SUMMARY:

Confidential Administrator with nine years of demonstrated CRM experience involving three system implementations within Confidential and Confidential application, user training, and managing day to day platform administration. Expertise in project management (business analyst) to translate goals and objectives into the Confidential platform.

ADMINISTRATOR TECHNICAL SKILL SET:

• Onboarding and training users
• Campaign management
• Profile and role management
• Custom objects and fields
• Lead management
• Security
• Custom reports and dashboards
• Person accounts
• Workflows
• Program Knowledge
• Adobe Illustrator, Photoshop
• Data Loader IO
• Marketo
• Apex Data Loader
• Demand Tools (CRM Fusion)
• Quickbase
• Certain Event Management
• Informatica Cloud Customer 360

PROFESSIONAL EXPERIENCE:

Administrator

Confidential

Responsibilities:

• Sets up and manages Chatter groups to encourage collaboration within the sales team.
• Works on Confidential user support tickets including but not limited to, troubleshooting, creating reports and uploading data.
• Supports business analysts and developers on multiple Confidential project features and upgrades.

Manager, Digital Strategy

Confidential

Responsibilities:

• Administered Confidential system for executive and senior project management team which included, but is not limited to, creating dashboards, reports, page layout updates, field creation and security settings.
• Worked with executive team to identify key performance indicators of new master system.
• Wrote, edited and delivered Confidential user training in multiple formats including video/WebEx, quick guides, and user manuals.
• Worked in 4 Confidential orgs daily to ensure proper data integration and troubleshooting Informatica issues.
• Instrumental in building business case to support a firm wide CRM by implementing a master data management system to provide a true 360 degree client view and cost savings by consolidating three disparate marketing systems.
• Co - managed capital project implementation via agile methodology working as liaison between consulting partner and internal stakeholders, including test script writing and execution.
• Key initiator of developing new system processes and writing all imperative documentation-training guides and video modules for new campaign process for administrators and users as well as a backup protocol system for Informatica performance.
• Data lead for new wealth management client portal handling over thirty campaign mailings for private advisor and investment management counseling team clients included identifying data discrepancies between client portal and Confidential .

Data Administrator

Confidential

Responsibilities:

• Prepared and analyzed data for migration from Microsoft Outlook to Confidential for onboarding wealth management group locating multiple data discrepancies to ensure accurate record management.
• Created marketing campaigns, a new campaign process and identified efficiencies to improve workflow within Confidential for Wealth Management.
• Acted as business analyst, working in conjunction with consulting partner to prepare user acceptance testing scripts and coordination.
• Wrote, edited and established Confidential training guidelines for wealth management group for marketing initiatives.
• Established new marketing processes within Confidential to automate campaign process.
• Implemented marketing automation tool, Marketo, and configured Confidential to identify email data points.

Confidential

Contract Position

Responsibilities:

• Wrote technical training guides to assist distribution audience on educating how to sell thin client product line for Confidential .

Marketing Associate

Confidential

Responsibilities:

• Maintained company CRM system, ACT, to ensure accurate client records for communications.
• Administered web site content management for conferences, sponsorships and roundtables.
• Wrote compelling copy for a wide array of mediums including sell sheets, postcards, and email blasts to utilize for trade shows, webinars and the company website.
• Project managed media kit and editorial calendar creation process including writing all content and image selection.
• Initiated monthly newsletter to attract new advertisers to purchase advertising space in upcoming issues which included writing, editing, designing and distributing.

Associate Account Manager

Confidential

Responsibilities:

• Managed client data for Confidential to prepare dashboards to meet sales objectives.
• Managed twenty five key accounts in level tier two support for troubleshooting issues on the Confidential Learning platform.
• Initiated by management to prepare data for migration project due to detail-oriented skill set.
• Consisted of reviewing and validating over 5,000 key accounts to compare from accounting system to prepare for Oracle platform.

Direct Marketing & Sales Manager

Confidential

Responsibilities:

• Project managed trade show coordination by creating statements of work and liaising between client and trade show venues for over twenty key clients.
• Managed company CRM system, ACT, to initiate sales calls to attract new business.
• Initiated marketing department identifying viable new business channels and created marketing plan to meet new market segments.
• Established employee training program utilizing Fish Methodology as well as created, wrote, designed corporate newsletter and advertisements.