Freddie Wilson Email and Phone Number
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With extensive years of experience spanning technological support, user administration, and CRM expertise, I have successfully evolved into a strategic Associate Salesforce Administrator. My career has been marked by a hands-on approach to solving complex challenges, whether through optimizing IT infrastructures or revolutionizing CRM processes. From spearheading IT initiatives at BizITy to driving Salesforce adoption at ChiroTouch, I’ve consistently blended technical knowledge with business insights to deliver results that propel organizational growth.In my most recent role as an Associate Salesforce Administrator at ChiroTouch, I am part of a team that has played a pivotal role in onboarding 350-400 new users across four merged brands, growing our Salesforce org to over a 1,000 users. By collaborating with stakeholders and customizing workflows, we ensured seamless integration and improved user experiences.Moreover, at ChiroTouch, I was at the forefront of a pivotal shift, transitioning processes from rudimentary tools like MS Excel to the dynamic Salesforce platform. Recognizing the potential of the platform, I led the adoption process, ensuring that the entire team seamlessly transitioned to Salesforce as our primary CRM software. By streamlining client outreach pipelines and implementing structured activity criteria, I was able to enhance team productivity significantly. I was able to achieve a staggering monthly revenue boost by implementing innovative client outreach and retention strategies, facilitated by the power of Salesforce.My role at Brandes Investment Partners allowed me to combine my technical acumen with leadership capabilities. Entrusted with leading a ten-member Data Services team, I ensured seamless data flow by implementing strong communication channels. While technical skills have been paramount in my career, my ability to foster relationships and promote a culture of continuous learning has been equally vital. At ChiroTouch, I trained and onboarded two individuals, ensuring they were technically sound with Salesforce utilization. If you're seeking a Salesforce Administrator with a proven track record in leveraging CRM platforms for business growth, reach me at freddie_wilson@yahoo.comKEY SKILLS: Salesforce Platform Enhancement | Process Automation | Salesforce Dashboard Design | Salesforce Administrator Training
Chirotouch
View- Website:
- chirotouch.com
- Employees:
- 207
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Associate Salesforce AdministratorChirotouch Apr 2024 - PresentIn this role, I’ve had the opportunity to take a hands-on approach to reshaping how our company leverages Salesforce to streamline processes and enhance overall efficiency. One of the most rewarding aspects of my role has been leading the integration of four merged brands into our existing Salesforce org, a process that has expanded our user base to over 1,000 active users. This involved working closely with stakeholders from each brand to understand their specific business needs, and then customizing Salesforce layouts and workflows to ensure seamless onboarding. I also took the lead in creating user-friendly page layouts and dashboards, which have not only optimized day-to-day operations but also reduced the need for manual tracking.Training and supporting users have also been key parts of my role. I’ve led both on-site and remote sessions to ensure our teams fully utilize Salesforce’s features. By optimizing page layouts and creating user-friendly dashboards, I’ve helped reduce manual processes and improve day-to-day operations.This role has also allowed me to troubleshoot and resolve complex issues as they arise. From resetting 2FA authentications to debugging workflow problems, I’m often the first point of contact when there’s a Salesforce-related challenge. My ability to quickly identify and solve these problems ensures minimal disruption to our operations and enhances user satisfaction.
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Retention Sales Team LeaderChirotouch Mar 2023 - Apr 2024San Diego, California, United StatesIn this capacity, I championed Salesforce adoption, replacing MS Excel and spearheading innovative initiatives. I structured activity integration, report generation, and client outreach pipeline enhancement. I collaborated closely with administrators, fostering Salesforce's optimal performance and ensuring seamless team operations.I undertook a user-oriented audit of Salesforce operations to identify inefficiencies in current displays and configurations. This led to the revamp of initial reports as the redundant data was removed and more pivotal metrics were introduced. As a result, the dashboard layouts and report designs were streamlined, allowing better insights. The data-driven decisions across the board were also significantly facilitated.I also devised an effective client outreach strategy leveraging Salesforce. I utilized advanced functionalities of Salesforce, thereby boosting the monthly revenue; filtering high-potential contacts, engineering sales opportunities, and automating quote creation. As a result of automation, a notable 65% closing rate and a surge in monthly sales by 75% were observed.
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Account Inquiry Team LeadChirotouch Jul 2022 - Mar 2023
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Retention SpecialistChirotouch Jul 2020 - Jul 2022
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Sales Development RepresentativeChirotouch Jun 2019 - Jul 2020
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Customer Success AssociateChirotouch Apr 2018 - Jun 2019
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Information Technology Support Team LeadBizity Apr 2017 - Feb 2020San Diego, California, United StatesHere, I oversaw diverse IT support functions, addressing multifaceted software and hardware challenges. I reinforced workstation security and connectivity. Moreover, I enhanced client communication and relationships.To ensure business continuity for the clients, I spearheaded the installation of software applications across over fifty computers, emphasizing timely and precise deployment. This initiative not only maintained workflow fluidity but also garnered commendable feedback on seamless tech transitions.Proactively engaged in the refinement of the company’s IT approach, I played a pivotal role in drafting and executing new IT policies and procedures. This not only augmented the operational efficiency but also enhanced the quality of services provided, creating a benchmark for future initiatives.Moreover, recognizing the imperative nature of IT adaptability, I took a front-seat role in liaising with third-party software vendors. I negotiated terms and conditions for agreements. Additionally, in this capacity, I deployed specialized software tailored to unique client needs. As a result, I was recognized and appreciated for my commitment to offering customized top-tier solutions and garnering organizational growth. -
Help Desk Support SpecialistBrandes Investment Partners Sep 2014 - Aug 2016Greater San Diego AreaHere, I streamlined data management and effective helpdesk support. I continuously elevated the integrity and accuracy of the company’s data systems.With a sharp focus on efficiency, I pioneered the introduction of a robust ticketing system that enabled me to address over five hundred employee tech queries. This innovative approach guaranteed prompt software installations, updates, and meticulous hardware setups, all while capturing crucial customer feedback and elevating the issue resolution timeline. -
Data Services Team LeaderBrandes Investment Partners Feb 2008 - Aug 2014San Diego, California, United StatesHere, I lead a dynamic ten-member Data Services Team, ensuring streamlined data management and effective customer support. I continuously elevated the integrity and accuracy of the company’s data systems.
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Key Account SpecialistBrandes Investment Partners Feb 1998 - Feb 2008Amidst the rapid technological shifts, I also championed the integration of new software applications, enhancing operational capabilities and data management precision. My initiatives were directed toward fostering accuracy, reliability, and data integrity within our management systems.The data flow within the organization was cluttered, leading to inefficiencies. Identifying this, I conceptualized and implemented a data stream gatekeeping team. This strategy filtered out redundant communication and bolstered our department's overall efficiency, ensuring only pertinent technical records reached the right teams.
Freddie Wilson Skills
Freddie Wilson Education Details
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Business Administration
Frequently Asked Questions about Freddie Wilson
What company does Freddie Wilson work for?
Freddie Wilson works for Chirotouch
What is Freddie Wilson's role at the current company?
Freddie Wilson's current role is Trailhead Ranger | Certified Salesforce Associate & AI Associate.
What is Freddie Wilson's email address?
Freddie Wilson's email address is wi****@****hoo.com
What is Freddie Wilson's direct phone number?
Freddie Wilson's direct phone number is .858.755*****
What schools did Freddie Wilson attend?
Freddie Wilson attended University Of Phoenix.
What skills is Freddie Wilson known for?
Freddie Wilson has skills like Investment Management, Mutual Funds, Equities, Securities, Financial Markets, Portfolio Management, Bloomberg, Relationship Management, Asset Management, Bonds, Investments, Investment Strategies.
Who are Freddie Wilson's colleagues?
Freddie Wilson's colleagues are Vais Salikhov, Daniel Goss, Marco Lucero, Kathy Brown, Quinn Spiteri, Erin Aguilera, Jeremy Durant.
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Freddie Wilson
Associate Director / Community Organizer / Fundraiser / Grant Writer / Political StrategistMilwaukee, Wi1thedartcenter.org2 +170461XXXXX
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Freddie Wilson
Connecting Elite Wealth Advisors With Firms That Offer A White-Glove Experience For Both Advisors & Their Clients—Expanding Client Offerings, Increasing Earnings, & Empowering True Autonomy To Grow Aum With Distinction.Phoenix, Az1roberthalf.com -
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