As the Managed Services Lead and Salesforce Administrator, I work with small businesses and nonprofits to enhance their Salesforce environments. I conduct biweekly client meetings and Quarterly Business Reviews (QBRs) to assess performance, resolve issues, and strategize future improvements.I oversee multiple Salesforce orgs, handling customizations such as fields, layouts, validation rules, and automations. As the owner of the case queue, I reduced resolution times from 32 days to 4 days, significantly boosting client satisfaction. I manage data quality, perform health checks, and coordinate Salesforce releases for all clients to ensure seamless updates.Key responsibilities include:- Submitting monthly invoicing reports to all Managed Services clients, ensuring accurate billing and transparency.- Conducting data cleansing, deduplication, and maintaining high CRM data quality.- Managing license setups, user onboarding, and complex troubleshooting.- Implementing automated sales processes and configuring Salesforce CPQ for streamlined workflows.- Providing tier 1 & 2 Salesforce support and managing escalations.-Enhancing security and compliance through permission sets and system audits.Additionally, I develop user-friendly reports, dashboards, and templates while training users on Salesforce features, driving adoption and increasing productivity.

As an experienced Salesforce administrator, I specialize in implementing and maintaining Salesforce orgs tailored to the unique needs of small businesses and nonprofit organizations. My expertise spans a range of responsibilities including:Organizational Setup and Maintenance: Proficient in creating and configuring new Salesforce orgs, ensuring all administrative records such as leads, accounts, contacts, opportunities, and activities are accurately maintained and up-to-date.User Management and Permissions: Skilled in managing user licenses, roles, profiles, and permissions, including setup, deactivation, and permission assignment for new and existing users. I also handle public groups, sharing rules, and other security configurations to maintain data integrity.Reporting and Data Management: Experienced in generating ad hoc reports, conducting data cleanup, and performing basic data imports to keep Salesforce databases organized and actionable. I create custom list views, dashboards, and manage the Salesforce case queue effectively.Salesforce Configuration and Optimization: Proficient in configuring Salesforce features such as flows, assignment rules, approval processes, fields, page layouts, record types, layouts, apps, actions, custom settings, dashboards, and reports to streamline workflows and enhance productivity.CPQ (Configure, Price, Quote) Management: Skilled in implementing, maintaining, and simplifying CPQ orgs, ensuring seamless quoting and pricing processes for sales teams.Product Catalog Development: Capable of building and managing product catalogs within Salesforce, enabling sales teams to efficiently showcase offerings to clients.Data Dictionary Development and User Adoption: Assisted in developing data dictionaries to ensure consistency and clarity in data management. Actively monitor and improve user adoption rates through training and support initiatives.#SalesCloud #NonProfitCloud #CPQ

Driving operations, implementing processes, practices and solutions to boost sales performance.Passionate about analyzing metrics, identifying best practices and fixing problems, insights-driven and improving processes for business outcomes.- Manage and train the BDR team - Own Deal Desk process in Sales Operations to support Sales in deal structuring and contracts- Collaborate closely with HR and CFO on Sales Commissions- Proactively identify and redefine/implement processes and systems that improve and scale our business- Support critical strategic, organizational and operational projects designed to increase revenue, sales productivity and operational efficiency. Drive change management with Sales teams - Collaborate and influence cross-functional teams including People, Marketing &, Finance.- Own Sales Enablement planning and execution with close alignment with Sales Leadership- Own and drive Sales Onboarding and continuous training process of Sales Reps- Shadow Sales Reps and review calls and identify training needs- Work together with and influence cross-functional teams including Marketing and Product Marketing- Create reports, dashboards, and activity list views for sales team in Hubspot

Within this company, I managed sales functions for B2B software solutions of 40+ accounts. Built and established recruiting partnerships to meet hiring needs of mid-market businesses. Spearheaded the growth and development of a portfolio of accounts by working collaboratively with clients. Developed and implemented sales strategies to attain new accounts of partner clients with the company’s digital talent marketplace and community. Some highlights of my key accomplishments include ☟✔ Surpassed sales KPI up to 35% in October, November, and December 2021. ✔ Catalyzed revenue stream across the organization by bolstering relationships with new and existing clients and developing a sales pipeline via cold calling and customer referrals

Partnered with healthcare providers to further their mission through optimal financial and operational performance.Craneware provides software and professional consulting services to support hospitals and health systems address risks related to revenue, cost, and compliance across revenue integrity, pharmacy, supply, decision support and financial teams. Areas of success include, but not limited to: • Transparent Pricing Initiatives and Defensible Pricing Alignment• Profitability Analytics and Activity Based Cost Modeling• Pharmacy Revenue Gaps: Formulary, OR File, Chargemaster, Revenue and Usage• Supply Chain Reimbursement Best Practices and Automation• Chargemaster Best Practices and Revenue Optimization• CDM Quality Review and Educational Services • Claim Audits and Denial Management for Optimal Outcomes • Reducing Medical Necessity and Prior Authorization Denials• Underpayment and Overpayment Analysis

Buyers agent, finding solutions and selling dreams. I love homes, I love to remodel and tinker on my own, which sparked my interest in the real estate world. In March I made a choice to invest in myself and I gave the real estate world a shot!I enjoyed working with different people in different in environments from all walks of life. No day was ever the same! -Showed properties to potential buyers and other brokers at open houses and by appointment.-Guided clients from beginning to end of the home buying process in choosing the right property.-Worked closely with clients to get the appropriate loans, inspections and credit reports.-Maintained connections with clients to encourage repeat business and referrals.

As a Sales Development Representative, I developed effective relationships with clients while negotiating win/win contracts via 100+ cold calls daily. Trained executives to utilize Salesforce solutions through managed service to reduce costs, improve service quality, and maximize investments. I sustained a high volume of sales activity by identifying client accounts. Noteworthy highlights of my achievements include: ☟✔ Stayed abreast with key SaaS vendor competitor strengths, weaknesses, pricing, and resources.✔ Achieved $1.2M in organizational revenue by establishing lucrative contacts with clients via Zoominfo and LinkedIn.

I led sales cost reduction, marketing sponsorship, and commercial fan mounting projects throughout the corporate reorganization phase. Streamlined sales and customer relationship management by hiring and training 16 coordinators on Salesforce utilization. Managed internal marketing campaigns to promote products and services across the region. I devised SOPs of sales management pipeline, booking, and quota attainment while creating reports and dashboards for representative visibility. I resolved operational issues by identifying process gaps and bottlenecks between actual and targeted performance. Noteworthy highlights of my achievements include: ☟✔ Cultivated annual savings of $190K+ by developing accounting methods and system procedures for the marketing sponsorship team. ✔ Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.✔ Successfully accomplished annual sales targets within time and budgetary constraints by working collaboratively with the sales and marketing teams. ✔ Optimized sales processes while developing end-user training material and designing a functional product display for various fan mounting structures. ✔ Improvised internal correspondence between employees through the implementation of field communication processes.

As an account executive, I administered sales planning, forecasting, and closing while managing existing and new accounts in collaboration with internal teams to stimulate revenue growth. Addressed customer questions and concerns regarding products, prices, and availability. Identified new business development opportunities by developing customer presentations, conducting product trials, printing collaterals, performing case studies, and site surveys. Monitored market conditions, product innovations, and competitor activity and adjusted account sales approach to address the latest market developments. Highlights of key accomplishments include: ☟✔ Appraised for achieving top 10% of Sales Department in Q4 2014. ✔ Earned fast-track promotion for demonstrating outstanding performance and leadership skills.✔ Generated $400k in monthly revenue by successfully optimizing business opportunities and relationships. ✔ Surpassed annual sales targets by 30% with $4.3M industrial sales attainment in 2014. ✔ Negotiated contracts, drafted proposals, and submitted competitive bids.

I was the top seller for Wallace Barber's State Farm office, and top 10% seller in the region. I was responsible for selling P&C, Life and Health insurance products. I addition to sales, I managed the daily operations including office budgets, scorecards, sales forecasting, training and marketing.- Trained and managed new hires- Created office sales initiatives, conducted "First Time Home Buyers Seminars" within the community- Handled minor underwriting and claim disbursements- Marketed to small businesses in the area, established relationships and implemented referral programs

Provided account services to customers by receiving deposits and loan payments for a high volume of customers.Sold and redeemed savings bonds and other financial instrumentsOpened accounts and provided account maintenance based on customer needProvided exceptional service while securing confidential information