Brian C. Email & Phone Number

Waltham, Ma, Us

Bellevue, Wa, Us

Bothell, Washington, Us

Chicago, Il, Us

Chicago, Illinois, Us

The Salesforce Application Manager role combined the knowledge and experience of a Salesforce administrator, business analyst, project manager, program manager, trainer, and support analyst. The role served as the “go to” for the company regarding Salesforce and its related systems.• Updated existing and built new Approval Processes, Workflow Rules, and Process Builders.• Maintained users and licenses for Salesforce and Conga Composer.• Gathered business requirements for Salesforce projects and used those to design solutions in Salesforce.• Designed, built, and implemented new business processes including all configuration work needed to meet business requirements.• Designed, built, and implemented new custom objects.• Built and implemented new buttons, actions, and custom links.• Updated and modified existing Visualforce pages.• Diagnosed issues in Apex code and worked with Developer(s) to resolve issues and/or create new code.• Used prebuilt (standard) Lightning components to design and customize Lightning pages for apps and communities.• Created validation rules on standard and custom objects.• Created, updated, and managed a library of Conga Composer templates and the buttons/processes associated with them.• Created and maintained email alerts.• Prepared and migrated profiles to Lightning.• Cleaned up and maintained Users, Profiles, Roles, and Public Groups.• Built dashboards and reports.• Provided day-to-day Salesforce support to all Salesforce users.• Provided Salesforce training as needed.• Completed custom object re-architecture project. Responsible for configuration changes, testing, training, and managing the relationship between external consultants and internal resources.• Designed and built the functionality of a separate system in Salesforce Lightning, resulting in onboarding new users in Salesforce and eliminating the need for and cost of the separate system.

Chicago, Il, Us

Collaborated with business stakeholders to understand common and unique system requirements from each business unit and coordinated system configurations that delivered best practices and maintained a high level of quality within the Salesforce environment. Understood current and future Salesforce technology and defined how that technology contributed to the success of the organization and the specific needs of the separate business units. Gathered and documented requirements and resolved gaps by customizing the platform, engaging additional resources as necessary. Worked with other teams - on both the business and IT sides - to determine strategic system capabilities and alignment with overall data and technical architecture and governance.• Provided technical architecture strategy and guidance for ongoing Salesforce activities and assisted with promoting governance and adoption strategy.• Managed technical issues and served as the technical authority for team members throughout issue resolution.• Obtained and maintained a working knowledge across all applications, customers, and business unit customers/users across multiple functional areas.• Provided business guidance on capabilities of the Salesforce platform to help shape business visions and strategies for developing and/or improving processes and efficiencies.• Prepared initial solution assessment, solution specification document, scope, and estimates.• Mentored other business units’ Salesforce administrators and developers during solution interactions.• Championed Salesforce best practice throughout the organization.• Designed and built advanced reports and dashboards in Salesforce.

Chicago, Illinois, Us

• Managed multiple implementation projects to add food banks to Feeding America’s multi-tenant CRM environment (Blackbaud CRM) resulting in successfully conversion and migration.• Managed projects to migrate and implement multiple food banks into separate, Feeding America-hosted CRM environments (Blackbaud CRM), eliminating the business process and security challenges of sharing a single database between independent food banks.• Utilized project management skills in CRM system (Salesforce, Salesforce/NGO Connect) migration and implementation for various Feeding America departments.• Served as project manager for enhancement, customization, and software bug resolution projects in CRM system (Blackbaud CRM), resulting in an efficient and user-friendly system.• Served as database administrator and subject matter expert (SME) for Salesforce resulting in implementation, configuration, and ongoing use of Salesforce.• Determined project scope, goals, and deliverables to support business goals in collaboration with senior management and stakeholders.• Estimated resources and participants needed to achieve project goals, determined and assessed need for additional staff and/or consultants, and made appropriate recruitments as necessary during the project cycle, and where required, negotiated with other department managers for acquisition of required personnel from within the company.• Identified and managed project dependencies and critical path, and proactively managed changes in project scope, identified potential crises, and devised contingency plans to ensure that milestones were met.• Proactively set and continually managed project expectations with team members and other stakeholders.• Defined project success criteria and communicated with team members and stakeholders in a timely and clear fashion throughout the project life cycle.

Chicago, Illinois, Us

• Planned, designed, and executed migration and conversion of data from Sage ACT! CRM system to Blackbaud CRM.• Managed network-wide CRM system upgrades (to Blackbaud CRM 3.0 and 4.0) to increase organizational efficiency.• Served as central administration for Feeding America network members using Blackbaud CRM and BBIS (Blackbaud Internet Solutions) including user IDs, system security roles, software patch management and communication, upgrade management, record de-duplication management, custom page layouts, shared code tables management, general ledger interface maintenance, and coordination of shared data across national office and network member food banks.• Audited assigned systems to ensure compliance with policies and procedures.• Developed complex analytical reports to capture metrics and analytics related to CRM activities.• Gathered business requirements, created process mapping, wrote business processes, use-case documentation, and data specifications, such as reporting and integration specifications, in support of end-users of CRM and related systems to increase end-user productivity.• Maintained quality assurance systems for program logic, data processing, and error resolution.• Liaised with network administrators, systems analysts, programmers, and developers to resolve any defects in systems used by the organization and its member food banks throughout the United States.• Ensured change management policies and procedures were documented, implemented, and maintained.• Owned release management and enhancement roadmap on behalf of organization’s national office and members utilizing Blackbaud CRM.

Chicago, Il, Us

• Collaborated with multiple departments and vendors to redesign and prepare my.ico.edu website for a successful re-launch.• Provided service, support, training, and advice to end-users regarding technical and application issues for all database and web applications to enhance staff skill levels.• Manipulated data and provided reporting assistance to multiple departments to increase reporting efficiency.• Designed, created, and maintained application and business process documentation.• Conducted testing for version updates, bug fixes, and new features to ensure they would not cause breakages to current business processes or interfere with day-to-day operations.

Chicago, Il, Us

• Identified inaccuracies in membership drop dates in membership module of CRM system (The Raiser’s Edge), designed parameters to correct them, and oversaw the team executing the data clean up, resulting in accurate drop dates for use in membership reporting and reacquisition efforts.• Redesigned queries and exports for recurring data pulls to provide increased data accuracy and process efficiency.• Built import profiles for various imports to effectively reduce duplicate records.• Led project to clean up constituent action records and create related data entry policies, providing accurate documentation of substantive interactions, stewardship, and solicitations.• Spearheaded project to build numerous audit queries and implemented an audit query schedule to evaluate data integrity and proactively alert staff to issues to ensure timely resolution.• Improved records management and records sharing, decreasing physical paper files.• Built queries using SQL Server Management Studio (SSMS) to pull data from multiple databases and combine it to provide additional flexibility for reporting on and analyzing institutional data.• Published reports via SQL Server Reporting Services (SSRS) for access and use across the Art Institute to increase organizational efficiency.

Northfield, Il, Us

• Implemented and configured The Raiser’s Edge events module and WealthEngine data mining database to provide enhanced event management and donor prospecting.• Introduced segmentation in CRM system (The Raiser’s Edge) and segmented all direct mail fundraising solicitations to enhance efficient fundraising and increase return on investment.• Streamlined and cleaned The Raiser’s Edge database coding system to improve reporting.• Restructured fundraising and membership acknowledgment process resulting in enhanced efficiency in donor and member management and service.• Effectively implemented dashboards, queries, and reports to provide real-time information on fundraising and membership goals.• Executed an appeal package system to track appeal performance and enhance understanding of fundraising efforts.• Built conditional mail merges to personalize and target direct mail pieces and acknowledgments to improve fundraising, marketing, and communication.

Chicago, Il, Us

• Improved donor relations by designing and implementing CRM system practices that ensured accurate and timely gift recording, acknowledgment, and reporting.• Established and maintained systematic and donor-responsive procedures for receiving, maintaining, and following up on pledges and payments.

Chicago, Illinois, Us

• Performed data entry and reporting in CRM system (The Raiser’s Edge).

Columbia, South Carolina, Us

• Configured CRM system (The Raiser’s Edge) post-conversion and created, implemented, and documented policies and procedures for its use.• Implemented statistical and return on investment tracking for direct mail membership acquisition, fundraising, and marketing campaigns.• Developed the foundation’s online communication strategy by designing and sending its first e-newsletter.• Served as adviser and liaison to the young professional membership level.• Reduced gift and membership acknowledgment processing time by implementing workflow automation.

• Taught various subjects as a long-term and short-term substitute teacher at grade levels K-12.

Washington, Dc, Us

Master Of Arts Management, Arts, Entertainment, And Media Management

Bachelor Of Music, Music Performance