SUMMARY

• I am the go - to person when large corporations require expertise in designing and implementing Salesforce, as well as integrating CRM data with ERP systems. I have both Salesforce B2B and B2C technical lead-implementation experience.   I am a CPA holding (3) three Salesforce certifications as Administrator, Advanced Administrator, Developer and the Certified Scrum Master certification. I am also in the process of achieving additional agile certifications as Scrum Product Owner and PMI Agile Practitioner. Agile is a process for businesses to maximize return on investment with continuous delivery of working software. 

PROFESSIONAL EXPERIENCE

Salesforce Consultant

Confidential

Responsibilities:

• Assisted in negotiating a three year Salesforce contract, resulting in $100,000+ of annual savings.
• Implementation of weekly booking, gross margin and revenue recognition for multiple subsidiaries.
• Implemented Apsona's object tabular views, which permitted Senior Management to review and adjust bookings, revenue and gross margin data.
• Converted data from Sugar CRM, Salesforce professional and Excel using Import2 and Apsona.
• Use of Dell Boomi to connect Salesforce with CostPoint and Managed 2000 ERP systems.
• Salesforce Project Manager responsible for implementing the quote to cash functionality between NetSuite and Salesforce. The company was moving their ERP platform from Lawson to NetSuite and their revenue recognition from Salesforce to NetSuite. Celigo middleware was used to flow data from Salesforce to NetSuite.
• Extensive cleanup and re-introduction of the Salesforce Sales Cloud, involving the removal of hundreds of fields, validations and workflows. Implemented a new product hierarchy with 24,000 product codes.
• Salesforce Business Analyst & Project Manager responsible for designing and implementing Salesforce using the non-profit starter pack, a branded Napilli community template, iConnect mass email blasts, knowledge and article management.The Napilli template enables community cloud users (5K-10k users) to view featured events, search articles, create cases, guest registration and manage user options.
• Senior Salesforce Administrator Consultant brought in after the initial deployment of Salesforce. This initial deployment comprised 1,000 Salesforce user licenses and 100,000 customer community licenses.
• Developed Salesforce Dynamic Dashboards and underlying reporting. Identified and addressed initial deployment problems.

Confidential

President

Responsibilities:

• I collaborate with Board of Directors on strategic goals, investments and monetary decisions.
• Multi-generational family charity focuses on funding not-for-profit Brooklyn-based cultural institutions. Cultural institutions receiving our support include

Confidential

Senior Salesforce Project Manager

Responsibilities:

• Served as a change agent with management to identify/remove unused profiles and custom coding dependency.
• Identified over 2,000 unused fields, 10 unused objects, 500+ unused reports and 30+ unused profiles.
• Developed a plan to implement chatter, solutions, workflow approvals, dashboards, opportunity products and customized forecasting with revenue cycle reporting.
• Implemented Field Trip, Eclipse Force.com IDE, Demand Tools and Crystal Reporting for Salesforce.
• Assisted with the Salesforce Enterprise edition contract renewal negotiations and obtained a discount that enabled the company to upgrade to the unlimited edition at a limited additional cost.

Confidential

Salesforce Project Manager/Business Analyst

Responsibilities:

• Team lead for both Salesforce and Great Plains implementations. Served as the change agent in the development/implementation of proposals, projects, sales orders, maintenance contracts and invoices.
• Five + years Salesforce CRM Administrator experience for two Salesforce instances (B2B and B2C) involving 600 users - extensive use of Apex Data Loader to build both Salesforce instances.
• Identified the need and managed the reduction of Great Plains instances from 4 to 1. By combining each acquisition into one overall Great Plains instance, we reduced the number of Great Pains instances, the associated ADP payroll expense and the number of Scribe middleware integrations.
• Developed revenue cycle management reporting with key indicators used for weekly sales manager reviews.
• Applied extensive business analysis experience involving Board of Directors reporting, Sales Cloud open opportunity review and the reconciliation of Salesforce closed won opportunities to the financial booking report.
• Converted the financial and customer data from three company acquisitions into Great Plains and Salesforce.
• Full life-cycle third party implementation of Crystal Reporting for Salesforce, Apex Data loader, Demand Tools, Linvio Payment Connect, Great Plains PDF invoice integration to SharePoint and Nodus credit card processing.

Confidential

Financial Integration Manager

Responsibilities:

• Served as a change agent with management in the full life-cycle implementation, documentation, reporting and training of the Microsoft project accounting, Encore deferred revenue, Scribe middleware and Avalara sales tax.
• Converted the financial and customer data from one company acquisition into Great Plains.
• Project Manager for Great Plains Dynamics with 32 user business ready licenses.