Alyssa T. Email & Phone Number

Des Moines, Iowa, US

• 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.
• 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.
• 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.
• 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• Streamlined manual data entry projects into automated uploads to remove outdated data, and refresh with more accurate contact information, which decreased undeliverable marketing pieces by 20%.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.

Bethesda, Maryland, US

• 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.

Bethesda, Maryland, US

• 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.
• 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.
• 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.

• 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.
• 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.
• Direct assistant to all executive management. Worked as IT Professional for all on-site computers.

Rockville, Maryland, US

• 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.
• 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.
• Audited workplace, employee and management policies and procedures to ensure compliance with legal requirements. Researched all payroll, COBRA, disability and FMLA issues.

Rockville, Maryland, US

• 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.

Education record

Education record