Joseph Ulm Email & Phone Number

Cincinnati, Oh, Us

Cincinnati, Ohio, United States

Manage dataloads of over 20 million records going into our Salesforce environment across multiple integrations.Using SQL and excel vlookups for advanced data analysis Creating documentation for our team and end users to guide them easily through complex processesHelp support multiple business lines with their Salesforce needs in anything from new fields, flows and reports etc.Work in tandem with our 3rd party to maintain our Informatica environment

Cincinnati Area, Ky

Provides CRM software support for clients utilizing SQL to troubleshoot issues related to customer databases.Delivers thorough documentation for all customer cases allowing for further technical research and case review.Demonstrates versatility by supporting four applications while maintaining a low caseload.Leads training and acts as SME on CDK CRM and WebVehicle products for coworkers.Won STAR award in December 2018 for consistently helping other coworkers with difficult WebVehicle cases.

• Manage cash register and balanced drawer at the end of shift up to $2,800• Identify customer needs and provide recommendations while leveraging upselling techniques• Follow company opening and closing procedures to ensure facility security

• Exercise SQL knowledge and query skills to locate and filter patient information• Audited patient information data recorded in Excel spreadsheet and notified project manager of errors• Resolved patient issues by remote accessing their server and troubleshooting• Maintained patient health confidentiality by verifying HIPAA credentials