
Timeline
About me
Director, CRM
Education
Trailhead by salesforce
2017 -Expeditioner badge general studiesHave studied organization set-up, data management, security features, and dashboard & reports through Salesforce Trailhead. Currently am studying for my Salesforce Platform Developer 1 credential.
Southern methodist university
2008 - 2011Philosophy
Experience
Ponypride.com (rivals.com)
Jan 2009 - Jan 2014Managing editorManaged day-to-day activities for website dedicated to covering all aspects of SMU athletics and responsible for all marketing to attract additional subscribers.• Directed staff and freelance writers in meeting daily publishing deadlines• Mentore staff writers on developing personal style• Served as Publisher for final year, overseeing all aspects of company• Oversaw 200% increase in subscribers over 4-year period
City year los angeles
Aug 2011 - Jun 2012Americorps memberServed on team of six at an East Los Angeles elementary school as a mentor, tutor, and role model to students who had been identified as performing below grade level.• Tutored 10 third graders in Math and Language Arts• Served more than 1,900 hours over 10 month period• Co-facilitated daily lessons and supported classroom behavior management• Directed outreach program that resulted in donation of prizes and services for school carnival• Developed and facilitated after-school programming for more than 40 kids including structured homework time, snack breaks, and structured group activities Show less
Maker ed
Aug 2016 - Aug 2017Maker americorps vista project coordinatorIn this service role, fulfilled responsibilities akin to a project coordinator and development associate for both the Maker VISTA program and the organization as a whole.• Managed the planning & execution of multiple online individual donor campaigns directly leading to $12,000+ in individual giving from November 2016 to June 2017• Drafted & submitted a successful LRNG Innovators Challenge grant, resulting in a $20,000 award• Planned & implemented a month-long awareness campaign, including the creation of an editorial calendar, promotional roll-out, & content in the form of blog posts, email blasts, & over 150 social media posts• Helped plan the rollout of new CRM system and was part of group tasked with configuring it to support the fundraising activities for the organization Show less
Meritus college fund
Aug 2017 - Mar 2018Development associateOversaw all aspects of Salesforce administration, donation processing, donor communication, and general communications for an organization with annual revenue of nearly $2 million annually.• Responsible for all aspects of gift processing including: depositing donations into correct bank account; inputting donation details into Salesforce; inputting donation & deposit details into Quickbooks; creating & sending donor acknowledgement letters• Served as sole Salesforce Administrator for organization with 7 users using the Salesforce Classic platform, managing a system used both by the programs and development teams that included custom objects, custom fields, and constituent facing Visualforce pages• Collaborated with Board of Directors, Interim Executive Director, Director of Development, & Event Planner to plan & execute our annual gala that raised over $400,000, including over $220,000 in the ‘Fund-A-Need’ portion• Designed & composed monthly newsletter that featured stories on Meritus Scholars, information on different projects the Program team was working on, and information about future Meritus events• Collaborated with Interim Executive Director to update & improve workflow processes around gift processing, gift acknowledgment, data collection in Salesforce & bank deposit processing in Quickbooks Show less
Juma ventures
Mar 2018 - Apr 2019National development associateActed as the Salesforce Administrator and oversaw donation processing, donor acknowledgements, and work closely with the finance team to ensure all revenue is accurately recorded for an organization with annual revenue of nearly $8 million.• Served as sole Salesforce Administrator for organization with 12 users across four states, all using the Lightning platform. Responsible for maintaining Profiles, Roles, Permission Sets, Workflow Rules, Validation Rules, and providing training for all users• Collaborated with Chief Development Officer to build Grant Revenue Forecasting and Reporting functionality into the Salesforce system as well as created corresponding Dashboards for Grant Managers and the Executive team • Worked with Individual Giving Manager to create unique Engagement Plan to assist Executive Director plan donor solicitation calendar and automatically create tasks for appropriate staff members• Worked with Marketing team to configure and utilize the Mailchimp for Salesforce App as well as the Web-to-Lead, Lead Assignment, and Lead Auto-Response Rule features, building out a newsletter registration page and embedding it on the organization website• Collaborated with programs and enterprise team to recruit volunteers for workshops and other activities as well as managed the logistics and volunteer communication for the volunteer events• Responsible for the solicitation of in-kind gifts to be used as part of a Silent Auction at Juma’s 25th Anniversary Gala, securing a total of 21 packages for the auction with a combined fair market value of over $50,000 Show less
Axiom
Apr 2019 - now- Direct team of 3 Salesforce Engineers through complete development life cycles of all features from requirement gathering, architecture, engineering, stakeholder management, integrated testing, and deployment - Led team through retirement of ServiceNow and migration of all support functions to Service Cloud, including migration of historical data- Accountable for maintaining SaaS product budget including new product evaluation, price negotiations, and implementation of tools into the environment- Project Managed migration of business acquisitions into Axiom systems, collaborating with stakeholders in various time zones- Spearheaded the team’s use of various techniques for integrations including Change Events, Platform Events, AWS Event Bus, and Apex Rest API Callouts- Oversaw delivery of Custom APEX, VisualForce, and Lightning Web Component in Salesforce Environment- Collaborated with Sales and Operations Stakeholders to identify system pain points and proactively find solutions to delight end users and create system buy-in- Developed integration processes in Dell Boomi Middleware to share data between Salesforce, the Master Data Management hub, Openair, Workday, and Hubspot to support the hire to retire and order to cash integration lifecycles- Managed team through Agile sprints centered around a shared development roadmap with other internal teams- Member of core delivery team responsible for architecture, delivery, and support of Salesforce CPQ implementation at Axiom Show less Member of Salesforce Engineering team supporting a 400+ user integrated system which implements CPQ. Specialized in process automations and Flow Builder. - Developed various screen flows to guide users through complex CPQ actions and reduce the number of clicks needed to complete tasks such as renewing and amending a Contract- Implemented Platform Events, fired by process builder and flow triggers, to alert integration partners of action in Salesforce- Modified and developed integration processes in Dell Boomi to share data between Salesforce, the MDM hub, and other ERP systems - Member of core delivery team that customized and rolled-out the CPQ platform at Axiom going through all stages of the development life cycle- Responsible for complete development life cycles of assigned features from design, build, user demo, integrated testing, deployment, and all documentation- Participated in Agile Scrum on team that includes all ERP systems which maintains a shared development roadmap with other internal teams Show less
Director, CRM
Apr 2023 - nowSenior Manager, CRM
Apr 2022 - Apr 2023Manager, Data and Integrations
Jul 2021 - Apr 2022Manager, CRM
Mar 2021 - Aug 2021Associate, CRM
Apr 2019 - Mar 2021
Licenses & Certifications
- View certificate
Salesforce certified platform app builder certification
SalesforceMay 2020 - View certificate
Salesforce certified administrator (sca)
SalesforceJan 2019
Languages
- enEnglish
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