Salesforce Business Analyst | Project Mgr | Salesforce Consultant: Non-Profit Projects | Remote
CurrentExperience in Agile and Scrum methodology to lead project delivery with cross-functional teams including developers, administrators, UX designers, marketing, and content writers• Collaborated with business and technical stakeholders to design, configure, and implement Salesforce• Clarified business objectives and requirements, conducted gap analysis, and provided recommendations• Facilitated communication across siloed departments to identify inefficiencies and reduce process redundancies• Worked with the development team to Integrate data from Mailchimp, Eventbrite, and Zoom to Salesforce by implementing 3rd party solutions from the AppExchange• Created data dictionaries and mapped data for spreadsheet data migration to Salesforce NPSP• Mapped processes for all donations received into NPSP with a 90-page process manual as the deliverable• Facilitated communication between IT, Finance, and Donor Services to map current and future state processes• Made recommendations for process improvements and worked closely with IT to create prototypes for user testing• Trained admins on data hygiene habits by creating dashboards to track progress for data clean up• Created presentations, conducted demos, trained staff on use case functionality in NPSP, wrote training instructions, recorded instructional videos to increase user adoption• Managed project hours and scope within the allotted budget and time• Led development Scrum team sprints Salesforce NPSP Skills • Manage users, profiles, roles, permission sets, NPSP settings, data imports• Customize objects, fields, page layouts, gift entry templates, record types, customizable rollups, GAU’s• Develop reports, dashboards, approval processes, email alerts• Create screen flows for easier data entry and user adoption• Recommend app exchange integrations• Write user stories, acceptance criteria, project scope and plan• Write UAT scripts, test, and identify fixes prior to go live