Jason K. Email & Phone Number

Colorado Springs, Co, Us

Denver, Colorado, United States

Denver, Colorado, United States

Colorado, United States

Complete new project requests and metadata configuration updates using agile methodology delivered in two-week sprints.Managed consolidation of multiple Salesforce systems acquired through acquisitions to save money and provide leadership a holistic view of the company. Assisted with dismantling of ServiceNow, built out objects and processes within Salesforce for entire Customer Care organization. Assist and drive system definition and requirements including collaboration with… Show more Complete new project requests and metadata configuration updates using agile methodology delivered in two-week sprints.Managed consolidation of multiple Salesforce systems acquired through acquisitions to save money and provide leadership a holistic view of the company. Assisted with dismantling of ServiceNow, built out objects and processes within Salesforce for entire Customer Care organization. Assist and drive system definition and requirements including collaboration with internal resources, Salesforce.com IT and third-party developers.Interact with decision makers, users and stakeholders to analyze, design and build the best Salesforce implementation for the company. Show less

Monrovia, Ca

Program research, development, implementation and supportSales Analytics, metrics and reportingProcess Flows, Program/User Guides, and Support materials.Salesforce CRM adoption, migration, expansion, management and trainingLead acquisition, management and distributioneCommerce development, growth and support.Process Management

Dana Point, Ca

Salesforce CRM Administrator (Contract): April 2010 - May 2010Complete clean up of Accounts, Contacts, Leads and Opportunities. Restructured page layouts and fields to complement their business process. Created dashboard reports to summarize incoming prospects and keep sales goals up to date. Integrated 3rd party applications such as Google Mail and Constant Contact. Provided best practice guidelines and training.

Chatsworth, Ca

Sr. Sales Coordinator:Inside sales support worldwide. Point of first contact for incoming sales and application inquiries. Distributed, created, and maintained sales leads. Coordinated with over 80 distributors for all sales aspects. Hosted distributor visits with potential clients. Provided factory and job site walkthroughs. Prepared sales reports and forecasts for VP of Sales & Marketing for presentation to Board Members. Salesforce CRM Data ManagerResponsible for layout and… Show more Sr. Sales Coordinator:Inside sales support worldwide. Point of first contact for incoming sales and application inquiries. Distributed, created, and maintained sales leads. Coordinated with over 80 distributors for all sales aspects. Hosted distributor visits with potential clients. Provided factory and job site walkthroughs. Prepared sales reports and forecasts for VP of Sales & Marketing for presentation to Board Members. Salesforce CRM Data ManagerResponsible for layout and sales flow process. Created role and permission structures, documentation, general troubleshooting and custom reports. Loaded and updated company price books as necessary. Created distributor portals to provide access to price books, and to create quotes and forecasts. Created website lead generation form to integrate with Salesforce. Distributed leads when received. Provided individual and group training to members of staff as well as distributor staff. Provided ongoing user adoption support. Show less

City Of Industry, Ca

Managed complex power generation projects from 20kW to 2mW. Interfaced with outside sales, sales support staff, customers and vendors from project bid, to project completion. Created organized project management records for Executive team.

City Of Industry, Ca

Responsible for the design/maintenance of company websites and coordination of company marketing efforts. Monitored incoming e-mail from websites, forwarded to proper personnel internally. Designed advertisements in coordination with branch and department managers, advertising agencies and trade publications.

City Of Industry, Ca

Assisted with inside sales support including customer/vendor contact, purchasing and sales order maintenance. Prepared monthly and annual sales reports. Maintained product stock files and updated all transactions.

City Of Industry, Ca

Assisted with inside sales support including customer/vendor contact, purchasing and sales order maintenance. Prepared monthly and annual sales reports. Maintained product stock files and updated all transactions. Created project/equipment submittals and tracked projects bids.

Los Angeles, Ca

Maintained member and vendor database. Processed invoices, payments and credit checks.

City Of Industry, Ca

Assisted with inside sales support including customer/vendor contact, purchasing and sales order maintenance. Prepared monthly and annual sales reports. Maintained product stock files and updated all transactions. Created project/equipment submittals and tracked projects after bids.

City Of Industry, Ca

Various accounting functions from database management and vendor communications, to invoice processing and payment.

City Of Industry, Ca

Customer retention, relationship development, complaint management, billing, retail service and sales.