Julie Milner Email & Phone Number

Monticello, Ga, Us

Charlotte, North Carolina, Us

Apply advanced expertise in business processes responsible for formulating systems scope and objectives based on evolving industry trends and long-term IT strategy. Provide technical expertise concerning the business implications of various systems and applications. Provide technical consulting on complex projects and oversee the creation detailed specifications from which programs will be written. Act as the liaison among the stakeholders to elicit, analyze, document, communicate and validate business and system requirements using industry leading practices within the business analyst profession. Work with team covering configuration across Salesforce CRM platform along with key integrations with third party applications including nCino, Eloqua, Seismic, VerticalIQ, FormAssembly and SalesPrism.

Overall administration, support, training and development of Salesforce.com instance including developing applications for client tracking and reporting while providing direct support and serving as liason to President as well as entire management team. Develop detailed reporting, dashboards and manage overall processes as well as extracting data to prepare daily, weekly and board reports for Senior Management team. Work with management team to develop new reports to identify trends and provide analysis of data within Salesforce.

- Responsible for overseeing and managing Salesforce including extensive detailed report building, workflows, campaigns, dashboards as well as tracking sales pipeline and providing reporting and analytics for use in day-to-day operations of organization.- Implement new enhancements and improvements to Salesforce while maintaining user roles, security profiles and developing sales and operation processes with the Salesforce platform and documenting all changes as well as providing best practices to all users to maintain high data quality.- Provide high level analytic reporting and administrative support to senior executive team.- Work closely to provide support and assist in the development and implementation of management programs and policies while documenting and tracking all aspects in the Salesforce platform.- Develop high quality solutions to track and exceed business goals of the organization noting positive and negative trends while increasing user adoption through training and documentation.- Develop detailed reporting, dashboards and manage overall processes as well as extracting data to prepare daily and weekly reporting for Senior Management team

Served as Executive Administrator to President and CEO as well as performed all office management tasks and duties including supervision of a staff of twelve employees. Provided high level support for CEO including overseeing on-boarding process and coordinating all activities for CEO. Utilized independent judgment to plan, prioritize, and organize diversified workload to meet deadlines in fast-paced environment with continually changing priorities. Organized meetings and travel. Recommended innovative alternatives to help generate revenue as well as reduce unnecessary costs.Responsible for Salesforce administration and implementation. Owned accurate and timely Salesforce reporting and workflows. Created data management processes with Salesforce for marketing, sales, and operations activities. Ensured complete and accurate data controls were established and followed.Assisted in planning and execution of all marketing strategies for organization as well as tracking and reporting on success of all marketing programs.Coordinated facility management in regards to building maintenance. Ensured timely reporting of all issues to landlord and oversaw to complete and accurate resolution, managed facility payments as required, ensure facility met agreed upon facility security requirements.

Master’S Degree, Business Analytics

Bachelor'S Degree, Organizational Leadership