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.
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 300 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.
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.
Seth has worked as a software developer in both the private and public sectors for over thirty years. Earlier in his career, he was employed by the Commonwealth of Massachusetts to organize data needed for health reimbursements. More recently, he worked at State Street Bank developing and supporting software used in securities trading applications. Seth has enjoyed volunteering with a range of Boston-area nonprofits. He’s set up Salesforce instances during four different year-long projects. He’s happy to continue and leverage his technical experience for the benefit of the nonprofit sector.
Seth holds a Master’s in Public Sector Management from MIT. In his free time, he plays jazz saxophone and occasionally performs in the Boston area.
Salesforce Implementation Specialist
Riley began her career in the legal world—first in biotechnology patenting at an intellectual property law firm, and then as a legal assistant at the non-profit organization GLBTQ Legal Advocates & Defenders (GLAD.) At GLAD, Riley assisted lawyers with everything from statutory and case law research, to cite checking and proofreading briefs. As a lifelong activist, she is thrilled to be assisting non-profits in a new capacity.
Riley holds a B.A. in Politics and a B.A. in Theatre Arts from Mount Holyoke College. In her free time, she enjoys coast-to-coast bicycle trips, and spoiling her rescue dog, Bandit.
Beth has been working with Salesforce since 2007. As a Business Strategist, she helped both nonprofits and for-profit companies create elegant, streamlined approaches to business problems. She enjoys helping organizations use Salesforce in optimal ways to make their processes and reporting efficient and easy to use. She’s an activist who is passionate about helping nonprofits simplify their internal procedures, so they can get on with doing the important work of making the world a better place.
Beth recently moved to the Boston area from Oregon, where she had her own strategic consulting firm. She holds an MBA from the University of Portland. She enjoys reading, swimming, hiking, and skiing.
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.
Marketing and Business Development Associate
Suzanne has spent almost two decades working in the nonprofit sector, in capacities such as technical assistance, research, program development, and marketing. Earlier in her career, she supervised an internal sales team, and at one point ran her own social media consulting business. Suzanne is passionate about communication in all its forms, with a particular fondness for the written word. She works part-time as an editor, and is a published author of poetry and fiction in the speculative genres.
Suzanne has a Bachelor in Communication from Stonehill College and an M.A. in Sociology from Loyola University-Chicago. When she’s not working, Suzanne enjoys spending time with family, reading and writing, attending science fiction conferences, watching scifi TV and movies, and spending as much time as she can at oceans and lakes.
Heidi Ambrosino specializes in accounting and office management for small and mid-sized businesses. She’s detail-oriented, and thrives on the particular challenges of setting up new business processes and finding the best solutions to maintain them. She previously worked as an accountant at both a manufacturing and a CPA firm, and was a full-time parent for many years. She has a Bachelor’s degree in Business Administration from UMass-Lowell.
When not working, Heidi likes to spend time with her husband, three children, and dog. She likes to be outdoors, enjoys hiking, and especially loves watching her kids play sports.