Shari Carlson Email & Phone Number

As a Senior Consultant at North Peak, I help nonprofit teams better collaborate and connect to their communities through high-quality CRM solutions. I consider each nonprofit’s strategies, aspirations, challenges, and capacity in the solutions I design and architect. And, I prioritize strong relationships among the teams I work with, bringing a calm, “let’s get it done” attitude to every project.

Greater Minneapolis-St. Paul Area

Worked with other Salesforce consultants, customers and technical teams to create unique customer solutions leveraging the full power of the Salesforce platform. Responsible for capturing and documenting requirements and specifications for custom components and interfaces, designing solutions in accordance to best practices, and working with the combined customer / Redpath teams throughout the implementation of the Salesforce solution.

Manage all aspects of Salesforce, including implementation, development and user management as well as support marketing and communications initiatives and serve in a business development capacity sharing MAP’s services with clients.Salesforce Accomplishments• Managed implementation of customized billing process• Increased user adoption by providing documentation and leading staff training as well as utilizing button click customization to improve user interface. • Implemented data management process, including de-duplication and validation of data• Created reports and dashboards, allowing first time visibility to metrics for sales and organizational performance. • Automated lead and contact creation via API connection to external application. • Gathered user requirements for enhancement implementation, including accounts receivable connection to external software, automating the evaluation process and creation of a custom object for unique program. • Daily administration included but not limited to managed multiple user setup, profiles and roles and customization of objects, fields, record types and page layouts• Provided application users with technical support

St. Paul, Mn

PROGRAM ASSOCIATE (January 2012-December 2013) • Created centralized sales process including adjusting Saleforce processes and metrics to accommodate changes. • Participated in the creation and implementation of the annual Marketing and Sales plan.• Participated in MAP’s ongoing sales process in order to achieve sales metrics, provide excellent customer service and contribute to MAP’s monthly, quarterly and annual financial goals.• Managed event registration, including the implementation of a 3rd party registration application. • Managed application, placement and annual renewal for more than 100 participants in the leadership development programs. STRATEGIC AND MARKETING ASSISTANT (July 2008-December 2011)MANAGEMENT ASSOCIATE - volunteer (October 2007-June 2008)

St. Paul, Mn

• Member of database implementation team.• Implemented new online volunteer registration system. • Maintained volunteer portion of the website. • Supervised, scheduled, and retained 300+ volunteer corps. • Organized and systematized volunteer intake process. • Created, implemented and presented volunteer orientation.

Greater Minneapolis-St. Paul Area

• Recruited, screened, placed and oriented volunteers. - Including managing volunteer services response for hurricane Katrina - over 2000 inquiries. • Coordinated adult volunteer requests which included assessing departmental volunteer needs and creating position descriptions. • Member of implementation team for a national web based volunteer management database. • Developed and implemented annual volunteer recruitment plan and targeted recruitment campaigns. • Coordinated annual recognition activities, including annual event for approximately 200 people. • Maintained electronic and paper records for current volunteers.• Trained chapter staff in supervising volunteers. • Supervised Volunteer Services department volunteers and interns.