Jonnathan Roses Email & Phone Number

❖ Managing multiple projects at once. Initially working on both Salesforce and Salesforce CPQ implementations. ❖ Leading discovery sessions, performing business process modeling, UX, and high level technical architecting. ❖ Create detailed business cases, process diagrams, wireframes, and future state solutions. ❖ Manage cloud-based software changes and upgrades. ❖ Collaborate with other BSA's and Architects to determine the optimal solution architecture to ensure application efficiency, maintainability, and scalability. ❖ Research, recommend, and implement Salesforce-based solutions including 3rd party applications to enhance business processes

Salt Lake City, Ut, Us

The project was to improve overall business processes and integrate different departments applications and services to their primary system Salesforce. By deploying and implementing Salesforce Best practice, the org was going to be able to utilize different application like CPQ, SCM, FFA, Conga, DocuSign an overall improve automation and user adoption. I was involved in designing and discovery gathering for automating and recommending solutions that better suit the business needs.Some Of My Responsibilities:❖Provide consulting and coaching around best practices in Salesforce administration and implementation to enhance user experience.❖Manage multiple stakeholders' engagements and work with associated team members to understand requirements, facilitate business process analysis sessions, and develop technology solutions for these teams.❖Proactively recommend new features and improvements to optimize and grow the use of the platform.❖Develop business requirements, specifications, process flows, application design, and configuration alongside testing and deployment.❖Utilize your Salesforce expertise, applied commercial experience, problem-solving abilities, and creative flair to support, advise, design, build, deliver, and maintain Salesforce ecosystems.❖Drive a program vision while advising and articulating program/project strategies to enable technologies including the Salesforce platform.

Salt Lake City, Ut, Us

having 5+ years of experience in the field of Information Technology with 6+ years of experience in theSalesforce.com CRM Platform. Good knowledge in all phases of SDLC including requirements gathering and analysis through project Design, Development, Testing, Implementation, Deployment, and Maintenance. Motivated by a personal commitment to serve, embrace challenges and exceed expectations.Responsibilities:❖ Propose, implement, and manage the implementation of Salesforce solutions that meet business requirements.❖ Perform impact analysis for scope change requests, document changes to requirements, configuration, and data mapping❖ Collaborate with other BSA's and Architects to determine the optimal solution architecture to ensure application efficiency, maintainability, and scalability.❖ Provide technical and functional expertise to project teams❖ Conducted knowledge transfer sessions for associate resources working in SFDC technology.❖ Demonstrate solution functionality to business stakeholders as needed❖ Support, and/or coworkers as necessary to resolve open issues or research performance problems.❖Complete projects/tasks on a timely basis, according to commitments made to stakeholders and management.

San Francisco, Ca, Us

sales operations, strategic planning, project and product management, at the district, regional and corporate level for both start-up and established companies. Results focused and effectual leader with proven ability to successfully analyze an organization's critical business requirements, identify deficiencies and potential opportunities, and develop innovative and cost effective solutions for enhancing competitiveness.Experience SFDC Configurations/Customization - User Interface, Page Layouts, Tabs, Custom fields, Custom objects, Validation Rules, Triggers, etc. • Extensive experience over creating workflows, approval processes, validation rules and sharing & security rules. • Extensive working knowledge in generating Reports, Dashboards, customized reports and analyzing the data in Salesforce. • Experience in developing and administrating projects on Salesforce.com Sales, Service cloud.• Proven ability in using data tools - Apex Data Loader, Import Wizard, SFDC Data Export, and Mass Delete etc. Experience in Partner portal, Customer portals and Force.com Sites. • Created Technical document, like a user manual for using the application and training end users.• Worked closely with the Business users, End users and proven ability in understand the requirements from the end clients. • A well-organized, dedicated, goal-oriented and a hard-working team player with extensive communication with BA Team in analyzing the requirements.Continued

San Francisco, Ca, Us

RESPONSIBILITIES:Create and Manage Changes to the System -• Proactively seek out and identify needed system changes.• Proactively gather feedback from users.• Manage system changes without interruption to the user.• Communicate system changes to the users in advance so they understand the change and howto use it prior to implementation.• Gather requirements from end users.• Modify the system to increase benefits and usability.• Manage the change control process and “Change Management” Committee if appropriate.• Manage all processes that impact / relate to Salesforce.com.• Manage new releases of SFDC and efficiently roll out new features.• Create and maintain fields, views, reports, dashboards, campaigns and other salesforce.comobjects and functions.• Create custom objects when necessary.• Handle on-going customization/ alteration of Salesforce.com.• Maintain, enhance and create workflows, functions and configurations within theSalesforce.com environment.• Create new reporting capabilities and respond to ad hoc reporting requests as needed.• Provide support functions as needed.• Provide sales and financial data to company executives.Maintain System, Security and Integrity -• Map salesforce.com hierarchy and territories in response to personnel changes.• Reassign Accounts, Contacts, and Opportunities in response to personnel changes.• Grant/ remove and maintain user licenses.• Maintain security including sharing rules and security levels.• Design, Create and maintain user roles, profiles and hierarchies.• Monitor application storage usage and archive data as needed.User Assistance, Training, Adoption and Satisfaction.Continued

Salt Lake City, Utah, Us

♦ VFI created a new position in the company built around my skill sets and business proposal. I was promoted and given complete management control over company data.♦ Worked over 80 hours a week for a year building "from scratch" a CRM Customer Relationship Management and Data Analytics system and methodology using SalesForce.com and Westlaw along with Avention.♦ Reinvented the entire methodology being used in the SalesForce.com software the company was using and it was not working.♦ Optimized the CRM platform to maximize the company's return on their investment. ♦ Specialize and owned all platform decisions and metrics in the implementation, configuration, customization, and integration of Salesforce.com. ♦ Wrote and developed training material and then executed all training.♦ Charged with using this technology platform to increase Inside Sales Reps performance and to increase Net Operating Income for VFI. ♦ Devised, created, programmed and executed training throughout every VP, Manger, Business Development Officer and Inside Sales Reps.​♦ Developed and deployed "from scratch" sales team processes and metrics to ensure timely and accurate data capture and sales metrics.♦ Customized all aspects of sales operations to meet business needs of company ownership.♦ Defined and collected data metrics and key performance indicators that align with the goals of the business to create more prospects, leads, and closed sales.♦ Responsible for implementing customized solutions that support business requirements and drive key business decisions about personnel, including Officers, VP, Sales Mangers, Mentors and every Inside Sales Rep.♦ Continually tweaked the data collecting and data analytics as the primary driver in scaling corporate Inside Sales at a rapid pace. ♦ Coached the entire Inside Sales Force, Managers and VP's on how to create a paradigm shift inside the company to increase sales and profitability as well as Inside Sales staff retention.

Salt Lake City, Utah, Us

♦ Built an entire CRM business model proposal reporting directly to ownership,♦ Created Data Metrics and Analytics that proved that massive changes had to be instituted in the way that data was collected, implemented and coached in the company.♦ Compiled countless pages of research data outside the company to prove the business case that in many cases the company competition was outperforming the company in closing financial lease transactions from a corporate prospect list numbering in the hundreds of thousands.♦ Presented a business model to ownership that consisted of extremely detailed steps of the changes that needed to be instituted by the company to become totally immersed in a CRM environment every minute of every day and on every outbound sales call complete by every Inside Sales Representative.♦ VFI created a new position in the company built around my skill sets and business proposal. I was promoted and given a large increase in compensation to perform the duties of CRM Sales Force Administrator - Inside Sales ​Data Analyst. I had to build the entire CRM Inside Sales and Data Analytics System "from scratch" including scrubbing the entire existing data base and converting hundreds of thousands of existing corporate prospects in a complete conversion of technology. This effort would end up taking 80 hours a week for a year.

Salt Lake City, Utah, Us

♦ Excelled as an Inside Sales Representative cold calling on corporate officers and owners of Merchants, Local Businesses, Medium Companies, and up to Fortune 500.♦ 125 - 150 Dials per day talking to small, medium and Fortune 2000 businesses. ♦ Served as a Mentor to other representative who needing coaching on data collection.♦ Developed expertise in the Capital Finance, Project Financing and Equipment Leasing industry.♦ Contact base was CFO's, Controllers, Treasurers, Procurement Officers, Supply Chain Managers, and Finance Managers of each company.♦ Signed and funded several million dollars in lease financing deals.♦ Worked at building financing pipeline of quality companies that needed Capital Financing.♦ Capital Financing provided for Processing, IT, ERP, Furniture & Fixtures, Equipment, Heavy Yellow Iron, Trucks and Manufacturing lines.♦ Serviced the following Merchant Verticals - Franchises, Small, Medium and Large Companies. Restaurants, Retail, Healthcare Clinics and Hospitals, Manufacturing Companies, Yellow Iron, Equipment, Construction, Mining, Shipping, Solar, O&G, Retail, Energy, Farming, Retail, and more.♦ Position demanded beyond extreme work ethic plus high level sales and communication skills.♦ Selected by ownership of the Company to do an intensive research project on the entire Inside Sales process and how the company could use CRM data, Analytics, and other data base management tools to improve the efficiency and profitability of the entire company.

Us

♦ Worked with tablet and cloud-based solutions and able to apply technology to help grow small merchants and businesses.♦ Performed self-sourcing sales in an environment for small to medium size merchants and business clients.♦ Responsible for client acquisition and retention in a brutally competitive industry.♦ Accountable for retaining clients by building relationships and growing portfolios through relationship management and cross consulting. ♦ Represented the First Data values of embodying the highest ethical standards and treating others with dignity, respect, and genuine concern.♦ Developed a plan to effectively build pipeline and generate top line revenue growth.♦ Performed with "Hunter" mentality with drive to identify and close on opportunities.

New York, Ny, Us

♦ Managed and retained profitable relationships with Merchant and businesses.♦ Focused on the delivery of value added solutions to our merchant and business clients.♦ Performed in-bound and outbound calls for client retention as well up-selling additional services.♦ Orchestrated the interfacing with clients by providing potential credit lines,♦ Interface the merchant or business client with additional Chase support staff and product partners. ♦ Developed a weekly sales plan and anticipate the future needs of the client. ♦ Cross-sold every Chase product and service available to local merchants and businesses.

Solution Architect, Networking System Administrator/ Saas Consulting

Associate'S Degree, Finance, General

High School Diploma, General Studies