Mentorship and career growth for a large Agile team.Proactive partnership with the greater organization to build scalable Salesforce/HubSpot-centric systems that drive measurable growth.

People-centric, systems-focused.

TL;DR: Salesforce administration + MonetizeNow CPQ/Billing -> Netsuite.Stack:Salesforce Sales Cloud, MCAE, LeanData, Gainsight, Clari & Wingman, Outreach, Docusign, ZoomInfo, Clozd, 6Sense, Lessonly.Tools:Plauti Duplicate Check, Data Loader, Workbench, JetStream, Mass Action Scheduler, Salesforce Inspector, DLRS

Salesforce administration in a software startup to build sales funnels with qualified prospects and enable sales and customer success teams to build relationships with the right accounts. My main duties involved the automatization of processes through Flow including internal email notifications and account scoring, daily data hygiene and bug chasing, updating user permissions, profile maintenance, custom and relational object planning and builds, CPQ administration, creating quote templates and terms, and managing the approval escalation process through Advanced Approvals. These efforts are communicated through a team Jira board to manage and prioritize interdepartmental projects. I build reports, dashboards, and request forms through Slack and Google Forms to manage incoming project and bug-fix requests to simplify cross-communication, build the RevOps Confluence page out for posterity, and present to all teams about upcoming and planned changes in our Salesforce instance.

Data integrity efforts to maximize Business Development prospecting and sales funnel escalation efforts. Daily CPQ administration to support CPQ analyst. Respond to and create Salesforce reports and dashboards from requests of Sales, Account Management, and the Executive Leadership Team. Salesforce accounts, contacts, leads and opportunities administration. Proposed and implemented an interview scheduling system for streamlining the telephone questioning of won/lost prospects to gather marketing data for the product team. Beat all deadlines on projects pertaining to the customer data integration necessary to merge with an acquired competitor. Verify and administer territory adjustments for the sales and management teams on different levels of the Territory Mapper integration using Data Loader and Excel.

Brand creation, marketing, advertising, product development, manufacturing sourcing, CAD & Adobe, public relations, photography, videography, social media, customer service, sales, team work, CRM, contract assembly fulfillment, work flow management, accounting and legal.