Chris L. Email & Phone Number

San Francisco, CA, US

San Mateo, California, US

Los Angeles, California, US

• Scaled Crexi’s Salesforce org from 80 to 260 users in 2 years as the primary Salesforce administrator by establishing a stable and flexible data model, boosting efficiency with automation tools, improving user.
• Created and designed new opportunity processes for multiple products involving flow automations, approval processes, and record types, leading to over 1,000 opportunities created and $43M in new revenue for the company
• Collaborated with Sales and Marketing to design and build inbound lead processes which, in 2021, led to $2.4M in booked ARR and 2022 is on track for over $6M in ARR
• Worked with Customer Success and Finance to create automated processes for tracking delinquencies within Salesforce helping the CS team to save over $5M in ARR for the company and terminate customers that were not.
• Enabled efficient collaboration between Customer Success, Onboarding and Support teams by migrating from Zendesk to SFDC Service Cloud so they could all work on a common system of record. Created new Case record types.
• Designed and implemented internal ticketing system for the Revenue Operations team using Salesforce Cases to measure time spent on end user support and building improvements to Salesforce processes

Santa Fe Springs, CA, US

• Responsible for system administration and operational support of SugarCRM: advanced workflows, business process rules, custom modules and fields, reports and dashboards, roles and team-based permissions, desktop/mobile.
• Develop and implement integrations between SugarCRM and other applications such as Act-On, Zendesk, Magento, and IBM Notes
• Create distributor portal to pass leads to distributors and track the status of those leads
• Work with cross-functional teams such as sales, marketing, and customer support to understand their requirements and implement solutions within SugarCRM
• Identified multiple lead flows to audit and optimize to increase number of qualified leads sent to sales team
• Introduced and created an outbound cadence for a sales development rep for the various lead channels he would qualify

El Segundo, CA, US

• Quickly adapted to become the Salesforce administrator for a mature sales organization with hundreds of accounts and products
• Initiated project to implement Salesforce CPQ (Configure, Price, Quote) to streamline quote generation and automate outdated business processes
• Perform Salesforce administration and configuration: workflows, process builder flows, custom object and field creation, reports and dashboards, user profiles and role structures, sharing rules, page layouts/views as.
• Compile, maintain, integrate, and customize data primarily using Salesforce, Microsoft Access, and Excel to support quantitative sales analysis and reporting
• Analyze sales results by tracking sales, categorizing data, and preparing summaries of sales volume and percentage of market

Manhattan Beach, California, US

• Worked with Sales Director and Founders on creating and implementing a scalable and predictable revenue model
• Streamlined Salesforce database of over 150 customers by creating customized workflow rules, data validation, and triggers as the sole Salesforce Administrator
• Built reports in Salesforce to provide management with insight on sales team activities
• Maintained Hubspot-Salesforce integration to ensure proper inbound lead distribution amongst sales team
• Organized various marketing initiatives using Hubspot and Google Adwords
• Utilized a/b testing on Google Adwords campaigns to provide analysis and recommendations on how to improve performance

• Assist CEO with hiring and training prospective workers
• Evaluating and contacting potential suppliers

• Serve customers as a barista and cashier while working in a fast-paced, high pressure environment
• Help train and acclimate a constantly changing team of workers
• Manage daily inventory and procurement to ensure available supplies

Los Angeles, CA, US

• Managed donor updates in relationship management database (Sage ACT)
• Hosted and helped deliver speaker series for real estate professionals to connect with students
• Managed incoming customer calls and inquiries

Los Angeles, CA, US

• Managed data updates in Salesforce cloud platform to track and execute donor activities
• Managed data updates in Microsoft Access Database platform to perform donor mailings

Stanford, CA, US

• Collected study data on social interactions and perceptions of race and discrimination in 3rd 5th graders
• Interviewed students to capture data across numerous San Francisco Bay area elementary schools

Scottsdale, Arizona, US

Bachelor Of Arts (B.A.), Economics And Minor In Enterprise Resource Management

High School Degree