James Heath's Location
Appleton-Oshkosh-Neenah Area, United States, United States
James Heath's Contact Details
James Heath work email
- Valid
- Valid
James Heath personal email
n/a
James Heath phone numbers
About James Heath
On a gap year, starting to think about my next projects.
James Heath Work Experience Details
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Product OwnerThriventAppleton, Wi, Us -
Real Estate Investor/OwnerSelf-Employed Aug 2019 - PresentOwn and manage 3 investment properties, including: maintenance, leasing, tenant management
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Salesforce Consultant/Admin VolunteerWellshare International Jun 2019 - PresentUsConfigure and administer the NonProfit Success Pack (NPSP) Salesforce ApplicationTurn business requirements into practical, efficient solutionsLook for and implement efficiencies in business processes (donation creation, reports, etc)Use process builder to help automate and speed up back office tasksBuild data visualizations to help leadership get insights into their current and future donors, and fundraising goalsCreate and Configure Objects (Standard and Custom)Configure the Lightning ExperienceSet up Users and PermissionsConfigure and assign page layouts (including creating custom fields) -
Product Owner - Advisor And Practice ManagementThrivent Nov 2022 - Mar 2024Minneapolis, Mn, UsPO for Advisor Intranet experience, learning and development, form management, client-advisor messaging (SMS, linkedin, etc) capabilitiesWork with stakeholders to develop and refine product roadmap Build and prioritize stories for the development teamLead feedback sessions with financial advisors -
Lead It Business Systems AnalystThrivent Aug 2022 - Mar 2023Minneapolis, Mn, UsLead the gathering of requirements with junior business analystsWork with product owner to prioritize backlogLead analysis activities to inform prioritization of backlog items
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Business Systems Analyst-SalesforceThrivent Jun 2018 - Aug 2022Minneapolis, Mn, UsConduct Analysis to inform requirementsCreate requirements for new featuresTrained over 200 end users (virtual and in-person) in Sales CloudImplement end-user input to improve technologySalesforce Admin Experience:Create reports and dashboards (including custom reports)
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Business Systems Analyst- Microsoft O365 TechnologyThrivent Mar 2019 - Jul 2021Minneapolis, Mn, UsBusiness analyst on O365 implementation for MS Outlook, MS Teams, MS Onedrive, MS Sharepoint, MS Intune.Responsibility for requirement definition, test case writing and execution, implementation supportDefined outlook cloud migration strategy for 4000+ usersLeverage and communicate stakeholder feedback to adjust rollout strategy and features
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Business System Analyst-RiskThrivent Jul 2016 - Jun 2018Minneapolis, Mn, UsGather requirements for medium to large sized projectsImplemented agile framework within team to improve productivityConfigure Salesforce softwareHelped create requirements for and select a new vendor softwareLead implementation of medium sized initiativesManage complex risks for the organization
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Associate Business Systems AnalystThrivent Jan 2015 - Jun 2016Minneapolis, Mn, UsLed implementation small to medium sized effortsHelped with documentation of requirements for selection of a new vendor provided softwareLed continuous improvement efforts to find efficiencies ($, capacity, etc)Helped manage risks identified by the organization through risk identification, assessment and mitigation
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Quantitative Analysis Intern(Finance Team)School Specialty, Inc. May 2013 - Aug 2013Greenville, Wi, UsCreated reports for management using IBM Cognos, SAS, SQL and Excel softwareMaintained and distributed weekly sales reports for Sales Managers and VP of SalesPresented current projects to team members and Manager during team meetings Completed and analyzed reports to ensure accurate and useful data for managementAudited competitor data and product descriptions in preparation for upcoming catalog circulationDeveloped a set of reports analyzing a SPIFF promotion program impacting $5.1M in sales Maintained and analyzed a report that showed the impact of price overrides on sales Contributed in meetings with management to discuss the best way to analyze company-wide programsCompleted requests for email addresses using internal and external data from MCH
James Heath Skills
Microsoft Excel
Management
Microsoft Office
Customer Service
Analysis
Sas
Sql
Powerpoint
Finance
Event Planning
Social Media
Oracle Sql Developer
Cognos
Risk Management
Agile Methodologies
Continuous Improvement
Agile
Scrum
Kanban
Salesforce.com
Salesforce.com Administration
Time Management
Public Speaking
Business Analysis
Business Process Improvement
Customer Relationship Management
Requirements Analysis
Requirements Gathering
James Heath Education Details
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Trailhead By Salesforce -
University Of Wisconsin-MadisonRisk Management And Insurance
Frequently Asked Questions about James Heath
What company does James Heath work for?
James Heath works for Thrivent
What is James Heath's role at the current company?
James Heath's current role is Product Owner.
What is James Heath's email address?
James Heath's email address is jh****@****nal.org
What is James Heath's direct phone number?
James Heath's direct phone number is +192094*****
What schools did James Heath attend?
James Heath attended Trailhead By Salesforce, University Of Wisconsin-Madison.
What skills is James Heath known for?
James Heath has skills like Microsoft Excel, Management, Microsoft Office, Customer Service, Analysis, Sas, Sql, Powerpoint, Finance, Event Planning, Social Media, Oracle Sql Developer.
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