Betsy Carlson
Director of Data & Support @The Jesse Lewis Choose Love Movement
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WORK HISTORY
Director of Data & Support @The Jesse Lewis Choose Love Movement
Los Angeles, CA, US
Enhanced CRM systems by leading a Salesforce-to-Zoho CRM migration, overseeing the transfer of 100K+ records, streamlining operations, and improving data accessibility- Implemented data enrichment strategies, importing and analyzing 120K+ school records to improve demographic reporting and support evidence-based decision-making- Optimized data collection & reporting to strengthen donor engagement, program evaluation, and internal decision-making, ensuring high data integrity and accuracy- Developed annual surveys & contextual analysis to measure program impact, leading to strategic adaptations that increased engagement and operational efficiency- Supported financial growth by maintaining clean, organized data that informed development and fundraising strategies- Led CRM training for internal staff, ensuring the team effectively utilized Salesforce and Zoho CRM for improved data management and reporting- Managed a user base of 40K+, providing customer support and enhancing user experience through streamlined processes and data accessibility- Built strong cross-functional relationships, serving as a trusted resource for internal teams and external partners.
EDUCATION
Lafayette College
Bachelor of Arts (B.A.)
SKILLS
ABOUT BETSY CARLSON
Data-driven nonprofit professional with extensive experience in CRM administration, data management, and reporting. Specializes in leveraging data to support all areas of a nonprofit’s mission, ensuring meaningful insights drive strategic decision-making and impact.A versatile background spanning startups to multi-billion-dollar companies, bringing adaptability, problem-solving, and a collaborative mindset. Skilled at managing donor databases, creating insightful reports, and streamlining processes, ensuring that data is not just collected—but meaningfully applied to drive results.Core Competencies- CRM & Data Management – Expertise in Salesforce, Zoho CRM, and donor databases, maintaining data integrity and accuracy- Data Analysis & Reporting – Proficient in building dashboards, donor segmentation, and visualizing insights to support organizational goals- Tech-Savvy & Adaptable – Skilled in Google Workspace, Microsoft Excel (advanced), Constant Contact, Canva, and quickly learning new tools- Collaboration & Leadership – Effective communicator with a talent for training teams, problem-solving, and fostering inclusive work environments- Remote Work & Project Management – Proven track record of self-motivation, organization, and managing large-scale projects in remote settings.Passionate about using data to drive positive change in mission-focused organizations where collaboration, problem-solving, and impact come together.
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