Beth Howard Email & Phone Number

Greater Seattle Area

Non-profit: 05/2023 - PresentClean up migration data; Build reports and dashboards; Provide user supportNational Non-profit: 03/2023 - 05/2023Implement a new Salesforce instance; Use NPSP’s Program Management Module to move grant management from Airtable to Salesforce.California Advocacy Organization: 10/2022 - 05/2023Evaluate and make recommendations for integrating a digital advocacy platform with Salesforce; Troubleshoot and fix issues with GiveLively integration;… Show more Non-profit: 05/2023 - PresentClean up migration data; Build reports and dashboards; Provide user supportNational Non-profit: 03/2023 - 05/2023Implement a new Salesforce instance; Use NPSP’s Program Management Module to move grant management from Airtable to Salesforce.California Advocacy Organization: 10/2022 - 05/2023Evaluate and make recommendations for integrating a digital advocacy platform with Salesforce; Troubleshoot and fix issues with GiveLively integration; Build reports and dashboards.Local Media Non-profit: 04/2021 - 07/2022Review existing Visualforce data entry forms and build replacement forms in Flow.San Francisco Social Service Agency: 3/2022 - 01/2023Build client intake process into existing Salesforce implementation; Integrate with Docusign and Form Assembly.National Non-profit: 06/2021 - 11/2022Integrate Pardot and Classy with existing Salesforce implementation; Build public-facing Flows to collect signup information from volunteers.Non-profit: 03/2021 - 11/2022Review and improve DLRS rollups; Work with development staff to overhaul gift acknowledgement process; Provide support and coaching for Salesforce administrator.Social Service Agency: 02/2018 - 05/2021Provide Salesforce training to new users and admins as well as advanced support on system architecture, integrated apps, reporting and security. Philanthropic Organization: 09/2020 - 01/2021Work with Salesforce administrator to build out new Community and update sharing model accordingly.Sporting Goods Company: 10/2019 - 12/2019Work with in-house Salesforce administrator to complete transition to Lightning; Migrate Classic Notes & Attachments to new Notes and Files.Non-profit: 01/2018 - 04/2018Build out new Salesforce implementation; Integrate with iATS for donation processing; Migrate legacy data.Mobile Marketing Company: 12/2017 - 05/2018Provide Salesforce support around issues such as data cleanliness, security and access, system optimization and reporting. Show less

Greater Seattle Area

Human Services Non-profit: 02/2017 – 07/2017Implemented Lightning-first instance of Salesforce Enterprise Edition with the NonProfit Success Pack; Developed custom objects to record program offerings, track program registrations, and document client interactionsFinancial Advisory Firm: 12/2016 – 05/2017Implemented new instance of Salesforce Professional Edition; Developed custom objects to record financial plan details and interactions with individual participants; Built custom… Show more Human Services Non-profit: 02/2017 – 07/2017Implemented Lightning-first instance of Salesforce Enterprise Edition with the NonProfit Success Pack; Developed custom objects to record program offerings, track program registrations, and document client interactionsFinancial Advisory Firm: 12/2016 – 05/2017Implemented new instance of Salesforce Professional Edition; Developed custom objects to record financial plan details and interactions with individual participants; Built custom Process Builder processes to automate task creation and keep plan metrics up to date; Provided live training sessions and step-by-step visual instructions for end users; Conducted additional training for new admins on basic data loading, system maintenance and troubleshooting.Insurance Company: 10/2016 – 07/2017Optimized Salesforce Enterprise Edition implementation from 2012 that no longer met the needs of key business channels; Worked toward prioritized, iterative quarterly goals as determined together with the customer; Provided ongoing coaching and training for customer’s new System Administrator, focusing on best practices, step-by-step instructions and practical tools such as Data Loader; Worked with internal users to improve use of integrated tools such as Silverpop (IBM Marketing Cloud).Media Publishing Company: 04/2016 - 10/2016Service Console: Contributed to improvements on a newer Service Console implementation; Updated Visualforce pages and Apex classes; Conducted performance profiling and made updates to reduce page load times, including using a JavaScript library to reduce complexity and improve performance.Digital Advertising: Worked closely with digital advertising team, project manager and developer to design, configure and troubleshoot key solution components in Salesforce; Demoed solution at regular intervals as it was being built, processed customer feedback and updated solution accordingly. Show less

Greater Seattle Area

Seattle, Wa

Salesforce administration, reporting and analytics

Chicago, Il

Salesforce administration, reporting, data entry, grant writing

Chicago, Il

Data entry, donor relations, database administration