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"We have two lives. The second begins when we realize we have only one." - Confucius"Not all who wander are lost." - J. R. R. TolkienCertified Salesforce Administrator with business ops, sales, and executive level experience. Analytical with a high degree of integrity.Focus:*Salesforce Administration and User Training*Data Migrations and Integrations* Lightning Apps and Components*Sales and Operational Process, Policy, and Procedures*Sales Management*IT Support and User Management*Entrepreneurship*Office and Business ManagementSalesforce Related Skills:* SFDC Sales Cloud* SFDC Financial Services Cloud* Database Design/Customization* Hubspot CRM* Automation using Lightning Flows, Hubspot Workflows, Insycle, and Zapier.* Standard and custom objects relationships, fields, page layouts, record types, and business processes* Security controls such as passwords, IP restrictions, identity confirmation and network settings* The Salesforce Sharing Model: Organization-wide defaults, roles and the role hierarchy, manual sharing, sharing rules, and public groups* Custom profiles and permission sets* User and organizational setup* Data Loader* Workbench* Data Management* Analytics -- Reports and Dashboards* Desktop and Mobile Administration* Sales process, price books, lead automation tools and campaign management, and Salesforce Content* Case Management: Case processes, case settings and case comments* Automating case management: Auto response, escalation, web-to-case, email-to-case, case teams* Salesforce KnowledgeSalesforce awards work with what are called "Superbadges" to those that have completed projects to prove their expertise. Salesforce has also awarded me with the following Superbadge credentials:*Lightning Experience Reports & Dashboards Specialist*Security Specialist*Business Administration SpecialistOnce I obtained Salesforce Administrator Certification, I've learned so much with hands on experience helping more than 6 businesses use and customize CRMs. My goal is to obtain Salesforce Consulting Certification, to never stop learning, and to grow my business.Other Skills:* G Suite, MS Office, MS Access* Asana and Trello Project Management* Adobe Photoshop* MS Active Directory* WordPress* Troubleshooting Systems* Adobe Macromedia Flash* Macromedia Dreamweaver* Networks* Formally educated in computer coding, web design, database, and information systems
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Crm Consultant And AdministratorCrm Info Techs Jul 2019 - PresentSalesforce and Hubspot Consultant and Administrator.Sales Cloud and Financial Services Cloud.Migration, implementation, customization, optimization, and adoption.
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Hubspot DeveloperDoris Duke Foundation Sep 2024 - PresentNew York, New York, UsHelping the super friendly people at Doris Duke Foundation navigate HubSpot and use the wide variety of Marketing Tools that HubSpot offers. -
Integrations Specialist & Hubspot Administrator & Salesforce AdministratorGoodwood Consulting Feb 2022 - PresentBaton Rouge, Louisiana, Us* CRM Architecture.* Consulting, Migration, & Integration work for various clients. * Migrated data from Orion, Qualia, & Salesforce into Hubspot as Contacts, Companies, & Deals. * Setup custom workflows, custom Objects and properties, and provided User training. * Utilize tools such as FTP, EasyCSV, Zapier, Insycle, as well as APEX Data Loader. * Customer/Client facing (zoom meetings). -
Customer Relationship Management AdministratorGreenbox Capital May 2020 - PresentMiami, Florida, UsOngoing as needed:* Hubspot Administrator* Coordinating interactions & serving Users across multiple departments to use Hubspot together as a Team* By following the CEOs lead and example, 100% Remotely managing a Team of Hubspot Administrators by aligning the expectations of both company Leaders and Hubspot Administrators.* Creating, updating, & Removing Properties* Updating & Creating Workflows using Best Practices, Naming Conventions, Goals, and with descriptive If/Then Branch names* Utilizing workflow "Test" feature & reviewing Record Property History to identify where breakdowns are happening, troubleshoot & fix bugs* Created from scratch & am now maintaining Sandbox environment, used for testing before implementation into Production* Utilizing MS Sharepoint to track Hubspot Change Requests, Approvals, Rejections, & Completions* Contributing &/or leading Team chats, Zoom, Webex & MS Teams Video conferences wherever possible* Analytics - Creating & updating Integrity Reports* Updating a Data Dictionary that describes all Properties & Workflows & will be a useful resource when completed* Reporting directly to the CEO & Marketing ManagerAccomplishments:* Transferred crossover skills obtained from my education & experience as a Salesforce Administrator to involve myself in the creation, implementation, & now updating & enforcement of all Hubspot related policies & procedures* Created & Implemented "Roles" for all users; Eliminated problem of everybody being "Super Admin"* Utilized third party integration to assist in building a Sandbox* Created the Bug & Enhancement Request Report Trello Board for the best User communication* Onboarded & Trained new contractors* Made so all Contacts had unique phone numbers by bulk exporting & then import record Data after revising in Excel* Supported implementation of 3rd party integration Sakari SMS* Created policy & procedure for deduping & outsourced the routine to a less costly virtual assistant in India -
Salesforce AdministratorUltimate Sales Oct 2019 - Apr 2024Savannah, Georgia, Us* Provided 1-on-1 Zoom "Office Hours" to Users to work on Opportunities.* Worked with executives to establish short & long term Salesforce objectives.* Sat in on user meetings at various levels of the Company.* Served as a primary contact for integrated platform vendors.* Salesforce Best Practices: > Health Check - Raised company's Health Check compliance from 74% Good to 92% Excellent. > Salesforce Optimizer: Removing old reports, dashboards, & unused fields. > Make recommendations for increased health & security for org.* Implementing a video training reference library.* Utilize Data Loader to ensure continual good, clean data.* Analytics.* Discovered unimplemented features & apps & proposing to management.* Built processes using Process Builder & Lightning Flow to automate, enforce & streamline company policy, procedures, & facilitate adoption.* Added in-app guidance as needed.* Asana Project & Task ManagerAccomplishments:* Implemented Assistant, Lightning Activity Timeline, & Sales Process Path.* Created new objects & used Data Loader to migrate old-object data over.* Using user feedback, created new Reports, Joined Reports & Dashboards with Filters and Charts.* Automated Naming Opportunities, Closing Opportunities, Populating Opportunity fields from Account Record, various Email Alerts, calculating commission, updating Record Type to simplify new Opportunity Record creation, creating an Activity when an Opportunity is closed.* Created record types with custom picklist values.* Developed simplified & editable List Views to make updating Opportunities user friendly.* Significantly reduced Page Layouts size with better formatting & reduced fields.* Implemented Validation Rules to protect data quality.* Polled users for critical feedback using Chatter.* With Lightning App Builder, replaced unused & ignored home tab with a useful home tab.* Updated Role Hierarchy & OWD, Profiles, & Manager fields for enhanced security & user focus. -
Salesforce AdministratorProsperity Financial Group, Inc. Mar 2021 - May 2023San Ramon, California, Us* Full migration of bad Redtail CRM record data into good Salesforce Financial Services Cloud record data* Customized Salesforce fields, objects, record types, list views, validation rules, and picklist values to fit needs of the client* Automated processes using Lightning Flow.* Facilitated to set up email, calendar and contacts and turned on Financial Cloud Permission Sets and Features* Implemented integrations: Orion, Slack, Calendly, Cirrus Insights.* Using Lightning Flow, created a customized Calendar Blocking system.* Ongoing training* Continued enhancements* Analytics* Created and upkeeping an 80+ page custom user manual* Created Data Dictionary* Routinely work directly with stakeholders to improve their experience and streamline Company processes -
Freelance Salesforce Administrator ConsultantSelf Employed Aug 2019 - Oct 2019Satellite Beach, Florida, Us* Freelance Salesforce Administrator Consultant on Upwork.com and other freelance sites.* (July '19 to October '19) 3 - 6 hours per week with Breakthrough PT Marketing - Cloudingo duplication management and importing, Classic to Lightning Transition, Analytics. -
Sales OperationsSell 4 You In Oakland Jan 2010 - Aug 2019*Utilized various CRM tools like Cloze.*Scouted out leads, created custom plans of action, implemented standard contracts.*Primary client contact. Presented detailed client reports, statements, and invoices.*Worked on-location at customer sites.*Trained 10 personnel, acting project manager.*Automated processes and reports, and outsourced inventory management, packing and shipping, web design, advertising, and research.*Was granted over 1,200 positive reviews.
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Salesforce Administrator, Systems Administrator, National Sales ManagerNature Kist Snacks Jan 1995 - Jun 2012*Increased annual sales by 50% to $15mm.*Interfaced top tier customers often.*Established long term relationships with key players/buyers.*Trained customer's sales teams.*Independently involved in full customer lifecycle.*Championed Salesforce adoption and was Salesforce Administrator.* Streamlined mass marketing email campaigns using Salesforce.* Utilized Salesforce Case object to assist with customer service on a daily basis.* Cleaned, formatted, removed duplicates, and imported the accounts and contacts from previous PIC system into Salesforce.* Self taught Salesforce CRM lead conversion tools for new customers and created a pipeline forecast model with monthly sales growth goals for self and brokers.*Created and presented executive level reports.*50% travel.* Created and managed a nationwide network of sales brokers to sell via the c-store & grocery channels.* Landed new accounts such as CVS, 7-Eleven, Wal-Mart, Big Lots!, JoAnne Fabric, and large convenience store chains, wholesalers and distributors.* Windows NT Server Administrator with Active Directory.* Computer support technician.* Managed existing large accounts such as Safeway, Albertson's, Costco, Raley's, SaveMart and others.* Traveled extensively to meet with new and existing customers and train brokers.* Helped shape the company culture and policy by attending every meeting in every department as much as possible and made executive level decisions frequently, which I would see throughout the organization.*Led monthly safety meetings.*Web design.* Awarded status of "Core Employee", one of only five selected out of 60 nominees.* Obtained an abundance of manufacturing and business, including receivables, payables, payroll, HR Manager, Safety Manager, Office Manager, sales, warehouse management, packaging, palletizing, and logistics.
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Computer Technician, Ms Access Database AdministratorComputer Support Services Jun 1998 - Jun 2001*Managed technical priorities.*Created an inventory management database with a check in/out system using Microsoft Access that was utilized by the University of Boulder School of Business staff for years.*Answered requests from Professors when they were experiencing technical difficulties.*Maintained classroom AV equipment & CPUs.*Worked independently often & also under supervision.*Trained professors and building staff to use the computers and software tools provided to them.*Built several customized systems including a dual boot PC.
Roque Mozingo Skills
Roque Mozingo Education Details
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University Of Colorado BoulderGeneral -
University Of Colorado BoulderPsychology
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Trailhead By SalesforceSalesforce Administrator
Frequently Asked Questions about Roque Mozingo
What company does Roque Mozingo work for?
Roque Mozingo works for Crm Info Techs
What is Roque Mozingo's role at the current company?
Roque Mozingo's current role is Certified CRM Administrator and Consultant.
What is Roque Mozingo's email address?
Roque Mozingo's email address is in****@****ail.com
What is Roque Mozingo's direct phone number?
Roque Mozingo's direct phone number is 140859*****
What schools did Roque Mozingo attend?
Roque Mozingo attended University Of Colorado Boulder, University Of Colorado Boulder, Trailhead By Salesforce.
What skills is Roque Mozingo known for?
Roque Mozingo has skills like Salesforce.com Administration, Application Support, Data Migration, Database Administration, Sales And Marketing, Web Design, Network Security, Business Strategy, Salesforce.com, Microsoft Office, Visual Communication, Management.
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