Cathy Schlifer, Sca, Cppm Email & Phone Number

Minneapolis, Minnesota, United States

Minneapolis, Minnesota, United States

Responsible for ensuring the firm's database integrity and providing oversight on database development, analysis and administrationPrimary report and database insights resource, and responsible for designing and implementing database solutions that support strategic objectives of teams across the firmPromote high quality client and colleague experiencesLead the Process Improvement Group that governs changes to Financial Services CloudDeveloped a special object to capture all data and activities related to the launch of an ETF to be traded on the stock exchange in 2024. Created reporting and dashboards to provide easy management visibility into the progress of the project Created an updated customer portal in Experience CloudProvide all administrative support to a user group of 80Develop custom objects and flows to automate processesManage external vendor (Salesforce Gold Partner) for complex development projects to modify Visualforce pages and create new processes that need to be coded rather than developed declarativelyCreate and modify reports and dashboardsWork closely with SQL server admin to manage data from external systems flowing into FSCManage users and profiles, create custom profiles to provide limited access to external users, manage FSC side of customer portal

United States

Provided all Sales Cloud administrative support for a user base of 1350+, including training, troubleshooting technical issues, new user creation, role hierarchy maintenance and alignment, data integrity, reporting and dashboards, campaign and lead management, and creating custom objects for business partner reporting, including all security necessary to lock those objects down to the intended users. SME for data turnover in the system

Saint Paul, Mn

Project managed requirements gathering from the business side of three sister companies and the parent company for an implementation of Salesforce with an initial user base of 150Worked closely with the Salesforce gold implementation partner and with internal IT group to guide decisions on needed functionality and how to achieve business goals and process optimization through customization; provided all administrative support including helping to create SSO functionality, and to ensure that flows will function in the production environmentWorked with SQL server Admin and ERP managers to implement DBAmp and migrate data from ERP systems into SalesforceWorking with Sales leaders, created training materials using Camtasia software; documented business processes impacted by the implementation of the tool in preparation for go live

Bloomington, Mn

Salesforce Administrator: Performed all administrative tasks for an implementation of Salesforce with a user base of 120; drove projects to clean and streamline data; oversaw product data management; managed user profiles and roles; pipeline and S&OP reporting; created and modifed custom objects; created workflows for complex business processes. Worked with international team to merge two Salesforce instances, mapping fields for data migration, incorporating business process and organizational changes to ensure all users had the needed functionality for their market strategy. Coordinated all aspects of UAT for new custom object implementation. Drove project to flow data between JD Edwards ERP and Salesforce.Product Data Management -- Entered and maintained product data in JDE instance. Cleanup projects for data integrity and consistency; project manage the annual publication of price and product catalogs, update pricing annually in JDEData Mining; work collaboratively with Customer Operations, Finance, IT and Marketing to mine existing data to monitor market segments and report on key initiativesSales operations support: manage sales portal for Regional Sales Managers and international sales representatives, including product literature and third-party approval certificates; bookings reports for sales tracking; maintain channel partner and sales manager links Marketing support: facilitate customer and sales visits, setting agendas and coordinating meetings with internal employees; manage live video broadcasts to market flame and gas detection solutions to participants at a distanceMarket Research and sizing to guide strategic development of market development efforts; competitive intelligenceParalegal support for contracts manager, including due diligence, creating and facilitating contract execution, international attestationsKnowledge Management: Facilitate and streamline knowledge structures for content created by Executive Leadership Team

Greater Minneapolis-St. Paul Area

Instructed a master's-level course in Knowledge Management for the MLIS and MAOL programs at St. Catherine University.

Minneapolis, Mn

Data Analysis: Researched product coverage and gaps and made recommendations for product development based on market trends and sizes and end-user preferencesMarket Analysis: Analyzed mining, construction, and on-road markets for strategic aftermarket accounts Strategic Planning: Contributed to strategic planning events and metric analyses for global initiativesProject Management: Set the agenda for research, prioritized projects, assigned tasks to colleagues and followed up to ensure completion; tracked progress and metrics of projects; assigned tasks and monitored progress of specialized data cleanup projectKnowledge Management: Responsible for gathering, organizing and disseminating market intelligence as well as capturing the knowledge of product analysts for succession planning Data Scrubbing and Standardization: Spearheaded the initiative to standardize data and remove duplicate records from a 110,000-record product management database to reduce its size by half in preparation for data migration to an online Oracle-based product catalogProduct Data Management and Integrity: Collaborated with product analysts and data team to evaluate and recommend best-practice data structures, database functionality, and end-user practices Subject Matter Expert on trends in the alternative fuels market (CNG, LNG, Infrastructure, Supply & Demand, user adoption of alternative fuels and technologies)Trained and Coached global counterparts on best practices in research and data entry into Oracle databases

Greater Minneapolis-St. Paul Area

Ad-hoc research devoted primarily to the for-profit education market space, including program evaluation, trends, and regulatory affairs related to education programs

Greater Minneapolis-St. Paul Area

Provided simultaneous French-English interpretation in U.S. Immigration Court.

Greater Minneapolis-St. Paul Area

Market research and analysis: quantitative and qualitative assessments of targeted market verticals; economic research; evaluation of potential customers; vertical market deep dives; competitive intelligence Knowledge management projects: corporate-level SharePoint administrator; advised in the hierarchical development and deployment of the tool; facilitate new sites and train end users; created a company-wide market research SharePoint site, accessible to all employeesManaged the market research budget, including evaluating vendor content and negotiating contractsManaged vendor relationships and intra-company distribution of research materialsProvided administrative support to all members of the executive leadership team

Greater Minneapolis-St. Paul Area

Consulted with clients regarding their C-level recruitment needs; wrote job specifications; identified and evaluated potential candidates in order to present a steady stream of highly qualified executives to clientsResearched and created comprehensive supporting background dossiers for recruiters on companies (profit and non-profit) and industries Maintained corporate database and implemented corporate knowledge management (KM) function to keep all employees informed of business developments impacting the company and industry

Greater Minneapolis-St. Paul Area

Conducted in-depth research to support strategic business initiatives, including new business development and customer acquisition and retention efforts Specialized in researching and analyzing marketing issues such as CRM, customer lifetime value, the digital marketing space and social networking trends Researched large portions of the Peppers & Rogers book Return on Customer Created, maintained and shared competitive business and industry trend reports for top-level executives, including CEO, business unit presidents, Senior VPs and VPs Managed training function for the Information Center, including the development and delivery of new online and stand-up training courses; marketed those courses and Information Center services to end users, increasing participation in training by more than 200% over the course of two years Administered a SharePoint site to facilitate knowledge sharing among focus teams (aka Communities of Practice); managed permissions, access and copyright adherence

Mlis, Library Science

M.A., M.Phil, French