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Work Background
CAISSenior Vice President of Technology
Nov. 2021 - Dec. 2024New York, United StatesSenior Vice President, SFDC Product Manager In my role as the Senior Vice President of Technology at CAIS, I was the product manager for UI/UX development for Salesforce.com, focusing on enhancing user experience and engagement and driving action based on data. Key accomplishments included the implementation of ServiceCloud for multiple support teams. I also partnered on data and integration projects to streamline processes and improve data quality across product lines.
FS InvestmentsExecutive Director, CRM Operations
Mar. 2010 - Oct. 2021Greater Philadelphia AreaAs the employee number 37 at FS Investments, my role grew with the company. I began in internal sales and left as an Executive Director. During my time managing the Salesforce org, we went from a team of one with limited external support to a team of 5. Our user base grew with the firm, from 50 to 300 seats. Our accomplishments included the following:
•Custom automations to support ROI calculations for campaigns, accounts and individual customers.
•Implementation of Activity Dashboards – generating prioritized, data driven, call lists for Sales.
•Implementation of Salesforce ServiceCloud including email-to-case, web-to-case and Knowledge document management.
•Integrations with external systems: content management, e-signature, digital marketing management, event management, expense tracking, DST SalesConnect (sales and position tracking) and Jira.
• Implementation of custom territory management.
LEAF FinancialRegional Marketing Manager
Jan. 2006 - Feb. 2010Philadelphia, Pennsylvania, United StatesAt LEAF I was part of the internal sales team where I coordinated e-marketing, call campaigns and regional events for multiple wholesalers. Additionally, I provided customer onboarding support, ongoing education and relationship management.
Morgan StanleyFinancial Advisor
Mar. 2004 - Jan. 2006Philadelphia, Pennsylvania, United StatesAt Morgan Stanly I obtained my Series 7, Series 31 and Series 66 licenses. I coordinated client and prospect events for a senior advisor team and managed my own book of business.
Washington Mutual Home Loan CenterSales Assistant
Apr. 2003 - Nov. 2003Corona del marI led the mail marketing campaigns for a leading mortgage broker who grossed $20 million monthly while I completed my MBA at Pepperdine.
Multek, a subsidiary of FlextronicsProcess Engineer
Mar. 1998 - Feb. 2003I was a process engineer supporting multiple print and etch processes for the manufacture of printed circuit boards. This included daily quality support, troubleshooting and process improvement as well as project management related to equipment installations.
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