Cindy Braum
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Cindy Braum Email & Phone Number

Salesforce Solutions Manager at Creative Planning
Location: Lenexa, Kansas, United States 14 work roles 1 school
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Current company
Role
Salesforce Solutions Manager
Location
Lenexa, Kansas, United States
Company size

Who is Cindy Braum? Overview

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Cindy Braum is listed as Salesforce Solutions Manager at Creative Planning, a with 1946 employees, based in Lenexa, Kansas, United States. AeroLeads shows a matched LinkedIn profile for Cindy Braum.

Cindy Braum previously worked as Owner and President at Clb Strategic Solutions Llc and Technology Consultant at Ewing Marion Kauffman Foundation. Cindy Braum studied at Washburn University.

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Creative Planning

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About Cindy Braum

Certified Salesforce Administration expert with over 10 years of experience. Experience and core competencies include:• 2x Salesforce certified administrator• Project Management & system governance skills• Business systems analyst and business process improvement• Quality Assurance• End User Training• Agile Methodologies• Writing, implementing, maintaining Standard Operating Procedures (SOPs) for all CRM processes.• Employee on-boarding and ongoing training

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Creative Planning
Creative Planning
Salesforce Solutions Manager
United States
Employees
1946
AeroLeads page
14 roles · 41 years

Cindy Braum work experience

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Senior Implementation Specialist - Salesforce Administration

Lenexa, Kansas

• Partnered with stakeholders to prioritize enhancements and ensure optimal user efficiency of Salesforce• Maintained user roles and profiles, security settings, access settings, etc. (User Profiles, Role Hierarchy, Sharing Rules and Security)• Provided end-user support (including system configuration, process building, complex formulas, and system maintenance) and assist users with pro-active best practices to enhance and increase their knowledge of the Salesforce CRM• Created and managed custom objects, fields formulas, validation rules, custom workflow and approval processes• Maintained all Salesforce environments (sandbox, production, etc.) including documentation, configuration and customizations.

Oct 2018 - Aug 2021

Senior Consultant Ii/Project Manager – Microsoft Dynamics Solutions

Kansas City, Missouri, United States

• Served as a project manager for Microsoft Dynamics GP and CRM following Microsoft Dynamics Sure Step to achieve consistent, repeatable, successful implementations while leveraging resources to their strengths.• Responsible for daily communications with clients, managing their project staff, understanding their unique requirements, technical staff resourcing, and creating and communicating Enterprise project plans. • During implementations, managed budget as well as client expectations through regular communication with the client team and their executive sponsors.

2015 - 2018 ~3 yrs

Sr. Business Applications Analyst/Project Manager – Microsoft Dynamics Solutions

• Participated in every aspect of Implementation from analyzing the customer’s business requirements to configuring the Microsoft Dynamics application to meeting the customer’s needs.• Responsible for coordination, planning and successful implementation of Microsoft Business Solutions.• Provided in-depth knowledge of the Microsoft Dynamics application and evaluated customer’s business processes against standard Microsoft Dynamics functionality.• Implemented and deployed Microsoft Dynamics CRM.• Conducted solution testing and assisted with user acceptance testing.• Provided end-user and administration training.• Assisted with pre-sales support.• Conducted Product Upgrades and new feature training.

May 2014 - Mar 2015

Senior Consultant Crm

Kansas City

• Conducted discovery meetings with customers and prospects to understand their sales, marketing and customer service requirements.• Demonstrated MS Dynamics CRM solution capabilities to the client.• Configured/customized Dynamics CRM using web-based administration tools (form layout, workflow design, view creation, dashboards etc).• Created and managed project timelines to ensure on-time and on-budget delivery.• Worked with developers to define and create specifications for any custom code or data migration requirements.• Provided MS Dynamics expertise recommending best-practices.• Conducted solution testing and assisted with user acceptance testing.• Provided end-user and administration training.

Sep 2012 - Apr 2014

Business Solutions Consultant

• Consulted with clients to gather business needs and requirements.• Oversaw installation, setup, and configuration of MS Dynamics CRM.• Managed CRM, GP and Hosted Email upgrade projects.• Managed Microsoft GP implementations, upgrades, support, and training.• Provisioned Microsoft ERP solutions including Dynamics CRM, SharePoint, and Dynamics GP in a cloud computing platform (MyAppsanywhere™).• Assisted Channel Managers with sales quotes.

Jul 2011 - Apr 2012

Technical Support Supervisor - Service Desk

Managed the Help Desk function, responsible for recognizing, prioritizing, resolving and routing end-user computer problems.

2007 - 2010 ~3 yrs

Application Support Supervisor

Supervised team of four application support specialists responsible for upper-level support of all PCG applications to 50 branch offices and corporate headquarters. Responsible for oversight of software testing and new product rollouts.

2005 - 2007 ~2 yrs

Is Project Leader

Facilitated an Enterprise Resource Planning system rollout to entire company. Worked closely with development team on customizations and design. Provided training and software support of entire system.

1997 - 2005 ~8 yrs

Solutions Consultant

Implemented Microsoft Dynamics GP, which included business analysis, project management, data conversion, application integration and on/off-site training.

1994 - 1997 ~3 yrs

Finance And Accounting Manager

Responsible for monthly accounting, financial reporting, budgeting, variance and trend analysis, HR, payroll, Tax compliance, insurance coverage, and agency administration including computer systems and staff management.

1986 - 1994 ~8 yrs
Team & coworkers

Colleagues at Creative Planning

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1 education record

Cindy Braum education

FAQ

Frequently asked questions about Cindy Braum

Quick answers generated from the profile data available on this page.

What company does Cindy Braum work for?

Cindy Braum works for Creative Planning.

What is Cindy Braum's role at Creative Planning?

Cindy Braum is listed as Salesforce Solutions Manager at Creative Planning.

Where is Cindy Braum based?

Cindy Braum is based in Lenexa, Kansas, United States while working with Creative Planning.

What companies has Cindy Braum worked for?

Cindy Braum has worked for Creative Planning, Clb Strategic Solutions Llc, Ewing Marion Kauffman Foundation, Bardavon Prevention + Recovery, and Quest Diagnostics Employer Population Health.

Who are Cindy Braum's colleagues at Creative Planning?

Cindy Braum's colleagues at Creative Planning include Richard Stewart, Matthew Arnold, Cfa, Karen Olsen, Tom Maclaughlin, Cfp®, and Brenan Cavanaugh.

How can I contact Cindy Braum?

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What schools did Cindy Braum attend?

Cindy Braum studied at Washburn University.

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