Working with key stakeholders to make improvements to optimize the sales processes and enable global team selling.I handled multiple Salesforce Instances as Altium is a parent company for Octopart.I led the Account Engagement discussions and changes and enhanced lead generation.I also upgraded docusign to recent docusign version and implemented new rules within CPQ & Advanced ApprovalsI specified in bringing in new solutions to help scale the business.Tools usedDocusignVisual ComplianceLinkedin Sales NavigatorLinkedin Sales InsightsCBInsightsProcess BuilderFlowsInvokable APEXLead routing / conversionsLightningClassic custom object creationcustom field creationFormulasDigital Experiences / CommunitiesService consoleSales ConsoleAccount EngagementAnalyticsSalesforce BotsMigrating Process Builder to Flowworking with Apex and flowsFlow EnablementNew Release Readiness ReviewJiraETL Tools like DataloaderBoomi connection from SF to NetsuiteI also implemented a custom solution for our customer success team to optimize their workflow as well as our World Training team that enhanced the ability to send out Training certificates.

Working in an Agile environment responsible for running in multiple regions managing hundreds of internal users and thousands of external users. Our goal is to give our customers the best experience possible through the Customer 360 Platform.PARDOT: Engagement Studio Drip Campaign set up, creation and testing for numerous campaigns segmented for each specified nurture list: Realtor, Consumer, BOYH. Leads captured through the website forms and directed to the site & campaigns through Google Analytics UTM parameters.DIGITAL EXPERIENCES - COMMUNITIES: Revitalized and reconfigured the set up of our Community Warranty Portal system after consulting with the Corporate Warranty Manager to improve the buyer experience. This increased customer satisfaction and tracks buyer submissions from start to finish. Documented and released.CONGA: Converted from Classic to Lightning. Write new solutions using Conga Templates, Queries/Workbench, Solutions, Batch, Global Merge. Customizing various existing solutions to be dynamic. OWNBACKUP: for Production and Sandbox backup solutions/testing.Developing and deploying new changes in a timely manner, safely.TASKRAY: Customizing new features and relationships to constantly trigger updates to stages as well as milestones and recordable dates inside the Gannt ChartmGRIDBUDDY: Customizing 3rd level relationable objects to allow the existing Sales teams solution to expand.REPORTS & DASHBOARDS: Creation of the Business System Analyst Review Metrics System and KPI's. Daily requests for changes to existing reports and requests to generate new reports and report types as new development proceeds.TABLEU CRMDOCUSIGNCONGA

Business Analysis and Design.Utilizing automation via process builder and flows to increase system efficiency and user productivity.Integrating and utilizing 3rd party apps into the Salesforce environment.Documenting existing and new technical processes developed.Providing in-person and remote support to internal (100+) and external users (700+) across the westcoast.Integration, Set Up, Documentation and Rollout for: Conversion from old phone system to new phone system - Dialpad. Creating a trackable lead capture method via website forms , and setting up the initial sales process. The initial website integration brought over 100+Million in Revenue - PardotOther Accomplishments:Major releases of new project schedules, task additions, documentation and user training.Deploying and Managing an in-house material process with package tracking. Onboarded over 650+ vendors and buyers into the Salesforce community clouds set up for vendors and buyers. Set up and Demoed Lessonly LMS and Absorb LMS's in a private sandbox for internal stakeholders to review.Salesforce/Pardot/Einstein/Analytics/Conga/Taskray/Dialpad/Docusign/Accounting Seed/BuilderTek/Zapier/Box/Connectwise/Getfeedback/Microsoft365/CloudFlare/SCORM1.2/Absorb LMS/Lessonly LMS/Dropbox

Self-sourcing clients who are looking to revamp their data management and sales processes with Salesforce CRM’s and Marketing Automation tools. Each client has specific needs in which I analyze, design, suggest an implementation of the recommended changes that are required to fulfill the client's needs and goals of their organization.

I lead strategic business development plans and conducted business process reviews and implementations for companies by beefing up their profit and ensured so by streamlining theoptimization of each company's sales and marketing strategies.As a Salesforce Consultant, I managed, planned, analyzed, documented, and lead complex projects from inception through completion; updated project notes, communicate with customers, generated milestones to track and ensure project timelines and dates were met, constructed the ROF document ( blueprint for their system configuration) to be input into the customers Salesforce/Pardot, tested and ensured each milestone listed on the BPR was clearly defined and built out properly within the customers CRM, performed data cleanses as well as uploads, customizing standard and newly custom objects within the system as well as field creation, process automation, creation of best usage reports and dashboards, integrating vendors products on the app exchange, as well as training.Manage company internal IT presence, ensuring all security updates, debugging, trained on internally used software when there were new hires.Manage the company's strategic business process, documenting and altering the process as the company adapted.Removed inactive workflows/Automation tools/templates and restructured the internal process.Certified Salesforce AdministratorCertified Pardot SpecialistClients worked with:Ideal Direct Ad GroupIQ Power ToolsT2 Tech GroupCapitol DebateJeff SaywitzNTN BuzztimeASCA AcademyGala CorporationTill DawnGreat CallVizi RecruitereMerchantCaptiv8Technology PublishingFoamtec International WCCInfinite CorporationJ D SupraAcuSportNorth County FarmsDel Technologies IncYork Risk Services GroupConsorAKMRoyal PackagingISCA TechFelix FarmsLedconnC.H. BeltMorinagaDelphi EngineeringEkon OZonCapital ResourcesMiracle Mile AdvisorsUltimate Settlements

Managed several concept projects, one of them specifically the installation of IBM Datacap 9.0 using a offshore developer and ensuring each milestones deadline was met. If the scope changed a/multiple change order(s) were generated in order to meet the City of Santa Clara's adjusted specifications.

Engaged in unique conversations with the repeat clientele in order to build a rapport and ensure clientele retention.Took food orders from guests at the bar and recommended beverage pairings specific to each meal.Trained 2 new Bartenders on all aspects of the job from drink preparation and knowledge, to building unique and valuable customer relationships allowing the ease of upselling to those valued clients as well as others.Ran the bar solo most weekdays and weekday nights.Ran promotional strategies through facebook to gain more respectable clientele, as well as ran college promotions to bring over a heavy influx of students from the surrounding universities and colleges ( CSUSM, PALOMAR College).POS Systems

Instructing children ranging from the grades K-12

Monthly management account preparationTo complete and maintain sales invoices and reportsAccruals & prepaymentsPreparation of the Accounts Pack for reviewBank reconciliation, posting and balancingDaily bank receipts postingsSet up new suppliers on accounting softwareReports on debtors and creditors