Ethan Patrick Email & Phone Number

Waterloo, On, Ca

Support the merger of three Salesforce instances into one.Lead requirements gathering, design, and implementation of GDPR requirements for the merger of two Marketo instances to function in parallel with Eloqua.Facilitate business solutioning meetings to elicit direction for Marketing automation integration.Lead discovery on legacy Salesforce and Marketo implementations to provide context to decision makers.Provide run the business Salesforce and Marketo support as needed during merger project .

Burlington, Ma, Us

Responsible for managing all enhancements to Salesforce Sales Cloud, Service Cloud, Apttus CPQ, and Apttus CMS for 2300 users. To improve velocity, and transparency, implemented Agile processes and tools to manage Salesforce enhancement queue.Provided support during implementation of Salesforce Service Cloud for 800 users across 25 support teams. Coordinated support during Hypercare, and transition to standard support processes post implementation. In year following go live, on-boarded 4 additional product support teams to Salesforce Service Cloud.Assumed ownership of Salesforce Einstein Analytics enhancements including gathering requirements, and prioritization among entirety of BI portfolio.Participated in roll-out of Salesforce Lightning by creating dashboards, record pages, and components to improve exisiting functionality.

Wilmington, Ma, Us

Validated and organized client tax exemption certificates to ensure accuracy in case of an audit.Developed a spreadsheet to track the status and daily productivity of people working on client on-boarding projects. The spreadsheet included estimates for completion dates which were used to determine when more temporary workers would need to be hired to meet deadlines.Took over daily productivity reporting duties and improved the process using Excel formulas such as vlookups to increase efficiency.Used Salesforce reporting and dashboard capabilities to provide data on at risk clients and client win back campaigns to help the client success team determine future course of action.Wrote guides and checklists for common processes within the department to ensure they were completed accurately.Led an Excel training session for the department with tips relevant to the department's daily work.Summarized key performance indicators for our monthly department meetings.

I worked, both individually and with a group, on planting and maintaining gardens for clients in the area. In the final year working here I supervised two workers on some projects.

I sorted mail and attended people at the front desk, retrieving packages, and selling stamps and other mail services.