Heather Creel

Heather Creel Email and Phone Number

9x Salesforce Certified Professional | Director, Sales Systems @ Pantheon Platform
Heather Creel's Location
Franklin, Tennessee, United States, United States
About Heather Creel

As a dedicated leader in the Salesforce ecosystem, I thrive on empowering teams to reach their fullest potential while driving business success. With a proven track record of leading high-performing Salesforce professionals, I prioritize creating a collaborative and engaging work environment that fosters innovation and camaraderie.My approach to team building emphasizes the importance of open communication, mutual respect, and a shared vision. By encouraging a fun and dynamic culture, I ensure that my team is not only motivated but also excited to tackle challenges and explore new opportunities.I am passionate about identifying and implementing efficiencies that streamline processes and enhance productivity. By leveraging the power of Salesforce, I help organizations unlock their potential, optimize workflows, and deliver exceptional results."If we don't change, we don't grow. If we don't grow, we aren't really living." Gail Sheehy

Heather Creel's Current Company Details
Pantheon Platform

Pantheon Platform

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9x Salesforce Certified Professional | Director, Sales Systems
Heather Creel Work Experience Details
  • Pantheon Platform
    Director, Sales Systems
    Pantheon Platform Jan 2023 - Present
    San Francisco, California, Us
    Bring the functional/technical experience and knowledge to deliver solutions which allow internal customers to achieve their business strategy. Present technical alternatives and supporting recommendations aligned with business and technology requirements. Leading a team of technical professionals to deliver Salesforce projects in an agile delivery model as well as daily operational efforts to keep the business running and system performance reliable. •Build out the agile structure and operating model for the newly defined Salesforce Admin/Developer Squad•Oversee a team of Admin/Devs in the completion of CRM Projects of varying sizes •Teach, mentor, grow, and provide advice to other domain experts, & individual contributors in the Salesforce ecosphere •Partner with the CRM program managers to develop timelines and deliver value •Represent technical backlog of work as PO to advocate priority against pressing business projects
  • Pantheon Platform
    Manager, Crm Systems
    Pantheon Platform Nov 2021 - Jan 2023
    San Francisco, California, Us
    Leading a team of technical professionals to deliver process improvement projects as well as daily operational efforts to keep the business running. Serve as product owner for a shared CRM Systems backlog for Sales, Finance, and Marketing users. •Collaborate with a variety of stakeholders at different levels to intake new work requests and prioritize the backlog accordingly•Led team discussions to design the appropriate Sprint Cadence and work management approach•Developed and maintained quarterly roadmaps aligned with stakeholder priorities •Led team to execute strategic projects, such as standardizing processes in support of clear analytics, transitioning manual spreadsheet processes into the CRM, and process automations •Developed methodology for managing sprint work & backlog planning Key Achievements:•Cultivated a positive & collaborative cross functional team culture; enabled open and honest sprint retrospectives•Systematizing a process for managing a large Enterprise customer which enabled visibility into their portfolio and renewal schedules, provided the ability for forecasting, and increased pricing accuracy by utilizing the CPQ system•Implemented the utilization of sprint points within our pod to provide more clear capacity planning
  • Wipro Limited
    Salesforce Functional Solution Architect
    Wipro Limited Apr 2021 - Nov 2021
    Bangalore, Karnataka, In
    •Lead client SFDC implementations from the initial planning and requirements analysis, through design, configuration, development, technical review, testing, and deployment•Lead business and functional requirements definition and prioritization/scoping of requirements•Created an inventory of customer process pain points and gaps in best practices through rapid analysis and decomposition of complex business information into functional process components•Partnered with the Technical Lead to lead the development team, to ensure stories are tasked and assigned. Reviews configuration and development to ensure proper technical quality
  • Fleetcor
    Naf Sr. Director Crm & Salesforce Product Owner
    Fleetcor Nov 2019 - Oct 2020
    Atlanta, Georgia, Us
    Hybrid product owner position to help facilitate a major Salesforce migration for the Fleetcor NAF Sales Organization.•Owned Product decisions regarding the benefit vs. cost of certain solutions; understanding and communicating the tradeoffs to stakeholders •Established close collaboration with the development team, frequent availability to answer any questions team members have regarding the customer’s view of how they are implementing a product feature while advocating on behalf of the customer •Defined backlog of work to provide significant changes or enhancements to systems and processes, through conceptualizing, reasoning, and interpretation to solve problems or improve effectiveness within the job areaKey Achievements:•Led Project for new standardized Salesforce org creation and served as the primary solution architect in multiple subsequent service and sales migrations; Overall migration of ~1,000 users •Key participant in redefining our operating model to expedite delivery to our consumers
  • Fleetcor
    Enterprise Crm Director
    Fleetcor Mar 2017 - Nov 2019
    Atlanta, Georgia, Us
    Responsible for bringing the global enterprise CRM application system solutions to life. Serve as the CRM Program Architect to design and recommend solutions that will work effectively with the overall Enterprise technology architecture and future roadmap. Partnering with internal and external business colleagues to understand their needs and analyze what it will take to implement. Lead project teams to ensure solutions are implemented on time and that they meet the business goals. Gather and understand business needs by determining and documenting requirements from the business and presenting these requirements in a manner that is agreeable, measurable, and flexible enough to meet project and stakeholder needs.•Support and coaching of local Salesforce teams for solution design, implementation plans, and troubleshooting escalations•Management of enterprise annual license projections, Salesforce enterprise license agreement, budget, and developing processes for keeping these licenses maintained & optimized•Developed roadmap strategies to accelerate the use of Salesforce.com globallyKey Achievements:•Developed business relationships across the globe to serve as a trusted advisor and consultant •Led & delivered regional projects such as: process redesign to enable a successful digital website re-launch inclusive of Salesforce configuration, app exchange packages, & Five9 dialer automation, customer community implementations, partner community implementations
  • Comdata
    Sales Operations Leader
    Comdata Mar 2015 - Feb 2017
    Brentwood, Tn, Us
    Work closely with the SVP of Corporate Payments and Corporate Payments Sales Managers to execute initiatives, lead projects for technology enhancements, and develop methods to increase sales efficiency. Establishing processes and procedures to assure sales can run fluidly and data can be effectively tracked. Responsibility for managing and developing 4 direct reports and 2 indirect reports as the Salesforce.com Product Owner. •Serve as the company Salesforce.com subject matter expert; highly involved in taking needs requests from departments and designing those requests into solutions within the technology •In coordination with the EVP of Corporate Payments and Corporate Payments Sales Managers to provide determined the right Sales Ops/Systems initiatives; focused on technology enhancements and developing methods to increase sales efficiency•Owned projects around technology conversions and implementations. Provide gap analysis of current tools and researched other tool options or upgrades to existing tools when applicable•Represented the corporate payments business line on global center of excellence teamKey Achievements:•Built a team comprised of Salesforce Administrators, Contract Admins, and Reporting Analysts from the ground up•Established governance and methods to gain analytical insights to the productivity of a team
  • Comdata
    Sales Business Analyst
    Comdata Mar 2014 - Feb 2015
    Brentwood, Tn, Us
    Certified Salesforce.com Administrator for the Sales Operations team within the Corporate Payments business unit, responsible for all aspects of support to Corporate Payments Sales Associates, including reporting, configuration of the system to fit their needs, data cleansing and uploads, and trouble shooting in the CRM. Elicit and document requirements using interviews, document analysis, requirements workshops, surveys, business process descriptions, use cases, scenarios, business analysis, research, and task/work-flow analysis. Critically evaluate information gathered from multiple sources, reconcile conflicts, decompose high-level information into details, abstract up from low-level information to a general understanding, and distinguish user requests from the underlying true needs. Work with IT to integrate capabilities and data with upstream and downstream systems as necessary. Be a liaison between the business units, technology teams, and support teams. •Manage SFDC enhancement projects to support business needs •Serve as a platform expert to fully automate and improve business user processes •Led requirements sessions with business stakeholders to identify needs and opportunities •Configured new features based upon stakeholder requests, kept management team apprised of project statuses, coordinating releases, system maintenance, and system enhancements •Maintain and apply working knowledge of SFDC capabilities and best practicesKey Achievements:•Key team member in establishing an agile operational cadence for all teams touching Salesforce.com •Standardization of data to support reporting for marketing analytics •Core team member of the Demand Gen Initiative which included working with system integrations and flows incoming from Marketo and subsequently, Pardot
  • Adp
    Sales Administrator Iii
    Adp Oct 2011 - Feb 2014
    Roseland, New Jersey, Us
    Salesforce.com Super User for Central South Regional Team. Spreadsheet compilation and management, provide support for the VP of sales and multiple sales teams, calendar management, salesforce.com data extraction, reporting, and organization, coordinate meetings, coordinate awards trips, and plan office events. Office manager duties including invoice processing through corporate, building maintenance coordination, guest and vendor screening and assistance, conference room scheduling, and general office upkeep. I adapt quickly to changing situations in a fast moving sales environment and utilize my multi-tasking abilities.
  • Danwood America, Inc.
    Sop Manager/ Executive Assistant
    Danwood America, Inc. May 2003 - Sep 2011
    Career progression from Receptionist--> Leasing Coordinator--> Executive Assistant--> Sales Order Processing ManagerSales Order Processing manager duties included: •Processing sales orders from start to finish and ensuring accuracy •Invoicing and tracking monthly business, monthly reporting, data entry and verification. •Submitted lease documents to the banks to receive funding on the lease of our copier equipment. •Reviewed outstanding receivables from third parties and resolved payment delays. •Managed SOP assistant and trained to learn the leasing roleAssistant to the President of the company duties included: •Calendar management, employee records, and performance review creation•Meeting planning & preparation •Assisted with bid preparation•Working with the President's personal clients and processing his salesKey Achievements:•Built relationships with third party banks and finance companies to run credit and provide funds for customers to obtain copier equipment•Developed processes for managing the deal lifecycle from sale, to delivery, funding, and contract setup

Heather Creel Skills

Salesforce.com Customer Service Sales Process Management Time Management Leadership Marketing Training Account Management Sales Operations Team Building Microsoft Office Data Entry Spreadsheets Networking Invoicing Facebook Social Media Organizational Effectiveness Adapt Quickly To Change Able To Multi Task Employee Loyalty Social Networking Performance Reporting Customer Satisfaction Outlook Customer Relationship Management Collaborative Leadership Creative Problem Solving Communication Microsoft Word People Oriented Business Process Improvement Analytical Skills Agile Methodologies Apttus Clm Apex Data Loader

Heather Creel Education Details

  • University Of Central Florida
    University Of Central Florida
    Health Services Administration
  • Valencia College
    Valencia College
    General Studies
  • Fallston High School: Fallston, Maryland
    Fallston High School: Fallston, Maryland
    Diploma

Frequently Asked Questions about Heather Creel

What company does Heather Creel work for?

Heather Creel works for Pantheon Platform

What is Heather Creel's role at the current company?

Heather Creel's current role is 9x Salesforce Certified Professional | Director, Sales Systems.

What is Heather Creel's email address?

Heather Creel's email address is hc****@****ail.com

What is Heather Creel's direct phone number?

Heather Creel's direct phone number is +140734*****

What schools did Heather Creel attend?

Heather Creel attended University Of Central Florida, Valencia College, Fallston High School: Fallston, Maryland.

What skills is Heather Creel known for?

Heather Creel has skills like Salesforce.com, Customer Service, Sales Process, Management, Time Management, Leadership, Marketing, Training, Account Management, Sales Operations, Team Building, Microsoft Office.

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