There is great satisfaction moving a client into the cloud or taking their Salesforce instance to the next level. I like solving business problems with the platform and becoming a trusted guide for our clients. I thoroughly enjoy learning about different business models – how companies find customers, drive sales, motivate their employees, and measure success.Some of my day-to-day tasks include:• Working with clients to identify, validate, and document business objectives through workshops, interviews, and market research• Uncover and document requirements that clearly reflect business goals, user needs, and technical feasibility • Define and develop use cases, user stories, business process flows, test scenarios and act as a source of information for clients and internal team members throughout the project life-cycle• Communicate requirements, technical solutions, and approaches effectively to business stakeholders and internal teams• Apply knowledge and understanding of the requirements to a technology platform constructs• Facilitate use case and requirements prioritization sessions with clients and teams• Work with project managers and/or clients to scope work and produce estimates to help define deliverables and timelines• Participate in new business development efforts and identify organic growth opportunities within projects and client relationships

As a Senior Director of Operations, I oversee the operations of several locations and departments in developing strategies and implementation plans to improve and standardize all aspects of operations and that they stay within the agreed upon budgets and timelines.Work closely with the firms Managing Partner to set the vision and goals for the future of Pendio Group. Manage resources and systems to stay within the agreed upon budgets and timelines.Conduct periodic assessments of future needs and opportunities, as well as challenges faced by the organization.Systems I customize for Clients include:• Net Promoter Score (NPS)• High Output Intervals with OKRs• PRISM (Predictable Revenue System)• Win/Loss Analysis• Sales Playbook Videos• Sales Capability Maturity Assessments• Sales Benchmarking• SalesInsights

As the Senior Salesforce Administrator, I work as part of the team dedicated to ensuring that we are maximizing efficiency and capitalizing on the full features and benefits of SFDC for our various clients.I bring excellent technical and communication skills to our stakeholders to understand their needs in order to optimize and enhance their CRM accordingly. I serve as the "go to" for users, promote adoption, keep current on new releases and AppExchange solutions, provide training, and more. Additionally, I perform basic updates, such as add/delete users, and implementing custom fields.

Manage operations of large accounts as a Project Manager. This included customer service, production, purchasing and billing of those accounts. Other responsibilities include implementing new procedures for all departments to be more profitable.My role as Account Specialist included generating leads by cold calling retail businesses, profiling clients, and effectively presenting marketing, advertising, and products to new clients. Traveled daily throughout Midwest and to major PSDA trade shows throughout the United States.Key Accomplishments as Project Manager:. • Created standard operating procedures for multimillion dollar accounts • Received special training to run and manage Xerox IGEN Digital Press when needed as backup • Purchase all stock needed for HP Indigo and Xerox IGEN daily while also maintaining proper inventory levels • Researched and developed new process’ in production to achieve tremendous profit margins • Hands on between all departments to continuously mange the flow of large projectsKey Accomplishments as Regional Account Specialist:• Provided sales support, conducted sales presentations and product samplings, negotiated pricing and product availability• Network extensively with clients to build successful business to business relationships• Maintain and flourish the existing accounts• Extensive traveling to new and current customers daily• Respected clients’ needs• Set up and take down of show booths. Managed show displays and appearance to attract audience