Kuljit Chohan Email & Phone Number

- Oversee data imports and exports, perform data cleansing and deduplication, and ensure data integrity and quality- Creating custom journeys, scheduling email sends and campaigns for specific market segments to further build the reach and efficiency of Marketing instances- Analyze campaign performance, track key metrics, A/B Testing, and generate reports to provide insights into marketing efforts- Create and manage user accounts, roles, and permissions within the platform.Achievements: Successfully developed and launched Salesforce Financial Cloud CRM and Marketing Cloud for SCU - 1st Credit Union in MB to implement both systems together

- Build and strengthen member relationships by identifying member needs, cross-selling and promoting the appropriate products and services, referring when necessary- Respond to inbound member telephone inquiries on SCU products and services and resolve member questions and concerns - Maintain thorough knowledge of and adhere to all credit union policies and procedures, particularly in the areas of risk management, security, and fraud prevention- Solicit and foster business development through service excellence and teamworkAchievements: - Processed investments worth $4.7m in the year 2021 spanning a multitude of products

- Managed customer databases and accounts, primarily through Salesforce CRM on a daily basis- Cold-calling divested consumer and business accounts and drove sales towards monthly targets- Completing sales documentation and customer walkthroughs about the contracts and products - Assessing customer needs and preparing forecasts for new business leadsAchievements: - Best Salesperson 2019 award

- Conducting market research to identify new revenue opportunities and present summary reports through MS Office tools- Gather and analyze consumer behavior data (e.g. web traffic and rankings) through spreadsheets- Coordinate with the Marketing Design and Content teams to create advertising material and content creation using Google Suite- Perform primary research in the form of online surveys and secondary research in the form of data mining, primarily through SurveyMonkey- Helped with Content creation for new room prospects as well as built ad campaigns while keeping the focus on certain market segments per individual roomAchievements: - Reduced operation costs by 15% by utilizing single device compatibility for POS operations - Built escape room concepts focusing on children under 10, turned out to be highest revenue rooms for Q1,2 of 2019