• Retained throughout multiple ownership changes, demonstrating adaptability and continued value to the organization during periods of transition.• Played a crucial role in stabilizing operations and maintaining continuity in project execution, including Salesforce and Marketing Cloud implementations, after each ownership change.• Maintained key responsibilities, including end-to-end project management, UAT coordination, and cross-functional team coordination, ensuring no disruption to project timelines or customer experience.• Adapted to new organizational priorities and leadership directives while upholding quality and ensuring successful rollouts of new features and products.

𝗞𝗲𝘆 𝗣𝗿𝗼𝗷𝗲𝗰𝘁𝘀 & 𝗗𝗲𝗹𝗶𝘃𝗲𝗿𝗮𝗯𝗹𝗲𝘀: 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗜𝗺𝗽𝗹𝗲𝗺𝗲𝗻𝘁𝗮𝘁𝗶𝗼𝗻 & 𝗠𝗮𝗶𝗻𝘁𝗲𝗻𝗮𝗻𝗰𝗲 (𝟮𝟬𝟭𝟴 – 𝗣𝗿𝗲𝘀𝗲𝗻𝘁): • Migrated from in-house .NET CRM to Salesforce, supporting data migration, spec development, feature prioritization, and UAT coordination. • Created and maintained end-user training materials for Salesforce. • Managed projects involving pricing changes, product updates due to supply chain issues, and website modifications, working cross-functionally with Marketing, Engineering, and Consumer teams. • Led testing efforts, including UAT, regression, and smoke testing for web and mobile applications. 𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗔𝗱𝗺𝗶𝗻 (𝟮𝟬𝟭𝟴 – 𝗣𝗿𝗲𝘀𝗲𝗻𝘁): • Supported user management, permissions, report creation, and troubleshooting. • Managed customization needs, including adding fields, modifying page layouts, and maintaining product SKUs and process builders/flows. 𝗠𝗮𝗿𝗸𝗲𝘁𝗶𝗻𝗴 𝗖𝗹𝗼𝘂𝗱 (𝟮𝟬𝟭𝟴 – 𝗣𝗿𝗲𝘀𝗲𝗻𝘁): • Collaborated with Marketing and Product teams to develop email automations and journeys, handling SQL queries, data extensions, and testing. • Supported promotional email campaigns, managing data extension updates and automating journeys. 𝗣𝗿𝗼𝗷𝗲𝗰𝘁 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁/𝗝𝗜𝗥𝗔 (𝟮𝟬𝟮𝟯 – 𝗣𝗿𝗲𝘀𝗲𝗻𝘁): • Acted as Scrum Master and Product Owner for a team of seven, leading daily stand-ups, Sprint planning, and backlog management. • Facilitated new feature development and system maintenance by documenting user stories and processes in Jira and Confluence.𝗣𝗿𝗼𝗽𝗿𝗶𝗲𝘁𝗮𝗿𝘆 𝗖𝗥𝗠 (𝟮𝟬𝟭𝟰 – 𝟮𝟬𝟭𝟳): • Supported development, testing, and maintenance of an in-house CRM and related website updates.

• Processed financial transactions such as purchases, redemptions, and dividend payouts.• Facilitated New Fund Offers and managed investor/broker relations. • Reduced application rejections by over 60% through staff training and accurate verification processes.

• Provided individualized financial consultations and cross-sold various products including mutual funds and savings accounts.• Conducted promotional activities and expanded the client base by building genuine relationships.• Improved customer satisfaction by resolving issues efficiently.