Peter Magenheim Email & Phone Number

Portland, Or, Us

Portland, Or, Us

Auckland, Auckland, Nz

San Francisco, California, Us

• Project team member for CPQ re-implementation: build, test and deploy products and price book entries, product options/rules, price rules etc.• Re-design and implement new Advanced Approvals logic consolidating multiple redundant and out of date Approval Chains/Rules• Lead global support admin in charge of training and mentoring incoming junior Salesforce admins on internal support processes and best practices• Work with key stakeholders across business groups in Sales, Support, Finance, Legal and IT along with SFDC developer team for end user feedback driven LEX migration tailored for each business unit

Portland, Oregon, Us

• Implemented Case functionality for Partner Support and CSM teams, migrating away from legacy process of various shared email inboxes to a centralized Salesforce Case based collaborative ticketing system• Implemented DocuSign and Salesforce CPQ integration allowing for the sending of DocuSign envelopes directly from CPQ Quote Documents and real time updates of signature completion status in Salesforce• Evaluated and streamlined Salesforce instance, reducing technical debt and artifact bloat. Outdated and superfluous custom fields, record types, page layouts, workflow and validation rules cut by anywhere from 10-40%• Undertook streamlining and performance improvement of Lightning Experience rollout, implementing SFDC best practices for LEX

Westminster, Colorado, Us

• Technical point of contact for Salesforce.com projects. Drive user adoption of existing functionality and applications, and work with stakeholders to understand and develop business requirements.• Lead Salesforce Administrator for in progress Service Cloud implementation project, working with a project team of 15+ to transition entire Support and Professional Services organization of 120+ internal and external users from Netsuite and BoldChat to Salesforce Service Cloud and Live Agent• Salesforce Admin for successful CPQ implementation project, working with project team of 20+ to implement Salesforce/Steelbrick CPQ and integrate with Netsuite for Sales, Orders, Legal, and Accounting departments of 150+ internal users• Build and maintain latest version of product catalog in CPQ, including configuration and management of Products, Price Book Entries, Product, Price & Configuration Rules, Product & Price Actions, Option Constraints as well as Steelbrick Advanced Approvals for internal Quote discount routing all the way to CFO level• Build features in SFDC utilizing tools such as Process Builder, Workflow, Custom Objects and Formula Fields• Collaborate with IT and IS teams to ensure company-wide system stability• Consultant to internal and external stakeholders from a technical and process perspective

San Jose, California, Us

• Provide technical and functional assistance for the #1 ERP applications native to the Salesforce platform in a timely and professional manner• Work with customers, consultants, and partners to understand their needs and expectations and to direct them to the proper solution• Reproduce errors, problems or bugs as a part of a case investigation and ultimately determine whether the case is an application problem, an operational error or a product services enhancement opportunity• Provide knowledge transfer and training within the team; share best practices with team members to enhance the quality and efficiency of customer support and contribute to the KCS knowledge base• Troubleshoot and configure implementations for FinancialForce Professional Services Automation (PSA) and Human Capital Management (HCM) Force.com applications

San Antonio, Texas, Us

• Perform general and advanced administration of SFDC as well as assist sales, marketing and other departments to gather and design requested system improvements and functionality for 2,000+ internal userbase• Maintain general SFDC data integrity using Data.com and perform bulk jobs using DataLoader and DemandTools in both production and sandbox instances• Proactively meet with business stakeholders on developing and enforcing SFDC data best practices and suggest process improvements across BUs• Assist in closing and reporting sales attainment on a monthly basis including system audits and bookings support and validation for BI and commissions• Manage, analyze and report on support requests to identify trends in common user issues and act as business systems analyst to work with development teams to implement improvements using JIRA• Act as a liaison with other departments by understanding the sales model and ensuring the integrity of information available through various system and reporting structures• Managed various projects across multiple departments to improve customer chat experience on SFDC Live Agent and improve Marketo integration and reporting• Overhauled and simplified SFDC support ticket model to remove usability roadblocks to broad user adoption for Salesforce Cases by reducing case submission time and effort by over 40% while improving case reason reporting and analysis

Austin, Tx, Us

• Create and maintain both Salesforce and Excel based reporting tools and manage ad-hoc reporting requests for the sales, marketing and finance departments to analyze and monitor their performance at various levels• Deliver weekly and quarterly sales forecast reports to Executive team and investor stakeholders to analyze and summarize pipeline, sales strategies and rep productivity by industry and product line across numerous KPIs• Calculation and tracking of monthly and quarterly commissions for entire sales staff of over 90 including all account executives, sales managers, solution engineers and VPs on 10+ unique compensation plans • Compile, organize and prepare presentation materials for E-team for monthly and quarterly company performance reviews and board meetings• Deliver systems and process reinforcement to new hires and manage on-going SFDC usability and efficiency training as needed

Tampa, Fl, Us

• Data gathering, compiling, processing and reporting using Excel and other statistical software like STATA and eViews• Additional research and academic assistance such as tutoring, grading, proctoring, and editorial assistance for faculty research papers• Contributed regression analysis to papers on corporate taxation and significant research and editorial assistance for papers on foreign remittances and resume selection bias

Master Of Science - Ms, Finance, General

Bachelor'S Degree, Economics