Kevin O.

Kevin O. Email and Phone Number

Product Delivery Manager @ Lightning Leap Consulting
New York, NY, US
Kevin O.'s Location
New York City Metropolitan Area, United States, United States
Kevin O.'s Contact Details

Kevin O. work email

Kevin O. personal email

n/a
About Kevin O.

Certified Salesforce Admin looking to provide best-in-class consultative services leveraging experience in both Salesforce and Salesforce-integrated platform.

Kevin O.'s Current Company Details
Lightning Leap Consulting

Lightning Leap Consulting

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Product Delivery Manager
New York, NY, US
Website:
nb.com
Kevin O. Work Experience Details
  • Lightning Leap Consulting
    Product Delivery Manager
    Lightning Leap Consulting
    New York, Ny, Us
  • Neuberger Berman
    Salesforce Administrator
    Neuberger Berman Mar 2023 - Present
    New York, Ny, Us
    Case Assignment and UI Redesign:Led a UI redesign for improved user interaction and streamlined case management, enhancing the Salesforce experience across sales, marketing, and customer service teams.Asynchronous Approval Process Implementation:Implemented advanced asynchronous approval processes within Salesforce, boosting workflow efficiency and supporting cross-departmental collaboration for faster decision-making.Transition from Workflow Rules to Flows: Directed the strategic overhaul from traditional workflow rules to Salesforce Flows, significantly elevating automation capabilities and aligning with best practices in CRM system managementAutomated Team Assignment System: Engineered a sophisticated team assignment automation system, optimizing resource allocation and performance tracking in line with strategic business goals and CRM analytics.
  • Flownebula
    Salesforce Consultant
    Flownebula Apr 2022 - Present
    Consultation Highlights:-Successfully created a matching service between care providers and parents for in-home and on-site childcare services entirely within Salesforce using Flow.-Led the deployment and ongoing maintenance of Salesforce Maps for B2B outside sales, improving territory management, efficiency, the identification of stronger leads, and ultimately sales.-Utilized Screen Flows to design a custom opportunity process for an asset management firm, simplifying the workflow and doing the impossible: making sales reps really enjoy their technology.-Implemented pre-built Apex to extend functionality around emails, record creation, and screen flows, strengthening platform functionality despite not actually writing code myself.-Improved scheduling system for a doors, windows, and closet manufacturer, reducing booking friction for reps.-Built all automation for a newly-deployed Salesforce instance in financial services, resulting in improved data management and streamlined processes.- Consulted in all the above instances to develop these solutions, meaning determining feasibility, expected efficacy and scope using a client-first approach.Rolled out and configured Pardot for a digital marketing agency, enhancing lead management and campaign effectiveness.-Custom-built a lead distribution system to optimize sales operations, significantly increasing conversion rates.Developed and deployed Experience Cloud sites for community engagement, enhancing user interaction and service accessibility.-Stood up a Service Cloud instance for a 150-person company, streamlining customer service processes and improving response times.
  • Vivvi
    Salesforce Business Analyst
    Vivvi Dec 2022 - May 2023
    New York, Ny, Us
    - Charged with designing and developing automation connecting parents and childcare providers using flow, externally-sourced apex actions, leveraging a hubspot integration via Zapier- Partner with RevOps team and internal stakeholders to report on the above automation- Created automation surrounding Opportunity product line management, condensing the process into a screen flow, significantly reducing time spent on repetitive clicking- Administer Vivvi's Salesforce instance, manage integrations, and provide ongoing support for users- Analyze business needs and provide recommendations for improving processes using Salesforce and other RevOps technology- Conduct frequent data quality checks and perform root cause analysis to resolve any data inaccuracies or flow errors- Assist CRM team with testing new Salesforce functionality and evaluating its impact on business requirements- Take on ad-hoc projects, such as building new metrics and analyzing revenue information to support business initiatives.
  • Flatiron School
    Salesforce Administrator
    Flatiron School Apr 2022 - 2023
    New York, New York, Us
    Leveraging a collaborative skillset and built rapport with both Enterprise and Admissions at all levels to:- Convert over 70 process builders into Salesforce Flow- Work with engineers in a DevOps capacity to assist in the deployment of an Enterprise-B2C hybrid program- Building custom apps for teams across the organization from Marketing to People- Assist in management of Marketo, Zapier, OnceHub, Calendly, Formstack, Salesloft, PipeDrive, and other Marketing and sales enablement tools- Deploy new technologies like High Velocity Sales- Leveraged Zapier to build webhook-based automations using POST requests (outside of what's natively available on Zapier)- Adhere to change management processes including changes in sandbox environments, testing, signoffs, and deployments to the Production environment- Competently manage data with extensions like Data Loader and Salesforce Inspector and using SQL + Excel- Meet >4hr response and >2 day resolution (project dependent)- Managed all vendor relationships and worked as a liaison between the C-Suite and Account Managers/Execs to massage deals to be favorable for all parties as well as RFP process.
  • Flatiron School
    Senior Account Executive - Cybersecurity Discipline Lead
    Flatiron School Oct 2018 - Apr 2022
    New York, New York, Us
    Challenged with overhauling and facilitating growth in student acquisition measures by collaborating cross-functionally and cross-departmentallyResponsible for facilitating student journey from prospect to enrollmentBuilding pipeline of students across multiple disciplines and locationsRetaining and speaking to complex product knowledge in new, lesser-developed industriesBuilt out network of students in UK, creating a market where there was traditionally a large amount of challenge in doing soBecame a "Face of Flatiron" by connecting with students in-person and manning the chat function for incoming studentsSupported in the growth of new hires through in-the-moment training/coaching, providing resources, and participating sales enablement across a team of over a dozen reps
  • Yelp
    Account Executive
    Yelp May 2017 - May 2018
    San Francisco, Ca, Us
    Help SMBs increase their visibility to potential clients through ad-packages that support their needs and desires for growth.Selling through cold-calling, with over 65 daily dials and over two hours of talk time, responsible for monthly quotas up to $20,000
  • The Container Store
    Visual Sales
    The Container Store Sep 2014 - May 2017
    Coppell, Texas, Us
    At The Container Store, I have been a driving force in morale boosting, visual merchandising, and in assisting with solutions to complex problems in a critical time-frame. Internally referred to as the "late-night ballet," the overnight shifts are a complex series of moving parts, all of which need to function to perfection to complete their task. I have grown into my role as an essential part of the night, working to ensure communication is shared and that critical tasks are kept within their proper time goals.
  • Aaf - Kaleidoscope
    Media Planner
    Aaf - Kaleidoscope Aug 2015 - May 2016
    American Advertising Federation: KaleidoscopeManaged and spearheaded media team in an effort to increase top-of-mind awareness andconsumer opinion of SnappleUtilized a plethora of media outlets to create a holistic integrated marketing campaignCombined psychographic profiles and conjoint analysis to map consumer preferences andcater media usage accordinglyIncreased average consumer brand opinion by an average of 20% in consumer trialsEntered in AAF National Student Advertising Competition 2016
  • Phipps Neighborhoods
    Junior Leader (Syep)
    Phipps Neighborhoods Jul 2014 - Aug 2014
    At Phipps, my responsibilities included helping to develop and nurture individuality, talent, and knowledge in children across the spectrum of grade-school ages.
  • Phipps Neighborhoods
    Junior Leader (Syep)
    Phipps Neighborhoods Jul 2012 - Aug 2012
    At Phipps, my responsibilities included helping to develop and nurture individuality, talent, and knowledge in children across the spectrum of grade-school ages.

Kevin O. Skills

Microsoft Office Powerpoint Microsoft Excel Microsoft Word Research Photoshop Social Media English Team Leadership Time Management Leadership Marketing Social Networking Advertising Facebook Public Speaking Editing Customer Service Windows Media Planning Media Placement Salesforce.com Implementation Direct Sales Business To Business Social Media Optimization Interactive Media Planning Media Buying Marketing Strategy Sales Integrated Marketing Paid Social Media

Kevin O. Education Details

  • Baruch College
    Baruch College
    Advertising And Marketing Communications
  • Explorations Academy
    Explorations Academy
    General Education

Frequently Asked Questions about Kevin O.

What company does Kevin O. work for?

Kevin O. works for Lightning Leap Consulting

What is Kevin O.'s role at the current company?

Kevin O.'s current role is Product Delivery Manager.

What is Kevin O.'s email address?

Kevin O.'s email address is ke****@****uny.edu

What schools did Kevin O. attend?

Kevin O. attended Baruch College, Explorations Academy.

What are some of Kevin O.'s interests?

Kevin O. has interest in Social Services, Writing, Children, Professional Wrestling, Education, Advertising, Music, Martial Arts, Science And Technology, Human Rights.

What skills is Kevin O. known for?

Kevin O. has skills like Microsoft Office, Powerpoint, Microsoft Excel, Microsoft Word, Research, Photoshop, Social Media, English, Team Leadership, Time Management, Leadership, Marketing.

Who are Kevin O.'s colleagues?

Kevin O.'s colleagues are Jaime Barbosa, Gabriel Feghali, Cfa, Camiel Mulders, Karen Tai, Roman Milowski, John O'callaghan, Cfa, Jack Burdick.

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