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.

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.

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.

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.

- 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