Christina Smith Email & Phone Number

New York, Ny, Us

San Francisco, California, Us

Montreal, Quebec, Ca

Designs strategic digital transformations for large enterprise companies using Salesforce. Leads solution design, architecture, staffing, and development for $9M in opportunities. Leader/mentor, fostering team’s skills, performance, and utilization across the firm. Leader in Salesforce Best Practices Center of Excellence (COE). Works multiple workstreams as a subject matter expert, Solution Architect and final point of escalation, managing delivery projects, stakeholders, client renewals and go-to-market efforts. Designed framework for Salesforce Blueprint, a system assessment architectural analysis used to support technical and governance best practices.

Fair Lawn, Nj, Us

Managed stakeholders and supported digital programs for both B2B and B2C departments. Grew a team of system administrators, developers, and marketing experts to support bank growth. Introduced "Customer 360," featuring digital banking app behavioral data to strengthen customer relationships, enhance servicing engagements, and boost brand loyalty. Developed a compliance application to track highly sensitive complaints from customers, to align with regulatory reporting, providing full executive transparency and improved resolution times. Drove adoption, user analytics, training efforts, weekly newsletters, and regular communications to evangelize CRM usage. Implemented security and compliance regulations using Salesforce Shield.

New York, Ny, Us

Built a team of administrators, developers, and business analysts to support global CRM strategy and firm-wide adoption of digital tools. Conducted two full lifecycle Salesforce implementations and migrations from legacy CRM systems. Program managed full organization, supporting applications for Wealth Management, RIA, and Investment divisions. Created an internal servicing model for Salesforce feature requests, bugs, and trade resolution using Cases. Successfully measured team velocity, staffing needs, communication via Chatter, and documentation of resolution. Crafted complex automation to aggregate financial data for strategic sales opportunities, analytics, and commission payments. Digital marketing intelligence application and integrations with Pardot and On24, providing timely actionable data for sales teams. Created a digital application to accommodate the newly introduced GDPR to ensure compliance with EU laws.

Saint-Laurent , Quebec, Ca

Implemented Salesforce CPQ to automate complex a pricing model and streamline sales quoting for B2B customers. Developed a servicing model to establish customer tiers and optimize support distribution, resulting in increased client retention. Designed territory composition analysis to set quotas for new business and account executive teams. Steered the migration from ExactTarget to HubSpot marketing CRM. Provided forecasts and sales KPI reports, pipeline management, and targeted upsell analysis. Built monthly actualization, audits, and quarterly reporting to investors. Responsible for data backups, imports, and deduping with Data Loader, Force IDE, and SOQL.

Toronto, On, Ca

Designed a CRM integration system to enhance data and eliminate manual entry. Built a database to control monthly magazine publication distribution via SQL. Lead data team, conducting data acquisition, quality control, and importation. Business Intelligence reporting including marketing campaign ROI analysis, board reports, client upsell analysis, market research, and market sizing.

Stockholm, Se

Optimized Salesforce system integrations, partner management system, and Salesforce mobile app. Directed all lead generation, sales initiatives, and marketing campaigns, meeting ROI goals. Project manager of all sales analytics, reporting, administration, dashboards, and data cleansing.

Toronto, Ontario, Ca

Salesforce management, leading a team of two direct reports. Platform support, extensive financial reporting, and sales KPI tracking. Performed commissions calculations and data modeling for staffing and revenue forecasting.

Managed daily sales, inventory and financial business intelligence. Performed monthly and annual inventory, forecasting and actualization remediation reports. Managed International sales division's purchase orders and seasonal bookings. Fulfilled visuals and promotional items requests from customers.

Bachelor Of Arts, Political Science And Government

Bachelor Of Arts (B.A.), Political Science And Government