• Worked with cross-functional sales leaders and other business process owners to ensure changes to Salesforce aligned with the overall business needs • Developed and maintained Salesforce processes and procedures to increase the efficiency and effectiveness of the sales team • Built reports and dashboards to enable leadership and end-users to regularly track individual and overall performance metrics against quarterly and annual goals • Performed regular audits to confirm data hygiene to ensure trust and quality in data across organization • Handled all administrative functions such as security configuration, reporting and dashboards, workflows, user issues and other routine and advanced tasks

• Tracked market trends and analyzed sales and inventory data across multiple business intelligence systems; presented findings to customers to recommend additional inventory and new products • Built monthly, quarterly, and annually projections in collaboration with forecasting and production teams to accurately reflect customer demand and minimize excess product• Maintained annual ladder plans and projections of account sales and inventory to ensure account projections were aligned with internal forecasts • Provided ongoing customer service for accounts to navigate shipping and invoicing issues• Presented impactful reporting of key sales and inventory findings in virtual and in-person meetings

• Directed all aspects of company’s three websites, using Drupal and WordPress to manage web content and implement custom features on webpages • Leveraged Google Analytics web trafficking data to build a report to promote targeted lead generation for outbound marketing efforts• Established web applications to continuously update and track ETF performance using PHP and MySQL• Collaborated with programmers, graphic designers, and marketing department to deploy custom applications and implement improved user interface

• Coached Investment Consultants to achieve mandated goal of increasing talk time – as a result, team’s average talk time grew 144% from 76 to 186 minutes• Coordinated with marketing team to develop and implement unified client distribution message• Motivated, trained, and increased productivity among the Investment Consultant sales team

• Configured, developed, managed, and customized Salesforce and Pardot platforms• Mastered implementations of multiple uses of Apex, SOQL queries, SOSL, custom object design and management, and the creation of Visual Force Pages• Developed and executed frequent outbound marketing strategies, resulting in a 30% increase in new leads• Onboarded new staff for all Salesforce related systems, utilizing custom created training material

• Engaged with senior-level executives through cold-calling to proactively schedule sales meetings, increasing number of initial prospect calls by 40%• Created and disseminated a firm-wide dashboard, providing weekly updates on sales performance metrics• Collaborated with senior executives to envision and deploy Salesforce to support sales cycle

• Supported seven Account Managers by preparing membership profiles and marketing collateral in advance of calls and meetings to drive more impactful client interactions• Responsible for Salesforce database, analyzing and highlighting team’s sales performance and ensuring current and prospect client information remained up-to-date

• Processed transactions for ~200 clients daily, maintaining a drawer balance of $35,000-$250,000• Provided customer service and marketed new products