Natalie Foley Consulting

I show companies how to successfully make use of Salesforce in their organization. This involves everything from planning out high-level roadmaps, to working with business teams on change management best practices for implementation and ongoing improvements.

At the end of the day, I want your employees to have the tools they need to do their jobs well.

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My services include:

• Agile Methodology and Project Management - Get better outcomes for your Salesforce projects by engaging more with users throughout the process

• Planning & Strategy - Identify additional projects, apps, or integrations that can add business value to your company, and plan them out according to ROI and available resources. Establish an organized process for prioritizing projects & feature requests.

• Build your Salesforce Team - I can provide training and mentorship to employee(s) from your business teams and turn them into Salesforce Admins and/or Business Analysts

• Salesforce Training for Business Teams - Ensure you're getting the most out of Salesforce by training business users on all the tips & tricks to navigate Salesforce efficiently. 

• Business Processes - Work with managers to measure KPIs and make sure Salesforce is correctly aligned with their team's business processes

Salesforce Consultant / Fractional Salesforce Administrator

Pacific Premier Bank

•	Worked on a team of 5 admins + developers to manage an org with 1,000+ users
•	Helped create a client-facing portal to expedite the company’s loan application and approval process
•	Provided guidance on user training and adoption during rollout of new features and projects
•	Engaged with VP-level stakeholders on a regular basis
•	Identified “easy wins” to deliver the best ROI to users while costing little effort to build
•	Initiated a culture of empowering business teams by training users on creating reports, importing leads, etc.

Salesforce Administrator

Abelian

Salesforce Consultant

•	Lead requirements gathering and solution design with client stakeholders for implementation projects
•	Coordinated with offshore developers by providing detailed specifications for custom components
•	Guided internal team members on improving business processes for successful project delivery
•	Configured custom objects and fields, automation, screen flows, profiles, and more according to client requirements
•	Lead training sessions for end users and system administrators
•	Assisted project managers in maintaining positive relationships with clients and ISV partners

Senior Salesforce Consultant

Buy It Installed, Inc.

About the Company:

Buy It Installed, Inc. was a startup in retail and consumer goods. BII partnered with retailers of home improvement products such as light fixtures, faucets, ceiling fans, etc, to provide their customers with installation services. When a consumer purchased a product and opted to "buy it installed", BII would match the consumer with a contractor in their area to perform the installation. The matching was largely automated but sometimes required BII's recruiter team to find and sign up new contractors to fulfill workorders. The company went out of business in 2022.

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My Responsibilities:

•	Played a key role in driving and managing the company’s Salesforce implementation
•	Architected and built custom apps for workorder management and contractor recruitment 
•	Guided product development with multiple stakeholders and SMEs, including planning, prioritizing, and executing projects according to the company’s sprint process
•	Managed a team of 4 software engineers and salesforce developers
•	Handled system migration between the legacy system and the Salesforce platform

Salesforce Engineer & Product Manager

Junior Product Manager

PlaceWorks

- Described and documented potential noise and vibration impacts associated with development of projects
- Assisted in training new employees
- Advised project managers and clients on best practices
- Recorded, analyzed, and presented results of noise level measurements at project locations
- Prepared scope and cost estimates for proposals

Project Engineer: Noise, Vibration & Acoustics

Planner: Noise, Vibration & Acoustics

Benjamin Franklin Charter School

Planned and taught lessons for 8th, 9th, and 10th grade students in the subjects of Geometry and Algebra II.

Math Teacher

Texas A&M University

Worked with a small group of advisors and grad students at the Cyclotron Institute (particle accelerator) to design, assemble and test equipment for use in future experiments.

Undergrad Physics Research Summer Intern

Salesforce Professional here to help you solve user adoption problems, align Salesforce with your business processes, and put into place collaborative development practices that value end users as key stakeholders.

I have been building and leading Salesforce projects since 2019 and am ready to bring my insights and experience to companies that value teamwork and the contributions of all employees. Interested in working together? Contact me and let’s see how to make effective use of Salesforce in your organization.

Email: natalie@nataliefoley.com

Salesforce experience:
•	Certified Administrator & Platform App Builder
•	Service Cloud
•	Sales Cloud
•	Experience Sites/Communities
•	Custom Builds

Other skills include:
•	Agile methodologies
•	Planning roadmaps and long-term product strategy
•	Strong documentation habits
•	General understanding of APIs, webhooks, SQL databases, and systems integrations

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