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With over two years of dedicated focus on Salesforce administration at Screencastify, my expertise lies in configuring and maintaining an efficient CRM system that supports over 40 users across multiple departments. My mission is to deliver scalable solutions that align with our company's dynamic needs while fostering a culture of continuous improvement. I leverage my Salesforce Administrator and Platform App Builder credentials to ensure our sales, customer success, marketing, and support teams have the resources they need to thrive.As the first in-house Salesforce administrator for Screencastify, I've taken ownership of all Salesforce-related builds, integrations, and optimizations. My role involves collaborating with various teams to enhance customer relationship management processes, evidenced by successful integrations with platforms such as Chargebee and Ortto. My hands-on experience with Salesforce Sales Cloud and SAAS operations has been instrumental in driving our organization's CRM strategies forward.
Aloha
View- Website:
- getaloha.com
- Employees:
- 97
-
Sr. Salesforce Admin And Revops ManagerAlohaChicago, Il, Us -
Revops Manager & Sr. Salesforce AdminAloha Oct 2024 - PresentIrvine, California, Us -
Revops Manager & Sr. Salesforce AdminScreencastify Jun 2024 - Oct 2024Chicago, Illinois, Us -
Senior Salesforce AdministratorScreencastify Jan 2023 - Jun 2024Chicago, Illinois, Us• First in-house Salesforce administrator and sole owner of all Salesforce related builds, training, documentation, and improvements for 40+ users in the sales, customer success, finance, marketing, and support teams.• Responsible for configuration, customization, and maintenance of the Salesforce instance including standard and custom objects, flows, approval processes, apps, and layouts.• Implement new and maintain existing integrations with Salesforce including Chargebee, Ortto, ZenDesk, DocuSign, Sonar, RingLead, AgileEd, ChurnZero, and more.• Collaborate with sales, success, support, and marketing teams to optimize processes and build scalable solutions to meet their customer relationship management (CRM) and business process needs.• Establish standards for Salesforce customization including standardized naming conventions and documentation practices to ease navigation in setup and quickly identify potential impact to other tools, teams, processes, and fields when making changes. -
Salesforce AdministratorScreencastify Oct 2021 - Feb 2023Chicago, Illinois, Us -
Senior Sales Operations AnalystJellyvision Jul 2021 - Oct 2021Chicago, Il, Us• Partnered with another Salesforce admin to maintain the customer relationship management (CRM) system. Main day-to-day Salesforce support contact for 40+ representatives on the Channel and Business Development teams.• Designed, built, and managed the org’s first Deal Desk system for tracking and approving pricing proposals within the CRM. Developed an escalation system and facilitated a weekly meeting for reps to pitch and strategize with senior leadership on high priority proposals.• Built strategic and scalable sales processes and used Salesforce processes, workflows, and approvals as well as integrations with other tech like Tray.io to automate wherever possible.• Maintained hierarchical data in Salesforce to ensure automation and data quality function.• Processed incoming contracts and worked with Finance to ensure proper invoicing. -
Sales Operations AnalystJellyvision Jul 2019 - Jul 2021Chicago, Il, Us -
Revenue Operations CoordinatorJellyvision Feb 2018 - Jul 2019Chicago, Il, Us• Expanded role to support revenue operations, direct sales, account management, enablement, and business development.• Maintained internal wiki with all sales enablement and training collateral and later spearheaded moving all of our content onto Showpad and rolling it out to the entire org.• Responsible for ongoing CRM data cleanliness and admin for DemandTools and RingLead.• Ad hoc reporting for forecasting, data hygiene, and pipeline management. -
Channel Sales CoordinatorJellyvision Feb 2017 - Feb 2018Chicago, Il, Us• Cleaned and augmented new and existing partner prospect accounts in Salesforce to support a new focus on Channel sales including building an account hierarchy system, developing a process for tracking partnership contracts, and standardizing data collection from new partners.• Worked with Finance and Legal to streamline and automate the partnership contracting process through the use of DocuSign templates and invoicing forms.• Provided other administrative support for the fledgling Channel team as needed. -
Business Development RepresentativeJellyvision Feb 2016 - Feb 2017Chicago, Il, Us• Sourced nearly $2.5 million in new business revenue including the largest new business deal in company history.• Helped build and clean company data in our customer relationship management system.• Worked with potential clients to qualify interest and generate pipeline.• Partnered with account executives to build strategy around prospecting and moving sales down the funnel. -
Shift SupervisorStarbucks Coffee Company May 2008 - Jan 2016Seattle, Wa, Us- Provided first-class customer service by developing a rapport with regular customers and also welcoming newcomers.- Used knowledge obtained from becoming a certified Coffee Master to help elevate retail sales in stores.- Implemented skills as a Learning Coach/Barista Trainer to integrate new employees into stores and help develop existing employees to further expertise.- Maintained inventory by keeping in-store counts current and adjusting orders appropriately.- Acted as community liaison to provide donations and manpower to contribute to the area and extend the company's brand.- Made a mean cappuccino. -
BaristaStarbucks Coffee Company Sep 2007 - May 2008Seattle, Wa, Us- Used my exceptional communication skills to upsell retail items.- Contributed to a team tasked to increase our store cleanliness scores and achieved Leadership recognition with over 96% on our Quality Assurance visit.- Sought out ways to increase my learning within the company and became a certified Learning Coach as well as a Coffee Master.- Led coffee seminars in the community to increase awareness of the brand and the new location that we had opened. -
Assistant To The Artistic Director, Instructor, Office ManagerOnly A Stage, Inc Jan 2003 - Sep 2004- Acted on behalf of the owner to make arrangements for moving the studio/theater to a new location.- Made fundraising cold calls and reached out to past students to increase enrollment.- Taught improvisation and assistant directed multiple productions.
Jane Morr Skills
Jane Morr Education Details
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Millikin UniversityTheatre With An Acting Emphasis -
Io Chicago (Improv Olympic)
Frequently Asked Questions about Jane Morr
What company does Jane Morr work for?
Jane Morr works for Aloha
What is Jane Morr's role at the current company?
Jane Morr's current role is Sr. Salesforce Admin and RevOps Manager.
What is Jane Morr's email address?
Jane Morr's email address is ch****@****hoo.com
What is Jane Morr's direct phone number?
Jane Morr's direct phone number is +163020*****
What schools did Jane Morr attend?
Jane Morr attended Millikin University, Io Chicago (Improv Olympic).
What are some of Jane Morr's interests?
Jane Morr has interest in Collecting Antiques, Sweepstakes, Home Improvement, Reading, Gourmet Cooking, Sports, The Arts, Home Decoration, Cooking, Electronics.
What skills is Jane Morr known for?
Jane Morr has skills like Social Media, Social Networking, Facebook, Customer Service, Blogging, Creative Writing, Theatre, Acting, Public Speaking, Editing, Retail, Event Planning.
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