As the solo Salesforce Administrator and CPQ Specialist at Enboarder, I've played a pivotal role in navigating the complexities often seen in scaling organizations' business systems. By taking charge of various applications within our business stack, I've helped streamline operations and optimize processes, enabling our team to better serve our customers. One of my key contributions has been co-leading an Org-Wide Initiative to establish a Center of Excellence around business systems, a move that has enhanced governance and paved the way for collaborative system design and solution delivery. Introducing SCRUM processes around system enhancements has also been instrumental in ensuring a continuous cycle of discovery, design, and delivery. Leveraging tools like Jira, Confluence, Atlassian Assist, and Slack, we've streamlined our workflow and improved collaborative development. This groundwork facilitated the successful implementation of Salesforce CPQ Contracting, Amendment, and Renewal functionality, resulting in significant improvements such as reduced quote cycle time and enhanced accuracy in renewal forecasts. Additionally, I delivered major pricing strategy changes by leveraging a plethora of CPQ features, like Pricing Methods, Price Rules & Actions, Discounts, and Quote Calculator Plugins. I've collaborated with the marketing team to automate the capture of campaign performance metrics, employing custom business logic to ensure accuracy and efficiency. My contributions have been recognized by my peers through the Enboarder Monthly People's Choice Award, an acknowledgment of the valuable outcomes I've helped deliver.In parallel, I've pursued professional development by obtaining five Salesforce Certifications, including CPQ Specialist, Platform Developer I, Data Architect, Sharing and Visibility Architect, and Application Architect. These certifications underscore my proficiency in designing scalable end-to-end solutions within the Salesforce Platform.

College Possible Texas(Formerly College Forward) is an Austin-based nonprofit whose intensive, culturally-appropriate mentoring programs propel under-served students to collegiate success and remunerative careers. With a goal of building and sharing effective solutions, we collaborate with respected practitioners to distill best practices into highly-efficient program models, supported by a technology platform that drives student outcomes and yields critical data for longitudinal research. This technology is a Salesforce based System called CoPilot which was developed to alleviate internal data limitations in 2010. CoPilot was also launched on Salesforce's Appexchange in 2014 with the goal of alleviating other organizations' data tracking pains. While balancing the externally facing Partner Experience Mgr role for CoPilot Customers, I'm also the internal System Admin. In this role I;• Implement Data Input procedures to ensure streamlined workflow, data integrity and security• Collaborate with internal stakeholders to identify business needs and configure platform, suggest and administer platform modifications• Collaborate with team of developers, executives and program staff on Mobile App development project funded by Salesforce's Force For Change grant• Manage user setup, activation and adoption• Manage integration of 3rd party applications and licenses• Identify opportunities for Automation, develop then deploy using all available platform tools• Designed and implemented process for internal tech support and triage all internal support cases• Led, executed, and trained on the full lifecycle (discovery to retro to end-user training) of internal data refactoring project for 1+Million Records and dependent components• Led transition (configuration to training) from Classic UI to Lightning• Designed complex security and sharing structure (Profiles, Roles, Sharing Rules, Permission Sets)

CoPilot is a Salesforce based Student Information System launched by College Forward, an Austin-based nonprofit whose intensive, culturally-appropriate mentoring programs propel students from underserved backgrounds to collegiate success and remunerative careers. CoPilot provides non-profit and education advisors a holistic Student Information System, allowing users to access and analyze critical information in order to deliver more targeted, data-informed student interventions. As Partner Experience Manager, I serve some of the world's most successful College Access and Completion programs through the on-boarding, training, adoption and ongoing management of Salesforce and the overlying CoPilot Application. In this role I:•Oversee maintenance of the Salesforce Managed Package “CoPilot,” a SIS currently implemented by 40+ higher education organizations•Planned and managed the implementation and training of Salesforce and CoPilot for 15+ non-profit programs across the world; led in-person and remote Admin and end-user training (implementation and maintenance)•Lead system administrator for internal and external (partners) Salesforce instances, responsible for triaging Cases across 40+ instances•Lead consultant on the schema and design across every implementation project, working with the business and engineering teams to guide best Salesforce processes and data structure•Led, executed, and trained on the full lifecycle (discovery to retro to end-user training) of an internal data refactoring project•Led transition (configuration to training) from Classic UI to Lightning Interface across several stakeholder sites•Consultant and trainer on 10+ Lightning Experience transitions for CoPilot app partners•Designed complete security structure (Profiles, Roles, Sharing Rules, Permission Sets) for 30+ Partner Organizations•Conducted demos for CoPilot to 100+ Prospects via virtual (Zoom, GoToMeeting, Hangouts) and in conferences (Dreamforce, NCAN)

Yodle is an online marketing giant which helps businesses by increasing their online visibility through organic SEO, Adwords, Social Media Management, Website (Adversite) design, Reputation Management and Email Management . At Yodle, I made between 150-300 cold call dials per day to Attorneys and General Contractors to schedule demos, run demos and close the sale. While still only a trainee, I ranked in the top half of the entire company in terms of Sales Revenue. I also led my training class in all metrics.

Texas Electric Cooperatives represents the interests of 75 electric cooperatives with more than 3 million members throughout the state. TEC serves its members by providing products and services that help sustain cooperative businesses in the 21st century.The association advocates for cooperatives in the Texas Legislature, the U.S. Congress and state and federal regulatory agencies.TEC also offers a full line of utility supplies and services, including utility poles, through its Manufacturing & Distribution Services facility headquartered in Georgetown.As a Customer Support Representative, I offer bids for a wide variety of utility supplies to Texas based Electric Cooperatives and Municipalities. It's my job to offer the most competitive prices and deliveries while providing the highest level of customer service in the industry.

UTEX Industries Inc. is a leader in the fluid seal industry, catering to the oil extraction, natural gas and water distribution markets. Most seals are custom designed and engineered to perform in very specific applications. Accuseal is the division which specializes in seals made from polymers such as PEEK, PTFE and Graphite, to name a few. I handle over 50 accounts, many belonging to major oilfield service or offshore technology companies. My duties include:• Build strong relationships with customers• Deliver formal quotations in response to all requests for quotation (RFQ’s) • Participate in regular customer and internal audits to identify then solve costly procedural flaws, improve lead time and overall quality • Interface with customers via SRM/SCM systems (mainly SAP and Oracle based) to streamline all requests, orders, reports and reviews • Negotiate Contract Order terms in line with internal business objectives and industry best practices• Work closely with procurement specialist to identify and qualify suppliers with goal of reducing cost, meeting deadlines and maintaining product quality• Conduct Benchmarking analysis of performance metrics such as bookings, profit margin, on time delivery and quote conversion• Review monthly analysis and reports on customer database regarding Lead Time, OTD and quality• Utilize operations reporting applications and database to deliver quality data which complies with Oil and Gas and industry Standards • Build strong internal customer relationships in order to meet shared objectives and improve process flow • Work closely with Quality Department to ensure efficient process flow and reduce cost associated to scrap, failures and defects• Compare benchmarking data against global best practices while verifying that the scope of work has met goals and deadlines of time sensitive projects•Perform Data Auditing with Quality Assurance Standards and investigate ways to prevent cost of failures and missed lead times

The Modern Group is a strong family of leading industrial equipment companies. These companies serve a broad variety of industries, including oil and gas, agriculture, power generation, storage and transportation. Dragon Products designs and manufactures custom heavy duty equipment for a variety of applications including well servicing, bulk storage, liquid and solids hauling and a variety of pumping and mud solutions. Some of these include workover and drilling rigs, frac tanks, tank trailers and mud pumps. Dragon offers an in house financing option for customers through MG Finance. Through MG Finance customers can lease this equipment through operating leases which are attractive due to their qualification as an operating expense and does not effect the lessee's balance sheet. As a Portfolio Analyst I worked directly under the President, sitting in on contract negotiations with clients and lease assignee's, conference calls with executive members of the company and in drafting of the lease agreements. However, before lease agreements were drafted, I was to collect an application, both personal and business financial statements and assist in the review and analysis of the applicants' financial credibility and leverage. Upon approval of application, all lease agreements were delivered and executed in person. Therefore, when the president was unable to deliver paperwork, I was to meet with the lessee, explain the terms and have the contract executed. In addition, I was responsible for filing and maintaining all current financial statements, paper and title work and for getting plates and registration for all equipment that was mandated by law.

First Marblehead Education Resources is the leading provider of student loan solutions for lenders, credit unions and schools. Acting on behalf of hundreds of lenders worldwide, FMER works directly with schools, lenders and applicants in order to match the proper loan with the applicant and facilitate the application to approval process. In the Credit Resolution Group, I acted as and led a 15 person group of credit analysts who processed over $10Milllion in loans per day. Applications were received, all pertinent financial documents and credit information is collected, reviewed and compared to criteria established by lender and guarantor. Any missing information or documentation was retrieved directly from the applicant by the analysts. Analysts were responsible for resolving each issue until the application reached decision status. In order to encourage behaviors and eliminate errors, I implemented a performance incentive plan which illustrated performance and rewarded top performers. Pertinent data was compiled into reports and privately disclosed to each analysts. This data included call queue availability time, idle time, call time, number of loans resolved, dollar value of approved loans, number of fraudulent loans approved, number of fraud indicators found. Team averages were discussed and top performers were rewarded with recognition and small prizes like gift cards.

Edward Jones Investments is an Internationally recognized financial services firm who's unique, face to face, approach to building relationships and meeting clients needs has made it an industry leader. As an Investment Representative you spend the first two months studying to pass the Series 6,7 and 63 as well as training to service your market in the "Edward Jones Way". After becoming certified and completing the training, I earned my can sell date and returned to my new market to offer a wide array of financial products and services. The face to face approach employed by all IR's meant that I travelled door to door, often walking over cattle guards and running from dogs. It also meant that I needed to weave myself into the fabric of the community by attending town meetings and events as well as Lion's Club meetings. I engaged with everyone I could, asking open ended questions about their lives, families, professions, financial situation and financial goals. It was at this point that I applied my financial knowledge to offer financial advice and/or recommend products and services that could help them meet their goals( based on the level of calculated risk they were able/willing to take). I continually followed up with existing clients about the status of their investments and about new products, while additionally building relationships with new potential clients.