Manager, Crm Operations
Current• Manage Salesforce Admins who triage SFDC cases through BAU work• Salesforce project lead on migrating multiple SFDC instances to one instance• Triage Salesforce cases through BAU work by creating and updating fields, validation rules, permissions, page layouts, reports, dashboards, and data loader requests.• Create and manage JIRA tickets for SFDC development requirements• Manage Salesforce account creation and parent hierarchy relationships• Create reporting that supports the use of new dynamic reporting metrics (OKRs) and views to assess the overall health of the NHE business and provide early warning indicators on yearly position. • Optimize and constantly improve data reporting and visualization solutions for use within the sales organization for daily pipeline and renewal tracking. • Enhance sales effectiveness reporting by developing reporting dashboards and models to track renewal performance, whitespace potential, and risk profiles. • Production and delivery of established daily, weekly, monthly, and quarterly reporting in Salesforce• Audit business and system processes to ensure data integrity within Salesforce• Create and maintain best practices and documentation