Gary Pagan Email & Phone Number

Columbus, Oh, Us

Weston, Florida, Us

3 years of professional experience in Salesforce CRM platform as an administrator and Salesforce analyst. Experience in Sales cloud, Service cloud, Chatter and App Exchange applications.Work with, Custom Objects, Custom Tabs, Custom Fields, Profiles, Custom Reports, Roles, Custom Settings, Page Layout, Record Type, Dashboard and various other components. Use of the Profile, Role and Permission set for users based on requirement Salesforce Automation and Data Validation using Workflow Rules, Approval Process, Case Escalation Rule, Lead Assignment Rules as per the business requirement. Experience in data Migration, Data Loader and Force.com Migration tool.Responsible for all activities related to configuring data loader, uploading data into CSV files to Salesforce, making sure imported data is clean. Involved in data-mapping and migration of data to SalesForce.com Objects and fields Support users with SFDC issues, training, usage and capabilities. Taking customer calls, qualifying leads and assigning leads. Effectively communicate technical issues and resolve problems at all levels of the organization both internally and externally.Interactive with executives and sponsors to identify the requirements, project objective and scope changes. Coordinate and assist user training as well as producing user procedures and documentation. Provide technical guidance to various business units and works within the I.S. Department to ensure the business goals and needs are met for the business units.

Austin, Texas, Us

Build long term strategic partnerships that deliver measurable results at or above expectations with named business alliance and channel partners. Facilitates the development of strategic product training and new business plans for all partners to achieve their specialization program.Facilitate development of strategic marketing & sales plans that clearly identify opportunities and create demand resulting in incremental revenue growth for Oracle and assigned partners.Actively track joint initiatives, pipeline, and implementations/engagements to meet/exceed quarterly & annual revenue and KPI targets. Monitor partner’s business results, making recommendations for improvements to increase penetration for the strategic partners. Establish rules of engagement and operational escalation procedures to quickly identify and resolve issues.Develop and maintain relationships with global counterparts to leverage corporate initiatives and to ensure adherence to Oracle A&C standards. Regularly interacts across functional areas w/management/executives to ensure unit objectives are met. Influence thinking or gain acceptance of others in sensitive situations important. Knowledge and experience in managing large and complex Alliances.

Austin, Texas, Us

Conduct license reviews remotely and on-site, leverages virtual teams through project management principles and collaboratively navigates the engagement from beginning to end. Measures the usage of Oracle products in customer’s environment, using the relevant services and tools and respecting the Contractual License Grant and its definitions.Performs thorough analysis of the collected information regarding customers’ systems. Prepare reports of findings, illustrating data graphically and translating complex findings into written text.Works with customers to resolve compliance issues and ensures proper compensation for Oracle while preserving the customer relationship. Maintains an up to date knowledge of relevant Oracle products, practices, procedures and license policies. Acts as a leading authority in Oracle License Management and compliance domains for Oracle customers. Seek and provide information to help customers maximize their license usage. Provide license and business practice advice in support of follow-up sales negotiations.Actively builds internal and external relationships by establishing trust through accurate knowledge sharing, licensing guidance, and transparent engagement activities. Forecast and track compliance opportunities to meet or exceed quarterly and annual quota. Attend staff conferences to provide management with information concerning customers license reviews and any unresolved issues that requires legal involvement. Participate in projects to improve the review process, licensing and technical knowledge. Provide licensing and Business Practice education to internal and external customers.

Responsible of selling services and maintenance contracts to new or existing customers. Duties included, but were not limited to, developing and generating leads through various prospecting methods, generating new business, increasing market share, analyzing customer needs, securing initial interview, client consultation, developing and presenting proposals, keeping abreast of competition, product, technology and industry changes. Follow-up, closing the deal, post-sale service, accurately forecasting and submitting required reports on time. Supplied unsolicited proposals to prospects and existing customers detailing money-saving for cost reduction and new business opportunities.

Perform analysis on system generated alerts for potential suspicious activity as it may relate to BSA/AML violations, terrorist financing, etc. Conduct preliminary reviews to deem if suspicious activity monitoring or customer due diligence alerts warrant further investigation. Manage currency transaction reports (CTR) and analyze exemptions.Perform reviews on sanction search results, including but not limited to OFAC and PEP. File appropriate compliance reports with regulatory agencies. Identify compliance issues that require follow-up or investigation. Monitor compliance systems to ensure their effectiveness. Provide assistance to internal or external auditors in compliance reviews.Keep direct communication with other bank’s personnel in order to obtain more detailed information of clients under review. Follow up on previously submitted reports on a 90 days basis; and report the findings, suspicious or not. Provide employee training on compliance related topics, policies, or procedures. Discuss emerging compliance issues with management. Consult with corporate attorneys as necessary to address difficult legal compliance issues.

Round Rock, Texas, Us

Central point of contact for all internal inquiries related to product, specifications, availability, scheduling, and substitutions. Provide value to the field sales team in the company strategy, offerings, sales, delivery capability overall performance and execution of the business plan.Provides direct support to sales efforts by incorporating both client-related and operational support.Identify trends and present future opportunities to leadership. Responsible for account and/industry analysis, complex problem resolution, and communications between Client, Sales and EMC management. Designs, develops and delivers reports to senior leaders.Provide financial and decision-making support for the Sales function. Responsible for the sales projection of each sales representative on a monthly basis. Worked directly with members of the Sales team to understand expense and sales drivers. Received and processed sales orders and checked their accuracy according to corporate policies. Engages directly with sales business partners in the Caribbean and Puerto Rico. Member of the team responsible of supervising the sales force and making sure they were working in agreement of the EMC’s sales policies and procedures. Worked with the HR department hiring and training of new recruits.

Prepares consolidated internal and external financial statements by gathering and analyzing information from the general ledger system and from departments. Analyzes information and options by developing spreadsheet reports; verifying information. Prepares general ledger entries by maintaining records and files; reconciling accounts. Prepares payments by accruing expenses; assigning account numbers; requesting disbursements; reconciling accounts.Develops and implements accounting procedures by analyzing current procedures; recommending changes. Answers accounting and financial questions by researching and interpreting data. Protects organization's value by keeping information confidential. Analyze and summarize information for the preparation of quarterly financial reports. Review all process to ensure compliance with the financing method required by the Export-Import Bank (EXIM Bank). Managed deposits, cashbook and customer payments for proper application. Maintained constant communication with suppliers in order to keep excellent business’s relationship.