Founded in 2012, 501Partners is a rapidly growing consulting company that provides Salesforce solutions to nonprofits. While 501Partners’ main presence is in the Boston area, we support nonprofits and their missions nationwide.
Our mission: Provide Salesforce solutions for nonprofits
It’s as simple as that. We know that nonprofits are vital to the health, growth and well-being of our communities. 501Partners works with a wide range of nonprofit sizes and sectors. We design solutions that work with your business processes, solve problems and create greater efficiencies, so that nonprofits can focus on the work that matters most — in your home communities. Since its inception, 501Partners has worked with over 100 nonprofit organizations. We will gladly offer references of satisfied clients in your nonprofit sector.
Our approach: What makes us different
Each nonprofit has its own unique mission, history and culture, and its own set of needs. 501Partners consultants take the time to get to know each organization we work with. Based on this partnership model, we develop individualized Salesforce solutions that are ideally suited to meeting your needs.
We are in continuous communication throughout the lifespan of a project, constantly checking in and responding to your feedback. The ultimate outcome is a technology solution created just for you.
The 501Partners Team
Founder and CEO
A veteran entrepreneur and angel investor, Allan has been a CEO, founder or partner in a variety of ventures in travel, real estate, software applications and management consulting. He also has 22 years of nonprofit board experience. Through this experience, Allan realized that nonprofits could greatly enhance their mission capacity by leveraging technology and streamlining business processes. 501Partners is the culmination of his business and nonprofit experience.
In his spare time, Allan enjoys skiing and is a terrible golfer.
COO/Senior Salesforce Consultant
Jenn is a business process designer and operations technologist with nearly 20 years of experience launching and maintaining projects with nonprofits, local government, higher education and startups. Prior to joining 501Partners, Jenn founded a consultancy specializing in operational effectiveness for nonprofits and higher education. She brings that experience and passion for helping organizations execute in a smart and sustainable way into her role at 501Partners. Jenn holds an MBA in Nonprofit Management from Brandeis University’s Heller School for Social Policy and Management, and is a certified Salesforce Administrator.
In her spare time, Jenn does a fair amount of urban hiking.
Senior Salesforce Consultant
Stefanie has been involved with local nonprofits for the last 20 years, providing her familiarity with the needs of nonprofits in the Boston area. She has been working with nonprofits as a Salesforce consultant since 2013, and is a Certified Salesforce Administrator and Consultant. With over ten years of experience in professional organizing and creating information and project management systems, Stefanie has expertise in building customized organizational systems for individuals, nonprofits and small businesses. She has provided numerous trainings for individuals and groups on a variety of topics over the last 15 years. Stefanie holds an MBA in Nonprofit Management from the Heller School for Social Policy and Management at Brandeis University.
Senior Salesforce Consultant
Jane is a Certified Sales Cloud Consultant and Certified Salesforce Administrator with over 12 years of Salesforce consulting experience. In 2008 Jane was named a Salesforce Hero, and she has been invited twice to present at Dreamforce. Prior to working with Salesforce, Jane was a business banker for 18 years before moving over to the technology side of banking.
Jane and her husband live in Rhode Island. They have two grown sons, and enjoy international travel as much as possible. She is an accomplished stitcher (as the walls of their home will attest), enjoys playing golf poorly, and loves spoiling their two rescue kitties, Lucy and Ethel.
Jane holds a BS in Behavioral Analysis from Western Michigan University and and an MBA in Finance from Memphis University.
Senior Application Developer
Trish is a systems and business process designer with more than 25 years’ experience driving innovative technology projects to completion. She has held technology leadership positions in local government and higher education, from infrastructure to enterprise applications, and served as CTO and Interim CIO at Armstrong Atlantic State University.
Trish earned her Bachelor of Science in Mathematics from Armstrong Atlantic State University and studied doctoral level Mathematics at Auburn University as a GAANN fellow. In her spare time Trish loves to explore the Boston area with her camera.
Senior Salesforce Consultant
Michelle brings 15 years of nonprofit sector and higher education experience to 501Partners. Prior to joining 501Partners, Michelle held both staff and board member positions at a wide range of nonprofit organizations. Michelle has brought cutting-edge technology skills to each of the organizations she has been involved with, and continues to focus on how technology can enhance strategy, simplify processes and improve communication. Michelle holds a B.S. in Nonprofit Management and an MBA in Finance, both from Arizona State University.
In her free time, Michelle enjoys spending time with her two young kids and traveling. She has been to 49 of the 50 states and can’t wait to cross Hawaii off of the list.
Salesforce Consultant and Senior Training Specialist
Paul brings to 501Partners his extensive experience as a nonprofit senior manager with a background in education, workforce development and housing. Paul is a seasoned educator in both university and employment settings and a gifted public speaker. He is well-versed in workplace technology and uses his communication skills to provide training and make recommendations that increase value for his clients.
Paul holds a PhD in Religious Studies from Boston University.
Business Development Manager
Lindsey is a veteran business developer and strategist with 10 years of sales and accounting experience. She has a keen eye for identifying financial trends in the nonprofit sector, and loves seeking out and learning about emerging technologies. Lindsey hails from the private education sector where she expertly directed a sales team at Minneapolis-based TADS. There she increased annual revenue growth by more than 30% and established a suite of CRM tools. She tackles complex business challenges through data conversion and software implementation.
Lindsey holds a B.A. in English from Augsburg College in Minneapolis, MN. In her free time, Lindsey enjoys traveling and spending time outdoors with her family.
Mckenzie has focused her academic and professional career on nonprofit management and capacity building. Prior to joining 501Partners as a Consultant in Training, Mckenzie participated in New Sector Alliance’s Americorp Program, where she was the Operations and Communications Manager at Jeff’s Place Children’s Bereavement Center. There, she helped implement their strategic growth plan through the use of Blackbaud’s eTapestry CRM. She is excited to use Salesforce to help enable capacity building at nonprofit organizations and to help them, ultimately, achieve their missions more efficiently and effectively.
Mckenzie holds a BS in Nonprofit Management from Northeastern University. In her spare time, she enjoys being outdoors, cooking new recipes, and spending time with her friends and family.
Kielan is a business process strategist with several years of experience in both direct client services and nonprofit operations. She began her career working in direct case management with the Jesuit Volunteer Corps in Texas. A second year with JVC brought her to Boston, where she has continued to focus her career in the nonprofit sector making a gradual transition into operations management.
Specializing in business process evaluation and Salesforce implementation, she has improved the operational effectiveness and strategic, data-driven decision making of several organizations. Her passion is to bring efficiency to organizations that espouse noble missions and work for positive social impact through technology and training.
Kielan holds a BBA in International Management and Spanish from Marywood University in Scranton, PA. In her spare time, she enjoys boxing, painting and illustrating, travelling and spending time with family and friends.
William is a marketing professional with diverse storytelling experience in both B2B and B2C environments. He is passionate about the intersection of activism, technology, and media. A California Bay Area native, William was first exposed to the field of marketing and communications through a year-long internship at Cisco. Since then, he has worked for an array of nonprofit organizations in Boston and abroad. Currently, William is working towards his B.A. in Sociology at Boston University, to be conferred May 2017.
In his free time, William enjoys running medium distances and making lattes.