Sherri Needham Email & Phone Number
Engagement and Operations Lead, Salesforce Practice @ Provisions Group
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Sherri Needham Location
- Kirkland, WA, US
Sherri Needham Work
- Engagement and Operations Lead, Salesforce Practice @ (March 2025 - Present)
- Director, Salesforce Delivery and PMO @ RSM US LLP (January 2021 - October 2024)
- Director, Salesforce Practice @ MondayCall (December 2018 - January 2021)
- Director (Acting), Western Region, Salesforce Practice @ (May 2018 - December 2018)
- Practice Manager, Salesforce Practice @ (October 2017 - December 2018)
- Senior Engagement Manager, Salesforce Practice @ (September 2013 - October 2017)
- Solution Consultant, Salesforce Practice @ (January 2012 - September 2013)
- Senior CRM Business Analyst, IT for Investment Management and Sales @ (September 2010 - December 2011)
- Business Technology Consultant, Investment Management Team @ (March 2010 - September 2010)
- Senior Business Analyst, Global Operations @ (November 2009 - March 2010)
- Business Analyst and Project Manager, US Consulting @ (August 1996 - November 2009)
Sherri Needham Education
- Boston Institute of Finance™
Certified Mutual Fund Specialist
2004-2004 - ITIL® V3 Foundations Certified
ITIL® V3 Foundations Certified
- International Institute of Business Analysis (IIBA®)
BA Certified™ (Business Analyst)
Sherri Needham Skills
- Acceptance Testing
- Agile & Waterfall Methodologies
- Agile Methodologies
- Application Managed Services
- Budgeting & Forecasting
- Business Analysis
- Business Process
- Business Process Design
- Business Process Improvement
- Business Process Mapping
- C Suite
- CRM
- Cloud Computing
- Coaching
- Coaching & Mentoring
- Communication
- Computer Software Training
- Consulting
- Cross-functional Team Leadership
- Customer Relationship Management (CRM)
- Digital Strategy
- End User Training
- Executive Team
- Executive Visibility
- Financial Literacy
- Gap Analysis
- IT Leadership
- Integration
- Key Performance Indicators
- Leadership
- Managed Services
- Management
- Mentoring
- Negotiation
- Offshore Management
- Offshore Resource Management
- Organization Skills
- Organizational Leadership
- PMO Development
- PMO set-up
- PMP
- Planning Budgeting & Forecasting
- Pre-Sales Support
- Presales
- Presentation Skills
- Presentations
- Presenter
- Problem Solving
- Process Mapping
- Product Adoption
- Program Leadership
- Project Delivery
- Project Governance
- Project Management
- Project Performance
- Project Plans
- Project Portfolio Management
- Requirements Analysis
- Requirements Gathering
- Requirements Management
- Resource Allocation
- Resource Planning
- Revenue Cycle Management
- Risk Management
- SDLC
- Sales Operations
- Sales Processes
- Salesforce.com
- Scope Management
- Scrum
- Senior Stakeholder Management
- Solution-oriented
- Stakeholder Engagement
- Stakeholder Relations
- Statements of Work (SOW)
- System Implementations
- Team Building
- Team Leadership
- Technology Change Management
- Technology Implementation
- Use Case Analysis
- User Acceptance Testing
- User Stories
- Utilization Management
Sherri Needham Summary
- Sherri Needham, based in Kirkland, WA, US, is currently a Engagement and Operations Lead, Salesforce Practice at Provisions Group. Sherri Needham brings experience from previous roles at RSM US LLP, MondayCall and Perficient. Sherri Needham holds a 2004 - 2004 Certified Mutual Fund Specialist @ Boston Institute of Finance™. With a robust skill set that includes Acceptance Testing, Agile & Waterfall Methodologies, Agile Methodologies, Application Managed Services, Budgeting & Forecasting and more. Sherri Needham has 3 emails and 2 mobile phone numbers on RocketReach.
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