Crystal Suarez Email & Phone Number

Corte Madera, Ca, Us

As a Senior Consultant at Heller Consulting, I'm responsible for maintaining and providing expert level Salesforce and Microsoft Dynamics 365 product knowledge, while taking on leadership roles on our most complex, challenging, and emerging services projects. My top priorities include: Proactively and independently track project budget hours, and scale work to fit within a specific project budget while simultaneously demonstrating flexibility and creativity to meet client priorities with the given resources, budget and time.Successfully manage work across multiple large, complex, and/or high priority projects by consistently meeting project deadlines, project priorities, and client requirements while delivering a high quality of work and meeting my billable goal.Gather high level business requirements and user stories to develop strategic approaches to meet the client’s needs, while providing insight into Salesforce and Microsoft Dynamics 365 features and functionality.Customization and implementation of business solutions on the Salesforce and Microsoft Dynamics 365 platforms such as Salesforce Nonprofit Cloud, Nonprofit Success Pack, Volunteers for Salesforce, Salesforce Marketing Cloud, Microsoft Cloud for Nonprofit, Power BI, and Power Platform.Analyzing, understanding, and mapping client data from legacy systems to Salesforce and the Microsoft Nonprofit Common Data Model to unite the client’s solution-specific data model.Implementation of external services that integrate with Salesforce and Microsoft Dynamics including DemandTools, Conga Composer, DocumentsCorePack, Apsona, Workato, QuickBooks for Salesforce, Declarative Lookup Rollup Summary, Rollup Helper, Qualtrics, Phone2Action, Neon Fundraise, FundraiseUP, DonorSearch, DonorDrive, Outlook App for Dynamics, FormAssembly, XrmToolBox, and third-party ISV solutions relevant to the nonprofit sector.

Bethesda, Md, Us

In addition to the responsibilities of the Certified Salesforce Administrator and Data Entry Management, as the Salesforce and Database Manager, responsibilities also included supervising the overall daily activities of the Data Entry Associate and Data Entry and Research Specialist including, but not limited to, directing and allocating work to Data Entry Associate and Data Entry and Research Specialist, as well as monitoring and evaluating their work while establishing workload priorities, procedures, and data entry assignments.Responsible for Human Resources Management duties including making decisions regarding hiring and recruitment of Data Entry Associate and Data Entry and Research Specialist positions, interviewing and selection of applicants for Data Entry Associate and Data Entry and Research Specialist positions, providing current and prospective Data Entry Associates and Data Entry and Research Specialists with information about policies, job duties, working conditions, opportunities for promotion, employee evaluations and administering disciplinary procedures as needed.Project management including working with several third-party Salesforce Cloud Consultants and Developers on initiating, planning, executing, and monitoring and controlling the development of all Salesforce projects in Alley Cat Allies' Salesforce environment.Maintained Salesforce database results by setting and enforcing standards and controls, including monitoring database performance, troubleshooting problems, and securing database by developing environment policies, procedures, and permissions.Provided support and training on use of Salesforce, including orientation for all new staff and specialized, direct training in response to changing roles, data entry and business processes and database functionality.

Bethesda, Md, Us

As a Date Entry Manager, I was responsible for maintaining and monitoring over 223,600 Salesforce account records to ensure appropriate Alley Cat Allies’ data practice and preservation.Supervised the overall daily activities of the Data Entry Associate including, but not limited to, directing and allocating work to Data Entry Associate, as well as monitoring and evaluating their work while establishing workload priorities, procedures, and data entry assignments.Prioritized and planned workload of data entry tasks in compliance with schedules, deadlines, protocol and policy and supervised a variety of data entry projects, such as various Salesforce data entry projects, data mapping, loading, testing, and data quality reviews.Established and implemented Data Entry Associate's attendance and performance standards and trains new staff on data entry and office procedures to maintain quality and quantity data standards.Ensured data entry quality by completing data audits to identify data trends; determining system improvements, re-designing data entry procedures, and implementing data entry modification to increase quality and quantity data standards. Was Responsible for Human Resources Management duties including making decisions regarding hiring and recruitment of Data Entry Associate position, interviewing and selection of applicants for Data Entry Associate position, providing current and prospective Data Entry Associates with information about policies, job duties, working conditions, opportunities for promotion, employee evaluations and administering disciplinary procedures as needed.

Bethesda, Md, Us

Provided daily administration and support of Alley Cat Allies Salesforce database including but not limited to managing multiple user setup, profiles and roles, customization of objects, fields, record types, page layouts, permissions, and validations.Collaborated with leadership, staff and end-users to create and manage complex workflow rules, flows, data validation, and strategic planning.Developed and created customized reports and dashboards for leadership, staff, and end-users.Responsible for keeping the system aligned with the organizational structure and processes and maintains Salesforce data quality and integrity.Documented application requirements by collaborating with those involved in the development of program enhancements and changes including Leadership, Programs, Communications, Law & Policy, Development, and/or outside consultants as needed.Project Management of various projects as assigned, including Salesforce Administration, Salesforce Implementations, and Salesforce.com solutions and deployments.Kept abreast of new Salesforce features and functionality and providing recommendations for process improvements and system enhancements.Conducted Salesforce database training to new and existing users and updated end users on system functionality changes, including and maintaining documentation on current and new processes, policies, help related materials, and system enhancements.

Bethesda, Md, Us

Reviewed and redirected inquiries received in key public email boxes to the appropriate departments and staff.Identified, redirected and provided follow-up with staff on urgent situations that arise.Provided timely and professional responses to general inquiries that are assigned to Routing and Response Specialist.Tracked the articles through daily media monitoring and managed acknowledgments to communities who are supporting and/or implementing life-saving programs for cats.Provided data entry support utilizing Raiser's Edge - Blackbaud and Salesforce for all information and correspondence received in public and internal email boxes and provided backup data entry support for additional stakeholders as needed.Provided statistics and reports on the volume of responses received for e-appeals and other email campaigns.Maintained data hygiene through review and correction of erroneous and duplicate constituent records and other data tidying processes as directed.

Washington, D.C., N.W., Us

Provided guidance on the availability of Title IV funding, the Title IV application process, and other financial aid options. Monitored financial aid eligibility of new and continuing students to support financial aid certification. Assisted in preparation of required Title IV reports, internal audits, and file reviews.Ensured that monies owed to the University are received, posted and deposited efficiently, which entailed monitoring campus daily activity reports, identifying and acting on discrepancies, and conducting follow-up activities related to sponsor billing, timely collection of promissory payments, and resolving outstanding student issues with the University’s third- party servicers.Provided assistance with registration, financing options, scholarship searches, student information changes, transcript requests and commencement and graduation applications. Communicated with staff regarding financial aid matters and updates, which includes conducting financial aid training presentations workshops and developing resourceful and effective material and guides for financial aid processing.Assistant Business Office Manager responsible for ensuring the efficient development and support of ethical and successful operations and executed all required Business Office Manager responsibilities as needed.Acting Veterans Affairs School Certifying Official responsible for supporting Veterans Affairs School Certifying Official including, but not limited to accurate veteran enrollment certification utilizing VA-Once, VA Form 22-1999, VA Form 22-1999b, and VA Form 22-1905 to report required veteran’s school enrollment information. Responsible for providing information and certification of student enrollment activities and to address concerns regarding eligibility and payment of Veterans Affairs Chapter 30 Montgomery GI Bill, Chapter 31 Vocational Rehabilitation, Chapter 33 Post-9/11 GI Bill, & Chapter 35 Survivors & Dependents Assistance benefits.

Washington, D.C., N.W., Us

Responsible for the direct management and operational activities of the campus Business Office, including the appropriate supervision of the Financial Aid and Student Accounts Representatives.Responsible for Human Resources Management duties including identifying staff vacancies and recruitment, interviewing and selection of applicants, providing current and prospective employees with information about policies, job duties, working conditions, wages, opportunities for promotion and employee benefits, payroll and benefits administration, performing complex staffing duties such as understaffing, mediation of disputes, dismissing employees, administering disciplinary procedures, and advising managers and staff on organizational policy matters such as equal employment opportunity and sexual harassment.Conducted orientation sessions and arranged on-the-job training for new and seasoned employees and developed and organized training manuals, multimedia visual aids, and other educational materials. Communicated with staff regarding financial aid matters and updates, which includes conducting financial aid training presentations workshops and developing resourceful and effective material and guides for financial aid processing.Responsible for accounts payables such as reviewing, organizing, and approving vendor invoices. Processing third-party and student check requests and administering proper payment follow-up.Veterans Affairs School Certifying Official responsible for accurate veteran enrollment certification utilizing VA-Once, VA Form 22-1999, VA Form 22-1999b, and VA Form 22-1905 to report required veteran’s school enrollment information. Assisted in preparation of required Title IV, financial, and student account annotation reports to ensure compliance with approved Business Office operating procedures and established University internal control measures.

Washington, D.C., N.W., Us

Provided guidance on the availability of Title IV funding, the Title IV application process, and other financial aid options. Monitored financial aid eligibility of new and continuing students to support financial aid certification. Assisted in preparation of required Title IV reports, internal audits, and file reviews.Assisted with Business Office operations, including student registrations, payment option counseling, and student/sponsor payment processing as needed.

Performed accounting and financial functions in bookkeeping and reconciling accounts such as the campus bank accounts, the Payroll account, the Corporate Money Market account, and the checking account at month end. Assisted the Controller and Chief Finance Officer with monthly, quarterly, and year-end closings. Prepared and posted journal entries into the Strayer Host Access system. Managed file organization and data base maintenance of the company’s financial records.Processed vendor payments and lease billings. Responsible for miscellaneous deposits made to the Corporate Money Market account and the checking account.Maintained office services by organizing office operations and procedures, preparing payroll, controlling correspondence, designing filing systems, reviewing and approving office supply requisitions, and assigning and monitoring clerical functions.

Computer Systems Networking And Telecommunications

Prerequisite For Salesforce Admin Certification Exam, Administration Essentials For New Admins

Master'S Degree, Business Administration And Management, General

Bachelor Of Business Administration (Bba), Business Administration And Management, General

Associate Of Arts (Aa), Accounting