Robert C. Email & Phone Number

California, United States

Irvine, California, Us

Seattle, Washington, Us

* Partnered with Salesforce Product Team Beta Testing Revenue Intelligence / Collaborative Forecasting* SFDC Project Lead DiscoverOrg/ZoomInfo integration* Managed Project Epics/Stores in JIRA* Installed/Configured/Managed multiple partner packages and integrations* Managed evolution projects for legacy business groups* Daily User support tickets thru Slack/JIRA

Cerritos, California, Us

* Updating/managing security model, sharing rules, permissions * Installed/Managed multiple partner packages and integrations * Implemented SFDC Case Management * SFDC Project lead SME for CPQ implementation * Managed/Updated SFDC Automation processes * Daily User support tickets thru Slack/JIRA

Aliso Viejo, Ca, Us

* Salesforce.com Analyst, Administrator and Advisor supporting more than 1,200 users * IT/SFDC Project lead SME for CPQ/CLM Migration * IT/SFDC Project lead Salesforce Org consolidation * Managed Salesforce data health using Demand Tools/Dupe Blocker to manage/eliminate duplicates * Managed Lead and Case Assignment Rules * Daily User support thru IT ticketing/request systems * Small Project Manager for continued development of application and Business Unit Support * Managed Custom Permission Sets as well as Individual User and Profile Permissions

Irvine, California, Us

* Salesforce.com Analyst and Administrator for approximately 500 users* Continued evolution of existing Salesforce implementation into a functional, accurate and growth focused application* Guided growth from 2 strategic business units to 7* Improved data integrity with the use of process builder, validation rules, workflow and unique identifiers* Continuously monitor and improve data quality and integrity utilizing CRM Fusion applications to identify and merge duplicate records* Worked with business analysts and business representatives to develop functional solutions for our evolving business* Created Case Management system for our customer facing Support Team as well as internal user support* Built automated email notification system to strategic partners for varying assets by Opportunity type and Product

Denver, Co, Us

Managing our Physician and Hospital/Clinic database• Salesforce.com Analyst and Administrator for over 400 total users• Transformed legacy Salesforce implementation into a functional, accurate and growth focused application• Guided growth from 8 strategic business teams to 19• Reinforced data integrity utilizing validation rules, workflow and unique identifiers• Drove executive adoption and interaction with accurate Salesforce data, as well as useful reports and dashboards• Researched and planned application enhancements to offer solutions expanding business needs

San Juan Capistrano, Ca, Us

• Salesforce.com Administrator for 2 separate Orgs, and 140 total users• Managed and Administered Customized Salesforce.com implementation for use by Retirement Advisors to boost efficiency and integrated other industry tools• Administered Corporate Implementation of Salesforce.com supporting all users and business teams• Developed training materials, enhancement bulletins, weekly tip sheets and user guides• Conducted all new user training, weekly adoption training, as well as conduct weekly product demos• Research and plan application enhancements to improve efficiency• Maintain both applications including all user function and set up• Conduct steering committee meetings with managers and users to inform and plan future enhancements

• Contracted Salesforce.com Administrator for Capital Group, supporting approximately 65 users • Responsible for new hire user account set up and training, current user support and advanced training• Developed customized tip sheets and complete user guide • Developed standard reports for admin assistants and managers to track activity and productivity • Developed custom page layouts and custom objects • Traveled to all CG offices to retrain all users after developing a user guide that was custom to how CG uses Salesforce

Us

• Project Manager for business in development of lead management system, Salesforce.com• Guided integration consultants on required layout, feel and functionality• Salesforce.com Administrator, supporting 240 users in 14 offices• Developed working scenarios for technical writers to include in user guide and training materials • Trained retail loan officers managers and IT support staff on use and management of SalesForce.com • Managed lead plan with vendors to maintain proper lead flow based on loan officer count• Reconciled invoices with returns and actual reported lead counts • Dynamically updated lead filters based on loan products available to achieve highest possible conversion ratio • Development team member for automated lead posting from vendors into Salesforce.com portal with IT programmers • Managed development of leave behind tri-fold flyer and marketing mail pieces

• Programmed and shipped POS equipment to merchants and sales reps • Handled escalated customer service, support and training issues with merchants, sales reps and internal staff • Managed Tech Support Help Desk, equipment inventory, and office security system • Improved Communications with vendors to clear up accounting and order issues• Managed in house supply order desk, submitted orders to accounting and placed shipments using online software with supply vendor• Managed in house leasing company, Payment Systems Leasing, in all areas, application approval, invoicing, and billing through our proprietary gateway. • Developed Policies and Procedures for Terminal Deployment, Tech Support and Application Underwriting.

Education record

Diploma, General