Jacob Weiss Email & Phone Number

Culver City, Ca, Us

Santa Monica, California, United States

-Lead-to-Quote workstream Lead for large Salesforce digital transformation project in partnership with a Big-4 consultancy; collapsed 4 instances of Salesforce and replaced them with a net-new instance of Salesforce-During large Salesforce digital transformation project, responsible for migrating and reintegrating core Sales and Marketing Operations third-party applications with new Salesforce instance including Gong, Outreach, Lusha, LinkedIn Sales Navigator, Seismic, Zinfi, and… Show more -Lead-to-Quote workstream Lead for large Salesforce digital transformation project in partnership with a Big-4 consultancy; collapsed 4 instances of Salesforce and replaced them with a net-new instance of Salesforce-During large Salesforce digital transformation project, responsible for migrating and reintegrating core Sales and Marketing Operations third-party applications with new Salesforce instance including Gong, Outreach, Lusha, LinkedIn Sales Navigator, Seismic, Zinfi, and ZoomInfo-Led collaborative project between IT-GTM, Marketing Operations, and Revenue Operations to reimplement our instance of marketing attribution tool, FullCircle Insights, reducing incorrect funnel attribution by 30%-Main point-of-contact for Salesforce-related workstreams associated with Gong, 6sense, RingLead, Base.AI, ZoomInfo, LinkedIn Sales Navigator, Craiyon, LeanData, FullCircle Insights, Safebase, Outreach, DNB Hoovers, Validity, and Demandbase-Applied best practices from the software development lifecycle, including gathering business requirements from end-users, evaluating solution options, deploying metadata between Salesforce sandboxes using Copado, testing solutions in UAT, and providing post-deployment instructions and support.-Developed and optimized business processes in Flow Builder and Process Builder, increasing Marketing Operations team’s efficiency by 30%-Designed a Salesforce Lightning Component that enabled Reseller Sales Reps to override native-Salesforce field filter limits and insert a Contact record from a related Partner Account into an Opportunity record’s Primary Sales Contact field Show less

-Led a team of Salesforce Admins to provide Salesforce platform support for an internal org of 1,200+ end-users-Retired homegrown Salesforce-Community-based Partner Relationship Management (PRM) portal and partnered with our Alliances team to replace it with Zinfi-Followed "Development Factory" processes; standardized intake and deployment processes for Salesforce-related bug support and enhancement requests

Santa Monica

-Partnered with Marketing Operations and managed end-to-end deployment for FullCircle Insights, Influitive, and Engagio-Transitioned Content Partnership team from business process involving 10 disparate spreadsheets to custom built app in Salesforce Lightning-Built business process in Salesforce to ensure proper country spelling within account resulting in better data hygiene-Documented Salesfoce-related business process for Alliances, Content, and SMB Teams in Confluence-Liased… Show more -Partnered with Marketing Operations and managed end-to-end deployment for FullCircle Insights, Influitive, and Engagio-Transitioned Content Partnership team from business process involving 10 disparate spreadsheets to custom built app in Salesforce Lightning-Built business process in Salesforce to ensure proper country spelling within account resulting in better data hygiene-Documented Salesfoce-related business process for Alliances, Content, and SMB Teams in Confluence-Liased with internal stakeholders and documented project requirements for new functionality requests in Salesforce-Led daily stand-up meeting to review Salesforce-end-user submitted bugs and enhancement requests in Zendesk and ServiceNow-Oversaw Salesforce-related ditigal applications including Docusign, Marketo, InsideView for Sales, Outreach, FullCircle Insights, and LinkedIn Sales Navigator-Prepared quarterly reports for Finance with Salesforce end-users who needed to be added to an internal stock trading block list-Activated and deactivated Salesforce user records in Salesforce org with 1300 end-users Show less

Santa Monica

SalesForce-related duties and projects-Preserved data quality, and streamlined business process between our Biz Dev team and Accounting department with a successful combination of a questionnaire via FormAssembly combined with workflow rules and validation rules -Led build out of SalesForce-driven custom dashboards in Domo, a SaaS analytics tool-Troubleshot flow of report data from SalesForce to Domo-Built custom fields and custom objects to capture new client… Show more SalesForce-related duties and projects-Preserved data quality, and streamlined business process between our Biz Dev team and Accounting department with a successful combination of a questionnaire via FormAssembly combined with workflow rules and validation rules -Led build out of SalesForce-driven custom dashboards in Domo, a SaaS analytics tool-Troubleshot flow of report data from SalesForce to Domo-Built custom fields and custom objects to capture new client information-Maintained data integrity in production instance of SalesForce by testing new features in sandbox-Met monthly with VP of Partnerships to discuss his team's business and technical requirements for SalesForce-Created custom fields and record types for specific industries, in SalesForce, allowing Biz Dev team to capture pertinent industry data-Imported data to SalesForce via dataloader.io-Facilitated training for Inside Sales Team when deploying Cirrus Insights for Gmail-Negotiated annual contract with SalesForce Show less

Greater Los Angeles Area

SalesForce Duties-Ran weekly and monthly reports for C-level executives-Deployed workflow rules for better management of customer support issues-Created custom fields in the Account object to better segment customer base

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Sales Associate in the Men's Furnishings DepartmentReceived the Customer Service All Star Award in August, 2009

Ab, Economics, Spanish Literature

Activities and Societies: Charles R. Blyth Fund, Occidental Men's Ultimate Frisbee, Phi Kappa Psi, Dean's List

Economics

Education record