Joe Seifert Email & Phone Number

- Played a major role in the implementation and architectural design of Salesforce for Relievant, optimizing workflows, setting up API connections, and driving increased efficiency.- Develop analytics reports and Dashboards for the commercial, marketing and reimbursement teams in Salesforce.- Handle all Salesforce administrative functions including user account maintenance, data loads, custom fields, action plans, workflow designs, and all other Salesforce related tasks.- Monitor data integrity with thorough review and audit of systems.- Assist with quarterly/annual territory planning for respective areas, including tracking zip code alignment changes and updating Salesforce territory models accordingly.- Create and manage integrations to external systems.

Greater Minneapolis-St. Paul Area (Remote)

- Evaluate diverse, complex data sets; identify new types of data and data sources to determine patterns; synthesize data into meaningful metrics and numbers and interpret the results.- Design, develop, test and maintain reports, dashboards, data visualizations and processes by utilizing special reporting tools (i.e. Tableau, MS Power BI, SQL). Present reports to management for use in decision making and strategic planning.- Design, implement, and analyze reporting (i.e. statistical model building, trending and tracking) as it relates to donor acquisition and retention.- Completed a data analysis to determine the need for a mid-level giving program. Ultimately, presenting to senior leadership, implementing this program, and capturing new donations.- Work as liaison between IT and internal customers by ensuring customers’ needs are being met. This includes describing technical information to non-technical audiences, such as fundraisers, campaign managers, and community impact. Conversely, work with IT by describing the needs of the non-technical audience in an understandable manner.- Work with Salesforce and United Way Worldwide for over two years in designing a custom CRM system. This includes working with all internal departments and customers to ensure everyone’s needs are being met with the new software solution.- Learned to use SQL proficiently to communicate effectively with the IT team, assist in creating reports and analyses, and develop strong relationships.

Minneapolis, Minnesota, United States

Volunteer Board Member focusing on furthering the vision to see every person on earth feel loved, valued, and celebrated even amidst life’s most difficult trials.

Greater Minneapolis-St. Paul Area

- Work with internal teams to provide appropriate financial decision making on projects, including spending trends/patterns, activity analysis, cost reductions, capital project approvals, and present findings in an understandable manner.- Entrusted with interviewing potential employees for operations team and providing feedback on candidates.

- Received glowing reviews and was rewarded with two separate raises in my time with the Treasury Office.- Developed communication skills while participating in calls/meetings with investment managers- Improved my work ethic in maintaining electronic database of investments for the University by filing reports and correspondence from investment managers, and maintaining investment manager contact information.- Participated in the month-end accounting process for the University, which demanded strong spreadsheet skills and required working in a deadline-oriented environment.- Given new and challenging tasks everyday which demanded a high attention to detail and extensive knowledge of Microsoft Excel.

Greater Minneapolis-St. Paul Area