Melinda O'Donnell

Project Management Salesforce

• Lead a team that successfully managed multiple cross-department complex projects for Salesforce users (+500); gathering the necessary Salesforce requirements, consulting, planning, execution, testing, training, and documentation to ensure the end solution met the business need.
• Facilitate and provide timely decision-making across a broad network of stakeholders, delivery partners, and operational teams.
• Develop advanced customized solutions within the Salesforce platform to support critical business functions and meet project objectives and company goals
• Developing strategies to increase sales within existing markets and identifying new markets for growth
• Translate business requirements into Salesforce based solutions that were effectively implemented & Integrated with Salesforce such as Pardot, DocuSign CLM + E-sign, FinancialForce, Clari, ZoomInfo, Product board and other applications.
• Identifying opportunities for improvement within the company’s sales processes or procedures
• Work to understand current and future Salesforce capabilities and limitations, identifying opportunities for improvement that leverage Salesforce functionality

Business Transformation Management

• Responsible for designing and implementing strategies that improve business processes, optimize operational efficiencies, and align organizational practices with strategic goals.
• Worked closely with leadership and stakeholders to identify challenges, create actionable plans, and oversee projects that drive long-term success.
• Provided the vision and execution for Salesforce as the organizations main source of truth for all customer interactions including pipeline management, market segment account planning, creating opportunities, and communication across the organization
• Own the end-to- end process of tracking the sales funnel, operational metrics and delivering regular insights to the business
• Delivered techniques and processes to improve funnel performance
• Successfully coordinated, managed, and migrated two system mergers (OnForce/IQN), including performing data clean up, enforcing data integrity, migration of data from one application to another including importing and de-duping efforts
• Implemented best practices with regards to system maintenance, configuration, software updates, development, testing, data integrity, backups, etc.
• Customized department specific dashboards, APEX status reports, pipeline/stages visibility and other complex reporting needs for Executive and Management team visibility
• Designed, set up and maintained Salesforce objects, custom objects, while also structuring user roles, security profiles and workflow rules and notifications.
• Document current/future systems and processes within Salesforce

Salesforce Admin

• Designed, built, tested, and deployed SFDC customizations including form layout changes, workflow triggers, workflow alerts, notification, automated email responses, etc.
• Designed custom formula fields, Field Dependencies, Validation rules, Workflows for automated alerts, field updates, and Email generation.
• Implemented and migrated data from Confluence into Salesforce including Client Integration points, financial related information
• Created SpringCM folder structure workflows and added Spring attributes for multiple departments within Salesforce
• Collaborate and be the expert advisor for various internal departments, including marketing, product development, client services, financial services, IT and operations to ensure Salesforce environment supports internal needs relating to functionality and performance
• Maintain a flexible and proactive work environment to facilitate a quick response to changing project requirements and customer objectives, and innovate ways to meet mission goals successfully
• Stay up to date on new Salesforce features and functionality to ensure compatibility with existing development and provide recommendations for process improvements
• Provided company-wide training sessions, created documentation and quick reference guides for all technology changes as well as kept up to date on technology trends, developments, and best practice
• Implemented, Managed, and built a contract management platform (DocuSign CLM) that captured over 120+ data points around contractual language
• Successfully managed and implemented a vendor compliance process within Salesforce