Salesforce Data
Resume:
WILLIAM V. CALI
Email: *********@*****.***
Garfield, New Jersey 07026
Summary and Qualifications
I’m a 3x-certified Salesforce Administrator with certifications as an Administrator, Platform App Builder and Nonprofit Cloud Consultant. I'm an experienced data professional who's looking for opportunities in the nonprofit community to promote your mission through the use of automated tools that engage your constituencies. I have years of experience as a Business Systems Analyst, Project Manager and Technical Liaison between business units and IT. I’ve been working with CRMs for over six years using Salesforce, CiviCRM and Broadstripes. My most immediate experience is as a Salesforce consultant working with a faith-based haven and food pantry to migrate their legacy donor database to Salesforce.
SALESFORCE SKILLS
I’m a 3x-certified Salesforce Administrator with skills including the ability to:
Customize and configure the Nonprofit Success Package
Configure and administer Salesforce Classic and Lightening Experience
Customize Salesforce components such as users, roles, profiles, groups, accounts, contacts, record types, sharing rules, custom objects, user interfaces, pick lists and page layout customization to support vital business functions
Design reports and dashboards
Automate business processes through workflow rules and Lightening Process and Flow Builder
Secure Salesforce data with the use of profiles, field level security, Hierarchical sharing rules and organization wide defaults
Import, update, transfer, mass delete, and backup data with the use of Data Loader, Import Wizard and Salesforce’s native backup function as well as ensure data integrity with the use of validation rules
Develop SQL and SOQL commands to extend Salesforce native functionality
Cleanup and dedupe data from legacy systems using Excel and OpenRefine prior to migration
Migrate data from legacy systems to NPSP using Dataloader and Data Wizard
Develop basic Triggers using Apex, and
Integrate third party extensions from the AppExchange
PROFESSIONAL EXPERIENCE and EDUCATION
Nonprofit Salesforce Consultant – April 2017 – Present
Salesforce Administrator
Venture Solar, Brooklyn - Created custom Process Builder processes, fields, managed permission sets, managed TaskRay (project management system from App Exchange), created reports and dashboards, customized page layouts and components, etc,
Baby Blues Connection, Portland, OR – Develop user requirements, clean legacy data, migrate data to Salesforce from spreadsheet; establish users with appropriate profiles and permissions; create accounts, contacts, opportunities, campaigns, reports, dashboards, Volunteers for Salesforce, etc.
Saint Peter’s Haven, Clifton, N.J. – Migrated legacy database to Salesforce, developed automated donation acknowledgement and reports/dashboards.
CRM Consultant – March 2015 – April 2017
CRM Administrator
Administered a database of over 37,000 members and participants of the Brooklyn Commons educational and political events using CiviCRM.
COMMITTEE OF INTERNS AND RESIDENTS/SEIU – January 2013 – February 2015
CRM and Data Information Specialist
New York, New York
The Committee of Interns and Residents (CIR) (www.cirseiu.org) is a union of some 14,000 medical interns, residents and fellows. At CIR I selected and implemented a Constituent Relationship Management (CRM) system - Broadstripes. Organizers are using it to track their relationships with members and prospective members. The system records all interactions with members, contact information, professional data, union engagement and leadership roles.
The CRM:
Promotes information sharing within the union
Deepens relationships with members, new organizing contacts, and healthcare communities
Enforces uniform standards for the collection of information
Manages staff turnover by maintaining institutional memory
Minimizes multiple sources of conflicting and out-of-date information, and
Promotes more efficient use of resources based on current and accurate data
The system is widely praised by both organizers and directors alike, as a tool that allows them to build relationships, strengthen engagement, and identify labor leaders and activists among members and residents in targeted hospitals. Specific CMS and CRM skills include: Salesforce, CiviCRM, Broadstripes and WordPress.
I.T. CONSULTANT – 2008-2013
Developed systems documentation, user manuals and business requirements for clients.
CHURCH PENSION GROUP – 2000 -2007
Information Systems
New York, New York
Senior Business Systems Analyst
While acting as a technical liaison, developed user requirements to modify mainframe-based insurance and employee benefit systems.
Led a team of project managers in evaluating Internet-based applications for the health and real estate insurance units of CPG.
Evaluated Wi-Fi vendors for implementation throughout company.
Developed IT security manual establishing first comprehensive principles to protect mission-critical systems.
Implemented vendor document management system for in-house legal counsel.
Developed an extensive report and presentation for senior management on mission critical systems
EMPIRE BLUE CROSS AND BLUE SHIELD - 1996 to 1999
Process Improvement Team
New York, New York
Senior Process Improvement Specialist
Designed and implemented Business Process Improvement (BPI) projects in all claims processing and customer service areas.
Decreased claims processing time by 15 %.
Increased productivity by 18% (measured in claims processed per hour),
Reduced human resource requirements by 16%.
Analytical methods included workflow analysis, identification of nonvalue-added activities, definition of ‘desired states’ and process simulation software.
MONTEFIORE MEDICAL CENTER - 1993 to 1996
Utilization Management/Quality Assurance Dept.
Bronx, New York
Patient Systems Analyst
Successfully designed, planned and implemented Continuous Quality Improvement (CQI) projects in six clinical departments throughout the hospital.
Analyzed patient care processes such as ordering and scheduling to successfully increase the number of procedures/tests performed.
These efforts involved flow charting existing processes, identifying bottlenecks, collecting data through observation and reports, statistical analysis of process data through use of Control and Pareto Charts, identifying trends and developing/implementing solutions.
EDUCATION
M.A., Labor Studies - CUNY Murphy Institute
Advanced Professional Certificate in Computer Application and Information Systems
Stern Graduate School of Business Administration (NYU)
M.A. St. John's University
B.A. Fordham University
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