// Salesforce Administrator · CRM & Data Analyst · Program Operations

BILL
FITZGERALD

CRM, DATA & PROGRAM OPERATIONS

Philadelphia-based Salesforce Administrator and data professional driving impact through CRM systems, data analysis, and program operations in mission-driven organizations.

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ABOUT ME

Bill Fitzgerald

BILL FITZGERALD

Salesforce Admin · CRM & Data

Welcome to my portfolio! I'm a Salesforce-certified data and program operations professional with 5+ years managing complex, data-driven programs in nonprofit and education. My work sits at the intersection of CRM systems, impact measurement, and program strategy — translating data into decisions that matter.

At ICIC (Initiative for a Competitive Inner City), I lead data operations and digital learning for ICCC (Inner City Capital Connections) — a national, tuition-free executive education program that has trained 7,772+ small businesses, supported 29,192 jobs created, and helped alumni raise $2.66B in capital since 2005. I administer Salesforce for 400+ active participants annually and manage outreach and data operations for 7,200+ alumni, including our annual impact analysis. I serve on the company's Program Evaluation Committee alongside the CEO, and represent ICIC on our cross-program AI Committee — piloting tools like Claude and ChatGPT to improve program delivery.

I also manage automated application and interview workflows using Calendly, Alchemer, Zapier, and TalentLMS to streamline the participant pipeline end-to-end.

Most recently, I completed a fellowship with the Northeast Transition Initiative (NETI), focused on employee ownership as an exit strategy for small businesses — connecting with lenders, cooperative developers, and economic development practitioners across the Northeast.

My work samples reflect experience in Salesforce administration, data reporting, program management, curriculum development, and business analytics — spanning roles at ICIC, TEACH LLC, and beyond.


Get In Touch

Education & Training

From high school tutoring to professional development, I've built and delivered curriculum across a wide range of subjects and audiences.

Data & Analytics

Translating raw data into clear, actionable insights using Salesforce, Tableau, SQL, Google Analytics, and Alchemer — with a focus on CRM data integrity and impact reporting.

Program Management

Coordinating cross-functional teams, managing partner relationships, and driving results through structured communication and planning.

Small Business Support

Helping business owners navigate strategy, operations, and exit planning through data-informed guidance and community connections.

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WORK SAMPLES

ICCC 2025 Impact Overview
Impact Reporting

ICCC 2025 Impact Overview

Annual impact report celebrating ICCC's 20th year — 387 businesses trained, 86% BIPOC-owned, $50.8M in capital raised by alumni in 2024 alone. Produced for sponsors including Bank of America, Amazon, Salesforce, and Kaiser Permanente. Data sourced from Salesforce CRM and Alchemer alumni surveys across 7,200+ stakeholders.

Salesforce Alchemer Impact Analysis Canva
View Report →
ICCC 2024 Impact Overview
Impact Reporting

ICCC 2024 Impact Overview

Annual impact report communicating program outcomes, participant demographics, revenue growth, and capital access data to corporate sponsors and stakeholders. Part of a multi-year impact reporting series managed through Salesforce CRM and Alchemer survey data.

Salesforce Alchemer Impact Analysis Canva
View Report →
ICCC 2023 Impact Overview
Impact Reporting

ICCC 2023 Impact Overview

First impact overview produced in this role — established the reporting framework and visual standards used in subsequent years. Communicates program reach, participant outcomes, and sponsor impact across ICCC's national cohort network.

Salesforce Alchemer Impact Analysis Canva
View Report →
High-Impact Tutoring Report
Education · Data

High-Impact Tutoring Report

Developed for marketing purposes at TEACH LLC, this report reflects data from programs I managed. Covers High-Impact Tutoring and MTSS methodology, drawing from academic data sources including Illuminate. Reflects months of cross-functional collaboration across school administration, legal, sales, and marketing teams.

Canva Google Sheets Illuminate MTSS
View Report →
ACT Class Report
Data Reporting

ACT Class Report (Redacted)

Partner-facing data report tracking student performance across an ACT prep program. Partner information redacted to maintain confidentiality. Demonstrates data collection, analysis, and presentation skills applied to academic performance reporting at the program level.

Data Reporting Google Sheets Partner Relations
View Report →
Partner Report Writing Sample
Partner Reporting

Partner Report & Writing Sample

A research-driven partner report exploring program outcomes and future opportunities. Relies on cited evidence to make the case for continued and expanded partnership. Demonstrates analytical writing, stakeholder communication, and data-informed strategy development.

Data Analysis Research Partner Relations Report Writing
View Report →
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CERTIFICATIONS

Fellowships

Feb. 2024 – Dec. 2024

Northeast Transition Institute (NETI) Fellowship

  • Run in partnership with the Cooperative Development Institute (CDI)
  • Exit planning process, mapping and networking with local service provider ecosystems
  • Survey development to identify and meet business owner needs
  • Employee ownership as an exit planning strategy

Certificates

December 2025

Salesforce Certified Administrator

  • Configuration, automation, and optimization of Salesforce for organization-specific requirements
  • User management, data security, access controls, and CRM governance
  • Building reports, dashboards, and Flows to align Salesforce with business objectives
  • Supporting AI integration via Agentforce and agentic workflow design

In Progress — Est. Aug. 2026

Salesforce Certified Business Analyst

  • Requirements gathering & process mapping
  • User stories, reporting strategy, and CRM optimization

2025

Claude 101 — Anthropic Academy

  • Practical application of Claude for workplace productivity, research, and role-specific use cases
  • Working with Projects, Artifacts, and Skills to organize and extend Claude's capabilities
  • Connecting Claude to external tools and enterprise systems via integrations
  • Core AI concepts: context management, prompting strategies, and responsible use

2025

Claude Code 101 — Anthropic Academy

  • Agentic AI architecture: context windows, tools, permissions, and the agentic loop
  • AI-assisted development using the Explore → Plan → Code → Commit workflow
  • Context management, subagent delegation, and persistent project memory via CLAUDE.md
  • Connecting external tools and data sources using Model Context Protocol (MCP) servers

Aug. 2, 2023

Certified AI-Powered Training Professional

  • Prompt engineering for course development
  • Frameworks for teams using ChatGPT and chat-based AI tools
  • Ethical considerations for AI use

July 23, 2023

CAPM — Certified Associate in Project Management (PMI)

  • Agile Principles & Predictive Methodologies
  • Business Analysis, Scope, Cost & Risk Management
  • Communications & Quality Management

Jan. 1, 2023

AIGPE — Lean Expert Certification

  • Continuous Process Flow, Takt Time, Kanban
  • Standard Work & 5 Why Analysis
  • Applied to streamline operations and communications

Additional Coursework

June 10, 2023

Google Data Analytics — Prepare for Data Exploration

  • Kaggle, Addressing Bias, Data Cleaning
  • Google BigQuery Sandbox

June 10, 2023

Getting Started with Power BI Desktop

  • Dashboarding and business intelligence
  • Creating graphs and charts in Power BI Desktop

June 8, 2023

Google Data Analytics — Foundations: Data, Data, Everywhere

  • Data applications, processes, and types
  • Data analysis for impact and decision-making

June 8, 2023

Google Data Analytics — Ask Questions to Make Data-Driven Decisions

  • Complex problem solving & root-cause analysis
  • Spreadsheets & cross-team communication

June 3, 2023

ChatGPT for Beginners: Using AI for Market Research

  • Prompt writing and iterative AI techniques
  • Building reports with AI assistance

Oct. 20, 2022

UC Davis — SQL for Data Science

  • Relational databases & query writing
  • Simple calculations using SQL

Oct. 20, 2022

Small Business Marketing Using YouTube

  • Viewer analytics, SEO, Thumbnails
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CONTACT

Let's Connect

Whether you have a project in mind, want to discuss data analytics, or are exploring small business support — I'd love to hear from you.