Stephen P. Email & Phone Number
Who is Stephen P.? Overview
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Stephen P. is listed as CRM and Marketing Automation Specialist at Cloudtegic, based in D'iberville, Mississippi, United States. AeroLeads shows a matched LinkedIn profile for Stephen P..
Stephen P. previously worked as Salesforce Consultant Fellow at Navigators and CRM, Automation, & Marketing Specialist at Accel Technology Group. Stephen P. holds Computer Programming from Learnkey Workforce Solutions.
Email format at Cloudtegic
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About Stephen P.
I am a seasoned Salesforce Professional with a robust background in CRM strategy, implementation, and optimization. My experience spans various industries, where I've successfully guided clients to harness Salesforce's power to drive growth, streamline business processes, and enhance customer engagement.Salesforce Consultant at Navigators Conducted Salesforce org audits, created data dictionaries, managed duplicate records, and developed custom reports and dashboards for clients.CRM & Marketing Specialist at Accel Technology Group Led website modernization, established a robust social media presence, and optimized social media campaigns, resulting in a substantial increase in brand visibility and engagement.CRM & Automation Specialist at CloudtegicEngineered unmanaged packages, executed training initiatives, and provided expert consultation as the Salesforce Subject Matter Expert (SME).Teacher/Trainer at American Academy of Easy English/Talent Stacker Led a seamless migration to Salesforce CRM, conducted comprehensive document walkthroughs, and designed tailored Salesforce components.Technical Advisor (Sergeant First Class) at United States Army Established medical clinics, managed significant assets, and received multiple personal decorations for outstanding service.Certifications:Salesforce AdministratorSalesforce AssociatePardot SpecialistMicrosoft Associate (Word, PowerPoint, Excel, Outlook)More on the way!Personal Interests:In my free time, I enjoy traveling (having visited 24 countries and lived in 5), playing piano and guitar (self-taught), and golfing. I am passionate about using my skills to help organizations optimize their operations and achieve their goals through the power of Salesforce.If you are seeking a Salesforce Professional who can drive CRM excellence and empower your business to thrive, let's connect. Together, we can unlock the full potential of Salesforce to achieve your goals. Feel free to reach out, and let's start a conversation about how I can assist you in achieving your Salesforce objectives.Let's make Salesforce work for you!
Listed skills include Leadership, Account Engagement, Team Building, Salesforce Training, and 33 others.
Stephen P.'s current company
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Stephen P. work experience
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Salesforce Consultant Fellow
The Navigators' Salesforce Consultant Fellow role involves collaborating with colleagues and clients to craft solutions that improve business operations and drive growth.The Navigators Fellowship provides an excellent opportunity to gain hands-on experience with top-tier clients, supported by guidance from experienced Senior Salesforce Consultants. The program lasts 3-6 months, with the potential for successful Fellows to transition to full-time roles upon meeting key milestones.Responsibilities:Participate in all phases of Salesforce implementation projects, from gathering requirements to delivering end-user training.Customize Salesforce platforms to meet clients' specific needs, ensuring efficient and effective use.Offer post-deployment support, including resolving user queries, troubleshooting issues, and applying enhancements.Work with clients and internal teams to identify and implement process improvements and automation opportunities.Stay informed about the latest Salesforce updates and best practices, integrating these advancements into client projects.Document all aspects of the implementation process, from configurations to customizations.Help improve internal Salesforce methodologies and practices continuously.
Crm, Automation, & Marketing Specialist
Crm & Marketing Automation Specialist
Responsible for providing guidance and support to businesses in implementing and optimizing their marketing strategies using the Salesforce Marketing Cloud Account Engagement (Pardot) platform. This includes designing and executing marketing campaigns, analyzing campaign data, and providing recommendations to improve campaign performance. Additionally, may assist in integrating Pardot with other Salesforce products and third-party applications to maximize efficiency and productivity. Provides training and support to users to ensure they are utilizing the platform to its fullest potential.
Salesforce Administrator
- Leads customer sessions, collects and prioritizes needs (user stories), and creates solution documentation- Integrate and automate configured data, including alerts and processes, to meet enterprise needs- Lead weekly sprint review meetings to review improvements and prioritize sprint delays- Documentation and end-user training workshops to ensure users understand and adopt customization- Automation, including validation rules, email templates, alerts, processes, and flows to properly address business needs- Salesforce Security - ongoing maintenance and structuring of roles/profiles/permission sets/sharing Settings- UI Customizations - lightning layouts and page layouts to facilitate user management- Facilitates live workshops to explore best practices for Salesforce.com and the entire Salesforce ecosystem- Participates in professional development topics for Salesforce Administrator/Business Analyst roles
Salesforce Administrator Cohort
A Merivis cohort is a program that delivers official Salesforce technical training classes with a supportive learning path that includes personal coaching and collaborations amongst current and previous cohort members. A typical Merivis cohort learning path will combine Trailhead content and custom assignments designed to provide business and technical context to each student. Homework assignments are intended to be a conversation starter between the student and an experienced Salesforce personal coach. This individual attention positions each student to make the most of the in-person training class and to have a greater chance of success in passing the certification exam.
Owner/Teacher
I launch and currently promote the Academy around the World program (an online learning service with 100+ students), delivering client-specific English language lessons and learning plans that boost engagement; drive process, program, and content understanding for populations of different cultural backgrounds. I also administer financials/bookkeeping, program/brand marketing, sales enablement, and service planning/delivery using a variety of methods including in-person meetings, social media outreach, telephone conference, and Zoom/Skype solutions.◤Key Contributions◥☛ Bolster the success of 3 teachers by supporting and constantly improving processes/procedures.☛ Sustain a 70% new customer conversion rate.☛ Achieve a consistent 4.85 to 5.00 client evaluation rating A record of instructing 15K students, recognized for consistency and quality leadership.☛ Established company website including content development and marketing strategies
Office Manager, Sioux Falls Military Entrance Processing Center
I provided leadership and creative problem solving across the development and launch of customized medical policies and procedures. I also led medical processing for 13K+ applicants and directed joint staff in workflow administration, data management, and communications.◤Key Leadership/Contributions◥☛ Assumed leadership of a dysfunctional medical unit 4 months before IG inspection; resolved compliance issues and garnered J-7 praise for passing 13 of 14 inspectable areas metrics.☛ Achieved a 97% customer satisfaction survey rating by providing quality patient experiences☛ Saved $300K+ through effective negotiations and contract management.☛ Saved $23K+ in first FY by driving a new medical consultation program for outside providers.☛ Decreased processing time by 25% by launching 7 new SOPs and driving all staff training.☛ Developed and implemented SOPs for pre-employment offices spanning 5 states.☛ Served as training liaison and administered 52 mandatory and elective training categories.
Medical Operations Chief (Platoon Sergeant)
I collaborated with interdepartmental teams and concurrently supervised 27 managers and 85 staff across Radiology, Pharmacy, Physical Therapy, Mental Health, and Primary Care services.◤Key Leadership/Contributions◥☛ Established 2 new medical clinics, Aviation Medical Clinic and Infantry Medical Clinic, with a total of 9.5K patients; managed $20M in assets/equipment.☛ Certified 120 soldiers in combat lifesaver concepts across 4 training courses.☛ Increased medical equipment accountability from 25% to 93% through the implementation of the Command Supply Discipline Program for ANA BDE Surgeons.☛ Implemented a tracking system to administer the training of 154 ANA medical soldiers.☛ Improved compliance rate from 75% to 93% through astute medical data management.☛ Sustained current certifications for 135 medical personnel via the introduction of an intensive, hands-on evaluation process for all operational medical certifications/renewals.
Medical Operations Supervisor (Medical Ncoic)
I provided leadership across Primary Care Health Clinic SOPs, driving staffing of 15 medical providers, 5 nurses, and 35 medical technicians serving 18K patients. I also served as Training Supervisor, HR Administrator, and Primary Care Supervisor owning interdepartmental KPIs.◤Key Leadership/Contributions◥☛ Increased mandatory training rate to 100% via hands-on training planning and execution.☛ Achieved 97% ratings on 2 separate Joint Commission inspections.☛ Recognized for outstanding medical operations leadership and administrative success.
Stephen P. education
Computer Programming
Senior-Level Leadership - Technical & Management Development Course
Advanced Leadership - Management Development Course
Associate'S Degree, General Studies
Basic Leadership Development Course
Bachelor Of Science - Bs, Development Of Software And Security
Frequently asked questions about Stephen P.
Quick answers generated from the profile data available on this page.
What company does Stephen P. work for?
Stephen P. works for Cloudtegic.
What is Stephen P.'s role at Cloudtegic?
Stephen P. is listed as CRM and Marketing Automation Specialist at Cloudtegic.
Where is Stephen P. based?
Stephen P. is based in D'iberville, Mississippi, United States while working with Cloudtegic.
What companies has Stephen P. worked for?
Stephen P. has worked for Cloudtegic, Navigators, Accel Technology Group, Talent Stacker | Salesforce Career Development Program, and Merivis.
How can I contact Stephen P.?
You can use AeroLeads to view verified contact signals for Stephen P. at Cloudtegic, including work email, phone, and LinkedIn data when available.
What schools did Stephen P. attend?
Stephen P. holds Computer Programming from Learnkey Workforce Solutions.
What skills is Stephen P. known for?
Stephen P. is listed with skills including Leadership, Account Engagement, Team Building, Salesforce Training, Salesforce Lightning, Salesforce.Com, Army, and Operational Planning.
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