Kat Pisano
Westminster,CO
Summary
Salesforce Consultant and CRM Strategist with 10+ years of experience leading cross-functional teams, managing Salesforce implementations, and aligning CRM solutions with strategic goals. Proven ability to translate technical requirements into business outcomes, manage budgets, and support operational transformation in both commercial and education-aligned environments.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Senior Salesforce Admin/CRM-ERP Manager
Sparkmeter
Washington, DC
08.2022 - Current
- Launched sales team KPI tracking through use of tasks, calls, chatter, and emails, and dashboards
- Collaborated with sales and operations teams to translate business needs into scalable technical solutions, improving adoption and communication across non-technical users
- Led full lifecycle Salesforce development and enhancements, including custom objects, fields, validation rules, flows, and Apex triggers to support business-critical operations
- Coordinated cross-functional collaboration between developers, analysts, and business stakeholders to redesign sales workflows aligned with evolving business goals
- Headed up installation, training, and use of Docusign for sales contracts
- Designed and built a new shipping integration that worked with UPS APIs
- Maintained and streamlined Salesforce sync jobs with proprietary systems
- Converted all process builders, workflows, and workflow rules to flows
- Initiated and led cross-platform migration from Salesforce to Odoo, applying Agile methodologies to manage risk, stakeholder input, and timeline for successful CRM/ERP integration
- Software competencies: Pardot, Wordpress, Salesforce.com, CPQ, Docusign, Conga Composer, Zapier, Github, Odoo
Salesforce Consultant
Heliogen
Pasadena, CA
07.2023 - 01.2024
- Designing and developing custom objects, fields, layouts, flows, validation rules and reports
- Implemented Salesforce solutions to enhance customer relationship management processes.
- Configured Salesforce features to align with business needs and workflows.
Salesforce Consultant
Argus International
Denver, CO
04.2022 - 08.2022
- Designing and developing custom objects, fields, layouts, flows, validation rules and reports
- Completed Docusign and Salesforce Communities integrations
- Developed innovative Marketing Cloud flows and funnels to generate higher-quality leads and customer contacts
Salesforce Admin/National Account Manager
Commercial Fitness Solutions
Littleton, CO
07.2014 - 03.2022
- Designed and maintained all aspects of Salesforce including campaigns, reports, dashboards, app installation and integration
- Increased sales team’s use of technology to make them both efficient and effective by translating business needs into the needed technical requirements
- Effectively created and developed objects, fields, validation rules, triggers, enhanced functionalities and workflows
- Budget Management: Produced a $1.8 million pipeline within a $3.8 million organization
- Software competencies: AutoCAD, Constant Contact, Salesforce.com, Google Suite, ECDesign
Education
Bachelor of Science - Computer And Information Systems
University of Phoenix
Tempe, AZ07-2019
MBA - Global Management
University of Phoenix
Tempe, AZ03-2015
Bachelor of Arts - Marketing
University of Phoenix
Tempe, AZ04-2012
Skills
JavaScript, HTML
Scrum/Agile
AutoCAD
Phyton
Salesforce Lighting
Salesforce CPQ
Salesforce Communities
Marketing Cloud (Pardot)
Docusign Integrations
APIs
Apex
Odoo
Google Suite
Certification
Advanced Software Developer
Timeline
Salesforce Consultant
Heliogen
07.2023 - 01.2024
Senior Salesforce Admin/CRM-ERP Manager
Sparkmeter
08.2022 - Current
Salesforce Consultant
Argus International
04.2022 - 08.2022
Salesforce Admin/National Account Manager
Commercial Fitness Solutions
07.2014 - 03.2022
Bachelor of Science - Computer And Information Systems
University of Phoenix
MBA - Global Management
University of Phoenix
Bachelor of Arts - Marketing
University of Phoenix
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