Technology Solutions Intern
CurrentDirecting consolidation of two separate CRMs into a singular database by exporting large datasets and manipulating data in Python to establish consistent formatting across hundreds of fields between each CRM. Performing data-migration tasks and weekly uploads to Salesforce by modifying datasets in Python, R, and Excel to upload via Dataloader.io, maintaining the integrity of CRM data pertaining to over 5,000 contacts. Optimizing data-driven insights by generating reports and developing custom… Show more Directing consolidation of two separate CRMs into a singular database by exporting large datasets and manipulating data in Python to establish consistent formatting across hundreds of fields between each CRM. Performing data-migration tasks and weekly uploads to Salesforce by modifying datasets in Python, R, and Excel to upload via Dataloader.io, maintaining the integrity of CRM data pertaining to over 5,000 contacts. Optimizing data-driven insights by generating reports and developing custom fields in Salesforce to visualize over 40 KPIs for 7 dashboards, giving users a detailed view of previously unavailable performance metrics. Managing lead-distribution data by providing analytics and organizing data for over 300 advisors using Python, R, and Excel to establish a consistent ledger of agent-activities. Show less