Rachel Strom Email & Phone Number

Implemented HubSpot for a newly launched startup, tracking key contact data, integrating Mailchimp and Eventbrite for fundraising and promotional outreach. Migrated and managed data, resulting in a 32% increase in outreach messaging effectiveness.Managed the organization’s Asana platform, including user permissions, team structure, and creation of custom fields, projects, project portfolios, and templates, improving collaboration and transparency across the organization and with external project partners.Facilitated engagement with consultants and contractors, monitored the project pipelines and deliverables, ensured the timely delivery of resources, and fostered collaboration to ensure project alignment and successful outcomes.

United States

Data Management: Monitor data for accuracy and parity across platforms. Reconcile discrepancies by performing root cause analysis. Implement automations and platform integrations to ensure complete and accurate data gathering throughout the product lifecycle.Technical Support: Implement and manage service request ticketing. Triage submissions in accordance with SLAs, escalating and monitoring as required. Investigate issues through written and verbal elicitation, and analysis of the technologies involved. Respond promptly with solutions to facilitate our team members’ productivity and peace of mind. Identify and execute solutions to address unmet needs.Documentation, Training, and Team Communications: Create and manage documents and assets for training and reference. Sharing of assets and notifying the team of changes to procedures through Google Drive and Slack.

San Francisco, California, United States

Salesforce Org Security Development: Nonprofit Success Pack (NPSP), PMM, V4SIncreased data and system security of the Salesforce org with 10 users by developing new user profiles, permission sets, and configuring the data security model.Surveyed users’ access and data security requirements, designed and implemented configurations to meet objectives, and shield sensitive data. Ran User Acceptance Testing. Optimized page layouts, compact layouts, list views, and list view search.Documented and presented completed work, appended data dictionary, and provided backlog items to address in a volunteer capacity.

Sales Optimization Oversight: Oversaw lead pipeline and tracked key sales team engagement metrics for presentation to executive leadership. Supported sales team with active listening and solution-based responses, including user adoption of CRM features. Technical Onboarding and Offboarding: Formalized the onboarding and offboarding processes and created SOPs. Managed users of SaaS accounts. Designed and conducted new hire technical orientation and setup sessions. Offboarded departing team members ensuring security and the reassignment of accounts and leads. Tracked requirement changes and compliance.Technical Support: Resolved technical issues for internal and external users. Liaised with third-party SaaS customer support for solutions to escalated cases.Data Management: Completed SBA loan and grant applications on behalf of clients, and ensured compliance with data management procedures for the storage and handling of sensitive client information.

San Francisco Bay Area

Operationalized and imported lead data from affiliates’ LinkedIn accounts for targeted marketing efforts.Supervised outbound sales efforts by a team of 10 outreach members, monitored quality, and tracked performance and costs.Provided consistent reliability and flexibility in an evolving and fast-paced sales drive within a limited window of opportunity.Responsibilities:Provided oversight of affiliate accounts Prepared lead lists for outreach efforts via LinkedIn Sales Navigator and exported data via Wiza Processed CSV data files using Google Apps for import into Hubspot CRM Audited workflow for accuracy and efficiency Supervised outbound sales effortsSupported Affiliate Onboarding Directors

Half Moon Bay, Ca

Directed the full life cycle of conference events: Led the production of up to 40 concurrent events per month. Fostered operational excellence synonymous with the company’s brand resulting in client retention and referrals.Delivered extraordinary, high-touch conference experiences to corporate and philanthropic leadership teams with meticulous attention to detail, clear, concise communications with clients, team members, and cross-functional departments, agility, and problem-solving.Collaborated with management, sales, and marketing stakeholders to define campaign objectives, and consistently met or exceeded sales and service quality goals. Cultivated a culture of mutual respect and efficient teamwork within a staff of 12+, resulting in employee engagement and retention. Developed SOPs and trained staff to ensure service precision, and adherence to policies, safety, and regulatory compliance.Managed purchasing, sourcing, facility and equipment maintenance, and vendor relations.

Beach House Hotel

Delivered exceptional client experiences with skillful management of banquet events, adept anticipation of needs, and professionally resolving issues. Developed standard operating procedures ensuring service precision, adherence to policies, safety, and regulatory compliance.Accurately prepared payroll, accounts receivable/payable, and monthly reporting to management.

Graduate Of Salesforce Administrator Program, Cohort 14, Salesforce Administration

Completed 15-week Salesforce Administrator intensive training program with a hands-on practicum in student, developer, and Playground orgs.

Certificate Of Achievement, Agile Mba