Emma Castro
Frederick
Summary
Experienced Salesforce Consultant with a proven track record in successful CRM implementations. Offers a unique combination of delivery management, project management, and business analysis skills gained from top-tier organizations. Recognized for problem-solving abilities and expertise in utilizing visualization tools to drive effective solutions. Over 5 years of comprehensive experience, consistently meeting client needs and exceeding expectations.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Delivery Engagement Manager
Saasinct Solutions
01.2023 - Current
- Work with customers and client stakeholders to understand and define business requirements
- Define and improve current processes and best practices using process flow diagrams, making recommendations for future state processes and system designs
- Create User Stories and functional requirements
- Ensure projects are accurately tracked, managed, and reported on using Saasinct's project management tools
- Implement Salesforce solutions in Sales Cloud, Service Cloud, and Financial Services Cloud, and integrate third-party tools as required
- Configure features and processes that include custom objects, formula fields, field dependencies, validation rules, flows, approval processes, reporting and dashboards, and other declarative features in Salesforce
- Define and configure user security permissions and role hierarchies to meet client requirements
- Marketing and promotional activities
- Lead scoping calls, reverse demos, and create and present SOW Decks to potential clients to generate new business.
Advisory (Senior Strategy) Consultant
Simplus
06.2022 - 12.2022
- Built Executive Strategy Readout Decks
- Worked with Product Owners to refine backlog and prioritize User Stories for upcoming sprints
- Lead daily SCRUM calls with technical and BA teams
- Developed training content to train strategy team on using LucidSpark tools to run meetings
- Built lasting relationships with clients through clear communication, trust, and exceptional service delivery.
- Created Journey Mapping & Persona templates to add to our repository.
- Influenced key decision-makers with persuasive presentations and data-backed insights.
Strategy Lead
Atrium Insight
10.2021 - 05.2022
- Lead weekly standup meetings and communicated with Project Managers
- Organized and lead bug triaging meetings to prioritize bug fixes
- JIRA Board Maintenance
- Understood all Agile processes
- Lead Discovery session to understand Business requirements
- Understood Current and Future State Business Processes
- Created Business Process Flows to provide insight into Epics and User Stories needed to develop solutions
- Developed Personas to help drive Epics and User Stories
- Lead Sprint Demos to display new functionality to clients
- Smoke tested the Salesforce System
Business Analyst
Atrium Insight
09.2020 - 10.2021
- Created documentation for Technical, BA, and Business processes
- Wrote high-level and in-depth User Stories and defined Epics
- Configured Salesforce functionality based on User Stories
- Developed Process Flows to provide insight into needed Epics and User Stories
- Created Personas to help drive Epics and high-level User Stories
- Smoke tested the Salesforce System
- Created and worked Salesforce specific bugs
- Organized and ran a series of bug triaging meetings to prioritize bug fixes
- Assisted with Sprint demos to the client.
Education
Bachelor of Science in Business Marketing -
Montana State University
Skills
- Salesforce
- Jira, Klient
- Business process improvement
- Requirements gathering
- Project Management
- Implementation management
- Budgeting and allocation
- Proposal development
- Risk mitigation
Certification
- Salesforce Certified Administrator
- Salesforce Certified Einstein Analytics and Discovery Consultant
Titles
Delivery Manager
Project Manager
Strategy Lead
Business Analyst
Solution Engineer
References
References available upon request
Timeline
Delivery Engagement Manager
Saasinct Solutions
01.2023 - Current
Advisory (Senior Strategy) Consultant
Simplus
06.2022 - 12.2022
Strategy Lead
Atrium Insight
10.2021 - 05.2022
Business Analyst
Atrium Insight
09.2020 - 10.2021
Bachelor of Science in Business Marketing -
Montana State University
Similar Profiles
Lisa DanielsLisa Daniels
Support Coordinator at Unique Support Solutions/Next Steps Solutions /Personal Support SolutionsSupport Coordinator at Unique Support Solutions/Next Steps Solutions /Personal Support Solutions
Elizebeth GhilbertElizebeth Ghilbert
Sr Software Engineer at P Square Toll Solutions India Pvt Ltd / Seeroo IT Solutions (P Square Solutions LLC – Contractor)Sr Software Engineer at P Square Toll Solutions India Pvt Ltd / Seeroo IT Solutions (P Square Solutions LLC – Contractor)
Shannon RousseauShannon Rousseau
Dietetic Technician, Registered at Continuing Healthcare Solutions/Dietary SolutionsDietetic Technician, Registered at Continuing Healthcare Solutions/Dietary Solutions
Nicki JohnsonNicki Johnson
Customer Care Coordinator at Maryland Oral Surgery AssociatesCustomer Care Coordinator at Maryland Oral Surgery Associates
JAYSON HILLJAYSON HILL
Social Media Marketer at Student OrganizationSocial Media Marketer at Student Organization