● Strategize Salesforce Sales Console product backlog on the Jedi Financial Engineering product squad and build a roadmap for its continued evolution

● Co-own design solutions for Ad Sales Tech Salesforce OKRs, CloudSense Sales Order OMS process improvement, Opportunity Sales Process automation, Tableau CRM, Salesforce Case Improvement data and reduction in resolution time

● Groom and design features with tools such as Jira, Asana, Mural, Figma on a weekly basis to prepare for development

● Manage governance of new Salesforce incidents, enhancements, discussion topics, or support cases with Scrum Masters and Biz Ops

● Partner with development team for weekly sprint planning, refinement, daily scrum, retrospective, product testing, and product demos

● Assist in the testing, roll-out, training and support of new products and capabilities

● Draw insights and inspiration from user research, trends in the market, and direct feedback from advertisers and sales teams to define new strategies

● Coordinate with stakeholders to understand business requirements and translate those into actionable tasks as Jira stories for engineering

● Help define the metrics and KPIs in addition to measuring how these improve over time

● Work across the organization and collaborate on the company’s short- and long-term goals

● Salesforce Product Owner owning OKRs related to AI-Powered Call Recording, AI-Powered Selling, Analytics Studio, and Personalized Guidance & Automation apps

● Led and integrated new Salesforce AI-Powered Call Recording connected app, AI-Powered Selling connected app, Legal Trading Submission & Approval Process, Sales Cloud enhancements, and Salesforce Intake Request process

● Collaborated weekly with stakeholders, senior leaders, and global business process owners for governance

● Groomed stories, features, and epics for SFDC Platform Jira backlog inclusive of all Salesforce

instances (5 total) for AI-Powered Initiatives, Personalized Guidance, BAU requests, new enhancement requests, and configuration of connected apps such as WalkMe, Gong, Drawloop, DocuSign, Analytics Studio, and Outreach

● Led daily agile/scrum events with Developers, Solution Architect, and Scrum Master for Go-Live

● Met weekly with key business stakeholders for strategic planning, demos, enhancement status updates, and UAT business testing

● Approved all Salesforce change requests for offshore Salesforce App Support team

● Assisted with Hypercare of all escalations for critical break/fix in Salesforce production

● Onboarded new international IT contracts and led existing team members for assignment of Salesforce App Support

● Salesforce Agile PM & BA for Enterprise Technology global Project Summit digital transformation initiatives: Salesforce CPQ, Classic to Lightning UI transition, Marketing Cloud, Salesforce Einstein integration, CLM, Einstein Discovery Scoring, and Salesforce Support Case Improvement

● Collaborated to implement and design CPQ (Configure, Price, Quote) and additional new Quote to Bill processes for Salesforce Opportunity workflows

● PM owning framework vision for Classic to Lightning UI transition for over 5000 global users which assisted with low-code application development, cloud based architecture, new advanced tools, data centricity, end to end test scripting, automation testing, and improved UX across the platform

● Configured and managed 16 global sales and marketing analytics dashboards on Salesforce Classic and Lighting UI

● Managed existing CLM integration on Salesforce Sales Cloud for Opportunity to Contract workflow and approval process

● NEW Dynamic Dashboards: IMES Global Sales Lightning Dashboard, NEW Healthcare and Life Sciences Lightning Dashboard, Shred Lightning Dashboard, IGDS Lightning Dashboard, SMB and Marketing Dashboard

● Salesforce Product Delivery Lead owning OKRs for 2 platforms after Iron Mountain acquisition of Recall Holdings for Sales, Marketing, and Service workflows. In addition to, configuration of apps, WalkMe, CLM, compensation planning, stakeholder engagement, and sales content management.

● Managed Recall Holdings Salesforce platform migration to Iron Mountain Salesforce migration, sunset and sunrise workflows for a new SFDC experience for 2000+ users, and implemented existing Personalized Guidance & Sales Cloud apps to new SFDC platform

● Collaborated with stakeholders and dev for Go Live of new initiatives

● Sales Compensation Plans, DocuSign.com administration, Sales Master File Analytics

• Create Incentive Compensation language, T's and C's, and attach legal language for North America and Western Europe Sales Compensation Plans

• Manage DocuSign.com administration and distribution of 900+ sales compensation plans

• Manage North America and Western Europe Sales Master Files on a monthly basis

● Content Manager for Sales Effectiveness team site (SAVO)

• Manage content on behalf of Sales Effectiveness organization

• Manage widgets, layout, content updates, existing or expiring assets, and creating content to post to SAVO.com such as Rules of Engagements, Ranking Reports, Team Organization Charts, etc

● Survey Monkey.com Administration

• Create sales survey via Survey Monkey.com and distribute to field sales

• Build analytics surrounding results and review pain points with senior leadership

● Analyst for monthly stack Ranking Report and Chairman's Club annual sales analytics

• Create North America Ranking Report regarding monthly stack ranking

• Work alongside Sales Commission and Business Partners to verify metric attainment for monthly report

• Decision maker and content creator for Chairman's Club annual top performance winner selection of 900+ sales team members

• Post finalized monthly Ranking Report and Chairman's Club results to SAVO.com

● Salesforce Product Delivery Lead owning OKRs for all Clouds (Sales, Marketing, Service), configuration of new apps, WalkMe, Wave Analytics, and CLM. In addition to, stakeholder engagement, production support, and sales enablement content management.

● SFDC Enhancements: Project Manager, Implementation, and Support

• Phase 1: Policy Improvement for Opportunities, Contracts, & Non-Standard Limitation of Liability

• Phase 2 : Streamlined Sales Express Process, Resubmit for Legal Review Process, Additional Approvals for Non-Standard contracts, Perm out assistance on Standard Contracts

● Lean Six Sigma Project: SFDC Active Company Change Email Notification and account mgt alignment

• Implement email notification for SFDC active accounts when ownership is transferred

• Alignment of SFDC accounts and Portfolio Navigator accounts

● Production Support & Training

• Respond to average of 15 cases regarding sales processes, sales cloud errors, and ad hoc reports

• Create new user profiles in SFDC

• Train 120+ team members on sales training

● SFDC CLM: Implementation and Admin

• Implement, update, and add new contract templates for LOOPlus from Drawloop Opportunity process for sales

• Build and maintain approval/rejection process

● M&A Migration: Implementation, Support, and Training

• SFDC data integration for acquired account information using DataLoader

• Assign acquired accounts to new sales reps, provide support, and sales training for acquired sales team members

● New Apps to SFDC: Implementation, Support, and Training

• WalkMe (Sales Training Extension)

• Wave Analytics (NKA Analytics Studio)

● SFDC Dashboard Administrator

• Support existing North America Dashboards (9 regions)

• Create 14 sales/marketing dashboards (ex: Marketing Campaign Dashboard, Recall Digital Sales Dashboard, etc..)

● Department of Justice (DOJ) Acquisition Liaison

• Work with DOJ monitors to provide and review Recall SFDC data to prepare for Iron Mountain acquisition