11x Certified Salesforce Solution Architect with over a decade of experience in customizing Salesforce based on careful analysis of business processes and data management

International nonprofit management, with direct experience in all administrative, program, fundraising and strategic processes and how to map them to electronic data systems

Experienced in data analysis, able to identify and report on key performance indicators

Solution Architect, Salesforce

October 2022 – Present

• Support pre-sales activity to position successful delivery of Salesforce solutions
• Lead customer discovery sessions about customer pain points, requirements, process, business and technical challenges, ensuring balanced, scalable and no-code solutions that meet and exceed customer needs while building sustainable relationships with them and team members
• Translate information gathered during information gather sessions about business requirements, current state landscape and processes to inform the creation of key deliverables: user stories, solution design document, future state process diagrams, future state landscape, phased roadmaps
• Leverage SMEs and other Salesforce staff to advise on complicated solutioning
• Identify Salesforce and third-party products that align with customer needs
• Collaborate with project manager and lead solution architect on sprint planning
• Manage and align multiple solution and technical resources on projects
• Harmonize data models and map data from legacy systems
• Present solution design, roadmaps, demos, and deliverables to customers
• Understand and present high-level overviews of the Salesforce functionality and features
• Perform hands-on application configuration to develop user story or as proof of concept

Salesforce Product Manager, University of San Francisco

December 2018 – October 2022

• Highlighted Projects: Dons Health Check (COVID-related community-based web form), HEERF Federal Funds Recordkeeping (community-based recordkeeping for Financial Aid), Local Address and Phone Capture (community-based federal compliance mechanism with address validation and telephone verification)
• Handle all admin functions including user account maintenance, maintenance reports, workflows and other routine tasks for orgs with 275+ users
• Translate high-level requirements and business processes from business users into user stories and acceptance criteria that are clear, concise and actionable for Sales, Service and Community Clouds
• Architect and build customized solutions for business users, harnessing validation rules, workflow actions, process builders and flows
• Oversee all unit and user acceptance testing, including drafting test cases
• Oversee release management using Gearset
• Coordinate new and enhanced data integrations
• Monitor defect reports and work closely with the team to triage issues
• Serve as the primary point of contact for all quality assurance issues regarding Salesforce Sales Cloud and Community Cloud apps
• Manage a story backlog to ensure readiness of user stories for the upcoming sprint
• Facilitate the design and specification of new work flow processes
• Support business users in developing report specifications and effectively translating them into business intelligence reports and dashboards

 

Director of Development & Administration, One Heart World-Wide

September 2016 – December 2018

• Highlighted Projects: Monitoring & Evaluation App (Sales Cloud tracking of key performance indicators between US & Nepal), Website migration from Squarespace to WordPress, Creation of centralize document repository in Dropbox
• Directly managed all fundraising, communications and administrative responsibilities
• Managed $2.7 million portfolio of diverse domestic and international funders
• Customized Salesforce to track, forecast and develop fundraising opportunities using Process Builder, campaigns, forecasting, reports & dashboards, and other tools
• Worked with leadership to develop impact monitoring system to report on key performance indicators for national-scale program evaluation in Sales Cloud
• Handled all basic administrative functions including user account maintenance, reporting, workflows and other routine tasks for entire organization
• Deployed and managed solutions from Salesforce AppExchange
• Developed donor and constituent journeys for lead conversion
• Trained and supported users in Sales and NPSP clouds with appropriate documentation
• Maintained data integrity with validation rules, duplicate rules and routine manual cleaning
• Represented the organization at networking, conferences and social engagements

 

Development, Heart to Heart Global Cardiac Care

November 2015 – July 2016

• Identified, developed and managed foundation, corporate and individual donors
• Inputted and managed donor communications & development data in Raiser’s Edge CRM
• Analyzed 27 years of giving data to inform prospective fundraising strategy
• Reported on fundraising pipeline to management and board members quarterly
• Managed relationships with key stakeholders, including donors, board members and advisers

 

President, Global Healing

October 2010 – September 2015

• Highlighted Projects: Program Management app in Sales Cloud, Volunteer Management app using Salesforce Sites
• Managed over $1 million annual budget, supported by foundation and USG income
• Directly managed all fundraising, communications and administrative responsibilities
• Designed and customized Salesforce with external webpage using Sites, Visualforce, Apex at zero direct cost
• Managed Salesforce instance and trained seven staff members to use platform
• Created reports and dashboard to track fundraising progress for staff and board members
• Elevated profile of organization through speaking engagements and publications
• Facilitated and managed strategic planning sessions

 

Program Manager, Global Healing

September 2007 – September 2010

• Highlighted Project: Customized NPSP for business-specific fundraising processes
• Directly managed programs and assisted in fundraising and administrative responsibilities
• Created tools to assess, execute, monitor and evaluate multiple concurrent global health programs in Russian and Spanish
• Implemented and customized Salesforce NPSP to meet business requirements
• Created standard operating procedures and training guides for business users of database
• Automated routine fundraising processes using workflows
• Built custom Salesforce objects to manage $2 million outgoing international grant making program, including program & financial reporting and federal compliance
• Secured strategic partnerships for volunteers, cash and in-kind support from academic, medical and corporate institutions

 

Office Assistant, UC Berkeley Center for Labor Research and Education

September 2006 – February 2008

• Compiled, cleaned and prepared thousands of contacts for migration to Microsoft CRM
• Assisted with the ongoing maintenance of the database

University of California, Berkeley

BA Political Science and Slavic Languages and Literature, cum laude, dual departmental honors

Stanford University, Graduate School of Business

Executive Program for Nonprofit Leaders. March 2010. Non-degree program.