Dallas-Fort Worth Metroplex
1K followers 500+ connections

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About

WHO I AM:
I am a Solutions-based leader with a vast background in information…

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Experience & Education

  • Solving IT

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Licenses & Certifications

Volunteer Experience

  • Texas Dreamin' Graphic

    Planning Committee

    Texas Dreamin'

    - Present 6 years 11 months

    Texas Dreamin is a Texas-sized Ohana Community-led conference that provides Knowledge and Inspiration while celebrating anyone who uses Salesforce!

  • Board Treasurer

    Lakes of Las Colinas Homeowners Association

    - Present 7 months

  • Salesforce Graphic

    Co-Leader Salesforce Dallas Non-Profit Users Group

    Salesforce

    - 4 years 1 month

  • Board of Directors, Salesforce Administrator

    GLFD, a 501(c)3

    - 7 years

    Arts and Culture

    Helped implement Salesforce.com in this previously technology-free entity consolidating data, as well as defining business processes, and technology into organization.
    Specific Accomplishments:
    - Consolidation & import of organizations data into Salesforce via Apsona and DemandTools.
    - Serve as primary point of contact for all technology related items both internal and external to organization providing training and best practice on technology solutions
    - Implemented Office365…

    Helped implement Salesforce.com in this previously technology-free entity consolidating data, as well as defining business processes, and technology into organization.
    Specific Accomplishments:
    - Consolidation & import of organizations data into Salesforce via Apsona and DemandTools.
    - Serve as primary point of contact for all technology related items both internal and external to organization providing training and best practice on technology solutions
    - Implemented Office365 cloud solutions for increased communication and consistent external branding.
    - Creation and maintenance of organization’s external website, it’s integration with Salesforce (NPSP 3) via Web-to-lead, app integration, MailChimp API, and Click & Pledge donation, event, and payment processing.
    - Processing of numerous types of data and associated merge / migration into Salesforce from fundraising events throughout the year.
    - Setup of automated check-in of attendees at events, remote donation & membership payment
    - Prepare quarterly marketing e-newsletters sent out to 2000 + contacts via MailChimp.
    - Continued management of Salesforce instance for approximately 12 users.

  • Salesforce Consultant

    Ferguson Road Initiative

    - 1 month

    Social Services

    Volunteered as part of the Jericho Road’s “Summer of Non-Profit” program to assist local non-profits with Salesforce related projects for their organizations. These non-profits are typically smaller in size and have little to no budget for paid engagements.

    Specific Accomplishments:
    - Planned out and executed successful data migration from NPSP 2 “bucket” account model to NPSP 3 Household model and associated training of new functionality to key individuals.
    - Cleanup of over 2500…

    Volunteered as part of the Jericho Road’s “Summer of Non-Profit” program to assist local non-profits with Salesforce related projects for their organizations. These non-profits are typically smaller in size and have little to no budget for paid engagements.

    Specific Accomplishments:
    - Planned out and executed successful data migration from NPSP 2 “bucket” account model to NPSP 3 Household model and associated training of new functionality to key individuals.
    - Cleanup of over 2500 account / contact records in preparation to Household Account Model
    - Setup of Apsona’s Document & e-mail Merge solution for automation of donor receipts and welcome & renewal letters.
    - Continued management of Salesforce instance for approximately 10 users.

  • Numerous Roles

    Wynnewood North Neighborhood Association, a 501(c)3

    - 19 years

    o Webmaster (2009-2013, 2016-2017)
    o General Member (1999 to Present)
    o President (2001-2002,2005)
    o Vice President (2000, 2003,2004)

  • Numerous Roles

    Old Oak Cliff Conservation League, a 501(c)3

    - 5 years

    o Home Tour Chairman 2001
    o Neighborhood Representation (Wynnewood North 2000, 2004)
    o Treasurer (2002, 2003)
    o General Member at Large (multiple years)

Courses

  • Salesforce Administration

    ADM-201 Completed 05-2015

  • Salesforce Advanced Administration

    ADM-211 Completed 12-2015

Organizations

  • Dallas Salesforce Users Group

    -

    - Present
  • Dallas Salesforce Non-Profit Users Group

    -

    - Present

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