City National Bank

Salesforce Business Analyst Associate

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•Translated stakeholder needs into user stories
•Wrote clear user stories that can be used for both internal and external communication
•Create acceptance criteria that can assist in testing and ensure that end-user needs are met
•Identified phases of the Salesforce Project Lifecycle
•Mapped actions, deliverables and processes to each phase of the client’s project
•Presented the proposed project plan to the client and addressed their concerns

Salesforce Administrator | Business Analyst

Talent Stacker | Salesforce Career Development Program

•Leading client sessions, gathering /prioritizing requirements (user stories) & creating solution documentation. 
•Automations including email templates, assignment Rules, Salesforce web-to-lead and Salesforce email-to-case in order to properly solution for business needs.
•Salesforce Security - ongoing maintenance and structuring of roles/profiles/permission sets/sharing Settings.
•User Interface Customizations - lightning layouts and page layouts to facilitate user management.
•End user training documentation and workshops to ensure understanding and user adoption of customizations.
•Participating in live workshops exploring best practices around Salesforce.com and the broader Salesforce ecosystem.
•Participating in professional development topics for Salesforce administrator / business analyst roles.

Certified Salesforce Administrator

•	I am on a team facilitating Salesforce for a Nonprofit with $25M in annual fundraising and over 50,000 constituents.
•	I am automating processes that increase productivity by 20%, streamline reporting, and boost donor retention.
•	I lead an ongoing project to clean and import donation records for our 19,000 constituents, giving our team much needed clarity.
•	I am creating and updating powerful dashboards for our executive team, enabling them to make data driven decisions. 
•	I utilize Data Loader to import donations, tasks, campaign members, etc. saving my team hours of manual data entry each week.
•	I integrated a 3rd party wealth screening app into our org to bring focus to our campaigns.

Advancement Team  Manager

BFTW

•	I increased our program visibility by 100%, moving it from file cabinets to a cloud-based CRM.
•	I introduced a program that increased the speed of sponsor/donor communication over 1,000%.
•	I was the CRM Administrator responsible for managing a team of users in the U.S., schools in remote India, and thousands of k-12 children in those schools.

Director of Sponsorship Program

Sponsorship Program Coordinator

Compassion International

Planned Giving Representative - Temp

Sponsor Donor Processing Associate - Temp

I am a Certified Salesforce Administrator with a passion for helping people, bringing clarity, and solving complex business problems. With over 10 years of experience in research, data analysis, nonprofit management, and fundraising. I have a variety of experience. I am skilled in communication, problem solving, gathering requirements, and building solutions.

In my free time I enjoy participating in Salesforce Community groups both learning and helping others to leverage Salesforce to improve productivity and efficiency for their employers and co-workers! I am also a member of a Salesforce Professional Development Program to fully understand the Salesforce Ecosystem and network to build valuable relationships in the Salesforce space.

Outside of my passion for Salesforce I enjoy summiting some of Colorado’s 50+ 14’ers (14,000+ ft. peaks), working on my urban homestead, and tinkering with anything and everything I can get my hands on!

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