• Work directly with our leadership team (across sales, marketing, and client success) to define, optimize, document, and maintain the right processes to scale effectively and reduce inefficiencies and downtime• Maintain and optimize system architecture, workflows, and processes within SureCam’s systems and tools• Serve as subject matter expert for SureCam’s systems operations policies and best practices• Support data accuracy & hygiene across the SureCam systems operation tech stack including, but not limited to, Salesforce, HubSpot, Zendesk, ZoHo and Gong• Optimize marketing workflows & processes in support of Sales & CS productivity• Manage all technology selection initiatives and develop a process for defining, selecting, and implementing new systems including vendor evaluation and operations requirements• Build and manage relationships with I/T vendors• Manage our system project setups, rollouts, and integrations with other platforms• Support team trainings and keep teams informed of updates and improvements

• Manage integrations, automations, and implementations of CRM and other marketing systems including Zoho CRM, Salesforce, Zapier, Unbounce, Jotform, and Mailchimp.• Work cross-functionally with software developers to build new systems, third-party integrations, workflows, and automations from the ground up according to business needs. This includes gathering requirements, planning, testing, documenting, and implementing.• Analyze marketing processes to formulate new and modified processes and workflows that increase efficiency.• Provide critical systems knowledge to the department to leverage software features and find new software products to meet monthly revenue goals.• Manage multiple projects of varying size and scope across different lanes that Operational Marketing supports.• Troubleshoot and resolve issues with web hosting, email delivery, Salesforce screen flows, and CRM workflow rules.• Write HTML, CSS, and JavaScript for website elements like image carousels and countdown timers for limited time offers.• Build reports in Google Analytics GA4 and Zoho CRM to track performance of radio ads and Google PPC ads.

• Implemented agile and Scrum principles using Rally Software to plan weekly sprints, prioritize work and communicate deliverables to management. • Built complex E-commerce sales automation to sell monthly and annual SaaS subscriptions with Stripe, Zapier, Wordpress form builders including Spiffy, Forminator, and Unbounce. • Created triggers, filters, paths, and actions to automate free trial account creation, sales processes, and enterprise account management tasks. • Migrated Salesforce org from Classic to Lightning Experience. • Replaced Salesforce Classic Visualforce pages and processes with new custom built Lightning web components. • Managed Salesforce standard and custom objects, page layouts, field security, users’ permissions, duplicate rules, Bulk Data Load Jobs. • Built an automated process to generate and send quote and invoice documents using the S-Docs app and a custom Lightning web component in Salesforce. • Created and updated automations in Salesforce with Flow Builder, Process Builder, and Workflow Rules. • Reviewed and activated Salesforce release updates to improve org performance, security, business logic, and usability. • Enabled Multi-factor authentication and updated settings to meet Salesforce security standards. • Set up ActiveCampaign Salesforce integration to sync data between the systems. • Imported and exported data from Salesforce, Twilio, and other systems to analyze performance, identify potential issues, and present reports to management. • Built custom reports in Zendesk to analyze data, identify areas where we can improve efficiency, and present to management. • Wrote functions in Zapier code steps using Python or Javascript. • Developed new integrations with CRM systems using their APIs, and customized integrations to meet the needs of customers in the mortgage, auto, and finance industries. • Earned 48 Salesforce Trailhead badges.

• Designed and implemented task automation for creating mobile apps for enterprise customers using Zapier, Formstack, and Slack.• Configured templates for Progressive Web Apps in order to customize them for large companies in the mortgage industry and the public sector.• Collected information about software bugs and wrote detailed descriptions to report to software engineers.• Created invoices, processed payments and refunds for customers using Stripe.• Used Salesforce to maintain customer data and deliver software usage reports to customers in management positions.

• Managed support ticket system (Freshdesk) and reporting.• Wrote help documentation and created help videos for proprietary content management systems.• Worked with software developers and designers to improve user experience.• Specialized in SEO website content audits.• Analyzed and reported website traffic data with Google Analytics.• Managed DNS zone files for company owned and customer owned domain names.• Wrote blog posts for the company website.• Coordinated with payment service providers to improve processes.• Trained new employees and wrote training materials that explained processes.• Maintained an ecommerce store with OpenCart.

• Primary technical contact for over 2,000 customers.• Wrote the user guide for a proprietary content management system on a WAMP environment.• Prioritized and managed several issues at one time.• Set up web and email hosting in cloud and dedicated server environments through Rackspace.• Used a systematic approach to troubleshooting issues related to CMS, hosting, and email delivery.• Set up DKIM authentication for domains.

A compliance specialists works with call center managers by providing call statistics and other reports that help them improve efficiency and motivate employees toward production goals. This person generates many reports on a regular basis using databases and Microsoft Excel. Someone in this position also works closely with the Human Resources department with regards to processing paperwork for new employees and employee terminations. Required skills include multitasking, excellent communication, and attention to detail in addition to the ability to meet deadlines and adapt to changing working conditions.