Rachel Beard Email & Phone Number

Philadelphia, Pa, Us

San Francisco, California, Us

•Featured speaker for topics related to Security, Privacy, and Compliance, with an emphasis on Human Layer Security & Data Loss Prevention. •Lead strategic engagements for C-Suite, designed to strengthen security posture, enhance trust, and develop compliance and privacy roadmap. •Provide thought leadership content relevant to using Salesforce for security and compliance use cases, through datasheets, solution guides, webinars, website content, and special event presentations.•Connect the voice of the customer to product managers and influence roadmap as Security pillar owner.•Director of Operations, Women in Solutions Engineering group, providing structure for the WISE steering committee, coordinating group logistics, developing shared resources, and collaborate with Executive Sponsors•Serve as Co-Leader of Outforce@Home employee resource group, planning discussion sessions, developing educational workshops for allies, sourcing speakers for special topics, and hosting events

San Francisco, California, Us

•Empower customers and prospects to strengthen their security posture through delivery of application, infrastructure, and security insights, as well as customized demonstrations. •Establish and nurture relationships with internal, external and C-Suite stakeholders to develop strategies aligned to risk, compliance and value.•Provide thought leadership content relevant to using Salesforce for security and compliance use cases, through datasheets, solution guides, webinars, website content, and special event presentations.•Deliver strategic engagements designed for C-Suite stakeholders in both the Defend Security Workshops and Strategic Innovation Centers. •Connect the voice of the customer to product managers through major release planning cycles as pillar owner for Platform Encryption and Event Monitoring. •Support the launch of new products through pilot engagements, development of documentation, sales enablement, demo videos, trailhead modules, webinar content, and blog posts. Launched Data Mask, Privacy Center, Security Center, Work.com, and Employee Experience•Serve as Director of Operations, Women in Solutions Engineering group, providing structure for the WISE steering committee, coordinating group logistics, developing shared resources, and collaborate with Executive Sponsors•Serve as Co-Leader of Outforce@Home employee resource group, planning discussion sessions, developing educational workshops for allies, sourcing speakers for special topics, and hosting events

San Francisco, California, Us

• Create and deliver content that drives awareness of Salesforce products and our competitive advantages. Present at global events, like Dreamforce and World tour, and contribute materials to company website, and blog posts. • Deliver the Salesforce corporate message as well as the Salesforce Platform advantage at third party events, like MWC19 and Gartner Symposium, as well as by invitation to executive briefing meetings. • Provide thought leadership content around using Salesforce for security and compliance use cases, through datasheets, whitepapers, webinars, website content, and special event presentations.• Drive go-to-market discussions across multiple roles within the organization, spanning messaging/positioning, product naming, pricing and packaging, release roadmap planning, enablement, and feature demos. • Support the launch of new products by creating first call decks, FAQ docs, sales enablement, demo videos, chatter announcements, and blog posts. Launched Big Objects, Mobile Publisher, and Cache-Only Keys.

San Francisco, California, Us

• Senior Principal Success Specialist | Platform & Mobile (April 2015 - August 2017)Drive targeted engagements focused on leveraging the Salesforce platform, technical architecture, and ALM, with a strong focus on customer-focused business outcomes and success criteria. Delivered over 150 accelerator engagements with average CSAT over 9 out of 10 points. Cultivate status as trusted advisor to provide prescriptive advice to key business and IT stakeholders. Provide best practice recommendations and direction to ensure customers got the highest value from their Salesforce implementation. Drive cross-functional discussions at all levels of enterprise to drive sales transformation and technical excellence.Drive accelerator demand from Success Managers and Product team, as the active Subject Matter Expert in Salesforce Shield Compliance Tools.• Senior Principal Cloud Success Technologist (July 2014 - April 2015)Manage technical health of a portfolio of 7 enterprise customers impacting over $50M in annual contract value. Develop relationships with key business and IT stakeholders and become an expert on customers’ implementations of Salesforce.com, understanding top business goals and requirements. Collaborate on Enterprise Architecture and technical design best practices with customer contacts.Ensure prompt and complete resolution of technical challenges and business issues that have been escalated, coordinating with internal teams (Sales, Technical Support, Product Management and/or R&D) to meet customer needs, while managing customer expectations.

Pleasanton, Ca, Us

Lead Consultant on implementations of the ServiceMax application in the customers' Salesforce environment, which include multi-stage projects with migrations from sandboxes to production.Direct scoping and solutions architecture sessions with executive and employee-level client teams to facilitate discussions on project requirements, proposed solutions, timelines, task completion, and testing needs.Complete advanced configuration tasks in Salesforce.com and within the ServiceMax application, custom object design and field creation, advanced formulas, workflow rules and approval processes, profiles, roles, and the sharing model. Support third party integration design, data loading, and custom-code requirements. Manage interactions with third-party contractors and business units for assisted application development.Provide on-site support (requiring domestic and international travel) for project kickoff, scoping meetings, planning sessions, testing (SIT/UAT), training, and go-live support.

Lead Consultant on 10 implementations of the ServiceMax application in the customers' Salesforce environment, 3 of which included multi-stage projects with migrations from sandboxes to production. Directed scoping and solutions architecture sessions with executive and employee-level client teams to facilitate discussions on project requirements, proposed solutions, timelines, task completion, and testing needs.Completed advanced configuration tasks in Salesforce.com and within the ServiceMax application, custom object design and field creation, advanced formulas, workflow rules and approval processes, profiles, roles, and the sharing model. Supported third party integration design, data loading, and custom-code requirements. Managed interactions with third-party contractors and business units for assisted application development. Provided on-site support (requiring domestic and international travel) for project kickoff, scoping meetings, planning sessions, testing (SIT/UAT), training, and go-live support. Developed significant skills in project management and solutions architecture, providing professional services consulting focused on understanding the clients' business needs and producing design documentation to support their requirements. Leveraged leadership skills to create and maintain organization and control of the projects, across many unstructured environments.

San Francisco, Ca, Us

Principal Consultant, Salesforce.com Certified Advanced System Administrator, Certified Developer.

Us

Salesforce.com - Led several major SFDC migration projects as the company acquired other companies, sold parts of the business, and ultimately merged 3 companies. Provided team training and process documents on additional implemented features and functionality. Overhauled Quote approval process to conform to Legal’s specifications and organization restructuring. Creation and maintenance of manual upload data feeds into Wholesale instance. Championed SSL migration and successfully launched several enhancements, increasing their adoption of the tool. Supported Support tickets to include Net Install MRC values, including many stages of UAT validation. Completed several courses in SFDC professional training, certified as an Advanced System Admin, as well as continuing education to enhance abilities in APEX code, triggers, and other advanced features, improving my overall breadth of knowledge of SFDC.Reporting - Critical in identifying data sources and tools for reporting and commissions needs. Redeveloped reporting to conform to multiple re-organizations, constantly adapting the Weekly Sales Report to accommodate these changes, adding enhancements for rolling averages and churn types, expanding my excel skills. Provided data analytics necessary for forecasting, budgeting, quota distribution, and financial reporting. Compiled all metrics required for monthly presentations to Board of Directors and Strategic Leadership.Compensation (Quotas & Commissions) – Managed quota assignment as well as development and distribution of comp plans, annually and as needed to accommodate multiple company reorganizations. Resolved every single sales commission dispute in 2010 and 2011, and manually processed commissions for the first quarter in 2011, during Callidus updates. Recalculated commission throughout the year to overcome Commission team challenges. Developed scrubbing process for the comp files before they hit Callidus, reducing the incidences of commission errors.