Morgan Cain Email & Phone Number

Oakland, California, Us

Oakland, California, Us

• Integral team player on a Cross-Market Consulting Team, driving stakeholder engagement, and strategic alignment for the successful execution of business initiatives and Salesforce Projects. • Delivered comprehensive reporting and analytical support, to assist in enhanced decision-making for Sales, Account Management, and other key enterprise functions. • Developed and maintained 300+ advanced Salesforce reports and 13 custom Dashboards, to provide Regional Line of Business Consultants and Leadership with insightful analysis of KPIs and metrics essential for business development and success. • Conducted requirements gathering for system enhancements, ensuring feasibility and change management assessments.• Conducted user experience testing and validated enhancements before new system releases, ensured seamless integration, and provided change communications, training, and support to end-users and leadership.• Provided exceptional support to regional users through targeted training sessions and managed user access and permissions to ensure compliance with Risk Management guidelines.• Served as a technical liaison, to communicate complex solutions and recommendations to stakeholders.

Oakland, California, Us

• Functioned as Regional Process Manager for Kaiser Permanente of Washington's Salesforce database, ensuring prompt and efficient resolution of technical support requests, data integrity, system enhancements, and analytical reporting.• Champion the Sales & Renewal Pipeline oversight and support, by leveraging data analytics to identify discrepancies, enhance KPI accuracy, and communicate insights to Sales & Account Management Leadership, following pipeline analysis.• Built and maintained over 400+ custom Reports and 25 custom SalesConnect dashboards, to assist Sales and Account Management staff with tracking sales and account management objectives.• Conduct user experience testing and validate enhancements before new system releases, ensure seamless integration, and provide change communications, training, and support to end-users and leadership.• Provided support to regional users through interactive training sessions, and efficient new user onboarding license management, to ensure optimal utilization of the SalesConnect Platform.• Participate in Monthly Sales Pipeline meetings to gain insight from leadership on sales strategy, department goals, and objectives.• Collaborate with Business Consultants, Program Office, and cross-regional partners on data management, custom reporting, and process improvements.

Oakland, California, Us

• Expertly managed an array of administrative functions, ensuring seamless flow of communication, efficient supply requisition and response to emails and telephone inquiries. • Coordinated complex meeting logistics: Gathering participant availability, securing venues, preparing essential materials, and verifying operational status of equipment, while collaborating with organizers to define support roles. • Skillfully managed Executive and Senior Management calendars, coordinating various internal and external engagements and resolved scheduling conflicts.• Provided comprehensive support to department leadership, contributing to a variety of administrative duties and spearheaded special projects as assigned.• Responded to staff needs for administrative assistance, including IT service requests, office equipment training and the distribution of group activity reports upon request.• Consistently completed routine tasks with a high degree of autonomy and meeting all designated deadlines.

Tacoma, Wa, Us

• Developed partnerships with assigned sites; assisted in developing a recruitment and referral strategy to help identify potential participants and worked with staff to assess family’s needs and develop a plan to support the family.• Networked and developed relationships with other community groups and organizations that provide wraparound support services to target population.• Coordinated plans for wraparound family support services; assisted participants in accessing appropriate services available through Goodwill and provided referrals to local social service agencies as needed.• Created and maintain client files; ensured document completion and storage to maintain confidentiality.• Supported program participants in developing individualized career and financial plans for pursuing short-term career training.• Monitored and ensured progress of program participants during enrollment in Women 2 Work; tracked activities and program outcomes in excel, as well as maintained case notes.• Collected and entered intake and performance data into CRM database and created queries to generate and verify data for quarterly reporting and activity and outcomes tracking.

Seattle, Washington, Us

• Facilitated item setup processes, ensuring accurate and efficient data entry and maintenance.• Fostered supplier relationships through prompt and clear communication, regarding order modifications and setup queries. • Proactively addressed and rectified inventory and pricing discrepancies and leveraged strong analytical skills to maintain productive vendor and stakeholder communication.• Partnered with key business units to review and enhance operational protocols, contributing to advancements in workflow efficiency, reporting accuracy and cost-effectiveness.

Bachelor Of Business Administration, Information Technology Management

Salesforce Administration Bootcamp

Salesforce Administrator, Platform App Builder, Sales Cloud Consultant