Thomas Winters Email & Phone Number

Minneapolis, Minnesota, Us

▶ Integrated Salesforce into the business as the new CRM. Worked with the Salesforce IT team to create objects, fields and other processes/record types.▶ Prepared all property management documents for SpringCM/Salesforce using Merge Cells and DocuSign.▶ Tested all transaction functionality in Salesforce before going live and worked with the Salesforce administrators to determine process efficiencies and automation functions.▶ Procured and developed a Learning Management System. Administered all user creation and subject creations and maintenance.▶ Monitored help desk tickets regarding training and LMS.▶ Continuously worked with stakeholders to provide training solutions for the business needs.▶ Worked in tangent with stakeholders in creating training processes and materials.▶ Trained employees on multiple Salesforce services, including omni-channel, reports and dashboards, paths with guidance, and other tools as needed.

▶ Investigate and resolve all customer issues.▶ Performed managerial duties including inventory, training, hiring and customer assistance.▶ Provide support to any projects and duties required by Managers.▶ Monitor payments for accuracy.▶ Used P&L to set budgets and goals.▶ Weekly store inventories conducted to control costs/weekly manager meetings to assess restaurant opportunities.▶ Created business plans monthly to achieve goals/scheduling for FOH and BOH.▶ Reduced stores costs on liquor, food costs and ticket times below budgeted goal.

Menlo Park, Ca, Us

▶ Analyze customer account transactions to detect suspicious activity and make decisions on appropriate action to take.▶ Based on the outcome of the investigation, analyze, and determine if a Suspicious Activity Report (SARs) must be filed with the Federal Government.▶ Prepare investigation reports for management.▶ Work cooperatively with business lines to establish procedures for identifying suspicious customer transactions.▶ Work with financial institutions to obtain necessary information related to the investigation.

Bachelor Of Science, Mathematics

Web Development Certificate