Essential Duties:• Manages RFP responses as projects, including setting and maintaining timelines for delivery.• Direct meetings with Sales Consultants to review RFP, determine requirements, identify subject matter experts for inclusion in recommendations, and develop a compliant customized proposal.• Creates original text and coordinate illustrations, explanatory tables and/or graphics.

• Salesforce subject matter expert• User Training• User Support Tickets• Provided daily support to 30 users• Adoption – leveraged and managed Salesforce tools, encouraging and monitoring usage across teams.• Created and maintained reporting that met management requirements and efficiently conveyed key performance indicators in multiple areas of the company.• Salesforce training for new Consultants, reset passwords.• Customer Relationship Management (CRM)• Managed sales team activities, ad hoc training in Salesforce and collaboration with management on Salesforce performance personnel, campaign management, managed and resolved support ticket submissions.• Center of Excellence - monthly meetings with our Super Users to discuss relevant issues such as: configuring custom (objects, fields, apps); configuring (page layouts, Lightning Record Pages); build (validation rules, workflow rules and approval processes)• Knowledgeable regarding (Salesforce best practices, security, data management)• Prepared and ran bi-weekly sales meetings using Salesforce data. • Project lead for advertisements, articles and custom email templates.• Supervised annual client seminars, guest acquisition, venue and logistics.• Supported Sales and Account Management producing employee benefits surveys for clients.

• Managed an assigned book of business, built and expanded relationships with existing clients.• Implemented first email auto-response marketing tool powered by Infusionsoft.• Worked with SME to create content and share with our prospects and clients.

• Leading client sessions, gathering/prioritizing requirements (user stories) & creating solution documentation• Configured data integration and automations including alerts & process builder to solution for business needs.• Automations including email templates, alerts, process builder, email-to-case and web-to-lead forms.• Salesforce Security-ongoing maintenance & structuring of roles/profiles/permission sets/sharing settings.• User Interface customizations-lightning layouts and page layouts to facilitate user management• Participating in live workshops exploring best practices around Saleforce.com, the broader Salesforce ecosystem and professional development topics for Salesforce administrator/business analyst roles

• Oversee day-to-day operations, Design strategy and set goals for growth.• Maintain budgets and optimize expenses , Ensure employees work productively and develop professionally, oversee recruitment and training of new employees.• Improving internal processes for better productivity.