JONATHAN STOKES
Portland,OR
Summary
Lead Salesforce Administrator with 17+ years of experience in directing CRM strategy, integrating external systems, and devising high-level solutions to address challenges encountered by multi-industry teams within the Salesforce ecosystem. Broad-based business acumen honed through diverse roles spanning corporate, finance, non-profit, and consulting sectors. Self-directed and a committed lifelong learner, passionate about analyzing workflows, identifying bottlenecks, and implementing solutions that increase productivity. Skilled at winning consensus among influential stakeholders, building momentum, and positioning teams for explosive growth and culture change. Politically savvy with a personal style characterized by collaborative communication, high emotional intelligence, sense of humor, and tenacity.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Cloud Consultant
Independent Consulting Practice
01.2012 - Current
- Managed 8 full Salesforce implementations from inception to completion while providing superior customer service and respecting all time and budgetary constraints.
- Worked with a Salesforce Consulting Partner serving clients in software, insurance, nonprofit and commercial vehicle sectors crafting solutions that increase productivity.
- Extensive Salesforce configuration and customization (e.g., custom objects, integrations, flows, etc.)
- Comprehensive experience with data cleansing and using data migration/integration tools.
- Analyze and interpret records, compile financial information, and reconcile reports and data accurately.
Senior Salesforce Administrator
Forbes Travel Guide
01.2023 - 11.2023
- Saved the team 500+ hours quarterly by implementing pre-filled forms to streamline customer request handling.
- Led the integration of Salesforce and other cloud-based systems facilitating seamless data flow.
- Crafted solutions in Salesforce that supported complex business requirements and processes.
- Collaborated with cross-functional teams to gather requirements, troubleshoot issues, and strategize for future initiatives.
Data Architect and Database Application Mgr
SETI Institute
01.2018 - 03.2022
- Implemented and managed all facets of Intacct, Salesforce, and Marketo systems, encompassing strategy development, user training, creation of flows, and optimization of operational processes.
- Under the CFO's guidance, managed bank account reconciliation for an $18+ million agency, meticulously tracked multi-year contract payments, ensured rigorous compliance with financial records, and delivered comprehensive financial status summaries via the preparation of profit & loss statements.
- Leadership in architecting Salesforce solutions for several departments including accounting, contracts management, marketing, and development.
- Developed procedures to ensure data integrity and to improve the quality of historical records.
- Trained new users in cloud systems and designed easy-to-understand training guides.
Operations Manager
Evergreen Equity Holdings/Bolt Realty
01.2014 - 01.2018
- Managed all administrative duties and office functions, serving as the primary point of contact for 200+ contractors and service providers engaged in diverse fix-and-flip house projects.
- Conducted comprehensive accounting duties for a multi-level LLC, including accounts payable/receivable, bank reconciliations, analysis of monthly operating results against budget targets, commission payouts, and oversight of cash accounts to ensure precise financial management and compliance.
- Implemented and administered all CRM and other systems including Salesforce, Docusign & Conga.
- Liaised with legal and forensic accounting teams to gather and analyze evidence for litigation purposes.
- Collaborated with team members to develop and implement marketing strategies.
Development Specialist
Cascade AIDS Project, CAP NW
05.2012 - 06.2014
- Secured $750k in funding through corporate sponsorships, corporate grants, and matching gifts.
- Expanded support base by 10% through the strategic coordination of donor prospecting, targeted solicitation efforts, and effective stewardship practices, fostering increased engagement with key stakeholders.
- Assisted in the coordination and execution of 30 agency events, ensuring seamless logistics, managing vendor relationships, and providing on-site support to guarantee the success of each event.
- Managed special projects, overseeing initiatives such as website development, crafting marketing assets, producing annual reports, and overhauling brand identities.
- Served as the point-person for Salesforce and optimized automations in the CRM.
Media & Events Assistant
Council on Alcoholism & Drug Abuse
06.2004 - 01.2006
- Assisted in the launch of special programs and fundraising events to raise awareness and support for a leading provider of drug and alcohol education and treatment services in Santa Barbara County.
- Secured over $500k of in-kind donations to reduce costs and increase community engagement.
- Coordinated the “Chip Away at Drug Abuse” campaign to install a marble carving in Elings Park, raising $150k.
- Planned, organized, and staffed events ranging from luncheons to international mountain climbs.
- Managed, cleansed, and inserted data in the CRM.
Education
Some College (No Degree) - Counseling / Business Administration
Portland Community College
Portland, ORMaster of Business Administration (MBA) -
Willamette University
Portland, OR08.2022
Skills
- Agile Methodology
- Analysis & Reporting
- Cross-Functional Coordination
- Data Migration
- Requirement Gathering
- Salesforce Administration
- Spearheading Change
- Strategic Planning
- Troubleshooting and Issue Resolution
- Workflow Automation
Certification
- Certified Conga Composer Administrator
- Certified Conga Contracts Administrator
- Certified Conga Sign Administrator
- Certified Marketo Associate
- Certified Salesforce Administrator
- Certified Workato Automation Pro I,II,III
SYSTEM PROFICIENCIES
- Asana / Basecamp
- Conga
- Dataloader.Io
- DemandTools
- Docusign
- FormAssembly
- Intaact
- Jira
- NPSP/NonProfit Cloud
- Marketo
- Pardot
- Salesforce
- Slack
- SQL/SOQL
- Workato
- Zapier
AWARDS & DISTINCTIONS
- HSBC, “Employee of the Month Award”, 2011
- Cascade AIDS Project (CAP NW), “Action Award”, 2010
- Santa Barbara Mayor’s Office, “Community Service Award”, 2002
- Rotary International, “Volunteer of the Year Award”, 2001
- K-LITE Radio, “Community Hero Award”, 2000
Timeline
Senior Salesforce Administrator
Forbes Travel Guide
01.2023 - 11.2023
Data Architect and Database Application Mgr
SETI Institute
01.2018 - 03.2022
Operations Manager
Evergreen Equity Holdings/Bolt Realty
01.2014 - 01.2018
Development Specialist
Cascade AIDS Project, CAP NW
05.2012 - 06.2014
Cloud Consultant
Independent Consulting Practice
01.2012 - Current
Media & Events Assistant
Council on Alcoholism & Drug Abuse
06.2004 - 01.2006
Some College (No Degree) - Counseling / Business Administration
Portland Community College
Master of Business Administration (MBA) -
Willamette University
Similar Profiles
Divya GianchandaniDivya Gianchandani
Executive Coach at Independent Coaching & Consulting PracticeExecutive Coach at Independent Coaching & Consulting Practice
Chinmay KshirsagarChinmay Kshirsagar
Independent Legal Practitioner at Independent Legal PracticeIndependent Legal Practitioner at Independent Legal Practice
Anupam GauravAnupam Gaurav
Practicing Lawyer at Independent PracticePracticing Lawyer at Independent Practice
SUNNY KANNASUNNY KANNA
Director of Learning & Development at Medallion IndustriesDirector of Learning & Development at Medallion Industries
SOPHIE WICKSSOPHIE WICKS
Enterprise Account Executive at StensulEnterprise Account Executive at Stensul