Wayne Tsai Email & Phone Number

El Segundo, California, Us

Indian Wells, California, Us

Plan and implement SDFC from the ground up, to streamline and automate repetitive tasks, enabling efficient constituent engagement and allow future growth of the organization - Engage in discovery and analysis of existing processes, collecting and documenting user stories and scenarios to plan and create the necessary data structures and processes- Create action plans for customizations and process implementation - Design, streamline, create and implement processes for handling of critical activities, including fundraising, marketing promotions, membership handling and donations - User Interface Customizations, including Lightning layouts to facilitate streamlined user management- Implement automations including, alerts, Process Builders and Flows to meet organizational needs- Create new record types to align with data input and reporting requirements- Create reports and dashboards to enable efficient constituent engagement, donation and revenue tracking- Create and maintain user roles, profiles and permission sets for users- Set field security to ensure HIPAA and PII compliance on fields containing sensitive constituent information - Design and execute a rollout strategy for platform launch, data migration and user adoption- Ensure platform utilization through user training, gathering feedback and additional customization to meet user needs - Research and implement third party managed packages to streamline operations while staying within a constrained budget - Set up and customized managed packages (Conga Composer, Conga Sign and Non Profit Success Pack) - Manage updates between Production and sandbox using ClickDeploy and SFDC Change Sets- Create, maintain and update end user training documentation- Hold workshops and training calls to ensure understanding and user adoption of customizations- Weekly meetings to review Salesforce configuration updates and determine next steps for continued process improvements and prioritizing new enhancements

Richmond, Va, Us

Member of the Talent Stacker Professional Development Program- Team of Individuals Learning/Understanding/Exploring best practices around Salesforce and the broader Salesforce ecosystem- Participating in Live Workshops surrounding key Salesforce Professional Topics in order to become a high quality Salesforce Professional and Employee- Salesforce Study Programs for Certification and Certification Prep- Professional Development Topics such as Business Requirement Gathering, Solutioning and best practice for implementations

San Francisco, Ca, Us

- Documented workflow automations in preparation for Non Profit Success Pack implementation- Assisted in maintaining Salesforce Health Check scores by ensuring Donation object field descriptions are complete

Cathedral City, California, Us

Provided process consulting to enable future scaling of product manufacturing for West Coast Cannabis Club- Engaged in gathering requirements for manufacturing and compliance- Established best practices for collaboration and task handling in Asana- Implemented and customized Odoo (OpenERP) to centralize manufacturing and product information to ensure compliance to METRC Track-and-Trace compliance reporting including final product testing results, and food safety test results- Created custom forms and data models in Odoo to enable tracking of manufacturing orders, manage completed product inventory and both input UID and final UIDs to meet METRC compliance requirements- Established a centralized database for storing and retrieving product manufacturing plans

Stockholm, Stockholm, Se

The Customer Success Executive role is a combination of Sales and Operations duties.Sales duties include working closely with Sales Directors to provide bids, costing and solutions to apporach clients in a holistic, consultative capacity to build long-term relationships, helping identify possible opportunities where the Cint platform can create process efficiencies, as well as providing support for any Cint products that are being utilized. Operations duties are to manage multiple client projects throughout their lifecycle from pre-sale support to post-delivery follow-ups. During the project lifecycle, KPIs and project costs are monitored, to proactively identify and act on potential risks, and advocate for client needs by working cross-functionally internal departments, including Supply Partner team, API Team and Client Solutions.

Emeryville, Ca, Us

Collaborated with clients and internal teams to define project scope and specifications, and execute the overall client program within specified timeline and budget. Solicited and evaluated bids from 3rd party vendors, as well as process invoices. Provided administrative and logistical support to internal stakeholders, such as drafting statements of work, confirming interview resources, and communicating project schedules.

Shelton, Connecticut, Us

Fielded a high volume of online market research projects from RFQ to invoicing, prioritizing quick responses to clients to meet tight deadlines. Streamlined team operations by building and managing a dashboard of team activity, replacing manual reports. Digitized client pricing "rate cards" to ensure pricing consistency in RFQs

Shelton, Connecticut, Us

Provided after hours project support on a company-wide basis. Worked across all sales and project teams teams to ensure project needs and deadlines are met. Built effective relationships with clients and other internal teams, maintaining subject matter expertise and broad knowledge base to ensure the quality and continuity of coverage.

Plano, Texas, Us

Managed online market research projects involving campaigns outside of North America Worked with internal teams to onboard and manage external vendors for translation, survey programming, survey hosting and sourcing survey panels in international markets. Assisted Sales teams with client RFQs involving any international fielding components, to ensure accuracy of pricing, and viability of projects to clients Monitored KPIs, including survey incidence and completion rates, in specific demographics ensure data collection requirements and budget are on targetProactively anticipate and possible project challenges, and work with Sales to offer solutions to stakeholders and clientsProofread and tested online surveys to ensure compliance with privacy and data collection policies in each international market and adherence to ESOMAR and CASRO guidelines. Delivered project volumes in the top 10% while maintaining high client satisfaction scores.

Shelton, Ct, Us

Managed online market research projects for west coast clients. Tested, monitored and executed online market research projects and collection campaigns, while communicating updates to clients. Monitor project and campaign performance through KPIs including survey incidence and completion rates. Proactively anticipating and suggesting solutions to project barriers. Assisted team in streamlining and documenting processes for future use.

Salesforce Administrator

Bachelor Of Arts - Ba, Sociology, Emphasis In Marketing