Rachael Shepherd

Rachael Shepherd Email and Phone Number

nCino Community Champion | nCino inSIGHTS Speaker | 4x Salesforce & 2x nCino Certified Admin @ STCU
Rachael Shepherd's Location
Portland, Oregon, United States, United States
Rachael Shepherd's Contact Details

Rachael Shepherd work email

Rachael Shepherd personal email

About Rachael Shepherd

Results-oriented, problem-solving, and first-principles thinker with deep expertise in Salesforce CRM and nCino Platform. Recognized multiple times by nCino for being an early adopter and power-user of new & complex modules and capabilities. Delivered training at inSIGHTS conference for using nCino Smart Checklists capability to significantly improve process flow at FIs.Key Skills:1. Sales Operations, with a focus on business technology, pipeline & deal management.2. Project Management, including Agile & Kanban methodologies.3. Data Analytics, including expertise in executive dashboards & providing actionable intelligence.I bring a unique blend of problem-solving acumen and empathetic leadership to every project. My strength lies not just in technical expertise but in my ability to understand the full scope of challenges, empathize with stakeholders, and drive holistic solutions. I thrive on collaboration and focus on ensuring that business objectives are not just met but exceeded. Outside of work, I am committed to community service, volunteering to coach youth volleyball and to serve the most vulnerable in society by serving them meals with dignity. Embracing exploration and cultural immersion, I find joy in traveling the world and experiencing diverse perspectives. My personal journey has taught me the value of compassion, community, and lifelong learning; qualities that I bring to both my professional and personal endeavors.Ask me about my study of and worldwide experience with the nuances of wine..

Rachael Shepherd's Current Company Details
STCU

Stcu

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nCino Community Champion | nCino inSIGHTS Speaker | 4x Salesforce & 2x nCino Certified Admin
Rachael Shepherd Work Experience Details
  • Stcu
    Senior System Administrator - Ncino & Salesforce
    Stcu Sep 2021 - Present
    Liberty Lake, Wa, Us
    Key Accomplishment: Increased sales pipeline efficiency by >25% by transforming sales operations for the Commercial Lending, Small Business Lending and Treasury Services business units. Modernized sales operations from Excel by designing & implementing pipeline management, campaign management, and pre & post-sales KPIs in Salesforce CRM & Sales Cloud.
  • Banner Bank
    System Administrator - Ncino & Salesforce
    Banner Bank Mar 2020 - Sep 2021
    Walla Walla, Washington, Us
    Key Accomplishment: Led the build, validation, business requirements, UAT, training and administration of the nCino PPP module, enabling the bank to process ~10,000 loans valued at ~$2B. This was done under intense time pressure driven by the COVID-19 outbreak. Managed implementation of 5 different major & complex updates of the PPP module due to government rule changes. Implemented integrations with the ETRAN system of the US Government SBA agency.
  • Intel Corporation
    Engineering Operations Manager
    Intel Corporation Apr 2019 - Feb 2020
    Santa Clara, California, Us
    As the onsite manager of the UST Global project-management team, led all operations for a 350-person engineering organization across 3 countries. Managed technical, budget, human-resources, and training operations for the launch of Intel’s flagship processor codenamed ‘Tigerlake’.
  • Air Sciences Inc.
    Contract Administrator
    Air Sciences Inc. Sep 2018 - Mar 2019
    Golden, Co, Us
    Led contract administration for large, multi-year and multi-million-dollar government projects for an air-quality engineering consulting firm. This included managing the quote-to-cash and invoicing systems.
  • Unifylink
    Sales Operations Manager
    Unifylink May 2013 - Aug 2018
    Portland, Oregon, Us
    Led sales operations for a B2B social media marketing agency. Managed sales compensation, SPIFFs, territory planning, segment & market entry strategy, client retention strategy, campaign performance analytics and Sales Plays. System Administration for Zoho CRM.
  • Brandefined
    Billings Administrator
    Brandefined Dec 2011 - May 2013
    Beaverton, Oregon, Us
    Managed all aspects of billing and auditing for an internet marketing company, including new sales, declines, refunds, charge-backs, and credits.

Rachael Shepherd Skills

Advertising Facebook Google Analytics Indesign Online Advertising Adobe Creative Suite Social Media Event Management Social Media Marketing Account Management Public Relations Illustrator Graphic Design Photoshop Event Planning Social Networking Mac Expense Reports Travel Arrangements Calendaring Marketing Online Marketing Powerpoint Customer Service Microsoft Office Public Speaking

Rachael Shepherd Education Details

  • Wine & Spirit Education Trust
    Wine & Spirit Education Trust
    Wine Steward/Sommelier

Frequently Asked Questions about Rachael Shepherd

What company does Rachael Shepherd work for?

Rachael Shepherd works for Stcu

What is Rachael Shepherd's role at the current company?

Rachael Shepherd's current role is nCino Community Champion | nCino inSIGHTS Speaker | 4x Salesforce & 2x nCino Certified Admin.

What is Rachael Shepherd's email address?

Rachael Shepherd's email address is sh****@****hoo.com

What schools did Rachael Shepherd attend?

Rachael Shepherd attended Wine & Spirit Education Trust.

What are some of Rachael Shepherd's interests?

Rachael Shepherd has interest in Volleyball, Learning More About Everything, Travel.

What skills is Rachael Shepherd known for?

Rachael Shepherd has skills like Advertising, Facebook, Google Analytics, Indesign, Online Advertising, Adobe Creative Suite, Social Media, Event Management, Social Media Marketing, Account Management, Public Relations, Illustrator.

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