Salesforce Platform Manager Resume
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PROFESSIONAL EXPERIENCE
Confidential
Salesforce Platform Manager
Responsibilities:
- Facilitate requirement gathering sessions with Admissions Team, Marketing Team, and Regional School Power Users
- Responsible for reporting & support to the OBSG Salesforce CRM Admissions and Digital Marketing Teams + data integrations with 8 Outward Bound Regional School Salesforce orgs
- Provide reporting analysis to Director of Admissions, Executive Director, and Outward Bound Board of Directors
- Manage the OBSG Independent Developer (Consultant) for ongoing projects
- Project Manager for ongoing Salesforce automation projects using Smartsheets and Lucidchart to track projects and diagram processes
- Support the Nintex data integration as the primary data source for Open Enrollment Leads, Contacts, and Applications in a non - profit (NPSP) environment
- Lead monthly meetings to communicate updates and to gather feedback from Regional School Power Users & Open Enrollment Teams
- Manage Salesforce using Lightning User Interface
- Responsible for documenting and communicating project status and rolling-out new features to Regional Schools
Confidential
Salesforce Manager
Responsibilities:
- Responsible for reorganization of digital data for 2 online schools; including 2 data migrations: merging 2 Salesforce Lightning Sales Cloud orgs into a single org
- Created Reports for Admissions and Regulatory Teams
- Configured Conga Composer and Conga Orchestrate with DocuSign
- Reviewed and made design changes to Apex code in the Salesforce environment
- Programmed Process Builder, Workflow management, Validation Rules to automate business processes
- Worked with Apex developers to debug errors and to define code changes; identified areas to replace outdated Apex
- Managed and mentored Jr Salesforce Administrator
Salesforce CRM Manager
Confidential
Responsibilities:
- Responsible to the Digital Marketing and Sales Teams for daily operations, reporting, and support of 3 global subsidiary companies
- Acted as Product Owner, Project Manager, Project Manager, and Salesforce Manager
- Facilitated requirement gathering sessions, designed, built, and implemented Salesforce from 1 company (25 users) to 3 companies (11+ global users) - into a single Salesforce org with advanced Salesforce security configurations
- Responsible for completing 5 data migrations as we acquired new businesses
- Provided continuous innovation to existing processes to support our growing business
- Built-out CPQ for online Publishing Business for using Fattail(AdBook)
- Worked thru Lightning Assessment and test phases of Lightning implementation