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

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

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

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.
• 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

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

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.
• 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)

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.

• 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

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

• 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