Katie Kourtakis

Salesforce Consultant at Data Geeks Lab
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Contact Information
Location
Greater Seattle Area, US

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Bio

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Credentials

  • Salesforce Certified Pardot Specialist
    Salesforce
    Jan, 2021
    - Oct, 2024
  • Salesforce Certified Nonprofit Cloud Consultant
    Salesforce
    Apr, 2020
    - Oct, 2024
  • Salesforce Certified Platform App Builder
    Salesforce
    Jun, 2019
    - Oct, 2024
  • Salesforce Certified Administrator (SCA)
    Salesforce
    Apr, 2018
    - Oct, 2024

Experience

    • United States
    • IT Services and IT Consulting
    • 1 - 100 Employee
    • Salesforce Consultant
      • Jan 2021 - Present

    • United States
    • Individual and Family Services
    • 1 - 100 Employee
    • Salesforce Administrator
      • Jan 2019 - Jan 2021

      -Lead Salesforce Administrator and Developer for a nonprofit with 20 Salesforce users-Experience using the following programs: Apsona Multi-Step Reporting, Duplicate Check, Formstack, Zapier, Integromat, Payment Center, Asana-Collaborate with Salesforce end users to ensure Salesforce supports their needs-Successfully implement the tracking of programs, program participants, fees, and attendances in Salesforce using custom objects, automation tools, and Formstack- Record and edit 9 Salesforce training videos used in a Salesforce Onboarding PowerPointpresentation for new hires- Clean and import 9 years of school visit data from Google Sheets into Salesforce using advancedExcel functions and DataLoader-Implement a solution for tracking matches between program participants and volunteers in Salesforce utilizing custom lightning web components-Write Apex triggers when declarative methods are not suitable

    • Salesforce Administrator Intern
      • Sep 2018 - Jan 2019

      -Create and update existing Lightning page layouts, public groups, and Chatter groups-Design, build, and test new features and functionality before pushing changes to production-Collaborate with users to ensure Salesforce supports their needs -Evaluate third-party applications on the Appexchange and communicate with sales agents via email, phone, and virtual meetings-Provide day to day troubleshooting and technical support to end users-Handle all basic administrative functions including creating new profiles, custom objects, fields, reports and dashboards, workflows, and merging of duplicate records-Import, export, upsert, and delete records in Salesforce using Dataloader

    • United States
    • Individual and Family Services
    • 1 - 100 Employee
    • Data Entry Operator
      • Sep 2015 - Jan 2016

      -Entered and verified donation information prior to storing and processing in company's database-Prepared and sent donor acknowledgement letters-Entered and updated donor information into Raiser's Edge, keeping a detailed track of all donations given-Performed data accuracy routine to ensure zero discrepancies before checks are sent for processing -Entered and verified donation information prior to storing and processing in company's database-Prepared and sent donor acknowledgement letters-Entered and updated donor information into Raiser's Edge, keeping a detailed track of all donations given-Performed data accuracy routine to ensure zero discrepancies before checks are sent for processing

    • United States
    • Non-profit Organizations
    • 700 & Above Employee
    • Campaign Intern
      • Jun 2014 - Aug 2014

      -Actively recruited Team In Training members at Rock'n'Roll Chicago Half Marathon & 5K expo-Synthesized results from a data mining project into Microsoft Excel spreadsheet resulting in a list of prospective business and organizational partnerships-Wrote press release statements and public service announcements for local newspapers and radio stations -Actively recruited Team In Training members at Rock'n'Roll Chicago Half Marathon & 5K expo-Synthesized results from a data mining project into Microsoft Excel spreadsheet resulting in a list of prospective business and organizational partnerships-Wrote press release statements and public service announcements for local newspapers and radio stations

Education

  • Grand Circus
    Java Developer Bootcamp
    2017 -
  • Ripon College
    Bachelor's degree, Business Administration and Management, General
    -

Community

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