Sam Erwin Email & Phone Number

- Direct team of 3 Salesforce Engineers through complete development life cycles of all features from requirement gathering, architecture, engineering, stakeholder management, integrated testing, and deployment - Led team through retirement of ServiceNow and migration of all support functions to Service Cloud, including migration of historical data.

Manager on Salesforce Engineering team supporting a 400+ user integrated system which implements CPQ. Specialized in integrations, process automations, and Flow Builder.

Washington, District Of Columbia, United States

Member of Salesforce Engineering team supporting a 400+ user integrated system which implements CPQ. Specialized in process automations and Flow Builder. - Developed various screen flows to guide users through complex CPQ actions and reduce the number of clicks needed to complete tasks such as renewing and amending a Contract- Implemented Platform Events.

San Francisco Bay Area

• Acted as the Salesforce Administrator and oversaw donation processing, donor acknowledgements, and work closely with the finance team to ensure all revenue is accurately recorded for an organization with annual revenue.
• Served as sole Salesforce Administrator for organization with 12 users across four states, all using the Lightning platform. Responsible for maintaining Profiles, Roles, Permission Sets, Workflow Rules, Validation.
• Collaborated with Chief Development Officer to build Grant Revenue Forecasting and Reporting functionality into the Salesforce system as well as created corresponding Dashboards for Grant Managers and the Executive team
• Worked with Individual Giving Manager to create unique Engagement Plan to assist Executive Director plan donor solicitation calendar and automatically create tasks for appropriate staff members
• Worked with Marketing team to configure and utilize the Mailchimp for Salesforce App as well as the Web-to-Lead, Lead Assignment, and Lead Auto-Response Rule features, building out a newsletter registration page and.
• Collaborated with programs and enterprise team to recruit volunteers for workshops and other activities as well as managed the logistics and volunteer communication for the volunteer events

San Francisco Bay Area

• Oversaw all aspects of Salesforce administration, donation processing, donor communication, and general communications for an organization with annual revenue of nearly $2 million annually.
• Responsible for all aspects of gift processing including: depositing donations into correct bank account; inputting donation details into Salesforce; inputting donation & deposit details into Quickbooks; creating &.
• Served as sole Salesforce Administrator for organization with 7 users using the Salesforce Classic platform, managing a system used both by the programs and development teams that included custom objects, custom.
• Collaborated with Board of Directors, Interim Executive Director, Director of Development, & Event Planner to plan & execute our annual gala that raised over $400,000, including over $220,000 in the ‘Fund-A-Need’ portion
• Designed & composed monthly newsletter that featured stories on Meritus Scholars, information on different projects the Program team was working on, and information about future Meritus events
• Collaborated with Interim Executive Director to update & improve workflow processes around gift processing, gift acknowledgment, data collection in Salesforce & bank deposit processing in Quickbooks

Oakland, CA

• In this service role, fulfilled responsibilities akin to a project coordinator and development associate for both the Maker VISTA program and the organization as a whole.
• Managed the planning & execution of multiple online individual donor campaigns directly leading to $12,000+ in individual giving from November 2016 to June 2017
• Drafted & submitted a successful LRNG Innovators Challenge grant, resulting in a $20,000 award
• Planned & implemented a month-long awareness campaign, including the creation of an editorial calendar, promotional roll-out, & content in the form of blog posts, email blasts, & over 150 social media posts
• Helped plan the rollout of new CRM system and was part of group tasked with configuring it to support the fundraising activities for the organization

• Managed day-to-day activities for website dedicated to covering all aspects of SMU athletics and responsible for all marketing to attract additional subscribers.
• Directed staff and freelance writers in meeting daily publishing deadlines
• Mentore staff writers on developing personal style
• Served as Publisher for final year, overseeing all aspects of company
• Oversaw 200% increase in subscribers over 4-year period

Greater Los Angeles Area

• Served on team of six at an East Los Angeles elementary school as a mentor, tutor, and role model to students who had been identified as performing below grade level.
• Tutored 10 third graders in Math and Language Arts
• Served more than 1,900 hours over 10 month period
• Co-facilitated daily lessons and supported classroom behavior management
• Directed outreach program that resulted in donation of prizes and services for school carnival
• Developed and facilitated after-school programming for more than 40 kids including structured homework time, snack breaks, and structured group activities

Philosophy

Expeditioner Badge, General Studies

Have studied organization set-up, data management, security features, and dashboard & reports through Salesforce Trailhead. Currently am.