David Stanley Email & Phone Number

Portland, Oregon, Us

Email Producer, utilizing Salesforce, Marketing Cloud and other email clients for this agency that handles digital marketing for nonprofits.

Richmond, Va, Us

• Member of the Talent Stacker Professional Development Program• Completed Volunteer Team Project with three Certified Salesforce Administrators, building an entire Nonprofit Success Pack Org from scratch. Broke down requirements, created solutions, and mapped development lifecycle: used Kanban to keep team on track; created a customized Lightning App with custom objects, record types, page layouts and fields; set up Users, Roles, Profiles and security requirements on Org, object, record and field levels; created Flows to automate the sending of emails, assigning tasks, and creating records. Other enhancements: web-to-lead, email-to-case, customized opportunity stages, products, price books and more.• Talent Stacker comprises a team of Individuals Learning/Understanding/Exploring best practices around Salesforce and the broader Salesforce ecosystem• Participating in Live Workshops surrounding key Salesforce Professional Topics in order to become a high-quality Salesforce Professional and Employee• Salesforce Study Programs for Certification and Certification Prep• Professional Development Topics such as Business Requirement Gathering, Solutioning and best practice for implementations

Dallas, Tx, Us

For this high-volume commercial real estate appraisal team, interface between banks, brokers and property owners; track clients using CBRE’s TOPS2 system. Manage projects in Monday.com. Also built a custom CRM in Monday.com to track Leads, Opportunities, Accounts, Contacts, and Won Assignments.

Los Angeles, Ca, Us

As a volunteer Salesforce Consultant, tasked with analyzing ways to transform this non-profit’s Salesforce NPSP (Nonprofit Success Pack). Analyzed current state and spoke to Stakeholders to assess business needs and requirements for future state; ascertained ways the NPSP could grow donor and volunteer base; mapped proposal for interdepartmental use to connect data; evaluated data quality; strategized ways to increase adoption; streamlined data input via web-to-lead forms; created fields and page layouts; configured email templates; activated auto-response rules; and created automations.

Zurich, Ch

The data team’s SME (Subject Matter Expert) on data flow and data integrity issues; interfaced daily with IT, HR, and Building Services. Extracted data using Access for analysis and report creation in Excel. Promoted to OE Controller, using HR coding system to align the company’s ever-shifting matrix organizational structure.

Dallas, Tx, Us

Full office administrative support for appraisal team, supporting the Senior Managing Director, invoicing clients, processing accounts payable, and coordinating portfolio assignments with appraisers and admins nationwide. To increase productivity, created Word templates and macros and trained staff to automate appraisal report construction.