Joshua Ortiz Email and Phone Number
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An open-minded, curious, and skilled Salesforce Solutions architect always looking for ways to improve my processes as well as share those ideas for others to help themselves grow.
Dstillery
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Sales Platforms ArchitectDstillery Apr 2022 - PresentNew York, Us-Acted as the sole administrator for Salesforce and multiple systems-Worked with multiple departments to ensure a cohesive process is followed throughout the day-Designed and implemented new automation to save time for all teams-Complete quarterly updates and system-wide refreshes-Migrated from Outreach.io to Sales Engagement (fmrly High Velocity Sales)-Build, document, and prevent new dashboards and data visibility in multiple BI tools-Negotiate all renewals and contracts pertaining to business systems-Implemented multiple systems to include DOMO, Einstein Generative AI, and NetSuite-Trained teams on how to operate systems and provided daily troubleshootingManaged multiple systems daily to include- * AWS * AdobeSign * Celigo * MediaRadar * Distribution Engine * FlowMaster * Gong * GSuite * Intercom * Monday * Outreach.io * Pardot * Refreshed * RevenueCloud * Rollup Helper * Salesforce (Professional, Enterprise, & Unlimited Editions) * Showpad * Studio * Tableau * WithLantern -
Salesforce AdministratorDstillery Oct 2020 - Apr 2022New York, UsFounded in 2008, Dstillery is the leading custom audience solutions company, empowering brands and their agencies to maximize the value of customer data and transform the way they connect with their audiences. Our premier product, Custom AI Audiences, is built by just-for-your-brand Custom AI models that deliver the ideal combination of accuracy and scale. Because Dstillery continuously rescores candidates in and out of audiences, our audiences are always up-to-date and on-target. That’s why brands across Retail, CPG, Finance, Luxury, B2B, Telco, Travel, and Tech rely on Dstillery’s audience solutions for branding and direct response initiatives to thrive. -
OwnerJjo Consulting Jan 2020 - Present-Contract for over 100 organizations-Complete 23 Lightning migrations-Overhaul nearly 100 orgs-Create documentation of all steps and processes, even if not built by me-Prospect new clients-Maintain a professional relationship with clients after departure to ensure success for their business
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Sales Operations Analyst / Salesforce AdministrationThg Jan 2020 - Oct 2020Manchester, Gb-Acted as the sole administrator for Salesforce and multiple systems-Managed all sales & marketing systems to include Salesforce Lightning and serve as liaison between the two teams-Created new standard operating procedures for all teams to include Sales, and Marketing-Trained all new team members on company policies and be their first week guide-Presented weekly to senior leadership the current standing of our sales pipelines and team-Created new sales enablement content, features, and integrations-Managed Forecasts and Quotas for all teams -Proactively identified new methods of Lead generation and pipeline management-Automated sales process through use of APEX, Lightning Flow, & Process Builder-Managed Einstein suite to include Activity Capture & Analytics-Performed end of month & weekly audits on all systems and numbers along with leadership -
Salesforce AdministratorCapturerx Aug 2019 - Jan 2020San Antonio, Texas, Us-Worked alongside the Senior Salesforce Administrator-Completed a Salesforce Lightning implementation-Worked in an Agile environment-Managed 10 integrations to include Docusign, HRSA, Pardot, and Atlassian-Managed a “customer base” in excess of 200-Trained new employees on company specific processes-Served as primary system administrator for the SFDC environment-Managed Einstein suite to include Activity Capture, Analytics, & AI-Managed integrations such as DocuSign and Pardot-Completed regular internal audits and preparations for upgrade -
Salesforce AdministratorChargify Apr 2018 - Aug 2019San Antonio, Texas, Us-Managed all sales & marketing systems -Served as the chief liaison between sales and marketing-Trained all new employees on sales and marketing processes-Use tools like VisualForce, Flows, & Process Builder to better automate the user experience-Assisted with onboarding new clients technical systems using an empathetic approach-Consistently worked with existing clients and our support team for a smooth experience-Trained all new incoming sales reps on systems and processes-Consistently stayed within PCI and SOC-2 compliance-Managed Salesforce Lightning and related projects as needed-Proactively identified and prioritized lead generation and sales systems opportunities for continuous improvement-Constantly looked for ways to improve sales team process automation and innovation-Created new sales enablement content features and integrations for the sales team -
Marketing And Sales Operations SpecialistChargify Feb 2018 - Aug 2019San Antonio, Texas, Us-Trained all new employees on sales and marketing processes-Use tools like VisualForce, Flows, & Process Builder to better automate the user experience-Assisted with onboarding new clients technical systems using an empathetic approach-Consistently worked with existing clients and our support team for a smooth experience-Trained all new incoming sales reps on systems and processes-Consistently stayed within PCI and SOC-2 compliance-Managed Salesforce Lightning and related projects as needed-Proactively identified and prioritized lead generation and sales systems opportunities for continuous improvement-Constantly looked for ways to improve sales team process automation and innovation-Created new sales enablement content features and integrations for the sales team-Managed all sales & marketing systems-Served as the chief liaison between sales and marketing -
Sales Development ExecutiveChargify Feb 2018 - Nov 2018San Antonio, Texas, Us-Handle an average of 10-15 inbound leads a day with no backlog-Develop the sales development team from the ground up-Trained numerous new sellers on sales development and entry-level SaaS sales-Manage and sell to accounts with 1m ARR+-Maintain a consistent quote meet of 130% MoM-Maintain a customer relationship throughout their lifecycle-Show the value of our product in a strategic way catered to roles and company industry-Trained new Sales Executives on company & industry-specific process and systems-Created new sales enablement content features and integrations for the sales team-Lead a 3 person team overhaul on all systems to implement a lead scoring model and lightning rollout for Salesforce-Managed Salesforce Lightning & 12 other Sales/Marketing systems on a daily basis and lead related projects as needed-Proactively monitored sales systems & processes for continuous improvement-Implemented an agile environment for Sales and Marketing Operations -
Relationship ManagerBroadway Bank Feb 2017 - Mar 2018San Antonio, Texas, Us-Deliver outstanding service to customers to meet goals and build long-lasting relationships-Assist in managing a book of business worth $9bn-Stayed within government compliance policy-Created new processes for department and present them to operations team for company-wide use-Ensured customers were introduced to the right team members to build their relationship-Used a consultative sales approach to deliver the full scope of Broadway Bank’s capabilities and fulfilling customer’s stated and unstated needs.-Perform all other duties as assigned by Financial Center Manager & Private Banker IV -
Personal BankerBroadway Bank Jun 2016 - Feb 2017San Antonio, Texas, Us -
Night Shift Supervisor / Restaurant TrainerJims Restaurants Mar 2015 - Jul 2016In 1947, a young entrepreneur named G. “Jim” Hasslocher opened a small bicycle rental business at the front gate of Brackenridge Park in San Antonio. When summer arrived he started selling sliced, ice-cold watermelon next to his bike stand. It was here that he met his wife and lifetime business partner, Veva Ball. Soon Jim started selling charcoal-broiled hamburgers at a stand, which evolved into the first Frontier Drive-In. The popular drive-in was a favorite meeting place and became famous for its burgers, onion rings, milkshakes and carhops.Jim’s aim was to provide his customers with the highest quality food at the lowest possible price. It was an original idea with a loyal following. It is due to the loyalty of his customers that today the Hasslocher’s Frontier Enterprises operates Jim’s Restaurants in San Antonio and Austin, The Magic Time Machine restaurants in San Antonio and Dallas and La Fonda Alamo Heights and Frontier Burger, both in San Antonio — all offering the same great value and outstanding quality that was served at that first watermelon stand almost 70 years ago. Jim passed away in 2015 at the age of 93. But up until the day he left us, he was hard at work making sure all of his restaurants were delivering quality, affordability and great customer service. -
Restaurant TrainerJims Restaurants Apr 2014 - Sep 2015 -
Head ServerJims Restaurants Dec 2013 - Apr 2014 -
ServerJims Restaurants Mar 2013 - Dec 2013
Joshua Ortiz Skills
Joshua Ortiz Education Details
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Samuel Clemens High SchoolGeneral -
Trailhead By SalesforceSalesforce -
The University Of Texas At San AntonioLaw
Frequently Asked Questions about Joshua Ortiz
What company does Joshua Ortiz work for?
Joshua Ortiz works for Dstillery
What is Joshua Ortiz's role at the current company?
Joshua Ortiz's current role is 7+ Years Salesforce Administration | Revenue Operations Expert | Optimizing Systems for Business Growth | Proven Leader in Finding Solutions.
What is Joshua Ortiz's email address?
Joshua Ortiz's email address is jo****@****ery.com
What schools did Joshua Ortiz attend?
Joshua Ortiz attended Samuel Clemens High School, Trailhead By Salesforce, The University Of Texas At San Antonio.
What skills is Joshua Ortiz known for?
Joshua Ortiz has skills like Microsoft Office, Communication, Sales Operations, Process Automation, Research, Sales, Customer Service, Salesforce.com Administration, Clerical Skills, Project Management, Documentation, Business Process Improvement.
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