- Administered Salesforce, DocuSign, Outreach, Gong, and Pendo platforms optimizing the systems for cross-functional teams, including Sales, Marketing, Business Development, Customer Solutions, and Client Success.- Developed custom Salesforce apps, objects, automations, and screen flows to enable business processes, support collaboration between internal departments, and optimize users’ day to day workflow.- Integrated marketing automation tools with Salesforce, enabling Account Engagement (FKA Pardot Lightning) for targeted campaigns and lead nurturing that supported sales objectives.- Ensured data accuracy and consistency in Salesforce, enabling reliable reporting and insightful analytics for strategic decision-making.- Applied integrations between Power BI, Power Automate and Salesforce to update data, trigger business processes, and assist user operations. - Built Salesforce Experience site to enable customers to submit support and view cases, monitor contract status, allow for self-signing of renewal contracts, and facilitate paying invoices. - Provided change management support and Salesforce training to internal users, ensuring they had the knowledge needed to utilize applications successfully.- Established customer satisfaction survey for Client Solutions to gauge client feedback regarding completed cases.- Constructed reports and dashboards within Salesforce to track success metrics and client account health, facilitating data-driven decision-making.

-Administered Salesforce, Nintex DocGen, Adobe Sign, Secure File Transfer, Form Assembly, and Postalytic platforms responsible for development, optimization, and maintenance.-Restructured Salesforce data model building necessary custom objects, automations validation rules, user profiles and permission sets, and migrated one hundred thousand records into new system-Developed and launched two Salesforce digital experience sites, trained, and onboarded client users -Built extensive automations via Salesforce flows, process builder and workflow rules.-Created multiple templates for document generation

- Managed and administered the Salesforce and QuickBase platforms.- Created unique functionality within Salesforce utilizing custom objects, process builder, workflow automation, etc. - Developed and dispersed reports and dashboards for C-level management, board of directors and sales team.- Identified and enacted opportunities for sales process improvement.- Coordinated sales forecasting and planning processes used within the sales organization.- Created instructional manuals for training and process consistency including Standard Operation Procedures, Introduction to Salesforce and Business Development Handbook.- Transitioned Salesforce user from the Classic to the Lightning Platform.- Conducted database migration of approximately ten thousand accounts and contacts from an outside CRM into Salesforce for twelve new users.- Cleansed and updated data in QuickBase and Salesforce and built integration between them.

- Conducted annual performance reviews for 14 employees.- Responsible for hiring, firing, and timetable maintenance.- Trained new hires in standard operating procedures.- Produced reference materials for use by Product Support and Sales- Continued department wide initiative for further development once 20% improvement goal was achieved. - Monitored workflow to gauge employee progress and development.- Conducted individual coaching of employees to drive team productivity.- Created and maintained weekly and monthly progress reports.

- Supervised 12 employees in the Sales Support department.- Trained new hires in standard operating procedures.- Implemented initiative to improve department productivity by 20%.- Acted as primary liaison between management and support specialists.- Participated in interview process to evaluate potential new employee's suitability.- Resolved issues arising between sales representatives, customers, and vendors.- Coordinated case load in conjunction with several other employees.- Recorded and reported data in company database.- Organized technical inquiries, and pricing requests to prioritize and expedite.- Continued Product Support Specialist duties as required.

- Worked as point of contact between vendors and sales representatives.- Assisted in presale process by finding technical and financial information.- Provided pricing quotes to sales team.- Researched products to facilitate and expedite sales activities.- Maintained workflow via office intranet.- Facilitated interoffice communication.

- Supervised Pricing Department in case flow allocation, management communication, and task assignments.- Directed and trained 3-5 people in operation of the pricing department.- Mastered dual management roles in data entry services and pricing departments.- Led portfolio project to obtain current data and paperwork for over 70 life insurance policies.- Acted as primary liaison between investment fund companies and Progressive Capital Solutions.- Continued to fulfill all prior duties as a Financial Analyst.

- Conducted daily data submission to investors based on their purchasing parameters.- Evaluated worth of life insurance policies using actuarial pricing software.- Cross referenced value and cost of life insurance portfolios against life expectancies.- Interfaced as point of contact with foreign and domestic fund companies.- Provided data entry services.

- Managed daily submission and retrieval of legal documents to the court.- Maintained organization of extensive file room.- Arranged files and paperwork in preparation for attorneys to go to trial.- Organized interoffice communication between attorneys, paralegals, and legal secretaries.

- Prepared documents for submission to the court.- Communicated with all involved parties in preparation for their day in court.- Scheduled hearing dates, adjournments, and meetings based on attorney’s availability.- Supplied customer service and reception duties to clients.