Provisio Profiles: Rachel Sax

About Provisio Profiles

In this series, we will highlight several of our incredible team members. Get to know Provisio!

Describe Your Nonprofit Experience

I started my career as a special education teacher in Chicago Public Schools, and then as an in-home behavioral therapist for children with Autism Spectrum Disorders. I moved into research at Northwestern University, where I worked on a team that evaluated the effectiveness of state-funded mental health programs for youth in Illinois. Most recently, I worked at YWCA Evanston/North Shore, overseeing program evaluation, data management, and quality improvement. During this time, I led the implementation of Salesforce Nonprofit Cloud Case Management for their domestic violence program. This experience started my Salesforce journey and showed me opportunities the platform can open up for nonprofits!

Why are you passionate about human services?

Human service organizations are at the heart of a healthy community. My personal and professional experiences have allowed me to see first-hand how these organizations can help folks during some of the most challenging moments of their lives. They care deeply about their work, supporting community members with everything from housing, safety, and food security, to education and mental health. Plus, they are doing this essential work with limited resources and complex funder requirements.

Why did you choose to work for Provisio?

I wholeheartedly believe that human service organizations deserve access to the best technology available. I also know firsthand that implementing new technology isn’t an easy task! I love that Provisio provides clients with a team of experts to help them through the entire process. I know the clients are in good hands, especially since many of us at Provisio have worked in the human services sector and deeply understand the challenges the organizations face. 

What is your favorite Salesforce product?

Nonprofit Cloud Case Management! I had the opportunity to participate in the Customer Advisory Board with Salesforce.org last year and saw how thoughtful Salesforce is about product design, engaging folks in the sector to really understand the day-to-day needs. NCCM is flexible enough to meet most organizations’ case management needs, and it has some pretty snazzy features that make the interface really user-friendly for staff. And they’re always rolling out new features to make it even better. Excited to see how it continues to evolve! 

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