Taff Lewis Email & Phone Number

California, United States

San Diego, California, United States

San Diego, California, United States

Commercial/Senior-Team support: reporting, insight, and process development. Continued CRM, survey, and scheduling development/administration. Overall member-experience development; consistently striving towards a more efficient process model focused on scalability. Departmental budget management, supervision of direct report, additional contractor/3rd-party management, as well as projects for Legal and Human Resources.

San Diego, California, United States

Member journey / process development and implementation. Lead Liaison for 3rd party Salesforce Developer. Qualtrics development, administration, and integration. Salesforce administration, development, and reporting. Quality Assurance document creation and process validation support. Administration and support of the Enrollment and Care teams.

Greater San Diego Area

Developed weekly and quarterly sales metrics, created process documentation, and developed Salesforce dashboards and reporting.Led project to audit Sales Department’s large collection of Salesforce Reports and Dashboards, revised KPIs, and archived outdated metrics and data streams; Remaining reporting and upgraded them to Salesforce Lightning for a single source of truth.Contributed to the improvement, calculations, and documentation of the Deal Desk’s approval process. Identified problem areas for automation and procedural improvement.

San Diego, Ca

Designed, developed, and administered dashboards, databases, and reporting for all levels of Cox Residential and Cox Business Services operations. Led multiple improvements to field-service technicians and leadership decision making, developed new performance scorecards, daily route summaries, Net Promoter Score (NPS), materials, cost, and compensation reports, and introduced Survey Monkey surveys to poll technicians and employees for Supervisor feedback and other surveys based on management’s needs.Developed new process, tool, and reporting to verify field tech workforce allocation for 7 day a week schedule across 7 regions, reviewed historical data to pinpoint areas of improvements, designed and built automated processes, and condensed into single workbook with SQL and VBA; reduced 97% of manual data gathering and processing.

San Diego, Ca

Emergency-unexpected transition: Rebuilt reporting processes without on-boarding and with little guidance, while continuing to provide reporting for my previous position. Audited legacy systems, processes, and data flows to pinpoint areas of redundancy and obsolescence, enhanced reporting operations to handle increasing demands of large datasets, inquiries, and performance metrics, and tested new solutions to ensure accurate calculations; improved accuracy and turnaround of new reporting.Launched database and process to collect and rank annual-vacation requests for 250 technicians in 4 regions across 4 shifts, launched new form to uniformly collect and upload requests of all techs, developed calculations to sort and prioritize request based on seniority and shift coverage; eliminated 100s of hours of supervisor time and grew employee satisfaction by providing transparency to the process.Tasked by Human Resources to create stand-alone process for supervisors to track personnel issues for Call Centers, leveraged Excel VBA to track attendance, present easy to understand dashboard, and launch new forms to automate and streamline tracking and team management process.

San Diego, Ca

Adapted and administrated Salesforce CRM, processed commissions, tracked and reported sales and installations for the 3 uniquely focused sales teams, and trained representatives and managers on CRM use, internal procedures, and software operations.

Bachelor Of Science Degree, Business Administration: High-Technology Management

Associate Of Arts Degree, Accounting