
Timeline
About me
10x Certified Senior Salesforce Leader
Education

Northern illinois university
2005 - 2009Bachelor of arts (b.a.) economicsActivities and Societies: Economics Student Association, Foreign Language Residence Program Minor in Spanish, Concentration in Medieval Studies

University of illinois at urbana-champaign
2010 - 2011Master of education (m.ed.) human resources developmentActivities and Societies: Phi Kappa Phi
Experience

Dupage county health department
May 2009 - Sept 2011Billing analystResolved complex billing errors Worked on new software implementation on the financial side Provided Spanish-English customer service

John wiley and sons
May 2012 - Nov 2015Senior learning technologistManaged new technology implementations by performing quality assurance testing and developing new processes and documentation for internal and external users. Consulted with instructional designers and faculty to identify and implement e-learning tools to meet learning objectives.

National environmental health association
Nov 2015 - Oct 2016Instructional designerLed media team in developing instructional materials including infographics, videos, animations, and still imagery.Leveraged instructional strategies according to intended behavioral outcomes, employed appropriate pedagogical approaches specific to adult learning, and developed and evaluated learning objectives, assessment instruments, and exercises.

Academic impressions
Oct 2016 - Dec 2018Educational technology specialistDeveloped and project-managed the transition from Salesforce Classic to Lightning.Conducted business analyses for the organization, through gap analyses and needs assessments, across multiple departments to determine technological needs.Streamlined the overall architecture of Salesforce, including new master-detail relationships, junction objects, custom objects, and complex formula fields, improving user experience.Overhauled Salesforce security policies and permissions, from organization-wide defaults to profiles and permission sets, and validation rules, increasing data hygiene and organizational security. Created custom Trailmixes to manage user onboarding, training, and adoption, growing the number of users from 9 to 36.Researched, deployed, and managed new technologies to enhance live webcasts and the membership experience through Adobe Connect and LearnDash.Experience with HTML/CSS, JavaScript and SQL. Show less

Cloud for good
Dec 2018 - Aug 2022Managed a team of Managed Services Consultants through coaching, identifying, and resolving client/project issues across the team.Proactively identified areas of need to strategize and build enhancements to Managed Services delivery.Participated in pre-sales activities, in alignment with Sales and partnership with Director.Led Enterprise Managed Services Contracts, managed timelines, anticipated project risks, resolved issues, consistently met deadlines, and achieved client satisfaction. Developed and maintained technical expertise in Nonprofit, Higher Ed, Sales, Service, and Experience clouds.Oversaw and managed the resolution of critical issues, ensuring prompt and complete resolution of technical challenges and business issues. Show less Resolved client service issues and skillfully managed complex client service problems.Developed and maintained technical expertise in assigned areas and utilized that expertise effectively to help clients.Oversaw and managed the resolution of critical issues, ensuring prompt and complete resolution of technical challenges and business issues.Completed routine maintenance for client portfolio,Met established Service Level Agreements by performing tasks in a timely and efficient manner Show less
Managed Services Practice Lead
Jan 2021 - Aug 2022Managed Services Consultant
Dec 2018 - Jan 2021

Beyond the horizon technology
Aug 2022 - Feb 2023Senior solution consultantLed efforts in analyzing, collecting, and prioritizing client business requirements.Translated client business requirements into technical requirements.Developed, presented, and delivered high-impact demonstrations to prospective customers based on their needs.Consulted with the sales team and prospective clients to dive into deeper technical requirements to scope and estimate engagements.Managed client expectations and maintained communication throughout the course of the project.Completed configuration related to application installation, customization, declarative development, and automation.Communicated complex systems to stakeholders in a manner that enables them to have a common understanding of the project status, risks, and decision points.Conducted user acceptance testing and training sessions.Supported new and junior team members through onboarding, skills development, and internal training. Show less

Active digital
Apr 2023 - Dec 2023Salesforce managed services leadManaged a team of Customer Success Partners, provided mentorship, technical expertise, and resolved client/project issues across the team. Developed and enhanced Managed Services policies and procedures.Oversaw and managed the resolution of critical issues, ensuring prompt and complete resolution of technical challenges and business issues.Led complex managed services engagements, managed timelines, anticipated project risks, resolved issues, consistently met deadlines, and achieved client satisfaction. Show less

Arkus, inc.
Jan 2024 - Aug 2024Implementation consultantOwn project delivery through full implementation lifecycle on multiple simultaneous projects.Partner with sales to scope projects for clients, building a statement of work based on estimates of time and effort to successfully fulfill requirements.Work with clients to gather key requirements on business processes and data needs on a per-project basis.Develop full migration and implementation plans that address both the tactical and strategic needs of the client.Configure solutions with Salesforce products, as needed to complete project goals.Investigate and implement third-party tools that integrate with Salesforce. Show less

Canvas cloud
Sept 2024 - nowSenior salesforce collab consultantLead full-cycle Salesforce implementations, including requirements gathering, solution design, configuration, and deployment to drive business transformation.Assess and analyze client business processes and data requirements to develop tailored project strategies.Design and execute comprehensive migration and implementation plans, aligning tactical execution with long-term strategic goals.Manage complex managed services engagements, overseeing timelines, mitigating risks, resolving issues, and ensuring on-time, high-quality delivery.Direct the resolution of critical technical and business challenges, ensuring swift and effective issue resolution to maintain seamless operations. Show less
Licenses & Certifications
- View certificate

Dhs section 508 trusted tester
Office of accessible systems & technologySept 2016 
Salesforce certified business analyst
SalesforceSept 2022
Salesforce certified sales cloud consultant
SalesforceDec 2019
Salesforce certified administrator (sca)
SalesforceMar 2017
Salesforce certified platform app builder certification
SalesforceDec 2019
Salesforce certified nonprofit cloud consultant
SalesforceJan 2020
Jitterbit foundations
JitterbitApr 2019
Rad women intro to coding (part i)
Rad womenNov 2019
Certified scrummaster (csm)
Scrum allianceMay 2021
Salesforce certified community cloud consultant certification
SalesforceOct 2020
Volunteer Experience
Salesforce Platform Champion Champion
Issued by Salesforce on Jan 2018
Associated with Sarah M. CappsUser Group Leader
Issued by Salesforce on Nov 2018
Associated with Sarah M. Capps
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