- Digital Product Architect for the Salesforce administrator transition experience program https://ezforce-trailblazer.teachable.com.- Recruited and lead Salesforce Administrators Team for Research and Development purposes.- Online Course and content development - LMS (learning management system) proficiency with www.teachable.com.- Jira project management and administration.- Organize, lead, and conduct live webinars via Zoom.- Conceptualization, design, and development of digital learning content utilizing Canva.com, Chat GPT, Leonardo AI text to image web app, and Murf AI text to voice web based Application.- Production of Salesforce training videos.- Study Group Team Leader &. Facilitator, Learning Salesforce "The Fast and The Furious Way" - Blogger and Publisher in the SF ecosystem.- Instructor and facilitator for online learners.

• PM supporting engineering team to create new part numbers and advanced UPS, Telecom systems in Auto Desk 360 PML.•Training Customer service teams and other end users in Salesforce including developing training / job aids. • Implementing Salesforce configuration changes including cases, custom fields, page layouts, record types, custom settings, dashboards and reports for the customer service team, and Customer Service Director.• Contributor to enhance the current service cloud, customer 360.• Manage OEMs with order entry, coordinating shipping, and logistics. • Lithium EMEA expansion market support. • Support to finance team to onboard new customers and new business partners into PLEX ERP.

Joined the local Salesforce Communities Team.Developed Salesforce Projects with Local Businesses owners.Reinforcing Flows, Validations Rules, and ADM 201 Study Guides with Focus on Force.

• Daily data loads in SF using Validity DemandTools.• Experience implementing Salesforce configuration changes including process builder, fields, page layouts, record types, custom settings, dashboards and reports.• Creating new user profiles, running deduplication tools, and performing database maintenance.• Meeting with project managers to determine CRM needs.• Developing customized solutions within the Salesforce Sandbox platform. Design, configuration of new custom objects and change sets to production. • Testing the stability, functionality of the application, troubleshooting, and fixing bugs.• Writing training documents for DemandTools for IT staff.• User support tickets to reset login passwords, permission sets, and building custom objects for the IT Dept. • 27 Trailhead Badges, 19,075 points - Mountaineer.• Created / updated templates in DocuSign in PDF format.• Monitored, and resolved internal client tickets related to production environment.• Performed routine updates and modifications to existing functionality using picklists, formula fields, validation rules, rollups, custom objects. • Built Surveys, email templates, and syntax.

• Developing and documenting job aids or training guides in video format, MS Word, PDF, PowerPoint for the PLEX (ERP) implementation teams, and updating PLEX DCS (document control systems) training files. • Remote trainer and bilingual facilitator of the onboarding process of new CS team members in PLEX and Sales Force via Ring Central. • Leading Spanish Bilingual Trainer for the Reynosa Plant (30+) staff members in accounting, purchasing, maintenance, and production.• Strategic contributor to the PLEX implementation project is areas of accounting, tax department, order entry, and testing systems integration. • Data processing for order entry in PLEX, Salesforce, and issuing Return Material Authorization – RMAs, and Purchasing. • Collaborate cross functionally to proactively detect problem areas and ensure effective solutions.• Document, monitor and ensure timely resolution of all support inquiries to clients’ satisfaction, across relevant communication channels.• First point of contact internally to resolve customer issues with the finance, engineering, warranty, tax, shipping, pricing, and quotation teams.• Provides customer service support to EOMs, VARs, Reps, and sales team members for Canada, Latin America, and the US markets.• Proactively communicate with customers regarding open orders, reschedules, outstanding quotes, and updates to our online systems.• Preemptive resolution provider: anticipate customer complaints / issues and have them resolved before they escalate.• Manage customer holds and get them resolved – pricing adjustment, tax certifications, credits – production, and pricing holds. • Full support to the Compliance team members by entering data into the Risktate web application.• Continuous support to CFCs, and plant personnel in regards of shipping information updates, customs paperwork, resolve data discrepancies.

• 100% Data Entry and accuracy.• Assisted with placement of retirement distributions, mailing checks, and closing out accounts.• Handled customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution.• Kept records of customer interactions, process customer accounts and file documents.• Identified and assessed customers’ needs to achieve satisfaction• Provided accurate, valid, and complete information by using the Merrill Lynch Wealth Management software, MoneyMovement Engine, Journal entries to CMA, Roth IRA's, TRUST, UTMA/UGMA, and SEP accounts.