William Kirkland Email and Phone Number

Salesforce Consulting for higher education.

• Define, own, and manage projects that improve our Sales apps & Salesforce CRM platform• Work cross­functionally to deliver on CRM projects/improvements• Work with requestors/users in defining technical specifications• Collaborate with our awesome software engineers to deliver scalable and effective features for the Sales & Marketing teams• Administer 3rd party tools that leverage the Force.com platform• Develop reports & dashboards; Manage data & users• Know and implement Salesforce.com best practices that are applicable to Yelp• Basic Administrative tasks involving large-scale data manipulation and management, maintenance and modification of users, roles, profiles, permissions, custom and standard objects, and messaging and training on new features, as needed.• Advanced Administrative tasks such as creation and explanation of complex workflows and formulae, custom object creation and schema documentation, visual workflow creation, and intricate data maintenance/quality analysis.• Project management involving use of Jira and scrum-style planning, thorough understanding of business-side requests and scope of project as well as spec creation and communication of timelines and updates.

• Manage book of business of about $3.5M+ annually (800 client average+) to ensure satisfied clients and maintain high retention rates• Proactively develop, drive and renew clients and ensure an overall great experience with Yelp• Leverage client management, industry, and product expertise to build book of business • Develop forward thinking, data-driven sales analysis and recommendations that align with client goals and quantify opportunities with clear recommendations to pitch to clients• Partner with the sales team to ensure clients receive proper program expectations• Manage the assimilation of new product features and the dissemination of information about program updates to clients• Help guide client reputation on Yelp through their advertising and actively utilizing all features of their account• Partner with cross-functional teams including product Management, Engineering, and Technical Support to drive customer communications, feature prioritization, and issue resolution to enable client success• Actively communicate with Yelp’s Finance team to collect and resolve all outstanding payments and subscription fees• Represent Yelp and act a a positive member of our vibrant and growing company• Personal Accomplishments: Lead internal communications between sales departments to bridge gap and build relationships; Book of Business Analysis, junior members coach and mentor, build reports and templates for departmental use to proactively identify, prioritize, and pursue opportunities

• Held responsibility for a trading account of up to 1 million dollars.• Created, tested and implemented trading strategies and programs as needed.• Consistently provided research data and up-to-date information for all aspects of the trading program and portfolios.

• Worked within the National Accounts team to support specialized clients with varied and complex shipping needs.• Investigated and presented research data to assist in marketing and implementation of services and strategies.• Completed intricate and extensive shipping requests quickly, accurately and professionally.

Investment research and sales assistance.