Rae Rodriguez Email & Phone Number

San Francisco Bay Area

Provides strategic advice and database architecture guidance for several clients. Recognized for ability to increase technology adoption through software usability improvements and end user training, thus expanding organizational capacity and efficiency.__________________________________♦ Interim Salesforce Administrator: Served as interim Salesforce Administrator for 9-user organization during staffing transition. Successfully implemented architecture and automation improvements.♦ End User Training: Successfully onboarded new Salesforce Administrator to 40+ user instance by designing and implementing training syllabus. Curated extensive list of video and written documentation for Salesforce and integrated apps, as well as documentation on organization's specific Salesforce instance.♦ Raiser’s Edge Consultant: Significantly reduced time and increased accuracy for weekly donation letters. Configured database and implemented document segmentation and merge capabilities for routine written communications. Trained staff on new system.

Solo administrator for Salesforce instance, August 2020-July 2022, including all access, automation, integration, usability, customization, and reporting needs. Also administrator for Adobe, AtlassianAssist, Box.com, DonorPerfect, Google Workspace, LastPass, Microsoft 365, Oliv, Slack, Wrike, & Zoom. Implemented staff-wide security awareness program, including trainings and policies.________________________________________SALESFORCE ACCOMPLISHMENTS:♦ Migration & Implementation: Singlehandedly migrated DonorPerfect to Salesforce/NPSP, including platform configuration; NPSP configuration; custom object architecture; third-party app installation; and migration of all constituent, event, prospect, stewardship, wealth, and donation information.♦ Training & Documentation: Designed training syllabus for end users on newly implemented Salesforce instance which included both in-person (via Zoom) and self-service trainings, with content targeted to FFAA/EF’s configuration of Salesforce. Additionally created end-user documentation for adoption of Multi-Factor Authentication. ♦ Customization: Built zero-cost user experience improvements including summary metrics using a combination of NPSP Customizable Rollups, Rollup Helper, and DLRS. Created Process Builder automations and implemented Gmail integration to reduce staff time on manual processes.♦ Reporting: Designed and generated accurate portfolio management, donor stewardship, revenue projection, Board financials, tax filing, financial audit, and financial reconciliation reports. In addition, developed self-service reporting for end users, including various List Views.

Solo administrator for TLC’s Enterprise Salesforce instance 2014 through 2017. Responsible for all access, security, automation, integration, usability, customization, and reporting needs.__________________________________SALESFORCE ACCOMPLISHMENTS:♦ Security: Successfully strengthened access and data security by managing and updating CRED for all Objects. In response to departmental needs, evolved the security framework by implementing and managing Case Queues, Formula Fields, Lookup Fields, Profiles, Permission Sets, Public Groups, Required Fields, and Validation Rules. ♦ User Management: Managed between 27 and 43 active end users with a variety of access needs. Created and deactivated users on a rolling basis, resolved end user access, and implemented onboarding and offboarding processes. Monitored license and data usage; purchased licenses and storage as needed.♦ Integration Troubleshooting: Reduced existing duplicate Contact and Case records and prevented creation of future duplicate records by reconfiguring Salesforce-Formstack integration.♦ Report Troubleshooting: Reduced manual report manipulation and created ability to segment reports on-the-fly by reconfiguring existing data architecture and creating new reports and List Views for self-service reporting.

Interim administrator for Raiser's Edge database

Administrator for 60-user Raiser's Edge database, managing a 5-member team in support of museum-wide data needs. Database included Event, Membership, Prospect, and Tribute modules.

Solo administrator for Raiser's Edge database. Database included Event, Prospect, and Tribute modules.

Ba, Art History

Education record

Ranger

Essentials For New Lightning Experience Administrators (Adx 201)