Oversees the implementation and integrations of all applications and systems across the organization including:• Manage a team of Salesforce engineers and administrators that are responsible for building, maintaining, and scaling the Salesforce platform• Provide guidance and expertise on the Salesforce architecture, design, and implementation and design and lead Salesforce development efforts• Own the solutions and deliverables for your team and ensure the successful integration with the systems integrated with Salesforce• Establish operational and development processes that support change management, quality, and the development life cycle• Identify and implement ways to improve our Salesforce solution and processes• Create and execute unit, integration, and user acceptance test plans, including use cases and test data• Work closely with product and engineering teams• Remove any barriers that might prevent achievement of business goals• Manage issue escalations and provide support as well as communication status to upper management and stakeholders• Create and maintain comprehensive program documentation• Implement continuous improvements to the Salesforce engineering organization• Apply best practices and design patterns of best-of-breed applications developed on the Salesforce.com platform• Analyze and document requirements for new projects, enhancements to existing solutions, and production issues reported by end users• Remain current with Salesforce technologies and best practices

Responsible for overseeing the design, architecture, development, and operations of systems used for maintaining CEHE’s Salesforce CRM and it's 950+users including:• Leading monitoring and administration of the Salesforce environment, third party applications and processes integrated with Salesforce, and ensuring that the environment meets organizational compliance, security and operational standards. • Responsible for leading and managing technical staff including conducting annual performance reviews, and ensuring that staff meet personal, department and organizational goals.• Work to build and maintain strong relationships with both business and technology teams.• Ensure development, delivery, documentation, and quality of project deliverables including third-party integrations, reports, and applications. • Lead development staff in ensuring timely completion of all basic administrative functions including user account maintenance, reports, dashboards, workflows, and other routine tasks.• Complete regular internal system audits and prepare for upgrades.• Utilize both agile and waterfall methodologies in effectively managing projects. • Work with institutional management team to establish suitable processes to support administrative, development, and change management activities.• Assist in training of new users and grow the development team’s skillset across the organization.• Work with members of the user community including technical/business analyst to document business and functional requirements • Design and implement new processes and facilitate user adoption.

Serve as primary system administrator for the Salesforce.com environment with 800+ users• Work in a matrix environment to allocate tasks utilizing Agile and Waterfall methodologies.• Ensure development, delivery, and quality of projects including third-party integrations, reports, and applications.• Monitor quality and customer satisfaction through the release process.• Handle all basic administrative functions including user account maintenance, reports and dashboards, workflows and other routine tasks• Complete regular internal system audits and prepare for upgrades• Manage Salesforce.org data feeds and other integrations• Coordinate the evaluation, scope and completion of new development requests.• Work with our institutional management team to establish suitable processes to support administrative, development, and change management activities• Assist in training of new users, and grow the Salesforce.org skill set across the organization• Effectively act as the liaison between our users, vendors and the application development teams• Work independently with members of the user community to define and document development requirements

• Actively participate in the implementation of the Salesforce Sales/Marketing Cloud.• Prepare procedures for use of the system and create associated training videos• Training internal team on the efficient use of Salesforce Sales Cloud while clearly describing its capabilities.• Help identify and assist with system enhancements.• Preforms all additional tasks listed in the below Automated Marketing Specialist Role.• Ensure Pipeline Reporting processes are running smoothly.• Provide technical support to end users, diagnosing and resolving problems.

• Manage all of the technical aspects of our marketing automation programs, including integrations with CRM and internal database systems.• Maintain customer databases inside of the IBM Marketing Cloud and other systems necessary to support marketing functions.• Lead in the development and implementation of automated campaigns, including any transactional messaging, lead-gen and lead-nurture programs, drip campaigns, and other content.• Assist team members with execution of demand generation, advertising, SEM, and other related program needs.• Salesforce CRM Admin

• Works with internal team to provide pipeline and utilization reports using Salesforce.com to improve productivity and sales.• Manages account campaigns including email marketing, lead generation, scheduling on site visits, etc.• Works directly with clients preforming account maintenance, pricing updates, address updates, user maintenance, purchase tracking, etc.• Resolves internal issues, and offers best practices to improve internal policies.

• Contracted to assist APT Marketing Group as needed with configuration and support of client’s Salesforce Marketing Cloud ESP.• Manages multiple client automated campaigns including; data cleanup & syncing, subscriber segmentation, scheduled/triggered emails, tracking analytic data post send, and more. • Configures “mock” accounts and provides demonstrations to assist in closing of sale for new projects.• Works directly with internal, and external teams to insure project timeline, and scope are being met.

• Works directly with client team to obtain client requirements in order to configure email marketing platform.• Manages project timeline, and communicates with multiple internal teams and schedule meetings to insure project completion on or before deadline.• Offers best practices based upon client’s organization type, and unique requirements including: custom documentation and demonstrations. • Provides ongoing support and additional services as needed.

• Identifies acceptable risk behaviors to take early action to reduce fraud exposure and credit loss; as well as to diminish/prevent fraud and bankruptcy, through the application of operative technological tools.• Responds to customers via phone and/or written communications based on established procedures.• Resolves moderately complex issues directly with client or third parties.• Navigates in multiple processing systems.