Main Responsibilities Of A Salesforce Lead At Panthera
Kelly's main responsibilities as a Salesforce Lead at Panthera involve leveraging "Salesforce and Pardot" to address organizational pain points for communications and fundraising teams; this includes prioritizing a "backlog of requests," designing automated solutions, and supporting email creation, ultimately contributing to increased fundraising for the organization's mission of protecting Wildcats.
Technology, Project Management, Problem-Solving, Communication, Data Analysis
Advizer Information
Name
Job Title
Company
Undergrad
Grad Programs
Majors
Industries
Job Functions
Traits
Kelly Carton
Salesforce Lead
Panthera
University of Arizona
Columbia University: Master's of Science in Nonprofit Management
Marketing
Nonprofit, Foundations & Grantmaking, Technology
Data and Analytics
Greek Life Member
Video Highlights
1. Works across Salesforce and Pardot (Marketing Cloud Account Engagement) platforms to solve organizational problems.
2. Manages a backlog of requests, prioritizing issues, and working on them from highest priority to least.
3. Designs and builds automated solutions and supports email creation and execution in Pardot, collaborating with administrators to achieve fundraising goals for a non-profit organization.
Transcript
What are your main responsibilities within your current role?
I work across two platforms: Salesforce and Pardot, also known as Marketing Cloud Account Engagement. Pardot is another Salesforce product.
Salesforce is a customer relationship management platform. Nonprofits use it to track donors and fundraising, among other things. Corporations use it to track customers and sales.
It's really flexible, and you can make of it what you want. Across those two platforms, I work with our communications and fundraising teams to find pain points across the organization. Then, I look for ways we can use technology to solve those problems.
I spend my time managing our backlog of requests. A backlog is, in simple terms, a list of issues or requests that need to be done. We prioritize them and work on them from highest to least priority.
I also help design and build automated solutions. I support the creation and execution of emails in Pardot.
Working with our Salesforce administrator and Pardot administrator, we solve problems. At the end of the day, this helps us raise more money to fund our mission to protect the world's wildcats.