Claire Robert Jackson Email & Phone Number

Irvine, California, Us

● Led a consulting project as the primary project manager, translating intricate business requirements into effective Salesforce solutions.● Collaborated closely with a team of four colleagues, ensuring clear communication of project timelines and developmental needs for solution implementation.● Provided expert guidance and advice to colleagues, facilitating the completion of configuration steps essential for project success.

Cambridge, Ma, Us

Collaborated on a team of 3 for a global company with customers in America, Europe, Asia, Australia, South America, supporting 100+ users of Sales Cloud, Salesforce CPQ, and Slack.● Led a Slack Integration project to replace a third-party integration, expanding notifications to over 100 users, saving the company $10,000 annually on legacy platform.● Collaborated on CPQ project, streamlining sales process by 25% and completing two successful phases.● Created Dashboards to help improve lead response rate by highlighting the Business Development Representatives quarterly and annual goals● Contributed expertise to data migration initiatives, guaranteeing the smooth and accurate transfer of 100,000 essential records between systems.● Administered and maintained Salesforce CRM and related technologies such as Gong, Outreach, ZoomInfo, 6sense, LI Sales Navigator and a few more, to support business operations, implementing customizations to enhance user experience and system efficiency.● Collaborated with stakeholders to gather and document business requirements, translating them into effective Salesforce solutions.● Conducted training sessions for end-users, ensuring optimal utilization of Salesforce features and functionalities.● Assisted in analyzing business processes, identifying areas for improvement, and documenting requirements for system enhancements.● Created and delivered ad hoc reporting as required across different stakeholders within the organization.

Richmond, Va, Us

● Member of a Salesforce Professional Development program where I learn and explore best practices by participating in live workshops.● Professional Development Topics such as Business Requirement Gathering, Solutioning and best practice for implementations● Gathering Detail Requirements; Full Solution Documentation for Requirement Delivery● Weekly Meetings to Review Salesforce Configuration● Updates and Determine Next Steps for Continued process improvements and new enhancement prioritization● End-User Training Documentation and Workshops to ensure understanding and user adoption of customizations● Automations Including Email Templates, Alerts, Process Builders; Flows in order to properly solution for business needs

Fort Lauderdale , Florida, Us

● Develops standard operating procedures for data collection, management, recording, and reporting for the association● Consults stakeholders to prioritize business and information needs● Recommends new process improvement opportunities using the association management software● Manages invoicing and renewal process for existing members and onboarding new members● Collaborated with different teams and third-party vendors from different countries on projects ● Researched and gathered intelligence from multiple industry resources that were aggregated and shared as a member benefit

Miami, Florida, Us

● Reduced abandoned shopping cart orders by 50% by streamlining registration workflow process. ● Facilitated recruiting and customer acquisition of vendor accounts including onboarding sequence for new vendors and ongoing account management.● Manage databases and accounts payable including vendor accounts, vendor invoice management and working with accounting contractor.● Managed weekly and monthly reporting on all accounts receivable.● Engages strong analytic skills to update and track commissions reports as contracts are signed in salesforce.com ● Provide monthly bank reconciliation and manage discrepancies.● Analyze monthly expenses, reports, and credit card reconciliations.● Process monthly and quarterly sales tax information and manage requested documentation for bookkeeping and audit purposes.● On-site supervision of event registration setup and badge pick-up

Miami, Florida, Us

● Managed Salesforce.com for the Sales Team in sales cloud, including imported/exported data with data loader, assured data accuracy with validation rules, streamlined processes with workflow rules, and more.● Analyze customer issues implementing creative problem solving to formulate new processes, improving experience.● Provided customer support for event registration.● Assist with placement of orders, refunds, or exchanges.● Generated report for metrics & data analytics of conference attendees’ demographics.● Demonstrated strong organizational skills, reconciling bank statements, processing invoices and maintaining journal entries in QuickBooks.

Miami, Fl, Us

● Analyze customer issues, implementing creative problem solving to formulate new processes, improving experience.● Provided extra assistance to non-English speaking students with a positive attitude.● Supervised students in the labs; displaying a positive work ethic; computer instruction● Assisted students individually to help them master assignments and to reinforce learning concepts presented by teachers.● Enforced administration policies and rules governing students; implemented written communication.

Miami, Fl, Us

Welcomed and greeted all visitors; screened calls; directed to appropriate staff; organised all incoming mail and distributed to recipients.Exhibited a high degree of discretion related to safeguarding confidential information.Provided exceptional customer service by appropriately answering client concerns, forwarding messages and confirming appointments as necessary

Bachelor'S Degree, Management Information Systems, General

Associate Of Arts (Aa), Business Administration And Management, General

Education record