Salesforce Project Manager Resume
Eden Prairie, MN
SUMMARY:
- I have a deep interest in improving how organizations get work done, driving efficiencies & better decisions through tools and systems. I’m a SAFe Scaled Agilist, Kanban Mgmt Professional Level II, Certified Scrum Master, Certified Product Owner, & Certified Project Manager. Most of all, I’m a fire drill problem solver, with a skill for rapidly mobilizing the necessary people and processes to drive results. The ability to work with and influence business partners and key stakeholders is my differentiating factor.
- As an emerging Agile Coach, I provide value added guidance, and as a Project Manager/Scrum Master, I provide tactical application in managing programs and projects, utilizing my blend of theory and experience to find efficiencies and drive results.
TECHNICAL SKILLS:
Systems/Tools: Salesforce CRM (PM & User) JIRA (Admin & Power User) Rally (Power User) Clarity, PlanView, Harvest (User) Clarizen (Power User) Microstrategy & Visual Insights BI (Desktop & Web) (PM & User) Oracle/Teradata/Datastage (PM) Accellion (PM) Hadoop - based SAS Analytics Engine (PM) SAP APO Forecasting/Planning (Power User) Tableau BI () Business Objects BI (User) Target InfoRetriever (BI) (Power User) Qlikview BI (User) Lumidata SOLYS BI (User) Essbase BI (User) Sharepoint (User) Proprietary Retail Software: TGT & BBY (User) MS Excel (Power User: Pivot tables, Advanced Formulas/Functions, some Macros, etc.)
PROFESSIONAL EXPERIENCE:
Confidential (Eden Prairie, MN)
Salesforce Project Manager
Responsibilities:
- Leading & Facilitating Meetings from Project Inception to Day-to-Day Management
- Project Scoping, Building out Timelines
- Applying correct mix of Agile methodology to achieve project success
- Leading different resource teams on each project
- Implemented & customized instance of JIRA for multiple Agile projects: including SDLC stages, boards, issue types, reporting, etc.
- Systems: Salesforce, JIRA, Harvest
Confidential (St. Paul, MN)
Founder, Project Consultant
Responsibilities:
- Taken steps towards becoming an optimal Business-IT bridge by obtaining in Scaled Agile Framework (SAFe 4.0). A holistic, tops-down and bottoms-up, application of Agile is the strongest foundation for any IT organization working with and to enable Business end customers.
- Help organizations deploy SAFe 4.0 methodology to unite the strategic planning aspects of Waterfall with the tactical brilliance of an Agile value delivery model.
Confidential (Minneapolis, MN)
Agile Coach, Project Manager, Scrum Master
Responsibilities:
- Scrum Master for Data Migration/Integration Project as part of Salesforce Implementation & Integration Program
- Data Migration & Integration for Sherwin-Williams Legacy CRMs (SugarCRM, Clarify), Valspar Current Salesforce instances, multiple data sources
- Project Manager with a Heavy Focus on Meeting w/Sales Organization Executive Steering Committee to Understand Business Priorities, and Work w/Project Teams to Align Resources, Timelines to Deliver on Promise to Customer.
- Responsible for Financial Management & Forecasting of Project Expenses. Responsible for team resourcing, and working with consulting/staffing firms to fill requirements.
- Craft communication, including emails, power point presentations, reporting to be shared with and by Executive leadership within Business Groups.
- Agile Coaching (Scrum & Kanban) - primarily focused on ‘Sales Excellence’ but served as Agile proselytizer for Multiple Projects
- Convinced IT & Business leadership & Transitioned Sales Excellence project from Scrum to Kanban to better suit organizational context and business realities.
- Retained emphasis on business feedback and value delivery in near term, but moved away from iterative rigidity.
- Refocused team on building quality scalable solutions with robust input from business.
- Implement & Train Kanban & JIRA for other project teams:
- “PHM Evolution” Paints, Hardware, Mass Merchant Sales Rep-focused Enhancements
- Project “Aurora” Paint Telemetry
- Oracle ERP/BI Developers, Order Mgmt BAs & Devs for Europe/EMEAI
- Formal Sessions for Entire Teams & Individual Leaders
- Explain differences between & pros/cons of various Agile methodologies (Scrum, Kanban)
- Coach other project managers on best practices for managing finances & communicating with business stakeholders
- Focused on needs of Sales Directors/Manager, Sales Reps, Marketing, Finance, Tech Service & Customer Service Reps, Lab Employees
- Oversee Design, Development, Testing, Acceptance, Implementation, and for:
- Business end-user-focused solutions, utilizing custom development, native functionality, integration with existing enterprise solutions, as well as 3rd party Salesforce app packages.
- Oracle & Custom Applications: migrate processes over to SFDC to better enable Sales/Mktg/Finance to manage in SFDC.
- Oracle Business Intelligence Data Sync to SFDC for Analysis/Reporting
- Outlook Integration: From basics like Contacts/Calendars to Email Keyword Mining & Opportunity Management.
- Mobile Access & Optimization: Access to Sales Infor, Documents, and easy management of actions/processes via SF1 Mobile App.
- Hubspot Marketing, Dodge Pipeline Leads, OpenCMS integration w/Salesforce
- Content/Documents Search, including integration w/Oracle DB & Custom Applications
- Customer Interaction Logging, Opportunity & Stage Mgmt, Account Management, Pipeline Visibility, Opportunity Probability Projection, Sales Organization Performance Management
- At Risk Accounts Early Identification, Alerts, & Action Plans
- Sales Analytics, Forecasting, Dashboards, Executive Summaries
- Competitive Intelligence
- Data Sourcing & Cleansing
- Proposals & Document Generation
- Write user stories.
- Groom & prioritize backlog with Product Owners’ guidance.
- Salesforce based Service Cloud Migration from Legacy Oracle Database & Custom Applications:
- Assemble & lead team to estimate effort required
- Work w/Consulting agencies to requisition resources, interview candidates for Business Analyst & Developer roles, influence hiring & firing
- Evaluate, Test, & Select Software for Team/Project usage:
- Collaboration, Story Boarding, App-package Add-ons for SFDC & JIRA
- Negotiate application licensing/pricing w/software vendor
- As JIRA Administrator, customized instance of JIRA for multiple Agile projects: including SDLC stages, boards, issue types, reporting, etc.
- Systems: Salesforce, JIRA, Clarizen, Hubspot, Dodge Construction Points, SugarCRM, Camcard, Salesforce for Outlook, Lotus Notes integration
Confidential (Minneapolis, MN)
Senior Project Manager, Scrum Master
Responsibilities:
- Oversaw Final Development & Deployment of Hadoop-based SAS Analytics Engine feeding Tableau Dashboard (“ICD10-Early Warning System”)
- Oversaw post-Deployment QA & UAT
- Oversaw post-Deployment Operationalization & Issue Resolution for 2 month warranty period
- Oversaw Automation of Processes & Handoff to Operations/Maintenance Team
- Responsible for All Financial Management, Tracking & Reconciliation
- Key Interface with Finance Department, Ernst & Young Team, Steering Committee Representatives
- Utilized Clarity-derived Resource Management reporting to ascertain Financial baseline, projections, and reconcile past charges.
- Leveraged past experience in forecasting & data analysis to sort out and drive resource management discussions.
- Put together Financial Tracking Spreadsheets where none existed
- Learned Project Financials Reporting system & Utilized Effectively to Sort out Project Financial History
- Identified key overcharges by Cross-Functional Partners & Offshore Vendors
Confidential (Minneapolis, MN)
Business Analyst, Business Intelligence
Responsibilities:
- Projects span multiple Epics and Products
- Key Liaison between Developers, Program Managers, Business Process Consultants:
- Oversee Scrum team of 22 resources (5 Onshore, 17 Offshore)
- Lead multiple weekly & ad-hoc meetings with cross-functional Scrum teams, Experts, Program leadership
- Present Project Status, Timelines, Roadblocks to Senior IT Leadership
- Responsible for Resource Management:
- Participated in Program Level Resource Management/Steering Committee/Scrum of Scrums discussions centered around assembling the correct expertise prior to every Sprint kickoff (combined Sprint-Waterfall approach).
- Actively built cases for pulling on specific resources with the skillset required for certain projects, lobbied for the adequate percentage allocation of work-hours, and traded under-utilized resources to other teams as necessary.
- Built rapport with other PMs so that could easily pull on their resources for crucial pinch-hitting scenarios.
- Key Point of Contact for External Market Share Vendors
- Drive development of Web-Based Microstrategy “MerchIQ” Business Intelligence reporting tool for 3500+ users
- Oversee migration of users from legacy Info Retriever BI tool to MerchIQ
- Design and oversee development of new EDW based Bulk Data feed for Market Share/Insight Vendors (AC Nielsen, IRI Worldwide, NPD Group, SPINS)
- Win: Vendors will now receive Omni-Channel bulk data (a first) and this data will separate order origin points (ie Web, Mobile, Store, Amazon, etc.) from Order Shipment Channels (Whse, Store, Direct from Vendor)
- Win: previous feeds were weekly cadence, now sales data is Daily
- Systems: MicroStrategy (Desktop & Web, Visual Insights) Business Intelligence, Teradata EDW, Accellion, Clarity, Sharepoint, JIRA
Confidential (Richfield, MN)
Product Owner & Business Analyst
Responsibilities:
- Product Owner/Process Consultant: Key Point of Contact for Data & Systems between Fox Cat Man leadership, Fox IT and Best Buy Demand Planning, IT, Merchant, & Finance teams (Operating as Hybrid Product Owner, Project Coordinator, Business Analyst, & Data Analyst)
- Lead multiple weekly meetings with cross-functional teams including Open Labs
- Enable transition of Department from MS Office & Server-based systems to Cloud-based tools
- Drive development of solutions for Salesforce CRM Planning & Forecasting system (“MovieZone”) & manage through Salesforce Admin Tool
- Oversee development and changes to Daily Retek/RMS/EDW/Apptalk Data Feed
- Enable Citrix-based MSTR Reporting & Access for BBY users; create canned reports
- Conduct User Acceptance Testing (UAT), Write UAT Scripts
- Business Analyst: Write Functional Requirements Documentation for Salesforce Enhancements & Features
- Gather high-level requests, Work w/End Users to Refine & Prioritize, Coordinate Communication & Mtgs
- Translate IT requests/issues and Business/Client requirements back and forth
- Create & Maintain Development Log to compile & track all system implementation & enhancement timelines
- As Salesforce Power User, make limited changes based on business input in Admin Tool back-end interface
- Took initiative on creating new value-added reporting and tools:
- New Release Lifecycle & Fixture Performance Forecasting Tool: Work w/BBY on gathering requirements and constantly modifying to build New Release Lifecycle Planning Tool in Excel. This served as the proof of concept and allowed refinement/optimization of the logic and functionality, and was eventually integrated into Salesforce functionality.
- Forecasting Accuracy Report, Box Office/Comp Title Forecasting Tool
- Decay-Curve based Order Estimator Tool
- Weekly Demand Planning Reporting to optimize Inventory by various characteristics relevant to filmed entertainment.
- Tracking forecasting/inventory accuracy and optimizing inventory mix along Format, Working Group and especially by Vendor.
- BBY Team uses this in Weekly/Monthly Presentation to Merchants & Leadership
- BBY Team uses this in Weekly Conversations w/Studio Inventory Teams
- Retrospective Assortment & Store Performance Analysis
- Store-SKU reporting to show Sales performance & Inventory efficiency by store, as well as SKU performance by Store Groupings
- Working w/IT on Regular Data Validation of Sell-thru & Inventory Reporting
- Best Buy and Vendor Team -members on Systems Functionality (Salesforce, MicroStrategy, Excel Help)
- Initiate, Gather Requirements, Prototype Forecasting Tool (complex multi-variable)
Confidential (Minneapolis, MN & Rogers, AR)
Customer Demand Planner
Responsibilities:
- Process Improvement Project: Streamline Workflow & Cross-Functional Setup/Interaction of Customer Demand Planner Role
- Systems: SAP APO, Trade Planner, Allocation Tracker, Bex, Business Objects, AVE, Essbase
Confidential (Minneapolis, MN)
Entrepreneur/Small Business Owner
Responsibilities:
- Attended Canton Import Export Fair as buyer/vendor—largest Chinese trade expo
- Arranged for service with Warehousing & International Logistics/Shipping Providers
Confidential (Richfield, MN)
Demand Planning Analyst
Responsibilities:
- Successfully launched Verizon Blackberry Storm across Best Buy Chain
- Set the department standard with Blackberry Storm Inventory Plan utilizing advanced excel-based modeling
- Worked with eCommerce Planning team to guide BBY Mobile product offerings via Simplexity
- Systems: Retek, JDA, ETR, Simplexity
Confidential (Minneapolis, MN)
Merchandise Planning Business Analyst
Responsibilities:
- Ran top two most profitable categories in Domestics division, Shower and Beach
- Negotiated $800,000 discount on shipped inventory with Asia-based vendor; engaged in frequent negotiations on cost/markup, vendor inventory procurement and positioning, inventory reserves, and shipping timing
Confidential (Washington, DC)
IT Administrator
Responsibilities:
- Managed student & faculty software/usage issues & questions.
- Managed infrastructural/hardware issues, updates, migrations.
- Set up remote classroom videoconferences between Johns Hopkins Washington, DC & China campuses.
- Managed campus closed-circuit video security system.