Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Saray Rosales

Antigua Guatemala,SA

Summary

Talented Senior Project Manager with excellent client oversight and issue resolution talents. Highly effective overseeing multiple tasks and employees at once. Dedicated to detail-oriented leadership and goal-oriented planning.

Overview

8
8
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.
  • Managed changes to project scope and cost and implement appropriate change management processes to keep projects on track.
  • 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.
  • Participated in operational issues related to specific engagements, including billings, expenses, staffing, utilization management, etc.

Associate Consultant

Now It Matters
10.2017 - 05.2019
  • 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.

Education

Professional Development Course - Artificial Intelligence

Introduction To Cognitive Project Management in AI
Project Management Institute
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
Valhalla, NY
05.2017

Skills

  • Create strong relationships with clients
  • Salesforce Implementation
  • Project Management
  • Identify client needs and goals
  • Customer engagement strategies
  • Teamwork
  • Collaboration
  • Servant Leader

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

Associate Consultant

Now It Matters
10.2017 - 05.2019

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