OVERVIEW
9+ year SFDC Administrator / Business Analyst with experience solutioning, implementing and executing large Salesforce related projects including Lightning migrations, enterprise system integrations, marketing automation integrations, contract management system implementations and Financial/ERP application integrations. Since I bring a background in Revenue Operations, I'm particularly strong creating a balance between technical requirements and business needs.
My work with start-ups, mid-size and non-profit organizations means I have experience wearing a lot of hats and am well versed not only in Salesforce but in Ops as well. Not only can I help architect and solution complex projects, but I am also not afraid to roll up my sleeves and do what needs to be done to get any project past the finish line whether that is hands on keyboard work, data cleanup, building custom applications (clicks not code) or training end users/creating documentation or process flow charts.
Esri
Sr. Salesforce Business Analyst
Aug 2022 - Present
Insurity
Sr. Salesforce Admin
Aug 2019 - July 2022
ShippingEasy
Sales Operations Manager/Salesforce Admin
May 2018 - March 2019
Work History Details
Sr. Salesforce Business Analyst
Esri
Remote
|
Aug 2022 - Present
I work on an established team supporting 7,000 users and multiple separate orgs. • In my role, I communicate and collaborate with stakeholders and technical teams to prioritize requirements, propose potential solutions, identify quick fixes or workarounds, and develop model business processes. • I also perform hands-on configuration of Sales Cloud, Experience Cloud, and other Salesforce and App Exchange products using declarative functionality within Salesforce such as flows, validations, LEX record pages and formula fields.
Sr. Salesforce Admin
Insurity
Remote
|
Aug 2019 - July 2022
Salesforce Product Owner and Senior Administrator for enterprise Salesforce org. • Grew Salesforce org from 50 sales users to over 400 users across Legal, Sales, Marketing, Customer Success, Support, Product, Professional Services departments. • Implemented Salesforce Community for client-facing ticketing system with over 800 community users. • Management of ticketing system in Jira for Salesforce Support requests which includes items for training, reporting, bug fixes, enhancements and epic requests across all departments utilizing Saleforce. • Prioritize and manage roadmap for Salesforce with a weekly Change Advisory Board meeting. • Managed and lead data migration of 7 acquisitions into the main Salesforce environment. • Managed a Sales and Service Cloud implementation and management of integrations including Intacct (Finance System), Marketo, Jira, ZoomInfo, and DemandBase.
Sales Operations Manager/Salesforce Admin
ShippingEasy
Remote
|
May 2018 - March 2019
Sole Salesforce Administrator for the company and project managed Pardot implementation. • Optimized implementation and configuration of Salesforce for sales processes and data analysis • Responsible for Lead Management and Pipeline Management strategy • Refined and trained each of the sales teams, helping them strategize their workflowsand organization, optimize their metrics, and improve their productivity • Assisted on cross departmental projects, adding value and efficiency to get priorities done for the business including building reports, running analyses, presenting training and optimizing workflows Identified areas of inefficiency in Customer Success/Sales departments and propose projects that would resolve problems and add value.
How I Deliver as a Freelancer
The types of engagements where I thrive as an Independent Contractor based on years of quickly adapting to new environments, getting familiar with existing systems setup, and absorbing business context in order to deliver with minimal oversight.
Fractional Consulting: Functioning as an embedded member of your team on a part-time basis, typically billing 10-15 hours per week to help with hands-on execution.
Managed Services: Serving as an extension of your team in a hybrid role to help drive planning, strategy, and hands-on execution, typically billing 10-20 hours per week.
Strategic Projects: Engaged in a temporary capacity to drive end-to-end scoping, planning, and delivery on specific initiatives. Utilization varies based on project timelines.
† A fundamental difference in working with Independent Contractors vs. Consulting Firms is the level of collaboration. I serve as a self-sufficient extension of your team.
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