Jake Thomas Email & Phone Number

San Diego, Ca, Us

San Diego, California, Us

Managed the Sales Systems team where we worked cross functionally with different departments and stakeholders for the whole company to enhance the user experience and data integrity of salesforce.Created the Rules of Engagement for the Sales Systems Team to set expectations on SLAs, escalations, and release cadences.Enhanced our Salesforce CPQ quoting experience to meet the changing needs of the company. Some items include created product configurations, Quote Templates, Product Rules, and Price Rules.Recommended best practices when defining new processes and system configurations to support those processes.Part of the evaluation and decision process for bringing on new tools Implemented a ticketing solution in salesforce (Cases object) which has been adopted by several different departments to track and report the number of cases being submitted.Implemented a data backup and recovery tool to ensure we would be able to recover data in the event of data loss or corruption by leveraging Own Backup.Transitioned from Salesforce Classic view to Salesforce Lightning. Managed and/or installed 3rd party tools, such as Zoominfo, LeanData, Adobe EchoSign, LeadIQ, and OutReach, Own Backup, Prodly (moover)

San Jose, Ca - California, Us

Administered BlueJeans Salesforce environment using workflow rules, process builders, validation rules, field level security permissions, page layouts, and profile permissions.Implemented Salesforce CPQ for quoting. Created product configurations for a more seamless quoting process for end users while accommodating for complex pricing structures.Implemented and configured Salesforce Advanced Approvals to help streamline the approval process and allow for more flexibility for complex approval processes.Replaced our existing data enrichment tool, Node.io, with ZoomInfo while keeping our automated lead routing process intact. This allowed for more accurate lead demographic information to be populated upon lead creation for proper routing.Transitioned from Salesforce Classic view to Salesforce Lightning. Managed and installed 3rd party tools, such as Conga Composer, Adobe EchoSign, ZoomInfo, Salesforce Advanced Approvals, and OutReach.

Redwood City, Ca, Us

• Worked closely with sales and marketing to implement our lead to opportunity process and capture KPIs. • Administered 3rd party applications, such as, DiscoverOrg, SalesLoft, RainKing, Sales Navigator, Aviso and Steelbrick CPQ.• Integrated managed packages from AppExchage, such as, LeanData, Reference Edge, Litmos.• Insured data quality and data hygiene using tools such as data loader, Demand tools, field trip, and optimizer. • Supported a global sales team, whether troubleshooting bugs, educating proper process, or implementing enhancements.• Maintained and created workflows, process builders and roll up helpers to further automate our processes and insure accurate and up to date data.• Administering our Salesforce partner community. Involved on and off boarding of our partner community and updating partner community content.• Building customized reports and dashboards to VP and Executive level personnel and scheduling those reports and dashboards to be sent on a regular cadence.• Work with managed service consultants to drive a develop custom code to solve complex system solutions.• Maintained and created users, profiles, role hierarchy, sharing rules, public groups.• Worked closely with finance for our dealing closing process. Implementing our closing process, processing all paperwork, populate our calculation fields, and send our proof of delivery email.

Sunnyvale, Ca, Us

- Worked off a queue based system using Salesforce.com closing an average 150 cases per week.- Created, verified and De-duped accounts on Salesforce.com using tools such as DemandTools, Merlin, Guidestar.com, Linkedin, Hoovers and web research.- Used Excel connector to mass update records in Salesforce.com.- Allocating time to time to work on multiple projects.- Assisting Sales Operations with territory planning for the LSS side of the business.

- Oversee job costs to make sure jobs stay on budget, and resolve any discrepancies.- Implemented more efficient uses of current information system.- Track order shipments for jobs so they can be put on the schedule for install.- Order bulk inventory and break out costs associated per job.

Watsonville, Ca, Us

- Assisted the Director of Finance, Accounts Payable Manager, and Cost Accounts.- Input data from invoices into accounts payable by using a batch accounting software.- Performed audit checks on materials received.

Ca, Us

 Designed web pages for the school’s internal webpage using Dreamweaver. Set-up audio video equipment for presenters and conferences in large auditorium settings. Replaced hardware and software in computers.

Oversaw the weight and cardio rooms. Kept all the equipment cleaned and organized, and made sure all the shelves were stocked.

Accounting And Information Systems, Accounting

Business Administration And Management, General