Joshua Ortiz

Joshua Ortiz Email and Phone Number

7+ Years Salesforce Administration | Revenue Operations Expert | Optimizing Systems for Business Growth | Proven Leader in Finding Solutions @ Dstillery
Joshua Ortiz's Location
San Antonio, Texas, United States, United States
Joshua Ortiz's Contact Details

Joshua Ortiz work email

Joshua Ortiz personal email

n/a
About Joshua Ortiz

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.

Joshua Ortiz's Current Company Details
Dstillery

Dstillery

View
7+ Years Salesforce Administration | Revenue Operations Expert | Optimizing Systems for Business Growth | Proven Leader in Finding Solutions
Joshua Ortiz Work Experience Details
  • Dstillery
    Sales Platforms Architect
    Dstillery Apr 2022 - Present
    New 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
  • Dstillery
    Salesforce Administrator
    Dstillery Oct 2020 - Apr 2022
    New York, Us
    Founded 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.
  • Jjo Consulting
    Owner
    Jjo 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
  • Thg
    Sales Operations Analyst / Salesforce Administration
    Thg Jan 2020 - Oct 2020
    Manchester, 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
  • Capturerx
    Salesforce Administrator
    Capturerx Aug 2019 - Jan 2020
    San 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
  • Chargify
    Salesforce Administrator
    Chargify Apr 2018 - Aug 2019
    San 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
  • Chargify
    Marketing And Sales Operations Specialist
    Chargify Feb 2018 - Aug 2019
    San 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
  • Chargify
    Sales Development Executive
    Chargify Feb 2018 - Nov 2018
    San 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
  • Broadway Bank
    Relationship Manager
    Broadway Bank Feb 2017 - Mar 2018
    San 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
  • Broadway Bank
    Personal Banker
    Broadway Bank Jun 2016 - Feb 2017
    San Antonio, Texas, Us
  • Jims Restaurants
    Night Shift Supervisor / Restaurant Trainer
    Jims Restaurants Mar 2015 - Jul 2016
    In 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.
  • Jims Restaurants
    Restaurant Trainer
    Jims Restaurants Apr 2014 - Sep 2015
  • Jims Restaurants
    Head Server
    Jims Restaurants Dec 2013 - Apr 2014
  • Jims Restaurants
    Server
    Jims Restaurants Mar 2013 - Dec 2013

Joshua Ortiz Skills

Microsoft Office Communication Sales Operations Process Automation Research Sales Customer Service Salesforce.com Administration Clerical Skills Project Management Documentation Business Process Improvement Relationship Building Employee Training Fiserv Autopilot Empathy Salesforce Lightning Distribution Engine Sales Enablement Private Banking Personal Banking Apex Programming Salesforce Sales Cloud Salesforce.com Development Marketing Operations B2c Recurring Billing Executive Reporting Data Integration Data Integrity Internal Audit Dataloader Office 365 Lead Qualification Salesforce Einstein Analytics Salesforce Training Salesforce.com Implementation Salesforce.com Consulting

Joshua Ortiz Education Details

  • Samuel Clemens High School
    Samuel Clemens High School
    General
  • Trailhead By Salesforce
    Trailhead By Salesforce
    Salesforce
  • The University Of Texas At San Antonio
    The University Of Texas At San Antonio
    Law

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.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.