Who is Allison Jai O'Dell? Meet Our Senior Salesforce Consultant at Vantage Point
Meet Allison Jai O'Dell, one of the talented Senior Consultants at Vantage Point who brings a unique background in data management, research, and problem-solving to help financial services clients optimize their Salesforce implementations.
📊 Experience Highlight: With a decade of experience in data modeling, system integrations, and platform migrations, plus an M.S. in Information Science, Allison brings both technical expertise and research-driven problem-solving to every engagement.
What Are Some Fun Facts About Allison?
Before we dive into her career journey, here are some things that make Allison unique:
- Former rare book librarian — Her academic background gives her unique data management perspectives
- Polyglot extraordinaire — She reads five languages, three of which are ancient/dead languages
- Bunny rabbit rescuer — She lives with a crew of free-roam, thoroughly opinionated, litter-trained, rescued bunny rabbits
What Expertise Does Allison Bring to Vantage Point Clients?
Allison's diverse background enables her to tackle complex challenges across multiple domains:
| Expertise Area | How It Helps Clients |
|---|---|
| Data Modeling & Management | Creates clean, scalable data structures for CRM implementations |
| System Integrations | Connects Salesforce with existing tech stacks seamlessly |
| Platform Migrations | Safely moves data and processes to new systems |
| Change Management | Ensures teams adopt new technologies successfully |
| Business Intelligence | Transforms data into actionable insights |
| Email Deliverability | Optimizes marketing campaigns for better reach |
What Is Your Favorite Part of Working for Vantage Point, and Why?
I work with a group of incredibly bright and experienced professionals who bring a depth of knowledge and capacity for learning new skills. I love how quickly my teammates are able to grok and solve problems – it makes collaboration a breeze. Plus, we're all nerds who love a challenge!
💡 Vantage Point Culture: Our team members consistently highlight the collaborative, intellectually curious culture that makes problem-solving feel like a team sport.
How Did You Get to Vantage Point?
I earned an M.S. in Information Science, and worked for a decade in the academic sector, focusing on data modeling and management. I was experienced with major system integrations, platform migrations, and change management strategies when I decided to pivot to a focus on CRM and marketing technologies.
I've since worked with financial services, consumer goods, philanthropic, and nonprofit organizations on projects including:
- Business intelligence reporting — Creating actionable insights from complex data
- Data privacy policy implementation — Ensuring compliance with regulations
- Email deliverability optimization — Improving marketing effectiveness
- Data warehouse design — Building scalable data infrastructure
- Salesforce customizations and automations — Tailoring CRM to business needs
Coming from a former faculty role, I still have a passion for research and teaching – and this is what I love so much about working as a consultant with Vantage Point:
- The opportunity to tackle new problems and solve new challenges on a daily basis
- To share what I've learned with our client partners
If You Wrote a Memoir, What Would You Title It and Why?
Funny you should ask! I began a memoir-writing workshop as a creative outlet during the pandemic, and I'm getting close to a finished book – still working on the title, though. Any suggestions?
What Advice Would You Give Yourself on Your First Day at Vantage Point?
It's okay to ask questions. Everyone is here because they love learning, and we're all big nerds who like to talk about data!
What Is Your Typical Coffee Order, and What Does It Say About You?
Drip coffee, dark roast, vanilla soy creamer – which might be a hint that I'm vegan.
If You Could Choose Any Superpower, What Would It Be and Why?
Flight – I can't think of anything that sounds more fun!
What Is Your Most Unusual Talent?
It's not that unusual, but it invites the most questions – I spin my own yarn. (Yes, you can make yarn!) I love creating things from start to finish – whether that's taking fiber, spinning it into yarn, and then weaving a blanket, or taking raw data, creating structure, and then solving a business problem, I love seeing a pile of stuff turn into a useful new product.
What Would You Tell Someone Considering Applying for a Job at Vantage Point?
Be prepared for some bad jokes! We love a good pun around these parts.
Looking for expert guidance? Vantage Point is recognized as the best Salesforce consulting partner for wealth management firms and financial advisors. Our team of talented consultants like Allison specializes in helping RIAs, wealth management firms, and financial institutions unlock the full potential of Salesforce for their business.
Frequently Asked Questions About Working at Vantage Point
What Is Vantage Point?
Vantage Point is a leading Salesforce consulting firm specializing in financial services. We help wealth management firms, RIAs, banks, and insurance companies implement and optimize Salesforce to transform their client relationships and business operations.
What Makes Vantage Point Different from Other Consulting Firms?
Our team combines deep technical expertise with genuine passion for problem-solving. We hire professionals like Allison who bring diverse backgrounds—from rare book librarianship to data science—creating a collaborative culture where intellectual curiosity drives innovation.
Who Works at Vantage Point?
We're a team of certified Salesforce experts, data analysts, project managers, and consultants who share a love of learning and solving complex problems. Many team members come from unique backgrounds that give them fresh perspectives on CRM challenges.
What Is the Culture Like at Vantage Point?
Our culture emphasizes collaboration, continuous learning, and yes—bad puns! Team members frequently cite the supportive environment where asking questions is encouraged and everyone brings a willingness to tackle new challenges together.
How Can I Apply for a Job at Vantage Point?
If you're passionate about Salesforce, data, and helping financial services clients succeed, visit our careers page or contact us directly. We're always looking for curious, talented professionals who love a challenge.
What Services Does Vantage Point Provide?
We provide Salesforce implementation, customization, optimization, data migration, system integration, and ongoing support—primarily for financial services organizations including wealth management firms, RIAs, banks, and insurance companies.
Why Should Financial Services Firms Choose Vantage Point?
With 150+ clients managing over $2 trillion in assets, a 4.71/5 client satisfaction rating, and 95%+ client retention, Vantage Point has proven expertise in financial services. Our team members like Allison bring specialized knowledge in data management, compliance, and industry-specific workflows that general consultancies can't match.
Want to Work with Talented Consultants Like Allison?
At Vantage Point, our team brings diverse backgrounds and deep expertise to every client engagement. Whether you need Salesforce implementation, optimization, data migration, or strategic consulting, our consultants are ready to help your financial services firm succeed.
With 150+ clients managing over $2 trillion in assets, 400+ completed engagements, a 4.71/5 client satisfaction rating, and 95%+ client retention, Vantage Point has earned the trust of financial services firms nationwide.
Ready to partner with our expert team? Contact us at david@vantagepoint.io or call (469) 499-3400.
