Kuleen Mathur

• Primary Salesforce Administrator for the Fundraising team, managing Salesforce Sales Cloud, Service Cloud and Marketing Cloud to ensure system performance, data integrity, and user satisfaction through regular maintenance and updates.
• Oversaw specialty fundraising platforms, including setup, configuration, and real-time data sync with Salesforce.
• Designed and implemented integrations using Connected Apps, custom metadata, and Flows to automate key fundraising processes and maintain data integrity.
• Developed custom objects, workflows, and automations to enhance data management, track donor engagement, and streamline fundraising operations.
• Configured multi-channel campaigns within Salesforce, handling audience segmentation, response tracking, and performance reporting.
• Integrated survey data from WordPress into Salesforce using custom APIs and Flows, with dashboards for response insights to shape fundraising strategies.
• Provided support and training on Salesforce features, integrations, and best practices, improving system adoption and fundraising workflow efficiency.
• Managed marketing automation journeys and workflows to drive engagement and conversions.
• Analyzed campaign metrics to optimize strategies and collaborated with marketing teams to translate goals into impactful campaigns.
• Led a deduplication project using a third-party tool, applying complex rules to merge duplicates accurately, improving data integrity, donor management, and system performance.

• Managed user roles, profiles, security settings, access, and sharing rules.
• Created and maintained reports and dashboards to enhance system usability.
• Developed and managed custom objects, fields, formulas, validation rules, workflows, and approval processes.
• Ensured data integrity by merging duplicates and assigning ownership of accounts and contacts per sales territories.
• Identified and addressed substandard data entries, collaborating with users for continuous improvement.
• Supported user requirement sessions and documented business needs to adapt to evolving demands.
• Promoted user adoption and satisfaction through training, documentation, and ongoing support.
• Customized user interfaces according to specific departmental needs while maintaining a consistent overall experience across the platform.

• Cold called and conducted face-to-face sales calls with C-level executives and directors in assigned sales territory.
• Created detailed sales presentations to communicate product features and market data.
• Used prospecting and client development techniques to produce fresh leads and maintain solid conversion rate.

• Collaborated with key stakeholders to enhance Salesforce efficiency and ensure data quality (e.g., validation rules, picklists).
• Supported daily business activities by addressing queries and user requests.
• Conducted workshops to document current tool functionalities and understand upcoming requirements.
• Performed data migration to update/upload mass data in Salesforce based on requirements.
• Upgraded Salesforce with new page layouts, picklist values, and fields per business needs.
• Created and maintained user profiles, workflows, and dashboards.
• Managed onboarding and offboarding processes for Salesforce users.
• Planned, developed, and designed business solutions or presented new solutions to management quarterly (e.g., created dashboards with Salesforce Audit reports for Sales team to strategize).

• Spearheading business development operations on PAN India basis.

▪ Responsible for selling telecommunication solutions to businesses across Maharashtra.