Merrill L. Matheson, MFA, MSIS

*x Salesforce Certified Salesforce Ranger trailblazer.me/id/merrillmatheson ad2zey@r.postjobfree.com 801-***-**** cell linkedin.com/in/merrillmatheson Professional Experience

Salesforce System Administrator July 2022 – October 2023 Qualtrics Provo, UT

• Navigated a very complex Salesforce instance. Addressed challenging user configuration and permission issues, with a complex sharing and security model, tech debt, demanding stakeholders, and endless ambiguity. User provisioning, validation rules, object creation, formula fields, tech debt (e.g., transitioning workflow and process builder to flow), sharing and visibility triage, assignment rules, managed packages, etc.

• Assisted with CPQ deployment.

• Developed and deployed stakeholder requests. Worked with users to help facilitate integrations while maintaining compliance best practices for SOX controls and other governance structures.

• Maintained and troubleshot Salesforce platform issues and support cases.

• Resolved 100+ complex user provisioning Cases in one quarter, assisted on many others.

• Used project management methodologies like Agile, Scrum, Waterfall, and tools like Jira, Slack, and Coda Manager of Individual Giving September 2019 – July 2022 University of Utah, Pioneer Theatre Company (a professional Equity theatre) Salt Lake City, UT

• Leveraged Salesforce and Theatre Manager CRMs to manage internal team processes to improve productivity.

• Trained and mentored colleagues around CRM applications.

• Served on University Advancement’s Salesforce User Committee.

• Managed application and receipt of COVID emergency relief funds ($1.6 million SBA’s SVO Grant), various grant proposals and reports, and gift reconciliation.

• Owned the annual solicitation campaigns, each receiving positive ROI. Surpassed every annual revenue goal. Director of Care October 2017 – April 2019

Sunrise Senior Living Holladay, UT; Seal Beach, CA

• Used CareConnect CRM to manage clients’ care plans, schedules, and to direct and instruct staff.

• Managed and developed care plans for 100+ senior residents

• Supervised and managed 35+ staff, including hiring (using the iCIMS ATS) through training, promoting, scheduling, and performance management for career development.

• Ensured policy, procedure, regulation, law, and budgetary compliance.

• Cultivated customer relationships.

Fundraising Associate June 2015 – February 2017

Village Theatre (a professional Equity theatre) Seattle, WA

• Used Theatre Manager CRM software to improve business processes to raise funds through event production and volunteer management, grant management, social media efforts, and 15,000+ piece direct mail campaigns.

• Developed and trained the call center manager and 10 staff to fundraise $100,000 in four months.

• Coordinated and prepared fundraising materials, collaborating with marketing staff. Salesforce Certifications

Administrator (ID #3156895)

Associate (ID #3800241)

Platform App Builder (ID #3975670)

Advanced Administrator (in progress)

Education

Master of Science, Information Systems University of Utah, Salt Lake City, UT Master of Fine Arts, Arts Leadership Seattle University, Seattle, WA Bachelor of Arts, Theatre Arts Studies Brigham Young University, Provo, UT Technical Skills

Salesforce, Theatre Manager, and CareConnect CRMs; iCIMS Applicant Tracking System; Microsoft Office Suite

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