Luis Alanis Email & Phone Number

Austin, Tx, Us

Morristown, New Jersey, Us

Developed new workflows for production & sales support for new Google subsidiary. Created Looker dashboard for KPIs for new features, as well as re-vamped existing Dashboards. Tested new Salesforce & Deltek features in different environments, such as Dev/UAT/Production.Managed Deltek user access and permissions for different Salesforce/Deltek Ecosystems. Testing out Gov Cloud, as futures users, to ensure a smooth User on-boarding.

Austin, Texas, Us

At Atmosphere, I spearheaded a transformation in the Sales-to-Customer Success process, establishing robust account ownership to boost customer relationships and renewal opportunities. As the go-to Salesforce Admin for a vibrant Customer Success team of over 35, including managers and senior managers, I was at the heart of resolving day-to-day challenges, enhancing user experience, and optimizing our CRM system.My role involved innovatively crafting individual and team-level KPI dashboards and reports, ensuring real-time performance tracking for both CSMs and their managers. I played a key role in our one of our main tools, Distribution Engine, streamlining the assignment of Accounts, Orders, Cases, and various custom objects.Additionally, I helped manage our VOIP system, Dialpad, improving user interaction and data clarity through widget updates.My expertise also extended to deploying updates across our Salesforce architecture, ensuring smooth transitions between our three sandboxes and the production environment using Gearset."

Richardson, Texas, Us

Richardson, Texas, Us

Austin, Texas, Us

- Salesforce Admin PM that supports 3 departments such as customer success, billing operations, and collections. I help conduct the training for new hires in regards to Salesforce, a liaison between our phone provider and IT. Responsible for calibrating, monitoring and supporting the quality standards between customers and OutboundEngine.- Improved our Chargeback Process and automated it, resulting in an ROI of $35,000 every quarter on average, with an 75% Win percentage. - Created new Case Management System to automate simple requests such as customer's wanting Monthly invoices, Bill Date Changes, etc. This saved every Customer Success rep about 2 minutes on average per case/request.- Created workflow changes in Salesforce to optimize workload by adding additional fields to help with calculations and faster processing. This saved every retention rep about 1-3 minutes of calculating the percent discount for every line item when bringing the MRR of the account down by X amount.

Austin, Texas, Us

- Managed all billing processes and case queues from multiple departments while adhering to SLAs.- Created multiple new products within Zuora and Salesforce, as needed by the Product and Finance department, accompanied by Reporting.- Updated the Salesforce dashboard for our collections team by analyzing data, calculating discrepancies, and using advanced Excel formulas to figure out mathematically the mishaps between two reports on a weekly basis. - Manage and update our Pacing Dashboard that is used by Department Heads to monitor new monthly revenue and churn.

Austin, Texas, Us

-Providing our customers with nothing less than outstanding support via email and phone; answering product questions, resolving technical issues, etc.-Ensuring customer satisfaction by troubleshooting issues and finding quick, viable solutions.-Turn distressed customers/situations into opportunities to delight our customers, through stellar customer service with a positive attitude.-When assisting customers, identify areas of opportunity to upsell by educating the customer on the value of the OutboundEngine’s full product suite to expand the number of services the customer utilizes (closing new revenue).-Advocating for the customer by taking their feedback and sharing it with other departments, to improve processes and product offerings.-Speaking with unhappy customers who are seeking to cancel OE’s services and gathering as much information as possible prior to passing the customer to our Retention team; this information is vital to help our organization grow and improve-Provide such exceptional customer service that clients recommend us to others in their industry!-Work through multiple software platforms including but not limited to Zendesk, Salesforce and Excel, Salesforce to assist customers.

San Antonio, Texas, Us

Coordinated on average ten events a month, each having 35+ attendees. This included setting up Social Media/Text/ E-mail campaigns, as well scheduled calls .I’d deliver a 20-25 minute presentation on our product and average about 40-45% of the room. Generated over $500,000 in product sales over a timeframe of 1.5 years.

San Antonio, Texas, Us

Handled day-to-day tasks, payroll, scheduling, training, as well as analyzed data to see what specific campaigns were working and which time frame would be best to call.

San Antonio, Texas, Us

Register/Inform people for/about events held nationally and insure that any needs they might have are taken care of. Increased show up rates in Chicago, IL by upwards of 300%. Overall increase in show up rates across all markets.

San Antonio, Texas, Us

Handle relationships/contracts with representatives and brokers nationwide, while assisting current media buyers with everyday tasks. Execute production process and coordinate national media. Assisted Digital Media with research in regards to strategizing campaigns, as well as coordinating digital media across social platforms.

San Antonio, Tx, Us

Philadelphia, Pennsylvania, Us

San Antonio, Texas, Us