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senior engagement consultant resume example with 3+ years of experience

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Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Links
  • www.linkedin.com/in/Jessica-Claire
  • https://trailblazer.me/id/sClaire
  • @JessicaKClaire
Professional Summary

Experienced Salesforce Consultant and Marketing Manager. Passionate about helping nonprofit organizations to advance their mission by providing day-to-day support and improving business processes via technology.

Work History
03/2020 to Current Senior Engagement Consultant Unitedhealth Group | Soho, NY,
  • Successfully launch and oversee Salesforce implementation projects
  • Surfaces opportunities for future opportunities with existing clients.
  • Attends all closing calls for their Accounts.
  • Communicates with Salesforce Account Executive and Referral Source.
  • Introduces Project Team to Client via Internal Cheat Sheet and internal Kick Off.
  • Mentor team members and enforce implementation of best practices
  • Discusses areas of scope creep and need for Change Order with Project Team, including with Client.
  • Coordinates with Sales if/when a Change Order is needed to prepare Change Order. Obtains Change Order approval from Client.
  • Sends regular reports to Clients for active projects.
  • Communicates with clients regarding changes to project team or timeline.
  • Schedules Client meetings; prepares agendas for Client meetings; hosts Client meetings; takes notes during Client meetings; records Action Items during Client meetings; hosts After-Action Review for all Client meetings more than 30 minutes in duration; sends meeting notes following Client meetings.
  • Schedules, manages and attend any onsite meetings including coordinating meals, breaks, etc.
  • Answers invoicing questions from clients.
  • Define engagement scope, proposal development and deliver against client business requirements
  • Successfully establish a governance structure for key clients which is improving user adoption
  • Successfully led key projects which resulted in Customer Satisfaction Surveys scores of 9 out of 10
  • Responsible for creating high-level strategic plans that meet client's needs
  • Manage executive-level client relationships and provide team oversight with internal and external team members
06/2019 to 02/2020 Engagement Consultant Avtex | Minneapolis, MN,
  • Defined engagement scope, proposal development and deliver against client business requirements
  • Successfully established a governance structure for key clients which is improving user adoption
  • Successfully led key projects which resulted in Customer Satisfaction Surveys scores of 9 out of 10
  • Managed executive-level client relationships and provide team oversight with internal and external team members
  • Managed client-vendor relationships and guide them to choose best tools
  • Managed all aspects of client engagement including status reports, project plans, training and resource management
  • Participated in operational issues related to specific engagements, including billings,expenses, staffing, utilization management, etc
  • Drived incremental revenue through client relationship building and identifying additional consulting opportunities
10/2018 to 05/2019 Associate Consultant Alchemy Systems | Cleveland, OH,
  • Designed and implemented business technology solutions on the Salesforce platform for nonprofits organizations
  • Gathered business requirements and specifications
  • Developed process flows, configured applications, performed testing and QA and successfully complete deployments, end-user training
  • Configured secondary applications for Salesforce (Classy, MailChimp, FormAssembly, Workato, etc)
  • Successfully managed project timeline, budgets, and scope
  • Assisted in managing human resource allocations on projects
  • Assisted with improving and building internal processes and systems
07/2017 to 10/2018 Marketing Manager Forme Medical Center / Aesthetic Center | City, STATE,
  • Formulated, directed and coordinated marketing activities and policies
  • Oversaw the implementation of Salesforce as the main CRM tool for the sales and marketing team
  • Organized and coordinated events to make the community aware of medical services
  • Built and managed a sales team of 6 members. Oversaw a 200% increase in monthly goals
  • Developed pricing strategies; balancing firm objectives and customer satisfaction
  • Evaluated financial aspects of product development; budgets, expenditures,research, and development, appropriations, return on investment and profit and loss
  • Initiated market research studies. Used sales forecasting or strategic planning to ensure sale and profitability of products, lines, or services
Skills
  • Create strong relationships with clients
  • Salesforce Implementation
  • Project Management
  • Pardot Implementations
  • Identify client needs and goals
  • Business System Analysis
  • Customer engagement strategies
  • Teamwork / Collaboration
Certifications
  • Salesforce Administrator
  • Salesforce NPSP Cloud Consultant
  • Pursuing Certification in Salesforce Marketing Cloud Email Specialist and Marketing Cloud Consultant
Education
Expected in 05/2017 to to Associate of Science | Marketing Westchester Community, Valhalla, NY, GPA:
Expected in 11/2019 to to | 8-Week Training Course PepUp Tech, Marketing Cloud , Online, GPA:
  • Basics of Email Design
  • Email Previews & A/B Testing
  • Email Report & Tracking
  • Journey Builder & Email Automation
  • Marketing & Digital Marketing Essentials
  • Marketing Cloud Administration
  • Navigating Email Studio & Content Builder
  • Basics of Email Design & Managing Email
Expected in 08/2018 to to | 4-Week Training PepUp Tech, NPSP Training Course, Online, GPA:
  • Implement and customize NPSP application
  • Manage Households, Organizations,Contacts, and Addresses
  • Manage Opportunity Donations
  • Constituent Engagement
  • Manage Campaigns
  • Data Management
Expected in 04/2018 to to | Salesforce PepUp Tech, Salesforce Admin 10-Week , Online, GPA:
  • Salesforce Platform and AppBuilding
  • Mobile App Development
  • Data Security and Management
  • Lightning Experience Customization
  • Reports and Dashboards
  • Formulas and Validations
  • Process Automation

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Resume Overview

School Attended

  • Westchester Community
  • PepUp Tech, Marketing Cloud
  • PepUp Tech, NPSP Training Course
  • PepUp Tech, Salesforce Admin 10-Week

Job Titles Held:

  • Senior Engagement Consultant
  • Engagement Consultant
  • Associate Consultant
  • Marketing Manager

Degrees

  • Associate of Science

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