Open to opportunities

Ashley Matsumoto

@ashleymatsumoto

Message

Driven Certified Salesforce Administrator and Product Manager focused on scalable mortgage operations.

United States

Message

What I'm looking for

I seek a product or platform role where I can lead Salesforce-driven operational improvements, ensure data integrity and compliance, and collaborate cross-functionally to scale mortgage or fintech products.

I am a Certified Salesforce Administrator with eight years of hands-on Salesforce experience and three years as a Product Manager supporting high-volume, fast-paced companies in fintech and mortgage operations.

At Unison I launched a new mortgage product from v0 to v1, led a major merger of two Salesforce orgs into one, and delivered $100K+ in annual cost savings while improving portfolio performance and homeowner experience.

I build end-to-end Salesforce solutions — custom loan origination systems, automated operational workflows, integrations with third-party vendors, and reporting for sales and compliance — and support 100+ users across Sales and Service Clouds.

I prioritize data quality, regulatory compliance, and cross-functional collaboration, partnering with Sales, Marketing, Finance, Legal, and Engineering to translate stakeholder needs into product and process improvements.

Experience

Work history, roles, and key accomplishments

Technical Product Manager

Unison

Apr 2022 - Aug 2025 (3 years 4 months)

Led Sales and loan processing product efforts, launching a new mortgage product v0→v1 and merging two Salesforce orgs into one, delivering $100K+ annual cost savings and improved portfolio and homeowner experience.

Product Management Salesforce Data Migration Stakeholder Management Compliance Reporting Requirements Gathering Process Improvement Roadmapping

Salesforce Administrator

Unison

Feb 2019 - Apr 2022 (3 years 2 months)

Built a custom loan origination system in Salesforce, migrated legacy Encompass data, managed two orgs and integrations, and automated processes to support 100+ users and improve operational efficiency.

Salesforce Data Migration LOS Management Process Automation Docusign

Salesforce Consultant

EdCast

Jul 2018 - Feb 2019 (7 months)

Defined KPIs and built reports/dashboards to measure service performance, managed Pardot campaigns integrated with Salesforce, and supported customizations and data quality initiatives.

Salesforce Pardot Reporting & Management Data Imports Security Permissions Data Quality Marketing Automation

Cohort Member

Jewish Vocational Service

Mar 2018 - Feb 2019 (11 months)

Completed project-based Salesforce and Business Analyst training, deployed two projects, conducted trainings, and implemented security and automation to improve object architecture and workflows.

Salesforce Development Business Analysis Training Delivery Process Automation Project Based Learning

Operations Specialist

PresenceLearning

Jun 2015 - Nov 2017 (2 years 5 months)

Managed onboarding and placements for telepractitioners across 31 states, improved Salesforce data accuracy from ~50% to nearly 100%, and developed training materials and playbooks to streamline operations.

Operations Management Provider Relations Training Development Forecasting Cross Functional Collaboration Process Improvement

Senior Enrollment Advisor

UniversityNow

Feb 2014 - Jun 2015 (1 year 4 months)

Managed over 200 active students through enrollment lifecycle, exceeded monthly enrollment quotas, and developed training materials to support team performance and student success.

Enrollment management Training CRM

Senior Housing Counselor

Consumer Credit Counseling Service of SF

Apr 2012 - Feb 2014 (1 year 10 months)

Developed tailored financial strategies and debt management plans, counseling clients on foreclosure risk and credit actions while producing 20–30 personalized plans weekly and leading community workshops.

Financial Analysis Risk Assessment