Jake Everett

Jake Everett Email and Phone Number

Experienced Salesforce Administrator @ Wates Group
leatherhead, surrey, united kingdom
Jake Everett's Location
London Area, United Kingdom, United Kingdom
Jake Everett's Contact Details

Jake Everett work email

Jake Everett personal email

n/a
About Jake Everett

Jake Everett is a Experienced Salesforce Administrator at Wates Group. He possess expertise in merchant services, payment card processing, customer service, nice call recording, service delivery and 11 more skills. Colleagues describe him as "I have worked with Jake throughout the time he has been with Jellyfish as part of our Operations team. He has always been very reliable and capable, and a key person for me to ask if I have any queries or issues related to SalesForce or Certinia (formerly FinancialForce). Whether it's a small query regarding the validation rules on an object in SalesForce, or helping to manage the multiple-month-long migration of the whole company onto Certinia from our previous project management… Show more" and "I've had the pleasure of working with Jake for the past two years on various Salesforce and HubSpot projects. Jake is an exceptionally skilled Salesforce Admin who combines technical expertise with a patient, clear, and comprehensive approach to explanations. He has a deep understanding of the different teams' objectives, challenges, and dependencies, from marketing and sales to client management, making him a great go-to person for any Salesforce and Ops questions and issues.… Show more"

Jake Everett's Current Company Details
Wates Group

Wates Group

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Experienced Salesforce Administrator
leatherhead, surrey, united kingdom
Website:
wates.co.uk
Employees:
2252
Jake Everett Work Experience Details
  • Wates Group
    Salesforce Certinia Administrator
    Wates Group Sep 2024 - Present
  • Jellyfish
    Operations Manager Salesforce
    Jellyfish Sep 2020 - May 2024
    London
    • I worked with a group of Admins Supporting up to 2000 users in the org.• Supporting all users on a daily basis with any Support requests or general queries through email and various slack channels before moving to a ticketing system to help track and manage requests more effectively through Service Now. This provided us with more insight from Users to help look for trends to improve processes or user journeys where possible.• Help support and configure various integrations:… Show more • I worked with a group of Admins Supporting up to 2000 users in the org.• Supporting all users on a daily basis with any Support requests or general queries through email and various slack channels before moving to a ticketing system to help track and manage requests more effectively through Service Now. This provided us with more insight from Users to help look for trends to improve processes or user journeys where possible.• Help support and configure various integrations: Hubspot, Getfeedback, Salesforce CPQ and Certinia (Formerly known as FinancialForce)• Running various reporting and dashboards looking for any data gaps and providing data to key stakeholders to help keep the data clean and up to date.• Lead meetings for new configuration requests or supporting to update current processes to be more efficient.• Discovery, Scoping and Solution Design.• Migrated over 10 different business units data from various platforms (Hubspot, Pipedrive, Reeport and Salesforce) into Jellyfish's Salesforce org. Show less
  • Brightgen
    Salesforce Administrator
    Brightgen Sep 2017 - Jul 2020
    Essex
    To provide administrative support to all of the clients within the Salesforce Platform updating existing data/functions/processes or creating new ones which includes:• Automation (Process Builder, Validation Rules, Workflows)• Object Management (Field Admin, Record Types, Page Layouts)• User Management (User Setup, Profiles, Permission Sets)• Data Management (New and existing data changes.• Email Alerts/Templates• Email-to-case setup• Reports/DashboardsI… Show more To provide administrative support to all of the clients within the Salesforce Platform updating existing data/functions/processes or creating new ones which includes:• Automation (Process Builder, Validation Rules, Workflows)• Object Management (Field Admin, Record Types, Page Layouts)• User Management (User Setup, Profiles, Permission Sets)• Data Management (New and existing data changes.• Email Alerts/Templates• Email-to-case setup• Reports/DashboardsI have some knowledge of 3rd party Applications such as Get Feedback having implemented this into a clients org to help get a better overview of how efficiently the call centre is performing against company targets. Show less
  • First Data Corporation
    Senior Contact Centre Agent - Merchant Acquiring
    First Data Corporation Sep 2015 - Sep 2017
    Basildon
    • I currently help manage over 50 members of staff within 3 Merchant Acquiring Helpdesks (Allied Irish Bank, First Data & Lloyds Cardnet) to deliver excellent customer service.• Use of various terminal management systems such as Salesforce, Citrix, Base24, Workforce Management, Nice call monitoring system.• Monitoring service levels by corresponding with resource planning to ensure work is completed within agreed SLA's and scheduling shift changes to have a postive impact on… Show more • I currently help manage over 50 members of staff within 3 Merchant Acquiring Helpdesks (Allied Irish Bank, First Data & Lloyds Cardnet) to deliver excellent customer service.• Use of various terminal management systems such as Salesforce, Citrix, Base24, Workforce Management, Nice call monitoring system.• Monitoring service levels by corresponding with resource planning to ensure work is completed within agreed SLA's and scheduling shift changes to have a postive impact on service.• AHT• Floor walking on a daily basis to help agents with any queries they may have during calls.• Manage any escalations from our merchants as well as call backs with any concerns our merchants may have.• Regular quality monitoring and feedback to help track and improve performance for agents and ensure company procedure and script is being used during calls.• Keeping agents updated with process changes and up to date procedures using a combination of team briefs and emails.• Holding weekly team meetings to make agents aware of our aims and objectives.• Managing agents to ensure all training and compliance is completed each month to ensure agents maintain their knowledge of the rules and regulations of the business.• Provide development programs for underperforming agents to help improve their individual quality scores as well as one to one coaching to help with performance.• Identifying opportunities to improve operational processes.• Running and analysing reports.• Completing monthly ones to ones with agents.• Managing client questions and queries via email, phone or meetings on a daily basis to ensure we are working towards the same aim and objectives. Show less
  • First Data Corporation
    Contact Centre Agent - Merchant Acquiring
    First Data Corporation May 2014 - Sep 2015
    Basildon
    • Inbound/Outbound merchant account enquiries via telephone.• Helpdesk team box duties include dealing with queries from internal/external departments as well as third party companies.• Taking on more responsibility to help me develop as a Senior Agent.
  • Cash Generator Limited
    Lead Buyer
    Cash Generator Limited Aug 2011 - May 2014
    • Key holder responsible for opening/closing of the store.• Responsible for items being bought into store and ensuring they are up to company standards before buying them from the public.• PAT testing all electrical appliances for any defects.• Stock checking on a monthly basis to keep stock levels accurate and reporting any discrepancies to management.
  • Game Digital Plc
    Senior Sales Assistant
    Game Digital Plc Oct 2008 - May 2011
    • Key holder responsible for opening/closing of the store.• Setting daily store targets for staff to work towards to help hit company KPI’s• Stock checking on a monthly basis to keep stock levels accurate and reporting any discrepancies to management.• Receiving deliveries on a daily basis and booking in all new stock.• Floor walking to help drive sales to a maximum where possible.

Jake Everett Skills

Merchant Services Payment Card Processing Customer Service Nice Call Recording Service Delivery Salesforce.com Citrix Base24 Workforce Management Msa Amos Employee Training Merchant Acquiring Microsoft Outlook Sales Microsoft Word

Jake Everett Education Details

  • Thurrock & Basildon College
    Thurrock & Basildon College
    Btec Diploma
  • Barstable School
    Barstable School

Frequently Asked Questions about Jake Everett

What company does Jake Everett work for?

Jake Everett works for Wates Group

What is Jake Everett's role at the current company?

Jake Everett's current role is Experienced Salesforce Administrator.

What is Jake Everett's email address?

Jake Everett's email address is ja****@****ish.com

What schools did Jake Everett attend?

Jake Everett attended Thurrock & Basildon College, Barstable School.

What skills is Jake Everett known for?

Jake Everett has skills like Merchant Services, Payment Card Processing, Customer Service, Nice Call Recording, Service Delivery, Salesforce.com, Citrix, Base24, Workforce Management, Msa, Amos, Employee Training.

Who are Jake Everett's colleagues?

Jake Everett's colleagues are Ian Warner, Clive Gallagher, Steve Weyman, Jp Stoker, Svetlin Grigorov, Natalie Sinfield, Nathan Crowther.

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