Olivia Claffee Email & Phone Number

Charlotte, Nc, Us

· Serve as the sole Salesforce Administrator, independently managing and optimizing the CRM system for the entire organization.· Implement and customize Salesforce solutions based on leadership and executive requests, ensuring alignment with business objectives and improved operational efficiency.· Proactively identify, propose, and execute CRM enhancements, driving continuous improvement in sales and revenue operations processes.

Remote

· Assisted in the maintenance and optimization of Salesforce CRM, updating customer data and creating reports to support sales team decision-making· Collaborated with sales managers to analyze pipeline metrics and sales forecasts, contributing to the development of more accurate revenue projections· Supported the creation and distribution of sales collateral, ensuring materials were up-to-date and readily accessible to the sales team via the company's content management system

· Responsible for 100+ accounts, acting as primary point of contact for any client inquiries while improving retention and client satisfaction· Assisted technical support team during times of high volume end user inquiries· Analyzed reporting data between Salesforce and Intacct to ensure accurate reporting and consistent data

· Worked closely with one of the nation’s leading consulting firms to staff technical developers with high volume corporations· Performed instrumental KPI reporting, data analysis and strategic planning for Operations team· Administered multiple VMS and CRM systems such as SAP Fieldglass and QuickBooks

Greensboro, North Carolina, United States

· Customized functions within Microsoft Dynamics 365 to maximize efficiency· Maintained customer data such as invoices, orders, and service requests· Held weekly meetings with CEO for project feedback and innovative design ideas