Experienced CEO with a demonstrated history of working in the financial services industry. •
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Salesforce AdministratorRapaportBoca Raton, Fl, Us -
Ceo & Independent ConsultantRayburn Solutions 2008 - PresentUnited States• We nurture the SMB to seamlessly sync their email marketing to CRM systems. Helping them devise an overall data strategy, clean up existing data, migrate their data to their CRM and build user friendly integrations. Most of our clients have had over 50% user adoption & efficiency.• We streamline outsourced white-labeled projects that provide 100% collaboration across different teams within the organization. • We reduce IT Budgets by delivering enterprise services at a fraction of the cost -
Sales Operations Business Operations Business Systems Analyst Sales Enablement Salesforce AdminRayburn Ideas, Fidelity Payment Services Company Aug 2021 - Jun 2022Boca Raton, Florida, United StatesFXCM Projecto Hired to improve the delivery of data for the organization, while the company continues to grow at 20+% per year – team of 6 consultants spread across Bulgaria, Israel, and China. o Improved communication of global teams by 32% collaboration.o Partnered with the sales team on new sales activities, go to market strategies, and structuring new offerings, while preparing the delivery organization to execute on those offerings. Heavily focused on the financial services.o Trained the Bulgarian Team on maximizing use of Salesforce Lightning Pages, enabling the offshoring of all compliance & customer service departments. The customer service department saved over 45% of their monthly budget. o Augmented, review, and signoff on all SOWs and effort estimates before they can be presented to the end user. Attributed to a 40% efficiency rate.o Eliminated Salesforce Data Hygiene Errors by 20% that ensured consistent sales data. o Streamlined processes for data imports which cut the load time by 50%.o Developed Reports & Dashboards that optimized customer success by 35%.o Trained teams on sales tools which led to an 15% increase in sales volume.o Efficiently co-managed +600 Salesforce Users, that Increased business effectiveness by 30% via a ticketing system & license provisioning (User Setup)o Optimized Salesforce User Pages which had a 50% increase in User Adoption. -
Technical Director: Sales Enablement Specialist Data Services And Salesforce LeadRayburn Ideas, Fidelity Payment Services Company Jan 2020 - Jul 2021Boca Raton, Florida, United StatesWoodmont Online College Project• Data Cleansing of 80K donor contacts which ensured that the existing donors seamlessly were part of the Salesforce System.• Data Migration of 150K Salesforce records in a 1-week timespan from Sugar CRM. • Streamlined business processes by implementing automated workflows for tasks, cases, and email alerts, resulting in 30% more effectiveness in customer service.• Saved the organization $2000 of resources after onboarding of new Salesforce System. -
Sales Operations Business Systems AnalystRayburn Ideas, Fidelity Payment Services Company Jan 2019 - Dec 2020Boca Raton, Florida, United StatesRobert Kaff Consulting Project• Implemented & customized both the FSL Managed Package & Mobile App for 100% evaluation to justify the value of FSL to investors. • Orchestrated mobile technicians to efficiently & transparently complete their service appointments through capitalizing on service reports & signature capture features. This attributed to management viewing a 360 Work Progress.• Enabled technicians to requests & transfer products easily that led to 60% effectiveness and transparency.• Eliminated and removed duplicated service calls and precise routing for field service reps that led to 75% effective use of the software. -
Salesforce Service Cloud Manager Integration Manager Customer Success Operations Sales EnablementRayburn Ideas, Fidelity Payment Services Company Jan 2017 - Dec 2019Boca Raton, Florida, United StatesClass Wallet Project• Through utilizing Lightning Components, designed & integrated a community for Live Agent & Knowledge Base that led to over 40% customer support savings.• Tailored reports, dashboards, and analytics so key people can make decisions 50% faster at their fingertips. • Configured workflows & process builder that attributed to 38% greater productivity between sales and service teams. -
Data Integration Crm Manager Public Relations Manager Sales AnalyticsRayburn Ideas, Fidelity Payment Services Company Jan 2016 - Dec 2017Boca Raton, Florida, United StatesCredifi Content Company Project• Designed and managed the “Daily Feed”, a daily email blast that provided 30,0000 CRE Professionals with the latest seller & broker news.• Grew the Daily Feed from 10-30,000 subscribers over 2-month span.• Optimized the company’s platform front end system using Mongo DB which provided an easier to use display for over 1 Million CRE data points which led to an increase of traffic by 25%.• Highlight Awards: Awarded “Get Stuff Done” Award within 1st quarter of project by CEO- This award is given to the team member who had the highest amount of efforts for the comparable amount of results and role knowledge -
Business Technical Writer Quality Assurance Crm Manager Public Relations ManagerRayburn Ideas, Fidelity Payment Services Company Jan 2012 - Dec 2015Boca Raton, Florida, United StatesAltria Group, Inc Project• Accelerated and analyzed customer’s requests for a better product and business processes to advice on best possible solutions that attributed to a $110M buyout.• Simultaneously manage multiple teams of developers (working on different projects) through full product development life cycle to bring large product development projects to completion, on time and on budget with individual project budgets ranging from $50k-$1M (Sourcing-Prototyping-QA-Mass Production).• Successfully manage a diverse development team spanning across 3 countries and 3 continents.• Re-engineered internal competitor products raising project successes and customer satisfaction levels across the entire organization to new heights displaying an increase of 150% customer satisfaction.• Responsible for logistics of ordering competitor products, part components/material grade samples and over $50K procurement budget.• Built and maintained product inventory systems and databases which reduced searches of over 1 million parts in less than 1 minute.• Discovered a direct competitor’s change in component material though analyzing different lot #’s.• Researched and implemented reverse engineering with 100’s of competitor products & analyzed the results to produce the best product.• Clearly composed technical documentation for software and hardware integration that reduced deployment lead time by 60%.• Highlight Projects: “Why Did Mistic Change Their Production With Major Suppliers.docx”- Compiled potential theories and reasons Why the competition changed the # units of produced? Verified each theory and reported findings to C-Board. “Electronic Cigarette Companies Analytical Reviews.docx”- Master-minded a cutting edge research document consisting of the top competitive products; detailing core product features and user reviews. -
Program Director Serving As The Sales Enablement SpecialistRayburn Ideas, Fidelity Payment Services Company Jan 2010 - Jan 2012Boca Raton, Florida, United StatesBaalei Daat Project• Piloted a successfully holiday fundraising campaign which provided room and board for over 10 students to live for over 5 week time span.• Reconnected over 200 alumni relationships which attributed over 15% increase in donations.• Promoted & expanded the organization’s main program through community outreach that grew the Miami market by 15%.• Mentored, trained and on-boarded new donors and students which led to increased donations by 25%. -
Program Director ConsultantRayburn Ideas, Fidelity Payment Services Company Jan 2007 - Dec 2009Boca Raton, Florida, United States• Raised 7x the average amount of money for the organization over a 1-month span.• President’s Award for most in pre-holiday fundraising in a 2-week span.• Managed and improved computer networks that led to 200% efficiency. • Proposed and implemented cost saving print management solutions which saved the organization over $1,000.• Trained administrative staff efficient use of print management applications which saved resources by over $5,000 in a quarter. -
Sales & Product Manager Sales OperationsReliable Office Solutions, Inc Jan 2005 - Dec 2006New York City Metropolitan Area• Analyzed client’s existing systems then define, design, and manage the development of back office systems including streamlining processes that saved customers 1000’s of hours of manual time. • Maximized effective territory routing, pre call planning, post callanalysis, and interpreted sales report data that led to sales quarter goals ($30,000)• Empowered management/sales associates on efficient use of computer programs (Excel, PowerPoint, and Word) which attributed to organizing meetings, data manipulation, and structuring sales reports that reduced manual data entry by 80%.• Trained other sales professionals in product features and sales techniques which reduced strain on corporate office by 26%.• Educated teams on product capabilities and competitive advantages of computer networking. • Instructed copier demonstrations that created a 22% higher level of competency amongst all sales representatives.• Created effective sales calls/presentations, along with persistent follow up lead to needs based solution selling & closed the second most profitable deal in the company's 31 year history.• Formed a networking group that generated 100 new shared sales leads customized for a “total office environment”.• Pioneered the Manhattan’s Financial District and supported all aspects of sales from lead generation through implementation and customer acceptance.• Crafted proposals detailing clients' current print management needs.• Demonstrated to end users practicality and convenience of new print equipment.• Highlight Awards: Canon President’s Award- invited to partake in the “Tom Hopkins International Executive Training NYC Event” Recruited from Konica Minolta to become part of the Canon Team. Revolutionized the way in which clients use printing optimization needs which led to 150% efficiency in 75% of clients. 2nd Highest Producer Award - at the quarterly meeting for high gross profit earnings (40% Gross Profit) -
Client Analyst Revenue OperationsCapital One Jan 2004 - Jan 2005Patchogue, New York, United States• Empowered bank managers on Microsoft Office products and other computer applications which led to a 50% increase in branch effectiveness.• Trained inexperienced bank employees on how to utilize computer programs to reconcile bank operations which saved the branch over $3,500.• Demonstrated complex banking concepts & bank computer technology presentations to bank clients in a plain and straightforward manner which attributed to over 50 new accounts opened per month for a 6-month span.• Managed development and support of new and existing accounts for premium clients that led to saving 10 key accounts.• 80% of business client referrals signed up for merchant services, which led to additional branch revenue.• Averaged 96% accuracy on all mystery client shops• Directed assisted personal and business clients that lead to client loyalty and this generated 12% increased revenue and minimal churn.• Initiated new methodology which streamlined bank processes and created greater customer satisfaction resulted in efficient and cost effective processes• Highlight Awards & Achievements: Top Associate Award - top placement for outstanding customer service for 3 consecutive months. The Divisional Champion Award - Referred $2,000,000 of clients’ monies to North Fork Bank Investments which yielded branch profits of over $7,000. The Branch Champion Award - Increased the number of new accounts by 170% over a six month period, thereby contributing to 35% of the branch’s sales incentive pool. -
Sales Planning & Strategy Market Analyst Nurit Value Incentive Program DirectorDejavoo Aug 2002 - Dec 2003Syosset, New York, United States• Created web based loyalty program; led to a 125% increase in website traffic and brand recognition of Nurit Brand.• Designed new interface for web based loyalty program and trained sales reps to use the program which attributed to 15% increased sales volume.• Evaluated web based loyalty program and wrote feature enhancements that benefited the end user which grew the subscribers by 40%.• Tested loyalty website for user compatibility and submitted recommendations; attributed to an increase of 1000’s of additional units sold. • Pioneered an implementation in automation of processes which resulted in augmented revenue growth and lower cost that saved the company $5,000.• Personalized individual clients’ needs to an existing web application that attributed a better selection of prizes and increased sales by 2,000 units • Published weekly Value Incentive Program statistics and business issues for management that were 80% more effective in sales insights.• Crafted various technical & statistical reports that saved management 80 hours of work.• Formulated client databases and organized digital management across business units which caused a 75% efficiency company wide.• Verified and counted inventory levels to resolve software product count that reduced discrepancies by 100%.• Highlight Awards & Achievements: Whos Who at Lipman Award - Awarded and recognized by Head of Deployment as an essential force in diagnostics, testing and producing highly functional results in a timely fashion. Single-handedly developed the position of Nurit Value Incentive Program Director, responsible for approving companies, points and prizes. Designed the Las Vegas 2003 ETA Recruiting Event, where in less than six hours, over 50 new independent sales offices were recruited into the Nurit Value Incentive Program. Redesigned mynurit.com user interface to reflect members’ requests, which resulted in a 20% increase of website traffic.
Eric R. Education Details
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Over 50 Badges , 41,350 Points, & 2 Completed Trails -
State University At Albany, NyBusiness And Computers -
Ontarget CommunicationsCompleted -
Udemy AcademyCompleted
Frequently Asked Questions about Eric R.
What company does Eric R. work for?
Eric R. works for Rapaport
What is Eric R.'s role at the current company?
Eric R.'s current role is Salesforce Administrator.
What schools did Eric R. attend?
Eric R. attended Trailhead By Salesforce, State University At Albany, Ny, Ontarget Communications, Udemy Academy.
Who are Eric R.'s colleagues?
Eric R.'s colleagues are Tara Diestel, Itzik Dahan, Kristin Cove, Tardeo Ajodha, Sandeep Jadhav, David Polák, Salman Rafeeq.
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Eric Peterson
Raleigh, Nc6motifmedical.com, gmail.com, vrmedical.net, motifmedical.com, ericrobertpeterson.com, ericrobertpeterson.com
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