Michael R. Smith Email & Phone Number

Dallas, Tx, Us

Marlborough, Ma, Us

• Manage Salesforce data transformation needs for the Urology division. • Responsible for data enrichment to align with Urology business strategy and Sales & Marketing needs. • Point of contact regarding Urology marketing data questions.• Coordinate data loads, imports, exports, and updates as required (Salesforce Inspector and DemandTools). • Utilize the secure data management platform DemandTools for cleaning and maintaining CRM data in less time.• Analyze existing Salesforce contact and lead records for accuracy.• Utilize Salesforce Inspector to update and insert contact and lead records into SFDC campaigns for marketing purposes.• Process merges on duplicate contact records as required for data cleanup. • Work with product owners and dev teams on data related user stories.• Process manual data entry on SFDC records as needed. • Interact regularly with subject matter experts who possess high data expertise.

Dallas, Texas, Us

Nagaokakyo-Shi, Kyoto, Jp

• Assisted the company with general SFDC support including the updating of reports, dashboards, accounts, contacts, leads,opportunities, products, tasks, business processes, and system change requests as required.• Provided troubleshooting support and training for users regarding various Salesforce issues.• Maintained database health and integrity by reviewing and addressing duplicate and incomplete SFDC records.• SFDC Sales Cloud user management including the reviewal of idle users and deactivation of users as required.• Worked with Jira, an issue and project tracking software, for bug tracking and agile project management.• Worked with Wrike, a project management software, to track and coordinate projects and tasks.• Assisted with the integration of CPQ quoting system/application.• Supporting specialist for our SFDC CPQ quote system.• Engaged in our Lead Management program as we looked to improve and define our handling of digital marketing leads and webinquiries from customers.• Reviewed all unassigned leads in SFDC and assigned them to their appropriate queues and account owners.• Evaluated and tested deployment cases on a weekly basis for accuracy and completion in our SFDC staging and productionenvironments.• Presented all case test results to my supervisor and team on a weekly basis and provided improvements/enhancements that could bemade to our SFDC environment.• Responsible once a month for providing our inside sales reps with updated reports which showed all new Murata products for the givenmonth.

Coppell, Tx, Us

• Managed Salesforce platform with over 300 users using the Marketing Cloud.• DTC Channel Admin responsible for clearing out internal ServiceNow support tickets derived from Salesforce.• Gathered requirements from both internal and external subject matter experts. • Wrote User Stories for monthly deployments and tested deployment cases in our Salesforce sandbox and production environments.• Oversaw deployment, maintenance, and customer support for company systems including Salesforce, Ignite, Ring Central, and H2O.• Company expert in Salesforce relied upon for Salesforce trouble shooting, user updates (500+ users), report updates, dashboard updates, UAT testing, and training.• Created and maintained backlog of tickets for Salesforce for future prioritization.• Performed post release validation of all DTC systems with a focus on Salesforce.• Created and edited various Salesforce reports for Caliber users upon request. • Assigned leads out to loan officers daily by using data loader to insert excel reports with borrower information.• Set up new Caliber users into Salesforce (processors, loan consultants, and sales managers).• Pulled idle users reports from Salesforce bi-weekly and utilized that report to de-activate inactive users. • Enforced formal procedures for consistency, efficiency, and an increase of productivity in our SFDC environment.• Supported the day to day operational and tactical activities for the assigned department.

Frisco, Texas, Us

• Promoted to become the company's Business Operations Manager and intern program overseer, in addition to still working as the Zoho CRM Administrator. • Organized, launched, and managed our company's college internship program each school semester.• Ensured data integrity within our Zoho One suite system and reported recommendations for system improvements to our company president.• Supported our company's entire executive team and all Zoho business operations to ensure the organization meets our monthly goals on an ongoing basis.• Created Zoho One application instruction manuals for the company.• Launched and supervised our company’s IoT-A University which contained informational videos and quizzes created for authorized partners.

Frisco, Texas, Us

• Acted as the main contact and responsible for all configurations and customizations for Zoho CRM objects, processes, data entry, workflows and reporting, as well as troubleshooting issues within Zoho One software.• Set up and updated all leads, accounts, contacts, and deals within Zoho CRM. • Developed reports and spreadsheets for our sales team in Zoho CRM for data analysis. • Created custom objects, permissions, roles, and new user accounts as needed. • Monitored newly implemented/revised systems and supporting processes to assure they met business requirements.• Conducted monthly training sessions via RingCentral to ensure my team was up to speed on company-wide solutions and Zoho One Suite applications.• Mapped leads into our Zoho Campaigns application and sent mass emails to those contacts within the application which invited them to educational webinars we hosted monthly. • Assisted with integration processes from our Zoho One applications to other internal or external applications.

Dallas, Texas, Us

• Promoted to become the company's Salesforce Administrator. • Managed Salesforce Lightning platform with over 200 users using the Sales Cloud.• Imported contacts, leads, and opportunities for company loan officers.• Completed password resets, user audits, and all IT support requests. • Created custom objects, permissions, roles, workflows, and new user accounts as needed.• Provided data and reports to loan officers and sales team as requested. • Customized and managed reports and dashboards per team lead request. • Utilized Product, Price Book, and Quotes objects store borrower loan information in CRM.• Provided ways to utilize Salesforce to improve business processes and productivity. • Created and added users and profiles into the system once new files were assigned. • Imported borrower & loan information into the database via import wizard and data loader. • Performed data cleanup, extraction, and mass changes using data loader.• Managed security, users, profiles, business processes, triggers, record types, page layouts, hierarchies, custom objects, workflows, validation rules, etc.

Dallas, Texas, Us

• Performed post-closed loan auditing duties for the mortgage company. • Involved in the entire approval process of a post-closed loan.• Completed post funding audits on various loan types (CONV, FHA, VA, USDA) to determine if loan met applicable guidelines.• Utilized excellent analytical, organizational, & communication skills to provide an extensive file review.• Re-verified borrower income, assets, employment, bank account balances, and credit reports.• Identified loan discrepancies for a file and used workflow rules to escalate all cases to team leads.

Washington, Dc, Us

• Developed and adapted reports to ensure optimum quality review evaluations.• Reviewed documents to confirm accuracy and time sensitive data.• Reported regulatory compliance and risk management components. • Verified that errors or discrepancies identified by the Post Closer or Claimant were accurate and valid.• Thoroughly reviewed loan documentation for accuracy, completeness, and compliance with appropriate company standards. • Ascertained key risks and mitigating factors of fraud and other risks factors such as product/services, geographic, customer or operational.• Evaluated credit decisions for accuracy based upon established risk parameters and in accordance with policy, program, and product guidelines.

Bachelor Of Arts, Advertising

Account Planning/Strategic Planning

Salesforce Administrator

Education record