Kyle Whelan Email & Phone Number

Philadelphia, Pennsylvania, US

Philadelphia, Pennsylvania, US

Winston-Salem, NC, US

Charlotte, North Carolina, US

• Lead C-Level weekly meeting to present current status of integrated systems, in addition todeveloping new ideas to resolve current pain points.
• Created a new custom Salesforce object to track client complaints discovered throughintegration with Qualtrics.
• Implemented new HIPAA compliant form application, Formstack, for launch of a new websitein addition to integration with Salesforce to ensure leads are being captured.
• Integrated and automated Emma Email platform to send targeted marketing emails to clientsafter meeting specific requirements.
• Developed new training guides and interactive tutorials via Iorad and Lessonly to streamlineand ensure accuracy of training employees.
• Managed relationship with contractor to analyze reporting and build new Tableau reports tomeet organizational metrics.

Charlotte, North Carolina, US

- Salesforce/Mindbody Administrator responsible for the accuracy of the data as well as customizing it to deliver a streamlined process that allows all departments to exceed potential. - Managed third party vendors to ensure customization/integration of platforms (Salesforce, Mindbody, Athena, Snaplogic) to meet needs of organization. - Performed User.

Charlotte, North Carolina, US

- Designed new Salesforce Objects, Fields, Roles, Profiles, Reports and Dashboards for implementation.- Created in-depth training guides and interactive tutorials to train new employees. - Performed data transfers and mapping of existing CRM to Salesforce instance. - Executed requested updates to Salesforce instance.

• Salesforce.com Administrator responsible for the accuracy of the data as well as customizing it to deliver a streamlined process that allows all departments to exceed potential.
• Utilize Data Loader and Cloudingo to clean and update mass amounts of data within Salesforce.
• Create custom reports within Salesforce to update dashboards in addition to helping sales team increase productivity.
• Customize Salesforce profiles to fit the needs of multiple roles within company hierarchy allowing for proper levels of security to be in place.
• Construct custom workflows allowing for automated tasks to be created when opportunities reach set stages or goals.
• Generate custom fields within Salesforce to ensure all of the pertinent data is collected.

Naples, FL, US

• Salesforce.com Administrator responsible for the accuracy of the data as well as customizing it to deliver a streamlined process that allows all departments to exceed potential.
• Utilize Data Loader and Cloudingo to clean and update mass amounts of data within Salesforce.
• Create custom reports within Salesforce to update dashboards in addition to helping sales team increase productivity.
• Customize Salesforce profiles to fit the needs of multiple roles within company hierarchy allowing for proper levels of security to be in place.
• Construct custom workflows allowing for automated tasks to be created when opportunities reach set stages or goals.
• Generate custom fields within Salesforce to ensure all of the pertinent data is collected.

Naples, FL, US

• First point of contact for prospective leads, distributed them to the appropriate team member based on the client’s needs.
• Efficiently maintained Salesforce.com database by thoroughly entering and maintaining prospective clients as well as running reports to help support other team members.
• Effectively prioritized tasks to ensure completion of all long-term and ad-hoc projects in a timely manner.
• Composed email templates for sales staff to use in communication with potential clients.

Richfield, Minnesota, US

• Partnered with other employees to ensure customers’ end-to-end needs for are met and that no customer is left underserved.
• Provided friendly, fast, and accurate processing for all customer transactions at customer service while providing velocity solutions to customers.
• Developed strong relationships with customers by becoming a trusted advisor and partner in assisting them in making technology more functional in their lives.
• Utilized all relevant sales tools to assist profitable growth drive and exceed department and individual goals.
• Trained aspiring customer service employees in all areas of job responsibilities

Greenville, NC, US

• Interacted confidentially with patients dropping off as well as picking up their prescriptions
• Properly dispensed medication in a pharmacy that averages about 150 prescriptions per day
• Received and processed refill requests via telephone in addition to answering any general questions
• Examined and organized inventory for expiring medication on a monthly basis
• Trained new student workers in all pharmacy activities to emphasize a team effort

Richfield, Minnesota, US

• Processed all returns and exchanges at Customer Service desk independently
• Handled all credit card applications in addition to any frequent shopper membership issues
• Trained aspiring solutions specialist employees in all areas of job responsibilities
• Worked in achieving high customer satisfaction through online pickup and return requests

Raleigh, North Carolina, US

• Assisted in the dispensing of medication in a pharmacy that averaged over 2,000 prescriptions per week
• Maintained organization of out-going medications
• Accurately processed monetary transactions and reconciled cash drawer
• Provided customer assistance by answering incoming calls and general questions

Bachelor Of Science (B.S.), Business Administration And Management, General

International Business Study Abroad Program

High School Diploma