Brittany Motes

Background

About Brittany Motes

WHO I AM: Hi! I'm Brittany and I’ve worn a lot of hats over the past 20 years—from pre-k teacher to executive assistant, and I’ve found my stride helping teams make sense of their CRM data. Since 2024, I’ve been managing donor data at a mission-driven nonprofit, where I support cross-functional teams with reporting and streamlined workflows. PROFESSIONAL CAREER HIGHLIGHTS- Identified a 92% gap in donor age data and launched a weekly update campaign to 900+ contacts with a 2–3% response rate, recommending a call campaign to enhance demographic insights- Delivered 15+ high-impact reports weekly, including a outreach list and monthly giving summaries, to improve leadership decision-making and donor engagement- Reduced a list to targeted accounts for a cross-functional campaign, keeping the project on time and under budget while improving outreach precision. WHAT I DO- Schedule and generate reports through our CRM software as well as multiple media outlets to track analytics- Analyze trends, and support cross-team projects with clean, accurate data- Make regular updates to our online store and manage CRM user requests. WHAT I'M WORKING ON- Salesforce Administrator Certification - Honing skills in Excel for data organization and analysis - Learning SQL for querying and deeper data insights - Expanding CRM & LLM knowledge TOOLS & PLATFORMS - CRM Platforms: DonorDirect StudioEnterprise (2 yrs), Salesforce Trailhead (Adventurer Rank)- Analytics: Apple Analytics, Google Analytics, Vimeo, YouTube - Productivity: Trello, Microsoft Office, Adobe Acrobat - Data: Excel (PivotTables, VLOOKUPs, conditional formatting) Data Imports/Exports, Reports I’m excited to keep growing in the CRM space and would love to connect with others working in data, customer engagement, or nonprofit tech. EXPERTISE: CRM Management | Data Analysis | Reporting & Dashboards | Database Management | Customer Segmentation | Lead Management | Data Integrity | Data Hygiene | Data Imports & Exports | Workflow Automation | Process Optimization | Workflow Mapping | System Administration | User Permissions & Roles | User Training & Support | User Adoption Strategies | Technical Documentation | Requirements Gathering | Quality Assurance (QA)| Troubleshooting | Operational Efficiency | Cross-Functional Communication | Stakeholder Support | Cloud-Based Platforms | Salesforce Lightning Experience | Salesforce | DonorDirect StudioEnterprise | Google Analytics | Microsoft Office | Adobe Acrobat | Trello | ChatGpt | Manus AI