Owner of Case Management Salesforce Feature

• Led workstream from business requirement gathering process through prioritization, design, development, and go live
• Developed three new use cases that released successfully in May, as well as enhancing the two existing use cases
• Reviewed 100+ user stories and 150+ test scripts with technical teams to ensure business requirement alignment and UAT readiness

Development of New Salesforce Feature: Case Management

• Responsible for gathering business requirements, creating design documentation, achieving stakeholder alignment, and project management to bring new feature to Salesforce
• Led workshops with business to prioritize and evaluate backlog items and new use cases
• Managed work across three contractors and an intern while developing their knowledge and skillsets
• Evaluated Service Cloud and Sales Cloud for possible solution selection

Development of New Salesforce Feature: Alumni Management

• Responsible as workstream lead for gathering business requirements, conducting visioning workshops, drafting process flows, and reviewing priorities across KPMG functions and partners
• Conducted data migration analysis and integration of three platforms to Salesforce: Marketing Cloud, historical CRM, and an alumni network portal
• Coordinated across 6+ teams including data analysis, platform, Q&A, and security teams to develop new Salesforce feature
• Participated and led various Agile focused calls: scrum of scrums, grooming sessions, sprint review and demos, and weekly status reports
• Oversaw completion of UAT (user acceptance testing), identified personas, developed test scripts, and assisted with all defect review and resolution
• Salesforce enhancement MVP output included a successful launch of new features, reports, and alumni capabilities for the business to leverage when selling

GTM & Technology Strategy Support for Multiple Clients

• Developed all process documentation and assessed existing go to market technology platform of 75,000 users. Provided final recommendation of ‘best-fit’ future technology solution and migration plan to support telecommunication client’s marketing team
• Led survey distribution and data analysis of 100+ sellers for international insurance client to establish a Sales Operation Center of Excellence. Identified gaps in sales operations activities and recommended a new operating model
• Supported development of a future state operating model for go to market and sales enablement strategy. Led current state analysis workstream and document review
• Promoted a year early to Senior Associate due to high performance