Dorothy Vera Sanchez Email and Phone Number

Went from part-time student to a full-time student at Zicklin School of BusinessBachelor's degree, Finance and Investments

-Supported a $900+MM contract integration for supplier/vendor contracts from an acquisition in a Fortune 500 Pharmaceutical company -Developed an M&A integration playbook strategy across the procurement organization for best practices - Analyzed over 10,000 contracts to minimize errors, mitigating legal and financial risks -Audited over 2000 contracts to gather key details for implementation, mapping them to the right MSA to SOW - Organized a Leadership summit, managing logistics, aligning on 10+ topics, and coordinating with 4 Accenture Leadership and 3 client speakers in career development

-Analyzed and forecasted on a portfolio of 500MM+ AUM to identify risks and strategize retention plans with portfolio leaders. -Organized product design conversations with JPMC’s leadership and across 300+ users to gather product feedback, leading to an increased interest in Salesforce product demos.-Supported the JPMC account team on adoption plans across multiple lines of business and supported our advisory team on discovery sessions during the renewal year. -Advised American Express Merchant Services team on analytics best practices to increase adoption through an NPS, obtaining a 90% increase in Global Merchant Service User feedback, scaled across all 30+ subsidiaries.

- Partnered with Success Manager Directors to scale across 5 out of 7 accounts to identify trends, share best practices, and Salesforce-on-Salesforce demos, and drive business value engagements.-Analyzed growth through M&A on JPMC, Morgan Stanley, and PNC. -Reviewed contracts to understand their change in price and current Salesforce products. -Mentored 5 new Associate Success Managers across Financial Services and was nominated for the Rising Star Award for the Women's Bond Club.•Member of the Salesforce Women's Bond Club

-Audited contracts on 17 accounts to identify Restricted Use Licenses leading to creating a model to identify $8+MM on possible attrition risk. -Increased adoption engagements by 30% across Wells Fargo, Citi, BofA, Morgan Stanley, Goldman Sachs, Charles Schwab, and JPMC. -Supported Citigroup and Wells Fargo adoption metrics QoQ and MoM to identify attrition risks.

-Cross-collaborated with internal teams to help Citigroup and Wells Fargo scale across accounts less than $5MM, with potential sales growth. -Leed analysis reports across FinStrat Portfolio on engagements with Salesforce resources and Advisory services to identify sales growth and opportunities. -Mentored and onboarded 2 new YearUp interns on the team and blazed the trail for new Associate Success Managers in Financial Services.

• Partner with our enterprise customer, Citigroup, and the greater internal Salesforce team to help Citi achieve their business goals while driving greater Salesforce adoption.• Deliver monthly SLA’s and APT reports and assist them with instance questions during Org migrations, and Instance refreshes.• Act as a liaison to advise Citi Bank and NYSE on the correct internal personnel and resources such as Security Compliance Documentation Portal to answer Legal and Compliance questionnaires.• Monitor utilization of 3 Citi Bank Orgs and look into their current Salesforce products to ensure they get the right resources.• Tight alignment with Account Executive/core sales team to stay up to date with products Citi has interest in. Gather information for customized bi-weekly CSG events (i.e. webinars, virtual circles of success) and embed sales strategy into the content of monthly updates/newsletter sent to the customer. • On a portfolio scale, gather and analyze monthly adoption metrics for all AMER CGS FinServ Banking accounts and connect with other Success managers in AMER to understand what is occurring within the account’s adoption numbers. (27+ SMs, 400+ Accounts/ 30+ Companies)• Deep dive into accounts that are affecting the metrics highly. See if they qualify for exceptions. Successfully achieving a 12 out of 22 accounts exception approval reaching the goal of 175%.

• Recognized for great customer service even under high-pressure situations like the Holidays. Did so by gaining the trust of the customer in matching the most accurate MAC cosmetic product(s) to their unique needs. • Worked with the MyClient system to keep track of products customers would buy. In order to help them with future purchase recommendations or updated on sales and offers.• Prepared daily reports summarizing the sales of the day from two cashiers and noting trends. • Surpassed a $1000/day quota on weekdays and $2,500 - $3,000/day on the weekends.

• Used AutoCAD to perform dimensional, area and volume analysis of the current real estate office space.• Created excel spreadsheets with data aggregated from various contracts and conference calls on Low-Level Waste dates for our first Net-Zero Public School P.S 62 to ensure projects were on time and within budget.• Visited the Field to observe the first Net-Zero school and ensure each project met strict deadlines. • Organized drawings and data for any Architect, Mechanical, Electrical engineer, etc... had the proper drawings to read off, and the team always stayed updated and on the same page. • Worked with School Construction Authorities on minor repairs and discuss the design for the first net-zero energy school P.S 62 located in Staten Island.

-Tracked projects and gathered information from contracts in design, construction, and closeouts from different locations to maximize efficiency. -Updated data into one spreadsheet for all employees in the construction management division to obtain. -Learned acronyms and design symbols on drawing to identify the scope of work for the School Construction Authority on a cafeteria renovation on site.- Identify minor errors within drawings.