Database Development Manager

• Sep 2023 - Present

• Supervising the organization's fundraising procedures and managing the Donor Management. • Database management for our organization's flagship event, the "Gala," including email coordination with donors, sponsors, and clients, as well as collaboration with event coordinators and overseeing the Fund-a-Need process. • Documenting all contributions and grants in Salesforce, encompassing acknowledgments and setting up email templates. • Engaging with stakeholders and clients. • Establishing campaign strategies and custom fields. • Creating and crafting both standard and ad-hoc reports and dashboards in Salesforce, including the use of Apsona for advanced reporting and data visualization. • Executing mass email campaigns via MailChimp. • Overseeing campaign and ticketing processes through GiveButter and Greater Giving and Online Donation through Classy. • Complete regular system audits, prepare for and test upgrades to both the Salesforce platform and installed packages as needed Show less

Salesforce Administrator

• Jan 2023 - Present

• Configured Salesforce for the organization by creating custom objects, custom fields, page layouts, users, permission sets, and record types to tailor the platform to specific business needs. • Successfully imported and managed data using Data Loader, ensuring accurate and efficient data migration. • Developed automated workflows using flows and APEX to enhance productivity. • Implemented seamless integration of online forms with Salesforce through Paperform, Docusign and Zapier, streamlining data collection and boosting productivity. • Implemented duplicate and validation rules to ensure data integrity, enhancing data quality and security through organization-wide defaults (OWD) and profile settings. Show less

Salesforce Administrator

• May 2023 - Sep 2023

• Cultivate Salesforce proficiency across teams through engaging and comprehensive training sessions, equipping users with the knowledge to unlock the platform's full potential.• . Overseeing the end-to-end fundraising process encompassing donations, gifts, soft credits, matching gifts, and recurring donations within the organization. • Implemented Einstein Activity Capture integration with Google for seamless activity synchronization and improved productivity. • Customize and configure Salesforce Lightning to align with unique business requirements, fostering a seamless user experience. Show less

Salesforce Administrator

• Jan 2022 - Dec 2022

• Transformed lead management processes by implementing user groups, workflows, and assignment rules, resulting in a 25% increase in marketing team efficiency. • Empowered case team members with customized dashboards, enabling real-time tracking and driving proactive case resolution. • Developed tailored product bundles and quotes via Salesforce CPQ to meet sales team requirements. • Worked closely with sales teams to ensure precise pricing in price book and discounts in quotes, tailored to individual customer scenarios. • Provided CPQ training to sales teams, empowering them to confidently navigate and generate accurate quotes independently. • Automated critical business logic by designing and deploying custom objects, tabs, validation rules, approval processes, and auto-response rules, reducing manual errors by 30%. Show less

Junior Salesforce Administrator

• Jan 2021 - Dec 2021

Administrator

• May 2010 - Oct 2014