After spending more than 10 years working either for or directly with Nonprofit and Commerce businesses to leverage the Salesforce platform in innovative and impactful ways. I have joined the Canvas Cloud team to help increase the impact we are having within these specific spaces. My speciality is helping organizations answer the question, “We have Salesforce, now what?” and at Canvas Cloud I am proud to work alongside individuals whose mission is the same as mine. To help organizations maximize their utilization of their technology! Canvas Cloud Consulting exists to help Nonprofits and Commerce businesses accelerate their missions and visions through the use of process simplification and automation utilizing CRM technology. So how can we help you?Nonprofits come to Canvas Cloud Consulting when:They are passionate about their mission, but not their technology.They want a centralized system to manage their programs, clients, donors, and volunteers.They need a partner that understands the unique needs of nonprofits.Businesses come to Canvas Cloud Consulting when:They are determined to streamline their sales processes and leverage technology to increase velocity.They want a 360-degree holistic view of their customers so they can grow faster and provide better sales and support.They need an outside partner to help better define their strategic vision and execute their plan.Reach out. Connect. Tell us, how can we help you succeed?

As the Director of Managed Services at Cloud for Good, I have been given the opportunity to implement a new line of business within our organization. Our goal is to provide innovative services offering that our clients can leverage as they continue changing the world around us for the better. Some of my current responsibilities include: Manages a team of managed services staff, providing coaching and professional development through periodic 1:1 and team meetings. Participates in hiring processes for new managed service staff and develops long-term onboarding and training for new managed services staff members Participates in the performance management process through goal setting and performance reviews for staff under their responsibility Liason between multiple lines of business to ensure overall offerings provide strategic synergies Work with our client base to stay at the cutting edge of what services will bring them value and help them improve their utilization of the Salesforce platform

• Managing project development from initiation to closure • Accountable for project results including timeline and budget • Completing work breakdown structure to estimate effort required for each task• Providing project schedule and identify when each task will be performed • Facilitating internal and external meetings • Communicating expectations to team members & client stakeholders • Resolving any issues and solve problems throughout the project life cycle • Managing project scope by ensuring any change to scope are documented and approved • Tracking and reporting on milestones and provide internal and external status reports • Leading and documenting project close-out capturing best practices and areas for improvement

• Consult with Nonprofit organizations to determine their needs for CRM Implementation services by evaluating data, business process and current systems to develop a successful strategy for implementation• Write technical implementation plans and statements of work for full spectrum implementation services and create detailed timelines and budgets for prospects and clients• Cultivate relationships between prospects, clients and partner organizations• Lead regular system demonstration and webinars to provide useful content to prospects and clients.• Participate in various conferences to educate and assist organizations identify next steps and best practices for CRM implementation. • Collaborate on marketing materials including campaign strategies, content delivery and concept designs.

• Primary architect for application systems development, management, and administration of organization’s CRM, Salesforce.com (SFDC), to manage more than 14,000 patient records.• Serve as application subject matter expert to leadership, while acting as liaison between IT and Operation Departments for internal application deployments to meet growing business needs.• Customize, create and maintain all SFDC fields, page layouts, record types, searching, list views, queues, reports, and dashboards for optimal CRM utilization.• Design, test, and maintain SFDC customizations, workflow rules, validation rules, formula fields, escalation rules, auto-assignment rules in relation to changing business needs and expectations.• Develop SFDC reports in order to meet program reporting requirements for external clients and donors.• Assist with SFDC data imports and maintain integrations to other business applications.• Execute SFDC configuration changes, perform new release evaluations and execute new functionality roll-outs.• Develop additional business skills around supporting global SFDC solutions by gathering knowledge through external study and training as well as individual self-studies. Actively seek to understand new functionality available in SFDC in order to help promote and provide excellent support.

• Gather and analyze data to support and maintain established business policies, processes and procedures.• Prepare and present various reports that discuss program forecasting, budget status, and other management related issues.• Communicate program status to internal and external partners utilizing program analysis reports. Manage, escalate and resolve program issues to appropriate persons in a timely manner.• Act as a liaison between program staff, company leadership, external partners and clients to ensure streamlined communication, defined procedures and program expectations for all parties involved. Manage internal and external expectations with respect to project deliverables, timelines, and budgets.• Manage and direct the daily activities of 3 Assistance Counselors and 4 Patient Advocates, including but not limited to, telephone monitoring, employee performance auditing, and assignment completion.• Practice and ensure program and staff compliance with all established company policies and procedures. Provide continued education and development to staff to ensure established company policies and procedures are adhered to properly.• Cultivate, prepare, and evaluate staff on program expectations and requirements. Regularly monitors the accuracy, completeness, and timelines of work assigned to staff.• Prepare and direct schedules, monitoring staff attendance, scheduled breaks, and shifts, as needed.• Assist the Director of Operations with employment recruitment and staff promotion decisions.

• Provide medication financial assistance to more than 5,000 patients annually.• Lead a team of 3 in a call center environment, averaging 300 calls per week and provide individualized and professional customer service to patients, partners, and clients with all inquiries, issues, or requests, including but not limited to program participants, partners, and clients.• Manage team in processing over 7,800 applications yearly while maintaining department goals.• Act as a liaison with clients and partners to achieve service level goals.• Appropriately update SFDC to reflect program participants statues, including but not limited to all written or verbal communications, issues, and application submissions.• Excel in meeting or exceeding program objectives, including telephone metric goals, application review accuracy, and work attendance.• Manage escalated calls and utilize problem solving skills to provide timely and professional resolutions