Lori Belmonte
Foster City,CA
Summary
⮚ Agile Scrum Expert: A Certified Scrum Master (CSM) with 6 years of dedicated experience as an Agile Scrum Master and an additional 8 years immersed in Agile Scrum environments. Distinguished as a pioneer in Agile Scrum methodology implementation, having served as a Scrum Master, Product Owner, and coach at Salesforce within the IT PMO. Demonstrating extensive global engagement across diverse functional departments including Sales, Sales Operations, Order Management, IT Governance, Marketing, Manufacturing, Service, Support, and Finance. Renowned for adeptly navigating complex project landscapes, fostering cross-functional collaboration, and driving iterative improvements that consistently exceed stakeholder expectations.
⮚ Project Management: Accredited PM with 14 years of expertise overseeing complex projects with large functional teams globally to include 9 full lifecycle enterprise software implementations, 100+ process and technology optimizations, 12 full scale data migration efforts, 2 Integration ETL initiatives. Proven track record in spearheading enterprise-wide application implementations, optimizations, and M&A activities encompassing CRM, ERP, Analytics, and Data Migrations. Highly skilled in crafting strategic roadmaps and implementing robust IT and data governance protocols to drive operational excellence. Proficient in all facets of project management including budgeting, resource allocation, and ensuring meticulous alignment with project objectives and deadlines. Recognized as an agile methodologies’ expert, adept at managing product and sprint backlogs, conducting daily sprint stand ups, retrospectives, burn downs, removing impediments, risk management, RAID logs, Jira board. Adept at facilitating dynamic stakeholder meetings and delivering comprehensive status reports that foster transparency and informed decision-making. Renowned for cultivating enduring partnerships and leveraging cross-functional collaboration to achieve superior project outcomes.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Project Manager
Going Going Gone
Redwood City, , CA
04.2024 - 06.2024
- Engagement Manager owning the RFQ and vendor selection of new software.
- Drove requirements analysis spinning up a new Salesforce Org for the Sales Cloud aligning with the clients’ overall objectives.
- Built out the specifications configuring Salesforce in accordance with the requirements. Performed change management and training to the employees.
- Communicated effectively with stakeholders to ensure project goals are met on time and within budget.
- Actively sought out feedback from stakeholders throughout the duration of a project in order to identify areas needing improvement or adjustment.
- Submitted project deliverables to clients, consistently adhering to quality standards.
BA Team Lead
Apps Associates
Acton, MA
10.2022 - 01.2024
- As a BA Team Lead and a Staff Manager developed a high-performance team through supervision, training, coaching, and mentoring. Ensured regular feedback was shared with staff including timely completion of employee performance appraisals.
- Orchestrated internal initiatives to drive organizational growth, showcasing adept leadership and strategic vision. Unified SFDC Delivery Practices' documentation, Lucid flow charts and knowledge base post three company acquisitions, harmonizing disparate systems and processes.
- Developed comprehensive discovery questions tailored for Sales, Service, Field Service Lightning, and CPQ engagements, enhancing client interaction effectiveness. Scoped, designed, and implemented innovative Field Service Lightning accelerators, optimizing operational efficiency.
- Directed Salesforce initiatives as Business Analyst across diverse client projects, specializing in Salesforce Org merges and new implementations for Sales, Service, CPQ, and Data Migration efforts. End-to-end project success through discovery sessions, translating business needs into User Stories and Jira tasks, and collaboration in SIT, UAT, and defect resolution phases.
- Conducted thorough analysis and integration testing of Oracle ERP and Salesforce systems, ensuring seamless functionality and alignment with business objectives.
- Cultivated and fostered strong relationships collaborating effectively with cross-functional teams including Project Managers, Solutions Architects, Solution Engineers, and Quality Assurance personnel to deliver superior client outcomes.
- Played a pivotal role in pre-sales activities, reviewing proposals, resourcing, hours, and SOWs to ensure alignment with client expectations and project scope.
Project/Program Manager
Kelly-Moore Paints
San Carlos, CA
05.2016 - 10.2022
- As a Portfolio/Project Manager & Scrum Master across all domains of Salesforce, oversaw the delivery of new technology and solutions. Managed 70+ project initiatives within 7 years each on time, within scope and budget.
- Increased user adoption by 60%
- Prioritized tasks and managed teams throughout multiple projects.
- Created system strategies that align with the Corporate digital transformation within Salesforce.
- Established roadmaps, scope, budgets and oversaw projects and backlogs within Salesforce including Change Management.
- Prepared performance reports for management review detailing status of projects and tasks completed.
- Responsible for Vendor selection, contract negotiation and management.
- Established SOW’s, resource planning, developing Quarterly and Annual budgets utilizing Waterfall and Agile, Scrum methodologies.
- Championed continuous improvement initiatives, incorporating lessons learned and best practices into program operations.
Sr. Business Systems Analyst
Penumbra
Alameda, CA
12.2015 - 03.2016
- Penumbra was implementing Salesforce for their sales reps and I worked on the implementation Phase 1 including requirements gathering, solutions architect, data mapping. Training documentation, and prototyping building out Salesforce for demos. Performed quality assurance testing of validating integrations and configurations. Coordinated UAT and wrote the test scripts.
Sr. Business Systems Analyst
Apple
Cupertino
06.2015 - 11.2015
Project Manager
VMware
Palo Alto, CA
02.2014 - 08.2014
Project Manager
Advanced Talent Software
Burlingame, CA
04.2013 - 06.2013
Sr. Business Systems Analyst
Salesforce
San Francisco, CA
05.2012 - 10.2012
Sr. Business Systems Analyst
Genentech/Roche
South San Francisco, CA
06.2008 - 05.2012
Scrum Master
Salesforce
San Francisco, CA
11.2007 - 06.2008
Project Manager
Echo Lanes
San Francisco, CA
03.2007 - 10.2007
Project Manager
Coherent Inc
Santa Clara, CA
05.2000 - 12.2006
Skills
- Highly Skilled Methodologies: Agile, Scrum, Waterfall, ITIL, using an array of tools including Jira, Sharepoint, Smartsheet, MS Word, MS Excel
- Develop detailed project plans, including scope, SOW's, timelines, milestones, budget and resource allocation
- Coordinate with clients to understand their requirements and ensure project alignment with business objectives
- Team Leadership:
- Lead and motivate project teams, fostering a collaborative and productive environment
- Assign tasks and responsibilities to team members, monitor progress, and provide guidance as needed
- Conduct regular team meetings to track project status and address any issues or concerns
- Client Communication and Relationship Management:
- Serve as the primary point of contact for clients, maintaining regular communication and providing updates on project status
- Manage client expectations, addressing any changes/change orders or challenges promptly and effectively
- Build strong relationships with clients, ensuring high levels of satisfaction and repeat business
- Quality Assurance and Risk Management:
- Implement quality assurance processes to ensure deliverables meet client requirements and industry standards
- Identify and mitigate project risks, developing contingency plans as needed Remove impediments
- Conduct project reviews and retrospectives, identifying areas for improvement and implementing best practices
- Documentation and Reporting:
- Maintain comprehensive project documentation, including project and cutover plans, status reports, and meeting minutes
- Prepare and present project progress reports to stakeholders, highlighting key achievements and any issues requiring attention
- Ensure all project records are accurate, up-to-date, and accessible to relevant parties
- Manage Jira Board and cross functional teams
- Vendor Management and Sourcing
- Strategic Planning
- Schedule Management
- Project development
- Procedure Development
- Workforce training
- Root Cause Analysis
- Project Management
- Productivity Improvement
- Microsoft Office Suite expert
- Budgeting and forecasting
- Business Analysis
- Software Development Lifecycle
- Coaching and Mentoring
- International business
- Project development and lifecycle
- Stakeholder Communications
- Business process re-engineering
- Staff training and motivation
- Requirements Gathering
- Cross-Functional Collaboration
- Contract Development
- Staff Management
- Quality assurance and control
- Client Relations
- Performance Improvements
- Agile Methodology
- Conflict Management
- Mergers and acquisitions knowledge
- Processes and procedures
- Cost reduction and containment
Certification
- Certified Salesforce Administrator
- Certified Salesforce Business Analyst Consultant
- Certified Agile Scrum Master.
Timeline
Project Manager
Going Going Gone
04.2024 - 06.2024
BA Team Lead
Apps Associates
10.2022 - 01.2024
Project/Program Manager
Kelly-Moore Paints
05.2016 - 10.2022
Sr. Business Systems Analyst
Penumbra
12.2015 - 03.2016
Sr. Business Systems Analyst
Apple
06.2015 - 11.2015
Project Manager
VMware
02.2014 - 08.2014
Project Manager
Advanced Talent Software
04.2013 - 06.2013
Sr. Business Systems Analyst
Salesforce
05.2012 - 10.2012
Sr. Business Systems Analyst
Genentech/Roche
06.2008 - 05.2012
Scrum Master
Salesforce
11.2007 - 06.2008
Project Manager
Echo Lanes
03.2007 - 10.2007
Project Manager
Coherent Inc
05.2000 - 12.2006