I recently sat down to record an episode for The CRM Success Show. We talk about my Salesforce career, working as a consultant with ShellBlack, and my transition to Pushpay. We also dig into our initial use case for Agentforce. I hope you enjoy this conversation!
#34 Christy Grow – Beacon Pointe: Salesforce & Agile in Wealth Management – The CRM Success Show
Episode: #34Christy Grow is a Sr Salesforce Program Manager at Beacon Pointe who excels at bridging the gap between business stakeholders and engineering teams. She has 7+ years of experience managing enterprise Salesforce orgs and 15+ years of experience in healthcare and financial services. Highlights from her 7+ years in financial services include managing diverse teams, bringing Salesforce orgs up to enterprise level compliance standards, and implementing complex workflows to improve efficiency and drive growth. Highlights from her 9+ years in healthcare include data analytics/reporting, system administration/implementation of data management software (700+ users), and supervising 20+ direct reports.Christy is passionate about building intuitive, user-friendly systems to allow people to work more effectively.Talking with the people who own the largest and most complex CRM systems.https://www.crmsuccess.show/Your Host on LinkedIn:Maz: https://www.linkedin.com/in/davidmasri/Khero: https://www.linkedin.com/in/kherothetxrecruiter/
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