Why Choose -Get Started with Salesforce?
Make Salesforce work for you—not the other way around.
What makes me different?
I help nonprofits, associations, and small teams turn Salesforce from a source of frustration into a tool for clarity, connection, and growth. With over 15 years of experience leading digital transformation at organizations like Disney, Fox, Yahoo, and top nonprofits, I specialize in simplifying Salesforce and tailoring it to real-world needs—without bloated budgets or unnecessary complexity.
At the Producers Guild of America, I oversaw a complete Salesforce transformation for a nonprofit with 8,000+ members—streamlining membership workflows, training staff, and improving adoption across departments. I led the day-to-day operations of their Salesforce-based AMS and helped turn a complex platform into something intuitive and useful.
At UCLA Anderson Executive Education, I connect Salesforce with everyday tools like FormAssembly, Zoom, and Microsoft Teams—designing smart automations that save time and improve team productivity. My focus is on long-term adoption, not just technical implementation.
Earlier in my career, I managed large-scale systems and cross-functional teams at Disney, Fox, and Yahoo. I built tools that improved data quality, streamlined workflows, and aligned technology with real business goals. At Disney, for example, I led the design of an internal Salesforce app used by privacy and compliance teams across the company—turning legal complexity into intuitive dashboards and workflows. Those enterprise lessons now help me serve smaller teams with the same level of care, insight, and structure.
I’ve worked on both sides of the tech conversation—translating organizational goals into technology that fits. Whether you’re a nonprofit managing donors and programs, a small business stuck in spreadsheets, or an executive overwhelmed by Salesforce jargon, I help you take confident next steps.
🧭 Guided Strategy Sessions
⚙️ Automation & Workflow Design
💬 Team Training & Adoption Plans
🧩 Integration with the Tools You Already Use
If you’re unsure whether Salesforce is the right fit—or you’re not getting the most out of it—I’d love to help you simplify, refocus, and move forward with clarity.