Lisa Burke Email and Phone Number
As a forward-thinking and self-motivated Salesforce Administrator, I am passionate about leveraging technology to drive business success. My guiding principle is to continuously improve processes and optimize Salesforce systems to meet the evolving needs of organizations. With a proven record of end-user management, process improvement, and cross-team collaboration, I bring a unique blend of leadership, teamwork, and technical expertise to every project.With extensive experience in Salesforce administration, I have developed a deep understanding of the platform and its capabilities. I specialize in report building, Salesforce optimization, and designing and implementing new business strategies. My expertise also includes end-user support, system customization, and translating business requirements into technical solutions. I am adept at leveraging tools such as Conga, DemandTools, and Microsoft Office Suite to enhance Salesforce functionality and drive efficiency.Throughout my career, I have achieved significant milestones and made a positive impact on organizations. One of my career highlights includes collaborating with business stakeholders to document processes and identify areas for optimization, resulting in improved efficiency and streamlined operations. I have also served as a subject matter expert to business leadership, providing guidance and support in leveraging Salesforce to drive business growth. Additionally, I have successfully managed global sales users, expanded the reach of Salesforce as an inclusive CRM system, and established regional advisory committees for effective collaboration.My goal is to continue leveraging my expertise and passion for Salesforce administration to make a difference for organizations and their end-users. I am committed to driving business success through innovative solutions, process improvement, and cross-functional collaboration. I am excited to connect with professionals and organizations who are seeking a Salesforce Administrator who can deliver strong technical leadership and translate requirements into effective solutions. Let's collaborate and drive success together.
Accertify, Inc.
View- Website:
- accertify.com
- Employees:
- 310
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Senior Salesforce AdministratorAccertify, Inc. Oct 2023 - PresentItasca, Illinois, United States -
Senior Salesforce AdministratorWest Monroe Partners Apr 2019 - Jun 2023 -
Salesforce AdministratorWilliam Blair Oct 2018 - Apr 2019Chicago, Illinois -
Salesforce AdministratorUnited Airlines Jan 2016 - Oct 2018Greater Chicago AreaSupport 250 global sales users by collaborating across levels and regions to build a tool that truly supports our business requirements. Manage user feedback for enhancements, developing CRM features to align with business processes, and train users on Salesforce to help motivate adoption. -
Business Intelligence AnalystKeeley Funds Dec 2012 - Oct 2015Greater Chicago Area-Promoted from Operations Specialist position in December 2012-Utilize Albridge Analytics and MeridianIQ databases to locate opportunities and trends for mutual fund sales team to generate and increase sales-Provide sales team with progress reports and organize efficient client contact lists-Coordinate with the SVP of Mutual Fund Distribution for conferences and events-Re-vamped stale Salesforce.com organization-Customize Salesforce.com to better suite business needs-Coordinate with SalesVision database for smooth data automation into Salesforce.com-Created parallel business instances to separate requirements-Manage testing cycles, including test plan creation, development of scripts and co-ordination of user acceptance testing.-Documented process activities to desired outcomes to rectify operational inefficiencies.-Conducted interviews with key end users to collect information on business processes and user requirements.-Map current processes and offered recommendations for improvement.-Manage Albridge Analytic database to identify trends in funds-Utilize Morningstar Direct to create comparison reports analyzing mutual fund performance-Produced sales commission reports monthly on time and accurate
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Operations SpecialistKeeley Asset Management Corp. Jan 2012 - Dec 2012Greater Chicago AreaI became knowledgeable of most back office positions to stand in for those on leaveI exhibited self-initiative on ad hoc projects to improve efficiency within departmentI serve as executive assistant to John Keeley, Jr. when necessary
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Operations InternKeeley Investment Company Jan 2010 - Dec 2011-Establish organized filing system for upper management's confidential documents-Valuate equities in mutual funds using Excel-Manage daily administrative duties, delegating when appropriate-Supervise and train newly added intern-Served as executive assistant to President/CIO-Planned and coordinated logistics and materials for office relocation September 2012-Managed office supplies, vendors, organization and upkeep.-Answered and managed incoming and outgoing calls while recording accurate messages.-Greeted numerous visitors, including VIPs, vendors and interview candidates.-Helped distribute employee notices and mail around the office.-Facilitated organized record retrieval and access by maintaining filing system for client statements
Lisa Burke Education Details
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Finance -
University Of NebraskaLiberal Arts
Frequently Asked Questions about Lisa Burke
What company does Lisa Burke work for?
Lisa Burke works for Accertify, Inc.
What is Lisa Burke's role at the current company?
Lisa Burke's current role is Accomplished Salesforce Administrator: end user management | cross collaboration | system optimization | translating business requirements into effective solutions | enhanced organizational performance.
What schools did Lisa Burke attend?
Lisa Burke attended Depaul University, University Of Nebraska.
Who are Lisa Burke's colleagues?
Lisa Burke's colleagues are Thomas Doner, Courtney Crombleholme, Maria De La O Garrido Salgado, Deepinder Singh, Yongming Gao, Dave Champion, Tina Yarovsky.
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Lisa Burke
Greater Minneapolis-St. Paul Area -
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