Business Operations Specialist on Product in Salesforce at IDeaS Revenue Solutions. Managing end to end process of products in Salesforce for Ideas internally. Program manager for new product creation.

Designed business system analysis project to help Inspire Sleep determine what software tools their employees are using that are critical to the success of their roles, and give a recommendation on tool efficiencies and process gaps.•Built and executed project using my Six Sigma skills, focusing and putting emphasis on the Discover, Measure, and Analyze phases of a Six Sigma project. Project is designed to interview every functional team at Inspire Sleep using an approved questionnaire I designed to gather feedback.•Feedback organized and labeled with themes to enable analysis and metrics reporting for the final recommendation.

• Manage day to day operations at the firm, company wide Ad Hoc projects.• Develop and maintain operational workflows and operations projects that improve our client’s experience and internal workflows.• Manage and execute projects across all teams on internal projects, driving project management and collaboration across employees.• Manage and maintain firm’s compliance activity with compliance web tool. Required compliance reporting executed in Excel. • Manage technology vendor relationships, and support and train staff on all necessary financial software tools they need. Over 20 web tools deployed across the firm from Microsoft suite to leading financial industry specific tools.• Leverage the many software tools the firm deploys by developing training material as the subject matter expert and keep staff training up to date on firm operational workflows.• Develop and implement new processes using the given software tools that benefit the brand and image of the firm, and enhance the overall client experience. Implemented the full Junxure Advisor Engine CRM to the firm, and leveraged integrations with other tools such as Docusign that plugged into the web tool to streamline processes.

• Survey business data analytics subject matter expert, completed three annual surveys and two mid year surveys where my data analytics skills organized the raw survey data for my team’s efficient consumption and presentation to internal business partners.• Pioneered the use of basic predictive statistical analytics using regression analysis that mapped the trajectory of survey question responses; the results were presented to senior leadership as added value.• Generated Ad Hoc clear and easy to digest statistical analysis of business data tailored to internal business partners needs.• Collaborated with Surescripts software development, Product, and Sales departments to understand reporting needs and improve business performance and efficiency.• Analyzed, documented, and improved on existing reporting processes by partnering cross- functionally to determine if improvements are needed in order to optimize business performance.• Master in Microsoft Excel, BI, Access, SharePoint, PowerPoint, OneNote, and other Microsoft products to easily communicate and collaborate on business products.• Worked both cross-functionally and independently as appropriate to deliver work products with software development teams and Business Intelligence team.

• Customer Relationship Management (CRM) pioneer and develop role at Ziegler Cat.• Managed entire Ziegler sales force CRM, training and oversight of continuing education. Responsible for supporting, engaging, and training sales team in CRM.• Created, maintained, and presented on training material to CRM users to ensure consistent use.• Managed, oversaw, and assisted customer data entry team. Track projects in Excel and SharePoint.• Managed customer database in two systems, SQL Report Builder and Saleslink CRM, quality control oversight for requirements of each system respectively.• Master Microsoft systems – E.g. Microsoft Excel, Access, and SQL Report Builder for reporting and executive level management.• Created high level and detailed sales and lead generation reporting in Microsoft Excel and SQL Report Builder using advanced data analysis techniques.• Worked with marketing and sales team on marketing campaigns and lead tracking.• Supported sales/marketing data; perform all functions and duties for marketing data analyst and marketing information coordinators from data entry, to data management projects.

• Administered and monitored warranty claims to maintain control of warranty related expenses for the entire Ziegler Caterpillar Agriculture dealer network.• Created warranty claims from the Ziegler Caterpillar agricultural dealer network including the Class/Lexion, and AGCO brands.• Reviewed goodwill claims for accuracy and validity for submission to manufacturers. Track using Excel and learn to create reports in Excel.• Communicated with each of Ziegler's branches on a daily basis on warranty related work such as necessary documentation, clarity on details, and correct financial expenses on warranty claims.• Used and continually learned business, construction, and agricultural industry related software to increase my productivity and contribution as a team member of the warranty department at Ziegler Caterpillar.

• Lead adult and youth group sessions, helped direct group team members during events.• Sales responsibilities included inventory management, restocking and presentation of goods and services offered at Vertical Endeavors.• Orientated members and new customers in gym safety and procedure.

• Designed my own research project on the use of Gothic literature tropes in popular American television. Ground up implementation, independent execution.• Coordinated with HU English Professor Anne Elstrom-Park who provided oversight.

• Oversaw office changeover medical case files from old filing system to new system I helped develop, ability to accurately file 200+ files a day.• Investigated and requested medical records from primary care facilities, integrated transitioning pertinent case files into EMR software system.