Kristi Wallace Email & Phone Number

Manassas, Va, Us

Mclean, Virginia, Us

Reston, Va, Us

• Managed, maintained and enhanced the company's salesforce.com Unlimited Edition org for 3,500+ users, 500+ objects and 65 profiles, mainly utilizing Sales Cloud, Service Cloud, Communities, and several other applications and integrations, such as GridBuddy, Eloqua, Qvidian, Satmetrix, SpringCM, and Coveo• Maintained/customized components such as custom and standard objects, security/permissions, roles, sharing rules, profiles, workflows, validation rules, record types, page layouts, formula fields and various other configurations• Lead own projects for implementing solutions internally, consisting of 70+ initiatives• Worked with Project Managers to implement salesforce.com solutions from outside vendors• Allocated Salesforce-related tasks/projects in queue, utilizing ServiceNow ticket system• Worked with developers on the team in designing solutions, especially when there was a need for coding, VisualForce page setup, and advanced integration support, for Salesforce initiatives• Maintained/updated data, utilizing Data Loader• Managed preparation of Salesforce releases and presented highlights to the Governance group• Maintained security/user permissions• Planned Sandbox refreshes annually• Made business case with manager to upgrade from Enterprise to Unlimited edition with Premier Support• Researched/recommended updates• Led the initiative to improve and instill best practices to the Sales roles in the role hierarchy by cleaning out 150+ old roles, resulting in sizing down to 50 roles• Received an award for one of the company’s values, “Building Mindful Momentum”, for a successful implementation of a critical process to track and provide visibility of clients who may be at risk of leaving the company, which resulted in helping the company settle client issues quickly, leading to improved client satisfaction and customer satisfaction scores long term• Successfully implemented the Service Console for over 200 support analysts globally

Mclean, Va, Us

• Managed, maintained and enhanced the company's salesforce.com org for 400 + users, with over 200 objects and 40 profiles, mainly utilizing Sales Cloud, Service Cloud, Chatter, FinancialForce, and TargetRecruit• Successfully implemented Communities for the company's clients of Acumen’s SchoolForce product, created on the force.com platform• Independently managed Tier 1-3 level support cases and documentation• Served as the responder on all requests for assistance/administration issues and support, as well as enhancements to business processes within the org• Gathered and analyzed requirements for projects/enhancements, such as the Communities installation and improving TargetRecruit’s overall process and navigation of its objects, fields, layouts and automations, that ultimately improved the Recruiting department’s time, data quality and structure• Frequently worked with the company's developers for their assistance on projects/enhancements that required code and visualforce pages• Presented enhanced/improved processes to all departments within the org• Managed all SFDC-related tasks and projects, utilizing a custom Case object• Maintained, cleansed, updated, exported, and imported data, utilizing Data Loader• Managed on-boarding and off-boarding processes for the company's employees in the org and presented overviews of the production environment at New Hire Orientations• Managed preparation of SFDC releases affecting the org• Maintained security and permissions within the production environment• Researched and recommended updates for current systems or processes• Promoted from Junior to Mid-level after 9 months

Mclean, Va, Us

• Assisted in gathering and analyzing requirements from customers and client stakeholders• Worked directly with technologists to develop use cases and functional specifications documents• Collaborated with developers, Quality Control Specialists, other Consultants and development resources to create and validate business requirements and project specification documents• Configured and executed test cases for the NYC Schoolforce project and the University Maryland University College (UMUC) CRM Implementation project• Took initiative to own an advanced feature of Salesforce for the UMUC CRM Implementation project, fully and successfully configuring a Knowledge Base for the first time at Acumen• Utilized Salesforce data integration tools, Data Loader and the Import Tool Wizard, to import, export, upsert, or purge appropriate data• Documented configuration, training guides, new processes and procedures for internal and external use• Assisted Proposal Managers with written content, logistics, organization and presentation of proposals• Promoted to Salesforce Administrator after 1 year

Santa Clara, California, Us

• Managed and implemented all communication projects and logistics, to clients and prospects via email and postal mail• Created and enhanced Client Communication Project Management procedure manual • Built and managed all queries in the CRM database for data list pulls; extracted the data for further clean-up and manipulating in Excel• Created, tested and improved email templates in the Silverpop email tool• Embedded HTML code in emails and created landing pages for rulesets• Created dynamic content and rulesets to personalize emails to clients and prospects• Reported email success rates, such as opens, clicks, hard bounces, unsubscribes, forwards and complaints• Assisted the Business Systems Management group in improving quality control of data in the CRM database • Implemented mail merges for hard copy mailings for complex communications; managed the outsourcing of postal mail projects for up to 16,000 clients• Created notes in CRM for specific clients and prospects mailings so planners could successfully report communications sent and for follow up to their clients or prospects• Generated maps of radio station areas and radio station leads in each area in MapPoint• Created radius of zip codes around seminar/event locations in MapPoint to facilitate pulling and manipulating lists for the seminars/events• Cross-trained 5 staff members who were a level under• Pulled and cleaned lists and managed over 5,000 recruitment mailings each quarter to seek qualified Planners for new offices

Santa Clara, California, Us

• Assisted the Vice President of the Marketing and Communications department with special projects• Coordinated weekly fulfillment processing and inventory of books, CD’s, DVD’s, and other marketing materials; created an inventory tracking system in Excel• Managed processing and mailing of "Inside Personal Finance" newsletters to a select group of subscribers on a weekly and monthly basis, as well as sending updated lists to the mail house• Managed the weekly, monthly, and yearly updates of clients’ subscription information• Assisted with the data requests and data manipulation for client or prospect email/postal mail lists for campaigns, updates, announcements, etc• Managed the collection of information needed for award submissions for Ric Edelman and EFS• Managed logistics of seminars, retreats, conferences, and orientations with the events manager• Promoted to Client Communications Specialist after 3 months

Chicago, Illinois, Us

• Developed marketing materials, e-fliers, and PowerPoint presentations• Prepared tour itineraries and company overviews in marketing presentations• Created surveys of available properties in CoStar for use in pitches or presentations• Assembled matrices to compare building RFP’s and counter proposals• Researched and prepared site details, such as community demographics, drive times within a given radius of the site (using MapPoint), JLL experience, and crime statistics for use in presentations• Managed multiple projects/tasks valued up to $3.2 million for 5 commercial property brokers to present to clients• Coordinated with other brokers, both internal and external, to showcase/advertise available space• Performed all administrative and data entry duties for the brokers in a fast paced, time-critical environment and assisted 9 assistants to meet their tasks and ensure productivity