Charlotte N. Email & Phone Number

Cleveland, Oh, Us

Cleveland, Oh, Us

Dublin, Ohio, Us

Portsmouth, New Hampshire, Us

- Lead Sales Cloud and Service Cloud implementation and optimization projects, working with a team of architects, consultants, data migration and integration experts, and client stakeholders to develop requirements and build solutions.- Build relationships for continued customer success as the lead on managed service projects and supporting role on data migration and other enhancement projects. - Leverage deep knowledge of customer success clients’ Salesforce orgs, business processes, and teams to ensure the solutions are efficient, sustainable, and meet stakeholders’ needs.- Effectively manage project plans, budgets, and client communications.

Needham, Ma, Us

- Transformed client requirements into solution design, leveraging best practices and minimizing the need for custom development.- Built relationships for continued customer success and support using the Salesforce platform- Configured Salesforce Sales, Service, and Experience Cloud solutions.- Developed technical requirements for internal developers and data services team members to partner when both point-and-click configuration and custom code is required.- Effectively managed all aspects of projects and client communications.- Delivered tailored, effective, and thorough end user training and documentation.

Chicago, Il, Us

- As the primary Salesforce Administrator, used Salesforce to build custom applications, templates, reports, dashboards, and automations (workflow rules, process builders, flows) to manage account updates, program applications, and customer support cases.- Developed business requirements for organizational needs and led the configuration, user acceptance testing, and deployment of enhancement projects from start to finish.- Trained staff to use Salesforce efficiently and securely by providing hands-on demonstrations and detailed standard operating procedures.- Streamlined workflows for annual membership renewals and consortia quotes, resulting in earlier revenue generation and more consistent payments.

Chicago, Il, Us

- Successfully cut response to time member inquiries by 50% implementing Salesforce Service Cloud.- Managed a consortium purchasing program of 98 participating sites and subscriptions totaling over $750,000.- Managed the Annual Conference, including international travel grants for attendees and onsite support for members and exhibitors, and online registration and proposal submission process in Salesforce.- Developed detailed standard operating procedures for departmental processes and database administration and trained staff.

Chicago, Il, Us

- Managed the organization and digitization of materials important to the history and current operations of the Association- Edited metadata in Microsoft SharePoint and Dynamics 365 CRM- Transcribed meeting minutes for staff leadership and the Board of Directors

Master Of Library & Information Science - Mlis, Library And Information Science

Education record

Bachelor Of Arts (B.A.), English Language And Literature, General