Senior Salesforce Administrator - Verto Education
(2023-01)
- Initiated and authored the Product Requirements Document (PRD) for a Contact-as-source-of-truth data model migration across an organization with over 230,000 records, securing stakeholder buy-in proactively. Spearheaded execution, resolving over 1,000 duplicate accounts/contacts and removing 987+ legacy test records to prepare data for migration.
- Diagnosed and rectified a critical application-intake failure, then leveraged the incident to redesign the underlying application flow end-to-end. Rebuilt the flow utilizing webhook-based automation (Zapier) to eliminate technical debt and prevent recurrence.
- Owned the complete solution design for a student travel logistics form, re-architecting the modeling of underlying travel data in Salesforce. Resolved a long-standing timezone bug by developing logic that accurately reads the correct timezone based on a student's selected location and converts it to UTC, including Daylight Saving Time handling.
- Orchestrated the migration from Salesforce's legacy Chat to its Messaging framework, a significant data model shift. Rebuilt support workflows on the new architecture and authored comprehensive documentation to enable independent maintenance by other administrators.
- Engineered a new intake form within the company's student self-service portal as a purpose-built solution. Mentored a teammate through a support-case prioritization project, offering technical guidance while they owned the development.
- Maintained system stability and performance for over 60 users across multiple departments. Configured Service Cloud case architecture, security and sharing settings, and Experience Cloud components to enhance partner engagement.
Director of Technology - Big Green
(2018-01 - 2023-12)
- Served as the primary technical liaison for the organization's entire platform portfolio, with a primary focus on Salesforce.
- Supported a user base that fluctuated between approximately 30 and 120 individuals during organizational scaling, leading a small team at times and functioning as the sole technology resource at others.
- Spearheaded the technology aspects of a full organizational pivot approximately halfway through this tenure. Rebuilt core infrastructure to align with the new business model while maintaining legacy systems in parallel for historical reporting, ensuring no institutional data was lost during the transition.
- Architected and implemented a comprehensive digital infrastructure, including the setup of the Nonprofit Success Pack (NPSP) and an external grant management system.
- Established data governance protocols and developed customized reports and dashboards to facilitate data-informed decision-making by leadership.
- Developed and delivered training programs for all users, managed vendor relationships, and negotiated contracts for all core technologies.
Systems Integration and Development Manager - Charter School Growth Fund
(2017-01 - 2018-12)
- Oversaw day-to-day Salesforce administration and governance for a multi-department user base, ensuring system stability, security, and peak performance.
- Functioned as the liaison between business and technical teams, proactively gathering and analyzing complex requirements and translating them into clear, actionable technical specifications.
- Engineered and deployed custom Salesforce solutions, including intricate workflows, Process Builders, and robust data validation rules, to automate key operational tasks and enhance data integrity.
- Managed the integration and utilization of third-party applications such as Conga Composer, DocuSign, and Box, thereby streamlining document management processes.
Salesforce Administrator - I Have a Dream Foundation of Boulder - Boulder
(2016-01 - 2016-12)
- Assumed responsibility for a Salesforce org lacking a dedicated administrator, which was burdened with unresolved configuration issues and years of accumulated technical debt. Self-taught Salesforce administration from foundational principles to manage the role.
- Rectified and reorganized the org's Nonprofit Success Pack configuration, establishing baseline data integrity and reporting capabilities where previously no consistent processes existed.
- Trained all staff on the enhanced system, prepared essential reports and informational materials, and provided support for fundraising event planning and logistics. This hands-on, self-directed work formed the basis for the subsequent Salesforce career.
Salesforce Implementation Specialist - Independent Contractor
(2018-01)
Delivered full-lifecycle Salesforce administration, development, and consulting services to a diverse client base, emphasizing process optimization and custom platform architecture.
- Charter School Growth Fund: Continued consultancy post-full-time role end in 2018. Developed a fully custom loan product in Salesforce, architecting the necessary infrastructure for budgeting and accounting, after determining no existing managed package met their specific lending model requirements. Utilized DocuSign, Conga, and Nintex to automate amortization schedules and other accounting/reporting documentation delivered directly to clients.
- Professional Women in Construction: Revamped the organization's utilization of Cases and configured Sales Cloud to track the complete lifecycle of each program location, from donor engagement through event execution.
- Epic Genetics: Established a complete Salesforce org from inception within one month for an organization with no prior Salesforce experience, including comprehensive Sales Cloud and Service Cloud setup.
- World Payroll: Conducted an organizational assessment and advanced beyond advisory capacity to rebuild several Flows and critical components of the org's core architecture.
Volunteer Salesforce Administrator - The Park People
(2025-01)
- Extended an existing Salesforce Program Management managed package to comprehensively support the organization's tree distribution program, from initial applications through day-of-event distribution and sales.
- Configured FormAssembly forms with custom logic extensions to manage complex conditional requirements for the tree distribution process. Provided training to end users on the implemented system.
- Leading the organization's transition from a custom-built legacy database and form system to native Salesforce tooling, aiming to reduce long-term maintenance burdens and technical debt.
