Peter C. Email & Phone Number

San Francisco, Ca, Us

• Owned and managed Salesforce and Tray.ai configurations as a Business Systems Architect, by creating, managing, and improving automations, customizations, and optimizations, ensuring business alignment and efficiency• Led seamless integrations of Salesforce and Tray.ai with various business systems (Marketing, Sales, Finance, etc.) using standard connectors or custom HTTP / API• Program Managed projects (Marketing, Sales, Support, Finance) from inception to completion, including requirements gathering, solution design, documentation, implementation, and user training• Defined and enforced data standards across platforms (Salesforce, Hightouch) to maintain data integrity and accuracy by closely partnering with Engineering and Data teams• Improved sales efficiency 50% by automating end-user input, financial calculations, and generating sales agreements• Increased Finance team efficiency by 10-20 hours per week by automating financial statements and payouts• Implemented new marketing automation solutions using Tray.ai to connect Salesforce and SendGrid, streamlining marketing initiatives• Managed the implementation, enhancements, and enablement for Experience Cloud (Communities)• Ensured system health, performance, and security through proactive monitoring and implementing necessary updates

New York, New York, Us

• Salesforce Product Owner for Pre-Sales and Post-Sales, gathering requirements based on needs of the business and its stakeholders• Partnered with Data, Product, and Risk teams to define product vision, identify growth opportunities, and enhance Salesforce platform alignment• Successfully program managed Salesforce projects end-to-end, ensuring successful delivery and meeting project objectives• Streamlined Business Operations process for commissions and usage reporting, resulting in a time reduction, up to 10 hours per week• Actively engaged with stakeholders to develop and refine processes, driving operational efficiency and alignment• Upskilled the team by sharing best practices and improving development methodologies, boosting overall efficiency• Demonstrated proficiency in Salesforce and other GTM technologies (Outreach, Looker, LeanData, Workato)

San Francisco, California, Us

• Administered, designed processes and solutions for Salesforce, Marketo, DocuSign, Outreach, RingLead, and other business systems• Documented core functional business requirements, process flows, and use cases to support system design and optimization• Proposed and implemented system design and operational changes to streamline team and stakeholder processes and led change management initiatives for new and updated applications• Evaluated new vendors and planned integration strategies, ensuring alignment with current system structure• Managed vendor relationships and prioritized system issues, bugs, features, roadmaps, and enhancements• Led the implementation of 6Sense, RingLead, and Workato, as well as robust documentation for enablement• Fostered strong relationships with Sales, Marketing, and Sales Operations to deliver innovative solutions and drive business value• Mentored team members and collaborated with management on team roles, responsibilities, and career progression

San Francisco, California, Us

• Salesforce Admin duties in addition to architecting solutions between Salesforce and Tray.io platform• Constructed scalable and automated solutions based on internal use cases with Tray.io platform (API connectors, webhooks, etc..)• Built integrations and process automations utilizing Tray.io with Salesforce, DocuSign, Outreach, Zendesk, Gong, Slack, and MarketoBuilt in-house paid subscription services, such as: Quote and Quote Line Item generation all the way to Google Docs to PDF Export• Collaborated with Sales, Product, Engineering, and Marketing to continuously improve Tray.io’s product, reporting, and marketing• Created new operational processes, built and managed robust documentation in Notion.io, and assisted in training new hires• Administered parts of Jira, Okta, DocuSign, Outreach, and other technology stacks related to the GTM teams

Simple break to travel across Europe.

San Francisco, Ca, Us

• Identified operational process inefficiencies, developed creative solutions, and drove implementation• Collaborated with Product / Engineering to execute data automation to / from / between internal data warehouse and Salesforce• Identified data and performance issues and assisted creating custom SQL tables to enhance database performance for reporting• Supported day-to-day Operations and Initiatives for the Sales, Channel, and Business Development and drove data quality• Performed advanced analysis activities utilizing SQL: defining, measuring and communicating core operational metrics• Created and automated reports, performed data analysis, and provided meaningful insights into business results and operational performance via Mode and Looker Analytics• Conducted Salesforce Admin responsibilities as well as a Salesforce Program Manager to gather, understand, and define business requirements for enhancements and assisted with sprint development, testing, and deployment processes

Chicago, Il, Us

• Enhanced and created new Anaplan Modules by collaborating with Finance members to understand Anaplan usage and needs• Understand Finance Operational processes and enhanced existing or missing processes to provide accurate forecasting and KPIs• Created Google App Script and Python scripts to automate processes• Researched and reconstructed Financial Reports and Dashboards via Tableau• Validated and ran SQL queries to match financial data in different systems

Eindhoven, North Brabant, Nl

• Project Managed Salesforce.com Special Projects, Integrations, and Steelbrick CPQ implementation• Collaborated with Sales Management to identify low KPIs and assisted in creating new sales processes• Monitored & Enhanced Sales Process Effectiveness via Salesforce.com automated Reports & Dashboards • Provided day-to-day end-user support on Salesforce.com automation, Lead Management, and Training• Coordinated Information Requests & Special Projects for Sales Leadership for high-impact deals• Worked with Customer Marketing teams in various regions to gather and consolidate market size estimates• Managed User Setup, Profiles and Roles, Custom Objects, Fields, Record Types, Page Layouts, Validation Rules, Email Alerts, and Reports/Dashboards

Chicago, Illinois, Us

• Provided day-to-day Global Support for End-Users via Email, Chatter, and Service Desk• Completed Salesforce.com Reports, Dashboards, and convert into Excel spreadsheets for Sales Management• Constructed Fields, Objects, Custom Settings, Page Layouts, Validation Rules, Workflow Rules, and Email Templates/Alerts, Leads and Case Assignments, and Approval ProcessesMaintain User Profiles, Roles, Security, and other User-related Object• Collaborated with Project Manager and Developers for Sprint Development and Deployment, while adhering to best practices• Coordinated Sprints, UAT, and Deployment, as well as assist with Data Migration• Assisted, monitored, and troubleshot all Salesforce.com integrations (Jitterbit, Marketo, and other Internal databases) • Created Internal Training Guides and Trained all new Users on Salesforce.com and Steelbrick CPQ• Migrated data from various Salesforce instances into global instance after company acquisitions

Eindhoven, North Brabant, Nl

• Provided end-user support for CRM, providing day-to-day Global Support for End-User questions on Salesforce.com automation, Lead Management, and Training • Created and Managed User Setup, Profiles and Roles, Custom Objects, Fields, Record Types, Page Layouts, Validation Rules, Email Alerts, and Reports/Dashboards• Assisted managing Inside Sales Team Processes -- from Layouts, KPIs, and Workflow Management• Researched and conducted meetings with third-party Salesforce.com Vendors (AppExchange) to enhance Sales• Coordinated Information Requests & Special Projects for Sales and Sales leadership for high-impact deals• Collaborated with customer marketing teams in various regions to gather and consolidate market size estimates.• Monitored & Enhanced Sales Process Effectiveness via Salesforce.com automated Reports & Dashboards

• Collaborated with sales reps to improve efficiency by understanding shortfalls and designing new tools• Project Managed new online Sales Onboarding tool - Sales Cycle shorted minimum 25%• Constructed Salesforce.com Reports and Dashboards and manipulated raw data using Excel for sales metrics and product enhancements• Assisted in developing new processes to improve business operations and strategy• Point-of-contact for sales organization and all other members of the department• In charge of sales-related activities to complete workflows and accounts• Conducted Competitive Intelligence and built intel tools to better understand POS industry• Trained new sales hires on Salesforce.com reporting and operations• Supported logistics team by implementing new shipping and return processes on hardware

Chicago, Il, Us

• Specialized Account Manager resolving industry shortfalls by pitching innovate credit card and scheduling products• Team analyst constructing Salesforce reports and converting raw data into filtered team effectiveness data• Converting +40% of leads into accounts and activating +70% of accounts• Collaboration with team, upper management, and Developers to continuously enhance products• Through, step-by-step, technical set-up processes and top-notch technical troubleshooting• Constructive liaison with Sales, Account Management, and other departments to maintain healthy relationships

Chicago, Il, Us

• Created Salesforce and Excel reports, verifying Salesforce data’s completeness and accuracy• Collaborated and strategized to develop new processes, expediting Salesforce records from days to hours• Assisted the top Sales Reps in the top Market of Chicago, IL by improving their efficiency by +25%• Effectively created, managed, and prioritized critical steps in the record creating and vetting processes• Initiated missing relationships between Editorial, Merchant Services, and other members of the Sales department to maximize efficiency on deal creations and features

Chicago, Il, Us

• Administered customer service with patience, resourcefulness, a personal touch, and efficient problem solving, while adhering to the Groupon culture and quirkiness• Assigned to resolve the most complex customer service issues and other escalations for any customer• Top ticket solver for immediate team: averaged +100 phone and email tickets per day• Friendly connection between all departments: relayed, monitored, and resolved internal conflicts by constructing Google Documents to guarantee resolution and customer satisfaction• Effectively utilized Salesforce and Zendesk programs to troubleshoot all inquires

• Highest retention (over 92%) for the academic year from +70 advisors, mix of first, second, and graduate students• Managed +1500 students during academic year, mainly advising “at-risk,” and military students• Entrusted to advise students on academic probation status and guide students through re-entry• Excellent intermediary between faculty and academic departments by constructing shared Excel spreadsheets• Monitored students’ degree plans, incomplete grades, missing assignments, and academic progress• Direct liaison with Admissions, Financial Aid, Student Services, Career Center, and Deans for students• Experience using educational databases: CampusVue and Student Advising Workflow (SAW)

• Tutored middle school students to assist their growth in the classroom• Provided new reading and mathematical skills to students• Practiced math problems and explain math concepts• Helped practice math and / or reading skills using a computerHelped children review homework assigned by their teacher

Irvine, Ca, Us

• Conducted office hours and answered email to answer student questions • Entrusted to assist research projects of after-school education data• Analyzed numerous statistical data to seek new research direction or draw conclusion

• Tutored high school students in low socio-economic cities• Tutored in all California A-G subjects and AP Classes• Prepped and assisted students with college applications• Advised students on collegiate experience• Mentored students during high school, college, and after college • Providing a safe after-school environment students

Ranger

B.A., Political Science

M.Ed, Educational Policy Studies