SALESFORCE.COM (Salesforce Certified Administrator)Responsible for managing the Marketing Technology team, the Salesforce platform and related applications, development lifecycle and marketing analytics data. Maintain a high degree of expertise on Salesforce features and act as key advisor to firm leadership, partners, and managers on product capabilities and platform strategy. Lead collaboration efforts across the firm to align solution designs with the firm’s growth strategy. Act as champion to maximize the use and value of the CRM platform. Develop dynamic and scalable solutions and processes with a focus on usability and adoption. Build business intelligence dashboards that provide insight into trends and trigger actionable responses.

MICROSOFT DYNAMICS CRM• Responsible for developing, managing and implementing the product roadmap for Microsoft Dynamics CRM for Russell Investments globally • Act as a key advisor to the business on product capabilities and best practices • Plan and lead new implementations including project scope, risk assessment, and budget • Facilitate project meetings to ensure deliverables are met and team members are held accountable • Chair the Global CRM Governance Council including negotiating solutions to resolve conflicts • Represent business interests to IT for the purposes of prioritization and designing flexible solutions that meet complex global needs & release targetsSALESFORCE.COM• Responsible for the software development lifecycle of the Salesforce.com CRM platform for Russell Investments globally • Provided leadership and delegation of work for application development & support resources • Acted as advisor to the business on product capabilities • Facilitated business requirements gathering and presentation of proposed solutions to business leadership • Developed and implemented product enhancement roadmap including project scope and budget • Developed CRM training program • Managed Salesforce.com and all related partner vendor relationships • Performed solution design and configuration as necessary

• Responsible for SalesLogix CRM and Cognos BI program management for the Americas Investment divisions• Managed a team of 10 resources consisting of business analysts, developers and technical analysts to support and deliver enhancements to the CRM and BI tool suite• Acted as advisor to the business on product capabilities and best practices• Planned, developed and implemented product enhancement roadmap including project scope and budget• Developed project plan and scope for Salesforce CRM conversion project• Lead business requirements effort and facilitated acceptance of project deliverables with the business

• Developed project scope, budget and managed resources for CRM technology projects • Responsible for project deliverables and on-time/on-budget completion within acceptable variance • Responsible for working closely with business leaders and subject matter experts to understand and document business requirements used to design and build technology solutions • Facilitated design reviews, user acceptance testing and sign-off of final deliverable • Developed training materials and lead live and remote training sessions in support of new technology releases • Lead Business Analyst for Siebel CRM

• Performed financial analysis for special projects • Designed and developed financial reports and OLAP cubes for C-level management using Cognos platform • Responsible for transfer revenue, transfer costing and annual budget planning • Managed all new Cognos development efforts for Finance department

● Cash Management ● Accounting for foundation investment portfolio valuations and fixed assets