Jon Polster Email & Phone Number

Columbus, Oh, Us

San Francisco, Ca, Us

New York, Us

• Designed and maintained financial services' Salesforce implementation by building foundational documentation for key business processes, conducting requirements gathering sessions with end users, drafting process flow diagrams and ERDs to outline business flows, and delivering high-quality Salesforce Lightning solutions to improve company efficiency• Planned and built complex Salesforce solutions leveraging Lightning Flow, Process Builder, and Workflow Rules to automate repetitive tasks, create and update records, send email templates and pop-up notifications, and transition company communication from email and Slack into Salesforce• Built a variety of customized reports, dashboards, applications, page layouts and navigation menus for all team members, with specific emphasis on surfacing high-value information to executives and team leads. Delivered hands-on-keyboard trainings to all team members to walk through flows and answer questions• Conducted several vendor evaluations to improve company operations including Salesforce and ERP integration, document generation solution, organizational tools and instant messaging platforms, and hardware and software optimizations. Managed projects end-to-end in coordination with vendors and company executives• Leveraged Apex Data Loader and Microsoft Excel to execute strategic ETL processes, including vlookups and formulas, ensuring clean and accurate data within CRM and ERP systems

Delray Beach, Florida, Us

• Served as administrator and configuration specialist for organization's Salesforce instance, conducting internal requirements gathering sessions and end-to-end project management to consistently and effectively maintain Salesforce production and sandbox environments• Designed and conducted quality assurance of all objects, fields, page layouts and flows in sandbox environment and deployed change sets to support key business functions in Salesforce Lightning and Classic• Ensured data integrity through consistent cleansing and loading activities including de-duplication, uniform formatting with scripts and formulas, manual sorting and filtering, and extensive use of Microsoft Excel and Apex Data Loader• Leveraged a combination of standard workflows, process builders, and Cloud Flow Designer to create automated processes that eliminated or reduced risk, data entry errors, and misalignment among teams• Conducted various trainings with delivery, operations, and sales teams and prepared comprehensive guides, step-by-step manuals, screencasts and other documentation to support end users • Provided on-call, end user support via custom-built internal ticketing system for employees who struggled with adopting new processes• Configured full-fledged Pardot integration with Salesforce and managed all aspects of inbound marketing program, including development of email content, engagement programs, landing pages, forms, segmentation lists, automation rules, and more • Managed all technology and operations initiatives for major media consulting firm. Led internal deployments and optimization projects on all company systems and platforms, including Apple devices, Salesforce, gSuite, Okta, JAMF, Slack, Zoom and others. Tracked and performed troubleshooting on company laptops, tablets, and other assets

Albertson, Ny, Us

• Served as instructional technology specialist of private school for children with disabilities. Led computer trainings and staff professional development, managed purchasing of educational technology, and coordinated schoolwide projects related to instruction and STEM education. • Managed PowerSchool student information system and data reporting. Created tutorials, spreadsheets, screencasts, and various resources for staff accountability and cohesion. Collaborated with teaching professionals to enhance classroom instruction with technology.• Assisted in online curriculum development on the Instructional Design Team of 24/7 Teach.Designed learning unit resources, project-based learning activities, and grading rubrics for online and brick-and-mortar implementation.

Painesville, Oh, Us

• Taught ninth and tenth grade technology classes. Served as Fab Lab coordinator, working with 3D, vinyl, and laser printers and subtractive CNC machines in a maker environment• Led STEM education initiatives including interdisciplinary and vertical planning, project-based design challenges, and team-building activities to boost motivation and collaboration• Set up and trained students in several online learning environments using software such as Google Drive, Blackboard, Moodle, Google Hangouts, and Adobe Connect

Athens, Ohio, Us

• Performed maintenance on university computers including builds and installs on Microsoft Windows and Mac OSX operating systems. Configured settings tailored to different user accounts (students, professors, employees, etc.)• Analyzed, assessed, diagnosed, and repaired software and hardware problems. Communicated with technology director plans to correct a variety of issues related to computer and network performance.• Became familiar with and set-up a multitude of educational and other technologies, including but not limited to: switches, routers, printers, audio-visual equipment, Cisco conferencing systems, iPads, cloud-based servers and applications, etc.• Worked in the Curriculum Technology Center at Ohio University assisting professors and students in multiple learning managements systems, including Blackboard; diagnosed and helped fix problems with computer software and hardware

Master’S Degree, Educational/Instructional Technology

Bachelor Of Science, Integrated Language Arts In Secondary Education

High School Diploma