Salesforce Adninistrator/Consultant
Resume:
DOREEN GIARD
SALESFORCE CONSULTANT
***********@*****.***
https://www.linkedin.com/in/doreen-c-giard
https://trailblazer.me/id/doreen-c-giard
www.doreengiard.com
Process Improvements Implementation Business Analysis Best Practices Consistency Client Satisfaction Multi-site Operations Performance Metrics Training Sales Support Change Management Problem Solving Process Analysis Business Process User Documentation Performance Improvement Conflict Resolution Communication Business & Technical Requirements Data Analysis Vendor Negotiation Relationship Management Gap Analysis Agile Management Accomplished Certified Salesforce Consultant with a documented record of consistently improving operational, financial, and administrative performance. Demonstrated success leveraging client-based database management and technologies for complex projects. Excellent analytical, communication and innovative problem-solving skills. Known for keen attention to detail, excellent communication, integrity, and creative problem-solving techniques. Proven track record of cultivating strong client relationships, developing and driving strategies, and training cross- functional teams. Expert in customer support at all levels.
• Increases revenue by optimizing technology and developing sustainable solutions for internal and external customers
• Transforms business processes meeting stakeholders’ where they are, eliminating errors, and increasing efficiency
• Provides solution-driven implementations and project deployment on-time and within budget
• Highly motivated to deliver customer-centric training, motivating adoption and high levels of utilization PROFESSIONAL EXPERIENCE
Senior Commercial Excellence Analyst
Cynosure, LLC, 05/2019 to Present
Leaders, innovators, developers, and best-in-class creators of energy-based aesthetic and medical treatment systems. $207M with approximately 800 employees.
Provided analyst support for 20+ outside sales teams and 140 sales representatives in the Marketing Department. Implemented Salesforce's mapping functions to create efficient routes. Effectively configured Salesforce Maps for territories, data analysis, and reporting to optimize workflow.
Contributed to over $6M in sales per month. Partnered with sales team to fully implement Salesforce Maps functionality. Provided guidance to systematically create geo-routed call lists. Assisted sales in achieving goal of contacting 100 potentials per day, complete calls efficiently, and schedule appointments; achieving sales over $6M per month.
Optimized sales revenue leading to additional $2M per month. Identified inaccuracies and duplicate information in Salesforce.com after various imports and data entries. Streamlined process, updated, and removed duplicate entries. Initiated project meetings to identify new sources of leads to add to ensure database was complete, accurate, and easily accessible. Sales confidence in data accuracy increased and Salesforce adoption as a platform improved each month. 2 Giard
Delivered Salesforce Maps training to increase utilization. Successfully trained 10+ people per month to increase knowledge of Salesforce Maps functionality. Assisted with development of geo-list strategy. Conducted individual strategy calls with sales team members with the objective to create a more effective system set up and ultimately contribute at a higher rate to sales team revenue goals. Salesforce Implementation Consultant
Doreen Giard Consulting, 08/2018 to 05/20/2020
Private consulting and complete project management for Salesforce.com implementation. Provided new organization setup and Salesforce.com configuration for non-profits, small businesses, and private businesses. Converted client specifications into efficient software configuration.
Designed setup for new Salesforce.com implementation. Conducted discovery sessions with staff to design the setup of Salesforce.com. Configured custom functionality with analytics to monitor forecasts and actual sales. Consulting practice was setup and organized to manage business processes effectively. Project completed on-time and on-budget.
Saved client $10K annually. Consulted with sole proprietor of online financial business to design Salesforce needs. Reviewed Salesforce options, analyzed business needs, and assessed current phase of business. Recommended customer customize existing software to manage new business model and adjust to his growing needs.
Project Implementation Specialist
Community Brands, 12/2012 to 09/2018
Leading provider of cloud-based software to associations, nonprofits, faith-based groups, and K-12 schools. 2,000 employees serving over 100,000 clients in 30 countries.
Provided project leadership for client software implementation from project kickoff to live, duration of 3-12 months. Served as main contact for major and minor stakeholders at client level to align the project to strategic goals. Performed Discovery and Gap Analysis to determine potential technical and reporting development for successful implementation. Delivered training for large and small groups to ensure a smooth transition for projects. Managed statement of work (SOW) process. Collaborated with technical partners to achieve results.
Secured $20K in annual revenue by combining databases. Discovered client was utilizing two separate databases for two divisions. Streamlined systems and provided training. Users were receptive to new reporting system which resulted in enhanced user adoption, increased customer satisfaction, and $20K in recurring client subscription fees.
Facilitated over 35 software implementations. Served as Project Manager for new client companies ranging from 50 to 500 employees. Coordinated kickoff meetings with key stakeholders and end users, managed timelines, oversaw budgets, and ensured 100% completion to customer satisfaction.
Saved 40 working hours by investing 20 minutes. Demonstrated flexibility and provided instruction on the Dashboard Analytics function, overview of basics, developed a dynamic chart to determine project status, and created a report to track budget spending. This unplanned training reduced manual report development and increased efficiency for future reporting purposes. CEO/Owner
Wakefield Sports and Fitness, 09/2005 to 10/2010
Owned and operated two franchised fitness centers helping members get healthier and stronger. Successfully engaged in operations and business development; marketing initiatives; staff and performance management; accounting functions; and technical support. Managed a team of 9 employees across 2 locations in 3 Giard
the successful fulfillment of business objectives. Performed client relations activities and executed growth strategies to ensure solid revenue growth.
Saved approximately $25K annually by leveraging business advantage. Negotiated relocation of business to a more desirable location while leveraging the interest of a neighboring business to save over $2K per month in lease and $10K in build out. New location provided increased membership exposure with minimal advertising costs.
Realized 250% ROI on successful marketing campaign. Collaborated with franchise owners in neighboring states to bring fitness study to Wakefield Sports. Campaign was so successful it was duplicated in Rhode Island. Repeated campaign each year to improve fitness of participants and increase membership. System Administrator
Northbridge Public Schools, 11/1998 to 11/2005
Public school district located in Whitinsville, MA with 2,500 students in grades PK, K-12. Administered multiple key implementation projects across all functional areas 5 educational campuses. Served as a liaison with town offices for reporting and software integration. Managed project plans from evaluation through data conversion, installation, training and support. Subject Matter Expert for technology systems, supporting 70+ users. Wrote and managed request for proposal (RFP) process. Served as primary contact for software vendors during and after implementation.
Successfully planned to have five school buildings back online in 4 hours. Created a Disaster Recovery Plan to recover data and business IT infrastructure in the event of a major natural disaster. Ensured district was prepared to recover data and hardware to serve students quickly if one or all locations experienced an extended outage.
Streamlined Summer conversion process and increased communication. Designed and managed a new system to improve the annual data conversion process to convert student data from grade to grade. Established timelines for completion, partnered with teachers to ensure accuracy, increased comfort with improved data, and met deadline well before school opening. This system was utilized as a communication tool for parents; increased and improved communications. EDUCATION
MBA, Clark University, Worcester, MA, Beta Gamma Sigma Honor Society BS, Management Information Systems, Clark University, Worcester, MA TRAINING AND CERTIFICATIONS
Salesforce Certified Administrator 201 Salesforce Bootcamp Module 3, 4, & 5 Managing Big Data with My SQL – Coursera Mastering Data Analysis in Excel Data Visualization & Communication with Tableau Business Metrics for Data-Driven Companies TECHNOLOGY TOOLBOX
Agile SaaS Cloud CRM Salesforce (Classic and Lightning) Pardot Data Loader Microsoft Office Suite MS Project MS Excel SQL Qlik analytics Smartsheet Basecamp Slack SharePoint HTML Crystal Reports PowerSchool MUNIS Financial software Tableau Citrix SALESFORCE TRAILBLAZER, 87 BADGES, PARTIAL L I ST
Chatter User Management Lightning Experience Account Data Strategies Leads Duplicate Management Mobile Strategy Advanced Territory Management Lightning Flow Workflow Rule Migration Formulas & Validations Data Security Competitor Tracking User Engagement Pardot Salesforce Mobile Accounts & Contracts
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