Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Saray Rosales

Antigua Guatemala

Summary

Talented professional considered knowledgeable leader and dedicated problem solver. Brings 8+ years of valuable expertise to forward company objectives. Attentive to detail with experience in coordinating projects, programs and improvements.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Salesforce Project Manager

Torrent Consulting
08.2023 - Current
  • Managed the company’s largest client account, scaling budgets from $500K to $1.5M within the Medical and Manufacturing industries. Led multiple concurrent projects by prioritizing tasks based on urgency, resource allocation, and strategic alignment with organizational goals.
  • Delivered exceptional customer satisfaction by proactively addressing client concerns and meeting or exceeding expectations throughout the engagement process.
  • Successfully delivered and implemented two new projects: Health Cloud and Manufacturing Cloud solutions, fostering strong client relationships that led to a perfect Net Promoter Score (NPS) of 10.
  • Planned, designed, and scheduled phases for large projects.
  • Established effective communication among team members for enhanced collaboration and successful project completion. Managed a team of around 10+ members.

Senior Project Manager

Fionta
12.2021 - 08.2023
  • Closely collaborated with project members to identify and quickly address problems.
  • Oversaw a large portfolio of projects with budgets up to $3.5M.
  • Managed projects that implement the following tools: Salesforce, Fonteva, Service Cloud, Nonprofit Cloud.
  • Maintained schedules of up to 10 projects at a time with the main objective of meeting key milestones at every project phase.
  • Communicated project plans and progress to key stakeholders and project contributors.
  • Kept projects on schedule and within budget while serving as project leader.
  • Managed internal project team of up to 20 team members.
  • Monitored 10 project progress, identified risks and implemented corrective measures to acquire success

Project Manager, Client Services

KELL Partners
03.2021 - 12.2021
  • Managed over 7 implementation projects from the launch phase until go-live date.
  • Managed several Salesforce Implementation Projects with an average budget of $1M.
  • Handled complaints, provided appropriate solutions and alternatives within appropriate timeframes, and follow up to achieve resolution.
  • Managed a Case Management Implementation utilizing Service Cloud. Created the solution and implemented a case management system that allowed the client to receive cases/tickets direct into Salesforce from a web-to-case form using Experience Cloud. Completed all the configurations for the system design and the assignment rules to route the cases to the correct service agents.
  • Managed all phases of multiple projects.
  • Identified plans and resources required to meet project goals and objectives.
  • Drove team success through a shared vision and recognition of quality performance.
  • Reported regularly to managers on project budget, progress, and technical problems.

Senior Engagement Consultant

Now It Matters
03.2020 - 01.2021
  • Successfully launched and oversee 10 Salesforce implementation projects.
  • Addressed opportunities for future opportunities with existing clients.
  • Leveraged 'Cases' to create an internal feedback system for all the projects I managed. The clients utilized 'Cases' as a ticketed system so users could submit system feedback.
  • Created timeline and project roadmaps.
  • Discussed areas of scope creep and needed for Change Order with Project Team, including with Client.
  • Coordinated with Sales if/when a Change Order is needed to prepare Change Order. Obtains Change Order approval from Client.
  • Drove incremental revenue through client relationship building and identifying additional consulting opportunities

Engagement Consultant

Now It Matters
06.2019 - 02.2020
  • 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.

Education

Professional Development Course - Artificial Intelligence

Introduction To Cognitive Project Management in AI
04-2024

4-Week Training - NPSP Training Course

PepUp Tech
08.2018

10-Week Online - Salesforce Admin

PepUp Tech
04.2018

Associate of Science - Marketing

Westchester Community
05.2017

Skills

  • Skilled in advanced English communication
  • Salesforce Implementation (Tableau, PowerBI, ETL tools)
  • Project Management
  • Teamwork
  • Experience with PowerPoint, AI tools and Excel)
  • Ability to transform data into digestible information for stakeholders

Certification

  • PMP - Project Management Professional
  • Disciplined Agile Certification
  • Salesforce Administrator
  • Salesforce NPSP Cloud Consultant

Timeline

Salesforce Project Manager

Torrent Consulting
08.2023 - Current

Senior Project Manager

Fionta
12.2021 - 08.2023

Project Manager, Client Services

KELL Partners
03.2021 - 12.2021

Senior Engagement Consultant

Now It Matters
03.2020 - 01.2021

Engagement Consultant

Now It Matters
06.2019 - 02.2020

4-Week Training - NPSP Training Course

PepUp Tech

10-Week Online - Salesforce Admin

PepUp Tech

Associate of Science - Marketing

Westchester Community

Professional Development Course - Artificial Intelligence

Introduction To Cognitive Project Management in AI

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Saray Rosales