Joanna Sequeira

Joanna Sequeira Email and Phone Number

ERP Consultant | Salesforce Admin | CPQ Certified @ Rootstock Software
Joanna Sequeira's Location
Denver, Colorado, United States, United States
Joanna Sequeira's Contact Details

Joanna Sequeira work email

Joanna Sequeira personal email

n/a
About Joanna Sequeira

Dedicated administrator who works with multiple departments and divisions to create a seamless process from Salesforce CRM to Rootstock ERP systems. Demonstrated problem solver who is passionate about user adoption, process development, data management, and analytics.

Joanna Sequeira's Current Company Details
Rootstock Software

Rootstock Software

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ERP Consultant | Salesforce Admin | CPQ Certified
Joanna Sequeira Work Experience Details
  • Rootstock Software
    Manufacturing Implementation Consultant
    Rootstock Software Jul 2021 - Present
    San Ramon, California, Us
    - Implement multiple customers during their implementation of Rootstock Software from sales hand-off to go-live. - Establishing business requirements with the customer, working with the Solution Architects to build out the software to meet requirements, and working with the technical team to create any customized solutions required by the business. - Assisting the customer with dataloading, flows, permission sets, and other technical requirements. - Creating Salesforce flows, lightning pages, lighting apps, reports, and dashboards to meet customer requirements. - Maintaining project management documentation via Smartsheets, Lucid Charts, and Microsoft Sharepoint.
  • Rockitdata
    Salesforce Consultant
    Rockitdata Mar 2021 - Aug 2021
    Philadelphia , Pa, Us
    - Worked with customers to integrate custom solutions on their Salesforce platform to meet their various needs. Including quoting, custom document generation, and updating their orgs to lightning.- Assisted internal team with a custom call center solution that integrated AWS and Salesforce together to create a scalable call center. This includes chat bots, phone, and website traffic tracking to create cases and status updates. - Analyze customers needs to meet their needs while creating a full-cycle Salesforce solution.
  • Summit Bodyworks
    Salesforce & Rootstock Erp Administrator
    Summit Bodyworks Mar 2019 - Mar 2021
    Fort Lupton, Colorado, Us
    - Salesforce / Rootstock Administrator for over 100 employees- Well-versed in both Salesforce Classic & Lightning- Report & Dashboard Development for Upper Management, Accounting, Procurement, Material Management, Operations, and Sales- Implementation and Maintenance of CPQ (Configure, Price, Quote) for multiple divisions. Including custom quote templates, fields and field mapping, configurations, customization of page layouts, lightning pages, compact layouts, field sets for each divisions individual needs- Manage Rootstock Sales Order, Sales Order Invoice, Financials, Work Order, etc. maintenance and troubleshooting as needed- Customize Rootstock pages with custom formula fields and record look-ups to help Salesforce users have visibility to Rootstock data- Maintenance of Classic Email Templates used for Rootstock (includes HTML coding)- Work closely with the team at Rootstock to develop new Workflows, Flow Builder, Lighting Pages for our move on to Lighting in Rootstock- Create validation rules, custom objects and apps, reports, surveys, and workflows within Salesforce, CPQ, and Rootstock - Manage Rootscan and Salesforce Mobile- Manage User Profiles & Permission Sets for over 100 different employees- Create Custom Lighting Email Templates and Campaigns- Newsletter and other marketing material management via Salesforce, Mail Chimp, and GMass - Reporting in Salesforce Campaigns to measure ROI- Work closely with multiple departments to help configure Salesforce and Rootstock to meet their needs and create a seamless process from Lead to Quote to Sales Order to Shipment to Invoice- Assist WooCommerce store to automatically create Salesforce Opportunity, Rootstock Sales Order, Shipper, and Invoice
  • Summit Bodyworks
    Salesforce Administrator & Marketing Specialist
    Summit Bodyworks Jan 2017 - Mar 2019
    Fort Lupton, Colorado, Us
    - Salesforce Administrator for 20+ employees. Heading implementation of CPQ for four different types of business, assisting in the implementation of Rootstock ERP System.- Create & Manage Current Website built on WordPress- Manage Multiple Social Media Channels - Instagram, Linkedin, Facebook, Twitter- Ensure all marketing material is up-to-date, working with corporate marketing team to up date information when needed- Coordinate Marketing Material for Trade Shows - Photograph vehicles as needed- Work with sales team across a wide range of industries to ensure all marketing needs are met for multiple purposes- Manage professional memberships
  • Summit Bodyworks
    Sales Coordinator
    Summit Bodyworks Aug 2014 - Jan 2017
    Fort Lupton, Colorado, Us
    - Prepare final documentation for vehicle delivery for 250 vehicles per a year. - Schedule and Coordinate transportation of all vehicles - Assist in the processes and documentation for multiple divisions - creating document templates for travel, warranty procedures, and product documentation - Coordinate travel for salespeople to Trade Shows (10-30 shows yearly) and technicians to customers when warranty work is necessary - Coordinate Trade Show material including preparing, shipping, and placement of material - Coordinate Marketing Material with Corporate Marketing Department - Assist in Website and Marketing Development - Assist Sales and Management Staff as Needed - Develop and Maintain Social Media Marketing

Joanna Sequeira Skills

Construction Project Management Sales Management Project Estimation Construction Management Contract Management Project Planning Value Engineering Subcontracting Contractors Sales Management Microsoft Office Operations Management Negotiation Cost Control Pre Construction Change Orders Recruiting Office Management Accounting Small Business Employee Training Salesforce.com Administration

Joanna Sequeira Education Details

  • Naropa University
    Naropa University
    Creative Writing
  • Metropolitan State University Of Denver
    Metropolitan State University Of Denver
    English Language And Literature/Letters

Frequently Asked Questions about Joanna Sequeira

What company does Joanna Sequeira work for?

Joanna Sequeira works for Rootstock Software

What is Joanna Sequeira's role at the current company?

Joanna Sequeira's current role is ERP Consultant | Salesforce Admin | CPQ Certified.

What is Joanna Sequeira's email address?

Joanna Sequeira's email address is js****@****ock.com

What schools did Joanna Sequeira attend?

Joanna Sequeira attended Naropa University, Metropolitan State University Of Denver.

What skills is Joanna Sequeira known for?

Joanna Sequeira has skills like Construction, Project Management, Sales, Management, Project Estimation, Construction Management, Contract Management, Project Planning, Value Engineering, Subcontracting, Contractors, Sales Management.

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