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SUMMARYExpert Salesforce Admin with experience in Product Management. Salesforce-certified with a proven track record creating and enhancing effective Salesforce Orgs to improve business value. Expert influencer and detail-oriented consensus builder. Attended 10 Dreamforces and have over 55 Trailhead badges, including Einstein Analytics, Data Management, and Lightning Flow.ExperienceAnalyst, Global Enablement, San Francisco, CA 2018Improved Astro’s Course Tracker (ACT), a learning administration application serving 19,000 users, by creating automated processes to assign permissions; created an approval process for courses.Created over 100 learning assessments and co-created an automated process to upload results to ACT.Troubleshot issues for hundreds of interested employees to improve learning experienceSALESFORCE CONSULTANT, Sales & Marketing Operations, Totango, Inc.San Mateo, CA 2017- 2018Improved marketing and sales operations by building, fixing, and improving a 4-million record Salesforce Org.Built dozens of Process Builder-processes including complex lead assignment process involving 19 nodes, 81 actions and 2 invoked processes. Built dozens of workflow rules for automated lead (customized) territory assignment, lead qualification and campaign automation.Used Workbench, Mulesoft and applications to Salesforce APIs to make our Org GDPR-compliant.SALESFORCE ADMIN, Family Dog Rescue of San Francisco. San Francisco, CA2017- PresentCreated NPSP 3.0 Org from scratch, integrating 33,000 records of existing data, establishing a robust volunteer (V4S) capability, creating automated online donation/payment capability, and allowing the organization to track their dogs in an organized way for the first time.JVS Salesforce CERTIFIED Administrator ProgramSan Francisco, CA 2017Intensive 4-month certified Salesforce administrator program; selected as one of only 29 out of 250+ applicants.Passed ADM-201 Certification; one of two people in program (of 29) to pass all three mid-term assessments. Coursework focused on standard and custom object development; service console; activity management/collaboration; data management: import/export; reporting & dashboards; Lightning apps; Non-Profit Success Pack.Developed own custom Salesforce App from scratch that was selected the best in the class (tied with 4 others). App comprised standard/custom objects; security; workflow/process automation; user permissions.Independent Consultant– Product ManagerSan Francisco, CA 2001- 2017?PRODUCT STRATEGIST, Wells Fargo & Co. Business Internet ServicesDeveloped detailed product marketing guides for internal marketing to allow bankers to understand the details of Business Online Banking products. Worked with representatives from both consumer and small business Internet services, to ensure accuracy and consistency.Responsible for content, design, placement, and distribution of guides. ?Product Manager, Charles Schwab & Co. , Client Web ServicesSpearheaded the development of a cloud-based retirement planning tool on behalf of , including product management from competitive analysis to user interface design to prototypes to translating business requirements into product features to ensuring it was a beneficially usable product.Envisioned and created product definition and detailed blueprint for new virtual online financial advisor. Created the whole user experience (UX). This tool will provide personalized portfolio advice to clients.Identified and incorporated customer requirements by conducting online focus groups and live usability testing. Responsible for Voice-of-the-Customer analysis, page design and prototyping.Managed the product development process and product roadmap from elaboration to launch. Drove consensus with a cross-functional team of eight to enable on-time product delivery. ADMISSIONS CHAIR / REGIONAL MANAGER, Brown University Alumni Interviewing Program, Northern CaliforniaSupervising a team of 10 managers, responsible for the interview process of about 1500 applicants each year, with a 99.9% success rate. Coordinated (and also recruited many of) over 500 Brown alums to participate in interview process.DIGITAL BUSINESS STRATEGIST, Event Zero Internet Strategy Consultants San Francisco, CA 2000 - 2001Conceived, led, and drove end to end development, via Agile (SCRUM) and Kanban methodology, of web-based ERP system. Facilitated task breakdown and conducted technical walk-throughs of product features. System included sales tracking, business reporting, and forecasting, which saved the company over $250,000. Designed strategy, project plan, deliverables, features, and enhancements up to and including product launch. Managed cross-functional team of eight, created product roadmap, including leading Quality Assurance (QA).STRATEGIST/ PRODUCT MANAGER, Viant Corporation New York, NY & San Francisco, CA 1997 - 1999Helped build the strategy discipline that contributed to the company, one of the first Internet strategy-consulting firms, becoming the premier firm in the industry. Client project highlights:Charles Schwab: Thought leader on team that defined the structure and workflow for its best-of-breed Internet content management publishing system, using Agile (SCRUM) development. Elevated service levels both for Schwab and its clients by increasing efficiency and customer loyalty. HP-Compaq: Architected a new e-commerce website user experience across the buying, upgrading, and accessorizing processes. Strategy premised a one-stop convergence of customer needs and increased sales.The College Board: Developed strategic business and marketing plan for a $44 MM pure-play Internet spin-off. The venture provided seven offerings, including e-commerce capabilities to a 28 million-person national audience. Project led to follow-on work for Viant.ASSOCIATE CONSULTANT, PriceWaterhouseCoopers, Management Consulting New York, NY1995 – 1996EducationThe Wharton School, University of PennsylvaniaPhiladelphia, PA MBA, Strategic Management and e-Commerce StrategySchool of Engineering and Applied Science, University of PennsylvaniaPhiladelphia, PA MS, Internet EngineeringMet standard for Wharton’s Director’s Honors List during first semester. Completed 12-month program in only nine months.Brown UniversityProvidence, RIBA, Political ScienceCoursework covered 16 different academic departments including six writing courses. Third-ranking and longest then-serving member, Brown student government.Methodologies, tools, and Technical SkillsCertification: Salesforce ADM-201Proficiency: database development, content management, networking, systems, and Microsoft server administration. Knowledge of SQL and JavaScript. Extensive experience: e-Commerce, customer research, HTML and web development tools, multi-browser development issues. Filemaker; Internet usability and Information Architecture, Agile and Rational Unified Process (RUP) methodologies.Expert Salesforce Admin and Microsoft Excel skills. Taught two classes on Advanced Excel techniques at Viant and munity Service and Leadership Director; Treasurer; Board Member, Brown University Clubs of New York, Washington DC and San Francisco. Turned around an inherited, record 25% budget deficit in one year. Balanced two annual budgets in a row after inheriting four years of increasing record deficits.Volunteer, Hillary for America, 2016; Obama for America 2008 - 2012 Presidential Campaigns, San Francisco & Las Vegas/Reno Nevada. Ran one of the Nevada Caucuses. Senior Member of IT Staff and Phone Bank Captain, Obama for America 2012; Hillary for America 2016.Pacific Autism Center For Education (PACE) Hollywood Night Benefit Committee. ................
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