▪ Analyze current business processes, existing salesforce implementations, and current data collection methods to provide detailed reports on identified process inefficiencies and data health concerns. Formulate comprehensive plans and tailored solutions to remedy identified issues, using standard and custom objects, flows, fields, validation rules, approval and sales processes, and 3rd party applications. Emphasis on declarative work, but occasionally relying on SQL, SOQL, and complex flows to achieve desired results.▪ Conduct large sized database build outs, migrations, implementations, and data clean-up projects.▪ Adapt existing external business processes into Salesforce to create more cohesive operations among all departments.▪ Produce training documents on database standards and integrity, new processes, and best practices. Conduct training sessions with stakeholders and end users alike and then monitor process adoption rates.▪ Maintain knowledge of both classic and lightning orgs, with focus on Sales and Service Clouds.

▪ Sole Salesforce Administrator for a start up company of 25+ employees.▪ Methodically customized a new Salesforce org to meet the unique requirements of a B2C niche financial company; executed the seamless database migration of 100k+ client records from Snapforce to Salesforce.▪ Implemented, documented, and trained entire company on best practices for maintaining database integrity, compliance record keeping, and effective communication pathways using validation rules, dependent fields, automated alerts, tickets, and workflows. This standardized data entry, curtailed data duplication, reduced sales cycle standstills, and archived old data.▪ Created automatic upload method from a custom, excel based amortization calculator, and T-Value that were used to calculate the present value of complex future payment streams.▪ Integrated 3rd party apps from the AppExchange, such as DocuSign, Conga Composer, NewVoiceMedia, and Dataloader.io.

▪ Hired, trained, and managed the entire research analyst department. Oversaw progress of hundreds of research requests from a 10+ person sales team, thousands of contact detail updates, and tens of thousands of newly created accounts.▪ Formulated marketing lists and analyzed ROIs on direct mail campaigns using custom reports and SQL queries via Workbench; constructed a custom account scoring formula that directly tripled response rates.▪ Streamlined manual data entry projects into automated uploads to remove outdated data, and refresh with more accurate contact information, which decreased undeliverable marketing pieces by 20%.▪ Pioneered new client acquisition methods by instituting client referral programs, family member discounts, and parsing through existing documents in Salesforce that contained additional potential clients.▪ Ran monthly research meeting to evaluate database growth, and brainstorm new project ideas; collaborated with the CEO to prioritize most advantageous projects, and then monitored progression and cost effectiveness.

▪ Partnered with the Information Director to ensure pending projects were on schedule, their deadlines were met, and to brainstorm additional progressive projects that would increase database entries and information.▪ Implemented daily, weekly, and monthly goals for new account entries, updated account information, and new case entries, to match historical growth records.

▪ Entered country wide court case filings, updated contact information, and calculated future payment streams present value using an amortization calculator, T-Value, for 2 custom built databases totaling over 160,000 potential clients.▪ Completed daily requests from the sales and underwriting departments which was combinations of ordering court documents, obtaining UCCs, Credit Reports, and meticulously searching court databases for additional cases; operated as a direct connection between the research, sales, and underwriting departments, and picked up slack as needed.▪ Spearheaded a new tactic to obtain previously untapped potential clients, by obtaining and uploading hundreds of potential leads, totaling over $6 million dollars in potential revenue for the company.

▪ Oversaw 4 research associates and ensured daily new lead quotas were met. Conducted monthly training sessions with the research department on new procedures and better techniques.▪ Streamlined procedures relating to Salesforce, maintaining database integrity, court document retrieval and handling, sales and legal department requests, and then trained staff on new procedures.▪ Proficiently used CLEAR by Thompson Reuters, LexisNexis, CourtLink, and state/county court websites to research possible leads and obtain contact information; utilized WestLaw by Thompson Reuters to track state and federal statute changes to maintain legal compliance in contracts.

▪ Instrumental in helping to start a newly founded company by creating and documenting procedures for the front desk, including answering calls, ordering supplies, sorting mail, setting up new computers, and coordinating the company calendar and all company travel.▪ Worked closely with legal department to create contract templates, abiding by all state laws and legal requirements for each client. Constructed an essential procedure for contract workflow, including creation, checking, sending, receiving, and filing, to ensure accountability at all steps.▪ Direct assistant to all executive management. Worked as IT Professional for all on-site computers.

▪ Processed payroll on a bi-weekly basis involving time sheets, PTO requests, expense reimbursements, payroll deductions, bonuses, loans, and wage garnishments into payroll software; implemented a more cost-effective internet-based payroll program which improved efficiency when completing payroll.▪ Developed departmental systems and procedures that better aligned the work flow process, such as creating a computer based filing system and scanning all paper documents from personnel files to it, including new hire paperwork, terminations, compensation, benefit elections, performance evaluations, and PTO records.▪ Audited workplace, employee and management policies and procedures to ensure compliance with legal requirements. Researched all payroll, COBRA, disability and FMLA issues.

▪ Chief Accounting Officer Assistant; helped with monthly tasks such as coding credit card statements to distribute expenses by property, filing and maintaining current COIs for vendors and contractors used, and assisting in the accounts payable and receivable departments.