Salesforce
Jasmine Lambert
Aliso Viejo,CA
Work Preference
Summary
Dynamic program and project management professional with over 6 years of experience leading complex implementations, optimizing processes, and fostering cross-functional alignment within SaaS-enabled and financial services organizations. Proven track record in taking ownership of enterprise initiatives, managing multi-stakeholder programs, and delivering significant improvements in onboarding, adoption, and operational efficiency. Achievements include two rapid promotions within a single year due to exceptional execution and a strong ability to translate business needs into scalable systems and workflows. Committed to driving results through strategic planning and effective collaboration across diverse teams.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Senior Onboarding Specialist
RPAG
02.2026 - Current
- Spearhead large-scale onboarding programs across diverse customer segments, coordinating timelines, milestones, and success metrics.
- Function as business program lead for enterprise LMS implementation, managing requirements, workflow mapping, vendor engagement, technical coordination, and launch planning.
- Formulate and direct adoption strategies across internal teams and member groups, integrating training plans and change management efforts.
- Champion RPAG in enterprise partnership with national broker-dealer, coordinating efforts between C-suite and technical teams.
- Translate operational needs into system requirements and confirm enhancements with product and engineering.
- Optimize onboarding procedures to enrich customer experience and improve operational efficiency.
Customer Success Onboarding Specialist
RPAG
07.2025 - 02.2026
- Coordinated full-cycle onboarding and reimplementation efforts for advisor firms.
- Managed reimplementation initiatives decreasing churn while maintaining revenue.
- Preserved $14.7k annual contract through effective stakeholder collaboration
- Established a scalable onboarding framework reinforcing program consistency.
- Coordinated with salesforce project teams to optimize workflow alignment
- Facilitated research initiatives and vendor selection process for future-state LMS (Docebo)
Advisor Service Associate
RPAG
08.2024 - 07.2025
- Assisted portfolio of retirement advisor clients with seamless onboarding, continuous service, and expert technical platform support.
- Generated custom benchmarking and investment reports to enhance advisor growth decision-making and fiduciary outcomes.
- Served as representative for RPAG at national conferences, offering on-site advisor assistance and reinforcing advisor connections.
- Assisted in training and onboarding initiatives for new team members, improving ramp time and maintaining service consistency.
Financial Planner
Core Planning
05.2023 - Current
- Coordinate end-to-end financial planning workflows, optimizing process efficiency.
- Facilitate coordination of client communication timelines and deliverables.
Financial Advisor / VP Client Experience
Fellows Financial Group
10.2018 - 04.2023
- Facilitated consolidation and migration of 100+ advisory accounts to Charles Schwab.
- Nurtured enduring client relationships earning promotion within 12 months.
- Introduced innovative processes streamlining team workflow efficiency.
- Elevated satisfaction by implementing organized reporting and yearly review processes.
Education
Bachelor of Science - Sport, Entertainment, and Event Management
Johnson & Wales University
Providence, RI01-2017
Skills
- Client Onboarding
- Stakeholder Engagement
- Project Planning
- SaaS Product Implementation
- Proficient in Salesforce CRM
- Training & Enablement
- Team-based project coordination
- Systems implementation
- Effective communication
- Feasibility analysis
- Retention management
- Relationship building
Certification
- Series 65
- Fundamentals of Agile and Waterfall Project Management
- NIL Certification
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Quote
You miss 100 percent of the shots you never take.
Michael Jordan
Software
Languages
English
Native or Bilingual
Spanish
Limited Working
Timeline
Senior Onboarding Specialist
RPAG
02.2026 - Current
Customer Success Onboarding Specialist
RPAG
07.2025 - 02.2026
Advisor Service Associate
RPAG
08.2024 - 07.2025
Financial Planner
Core Planning
05.2023 - Current
Financial Advisor / VP Client Experience
Fellows Financial Group
10.2018 - 04.2023
Bachelor of Science - Sport, Entertainment, and Event Management
Johnson & Wales University