Steven Yee Email & Phone Number

California, United States

San Francisco, California, Us

San Francisco, Ca, Us

• Collaborate with all key stakeholders to automate business processes and increase efficiency within the organization (Marketing, Engineering, Revenue Operations, Legal and Finance)• Manage and Prioritize all Salesforce Related Request and Projects through sprint cycles in Jira and Notion• Understanding complex business requirements and translating into technical solutions• Build working partnerships with outsourced Salesforce Developers/Consultants to meet various project deadlines• Handle day-to-day administration of SFDC including (Data Management, Flows, Workflows, Process Builder, Validation Rules, Sharing Rules, Page Layouts, Permissions sets, and Profiles)• Responsible for Managing and Integrating all Business Support systems with SFDC (LeanData, Gong.io, Outreach, Clari, Zoominfo, G2, Mindtickle, Impartner, Sendoso, Marketo, Vitally, Seamless, DocuSign, Jira, Salesforce CPQ, Crunchbase)• Analyze sales process for potential improvements, leading indicators, and assist front-line management make data driven decisions

San Mateo, California, Us

• Served as Salesforce Administrator and Marketing Cloud Administrator for 1500+ Users• Manage and Implemented Education Data Architecture (EDA)• Developed a Salesforce Community for International Students to manage both scholarship and application processes• Implement solutions across departments including Admissions, Marketing, Student Success, School Operations, Recruiting, Student Vaccinations, and Veterans Program • Utilized OwnBackup to implement a data backup and recovery tool to ensure we could restore data in the event of data loss or corruption.

San Jose, Ca - California, Us

• Served as Salesforce Administrator 500+ Users• Manage all Sales Support Systems (Zuora, DiscoverOrg, GainSight, Dataloader, and Conga) • Improve the functional areas of data management, forecasting, sales opportunities, dashboards, and reports• Built and Maintained Sales Territories for both Account Executives and Sales Development• Created an internal automated ticketing system to track, manage, streamline, and effectively respond to incidents• Transitioned users from Salesforce Classic to Salesforce Lighting• Generate weekly Forecast pack for the Sales Executive team to drive revenue projections

San Jose, Ca, Us

• Analyze sales process for potential improvements, leading indicators, and assist front-line management make data driven decisions• Collaborate with all key stakeholders across the company to automate business processes and increase efficiency within the organization• Built and maintained Salesforce Reports and Dashboards to ensure data integrity• Evaluate and Implement new business systems: Xactly Express, Avalara, BlueJeans, Outreach, GetFeedBack, Zendesk, Demand Tools, People Import, Linkedin: Sales Navigator and Litmos• Created new SKU’s and products within both Salesforce (Managed both GSA and Commercial Pricing)• Built working partnerships with outsourced Salesforce Developers/Consultants to meet various CRM project deadlines• Designed and implemented a custom quoting/approval process to prevent rouge discounting and accelerate deal approvals

Broomfield, Co, Us

• Qualify leads and schedule initial meetings for the sales team