Grace O. Email & Phone Number

Toronto, On, Ca

Waterloo, On, Ca

▪ Designed, set up, and maintained Salesforce standard objects, custom objects, and junction objects▪ Built custom reports and dashboards to provide business intelligence for the management team▪ Performed user support & training for clients to improve the adoption of salesforce as a CRM▪ Created profiles, email templates, page layouts, validation rules, workflows, process builders, flows, and approval processes▪ Created users, roles, public groups, sharing rules, and record-level permissions to manage sharing access among different users▪ Conduct UAT sessions with users (Account Executives) prior to releasing net new functionality and assist in maintaining and updating program reports.▪ Support management on day-to-day tasks and activities as required to drive business decisions and growth initiatives▪ Work with management to identify continuous improvement activities for current programs with a focus on performance management of current initiatives, providing insights on and ideas for performance improvements with an investor lens▪ Configure Salesforce functions, including custom objects, custom settings, profiles, roles, permission sets, Lightning Flow, validation rules, workflows, process builder, visual workflow, reports & dashboards▪ Worked with clients to map out the existing business processes and provided system-based solutions increasing efficiency and reducing operating costs▪ Gathered and documented functional, technical & business requirements for Salesforce solutions▪ Migrated data into the salesforce org using tools such as data import wizard and data loader ▪ Designed an automated billing system application for a Telecom client and a customer-facing community portal to manage new Salesforce customers▪ Collaborated with the Development Team to deliver digital products for clients before the schedule▪ Designed and implemented an e-commerce inventory and management application

▪ Work closely with business partners to define and implement technical solutions aligned with their requirements.▪ Worked closely with development teams to define integration requirements, create technical specifications, and oversee the development and testing of integration solutions.▪ Configured and implemented OOTB Salesforce connectors and APIs to establish bi-directional data synchronization and automate data flows between Salesforce and external systems.▪ Conducted extensive data mapping exercises to ensure proper data transformation and compatibility between different systems during integration projects.▪ Collaborated with clients and technical teams to conduct integration testing, resolving any▪ Work with management and stakeholders to define requirements, design new processes, and create roadmaps and schedules.▪ Act as internal PM/Scrum Master for projects and enhancements in the Sales & Marketing portfolio.▪ Communicate effectively with all levels of IT, keeping management informed of issues and concerns.▪ Developed comprehensive reports and dashboards in Salesforce, leveraging OOTB reporting capabilities to provide actionable insights and enable data-driven decision-making.▪ Create and maintain technical documents related to the Salesforce platform and processes.▪ Stay up-to-date with the latest platform changes/updates and ensure effective communication.▪ Successfully manage concurrent projects without compromising quality.▪ Adhere to IT Change Management and best practices.▪ Collaborating with Program and Project Managers to create development and/or implementation plans.▪ Working with management and stakeholders to define requirements, design, and create new processes roadmap and schedule.▪ Designed an automated billing system application for a Telecom client and a customer-facing community portal to manage new Salesforce customers.▪ Collaborated with the Development Team to deliver digital products for clients before the schedule.

Paris, Île-De-France, Fr

• Design, set up, and maintain Salesforce standard objects, custom objects, and junction objects.• Build custom reports and dashboards to provide business intelligence for the management team.• Perform user support & training for clients to improve the adoption of Salesforce as a CRM.• Experience in creating profiles, email templates, page layouts, validation rules, workflows, process builders, flows, and approval processes.• Create users, roles, public groups, sharing rules, and record-level permissions to manage sharing access among different users.• Experience in working with clients to map out their existing business processes and providing system-based solutions that increase efficiency and reduce operating costs.• Facilitate requirements gathering & documenting detailed functional, technical & business requirements for new Salesforce solutions.• Data migration into the salesforce org using tools such as data import wizard and data loader• Designed an automated billing system application for a Telecom client.• Designed and implemented an e-commerce inventory and management application.• Designed a customer-facing community portal to manage new Salesforce customers.• Collaborated with the Development Team to deliver digital products for clients• Develop and configure customized solutions using the full Salesforce toolset including custom objects and fields, validation rules, workflows, approval processes, process builders, etc.• Work closely with business partners to review operational processes and identify inefficiencies and opportunities for automation; create and manage any complex workflow rules, data validation, and triggers

• Worked with clients and end-users to gather, understand, and define business requirements• Developed user stories and to-be process flows to support the design and development of Salesforce solutions for our clients• Worked collaboratively with team members to design a solution that will meet a client’s business requirements and fulfill user stories• Completed the configuration for user stories within Salesforce, AppExchange products, or other cloud-based technologies• Collaborated with developers to test and verify that different solutions will meet the business requirements• Participated in key meetings with clients including requirement sessions, system demos, user acceptance testing, and end-user training

Manchester, Gb

Postgraduate Degree, Financial Planning And Services

Bachelor Of Science - Bs, Economics And Statistics

Education record