needs.• Pull all lists for department fundraising activities.• Train new staff on Raiser’s Edge functionality.• Complete assigned tasks in timely manner; prioritizing based on supervisor and department needs.o Including clean up tasks, exports for mailings, fundraising reports, adding constituent appeals.• Create and implement clean up projects using import, export, and global change functions.• Create documentation for department processes and best practices.• Maintain department intranet and internet sites; updating documents, producing and adding new content.• Compare addresses in outside database with Raiser’s Edge using Microsoft Access and Excel.• First line of tech support for Institutional Advancement department before IT is called. Show less • Complete all constituent and membership merging, constituent maintenance, and add new records.• Train new staff on Raiser’s Edge functionality.• Complete assigned tasks in timely manner; prioritizing based on supervisor and department needs. o Including clean up tasks, exports for mailings, fundraising reports, adding constituent appeals.• Create and implement clean up projects using import, export, and global change functions. o Matching gender to titles and titles to gender, filling in marital status when spouse is present, fix addressee and salutation tables, merge duplicates, clean up attributes.• Create documentation for processes including deceasing constituents, addressee/salutation formatting.• Maintain department intranet site updating documents, producing and adding new content.• Compare addresses in outside database with Raiser’s Edge using Microsoft Access and Excel.• First line of tech support for Institutional Advancement department before IT is called. Show less

      • Database Manager

        Jun 2012 - Mar 2013
      • Database Specialist

        Sept 2011 - Jun 2012
      • Database Coordinator

        Jan 2010 - Sept 2011
    • American Brain Tumor Association

      Mar 2013 - Oct 2021

      • Begin large database cleanup project• Develop documentation and work towards best practices• Manage RE security• Develop training for current staff

      • Technology and CRM Consultant

        Apr 2020 - Oct 2021
      • Senior Director, Technology and Operations

        Jan 2019 - Apr 2020
      • Manager, Technology and Operations

        Jul 2017 - Jan 2019
      • Database Manager

        Mar 2013 - Jul 2017
    • Craftsman Technology Group

      Nov 2021 - now

      Helping non-profits get the most out of their CRM technology.

      • Team Lead, Professional Services

        Jul 2022 - now
      • Business Analyst

        Nov 2021 - Jul 2022
  • Licenses & Certifications

    • Salesforce Certified Administrator (SU21)

      Salesforce
      Sept 2021
      View certificate certificate
    • Salesforce Certified Nonprofit Cloud Consultant

      Salesforce.org
      View certificate certificate
    • Salesforce Certified Platform App Builder

      Salesforce
      Dec 2024