SUMMARY:

Experienced Director of IT, Sales Operations Manager, and Salesforce.com Administrator. Able to demonstrate leadership qualities, and a level of professionalism to maintain steady growth within any organization.

TECHNICAL SKILLS:

Advanced Knowledge in: Microsoft Office, Windows XP & 7, Windows Server 2012, Mac (OSX), Salesforce.com CRM, LYNC, Vidyo, Adobe, Microsoft SharePoint UNIX, CRM, Dashboard Designer, Seibel, RMM, VMWare, QuickBooks,, J.D. Edwards, Cisco WebEx, SQL, Business Objects, O365, Domain control, RingCentral, Avaya, Zapier, Form Assembly, Wordpress, CoreLogic

PROFESSIONAL EXPERIENCE:

Confidential,FL

Salesforce.com Admin/Developer, Director of IT

• Purchase SFDC Enterprise edition and set up Confidential organization with new environment
• Successfully move from classic to lighting with all configurables
• Migrate all existing data from previous SFDC environment in the new environment containing over 1 million records using dataloader.io and other various tools
• Upon creating new SFDC environment, work closely with the VP of sales and COO to ensure end user friendliness
• Provide multiple UAT and case testing sessions with existing sales team and compile feedback to improve the launch of the new environment
• After UAT testing, multiple training sessions with entire company on the new SFDC environment
• Provide public and individual demos on how to use the new SFDC environment prior to launch
• Purchase multiple third - party applications such as DocuSign, Drawloop, SSO, and Data.com to ensure accuracy of data within the SFDC environment
• Initiate, test, train, and roll out all purchased add-ons for our SFDC platform
• Set up, construct, and manage all standard and custom objects, roles, profiles, chatter, e-blast, reports, dashboards, permissions, groups, page layouts, email alerts, and workflows for business operations
• Create custom objects, validations rules, and visualforce pages for end user use
• Create dashboards, KPI’s, revenue, and journey reports to show specific analytics pertaining to DoD, MoM, and YoY
• Create workflows that are business related to minimize timely administrative tasks to in productivity
• Maintain knowledge of SFDC database and permissions for all 75+ seats with in new SFDCorg
• Examine and scrub database monthly for duplicate records to maintain data integrity
• De-dupe and merge accounts, contacts, opportunities, and others forms of information added to SFDC
• Configure use of CTI adaptor for SFDC for call center with Avaya phone system for call center
• Purchase, obtain, and configure use of CTI adaptor for SFDC for call center with Ringcentral phone system for call center
• Configure CTI adaptor to capture background and marketing information for executive reporting while enabling screen pop for all incoming calls
• Meet, greet, and maintain relationships with head SFDC contact to keep to ensure the companies needs are always met
• Create, test, implement, and mange IT support ticket system using Cases within SFDC to track all SFDC and IT needs
• Use add-on objects with in SFDC (orders) to make purchases and track IT equipment
• Purchase and maintain all IT supplies with in Confidential organization
• Construct, pilot, and manage a team of web developers and project managers to in corporate all 32 new websites and landing pages into a multi-site environment with WordPress to easily use and tack all Web-to-Lead information into SFDC.
• Setup print servers and onsite NAS servers for daily client use
• Set up and decommission all users on all domain, CRM’s, Confidential, and O365 environments
• Manage O365 admin console for all and exist mailboxes
• Ensure SSO functionally with azure on separate DC
• Oversee and manage all network activity, WiFi, RMM, desktop updates, and security permissions with in Confidential organization
• Create group policies with in domain controller to ensure network security and stability
• Maintain proper knowledge of all 80+ computers and servers in house and remote
• Maintain thorough knowledge of all users and content that flows though the network at all times
• Set up SonicWALL firewall to restrict non-work or inappropriate related traffic with in the Confidential organization
• Assign VPN logins to all remote sales and executives for business duties
• Ensure all 12 TV systems within the office are configured and displaying correct sales metrics from SFDC via Hoopla with Cat5/HDMI
• Manage Avaya phone system to ensure all calls are being placed and targeted to the proper end user
• Manage RingCentral phone system to ensure all calls are being placed and targeted to the proper end user
• Set up ring groups, with in phone systems
• Manage answering service and form submissions to ensure no leads are missed at any hours
• Create new network infrastructure on a case by case needed basis for office environment
• Reasonable for all direct mailings from client specific program and SFDC
• Maintain close contact with mailing company for mail delivery and FTP file transfers
• Manipulate, report, and organize large spreadsheets with vlookups,” if” statements and pivot tables to create specific data reports for target marking
• Provide corrected marketing data to mailing clients via FTP for dispositions with spot proofing
• Work closely with marking team to provide marking data for SEO, PPC, and organic searches for company websites
• Initialize Pardot integration with SFDC for drip campaigns for better conversion ratio on leads
• Work closely with CEO and CMO for ROI on marketing spending
• Examine mailing campaigns to by area demographics to see exactly which areas have the highest ROI for future campaigns

Confidential,Schaumburg,IL

Salesforce.com Administrator & Sales Operations Manager

• Weekly reports to sales and executive with productivity level and future planning
• Regulate/create/manage database for hard and soft pulls
• Direct and run sales operations department at front line level
• Manage SFDC seats, chatter, e-blasts, files, leads, accounts, contacts, opportunities, accounts, reports, and dashboards for the entire business and organization
• Develop reports, dashboards, KPI’s, and other status reporting tools to sales team
• Set up, test, and configure SFDC profiles, accounts, and fields for customer data on behalf of employee use
• Manage SFDC database of 450K plus accounts to ensure accuracy
• Initiate, test, train, and roll out all purchased add-ons for our SFDC platform
• Ensure company hierarchy levels from the global parent accounts all the way down to branch levels are correct
• Manage cloud services for uploads of sales contracts to SFDC for external access
• Manage third party programs against SFDC to ensure data accuracy (data.com, Zoom-Info, Docusign)
• Continue maintain knowledge of database and enrich data
• De-dupe and merge accounts, contacts, opportunities, and others forms of information added to SFDC
• Maintain through knowledge of collaboration products to ensure account accuracy
• Provide trouble shooting techniques with specific product properties and sales team
• Assist executive management with case reporting and daily updates on project resolutions
• Conduct data analysis reports with Excel using vlookups and pivot tables
• Create weekly sales stack rankings for revenue status
• Create compensation plans and explain commission roll out and payouts
• Examine customer contracts for errors and spiff payments
• Research platform problems and advise on updates or resolutions as needed to create a more streamline workflow
• Assist North American & Latin American sales team with mechanical and technical troubleshooting via phone or through desktop integration
• Conduct daily analysis reports with the corporate financial figures, then distribute reports generated to executive team
• Distribute sales metrics prepared data among peers
• Create and evaluate reports to complete all outstanding issues and diminish issues in the future
• Hold live bi-weekly event training sessions on SFDC to ensure internal & external colleges understand SFDC
• Schedule weekly, bi-weekly, and monthly weekly meetings with employees for regional briefing & news
• Create reports for executive management with past, present, future problems with solutions using data charts
• Weekly and monthly projections, forecasts, current activity, and revenue repots to President, VP of Sales, and Operations

Confidential.North Chicago, IL

Financial Auditor III & Network Support

• Plan financial audits on a reoccurring basis by understanding organization objectives, structure, policies, processes, internal controls, and external regulations; identifying risk areas; preparing audit scopes and objectives;
• Supports external auditors by coordinating information with financial compliance team
• Assess risks and internal controls by identifying areas of non-compliance; evaluating manual and automated financial processes
• Provide internal financial controllers metrics by collecting, analyzing, and summarizing data trends and forecasts
• Trained and assisted new auditors with company polices and procedures
• Carefully examine receipts, checks, tickets, and all other financial documents used for audits for errors
• Contact sales reps and suppliers for corrected account documentation
• Run daily and weekly reconciliation reports to make sure suppliers financial figures sum public reporting
• Present weekly reconciliation and audit repots to upper management
• Maintained complete confidentiality of company and financials related business and information
• Performed daily, weekly, monthly, and year to date reconciliation reports and control ledgers for the department and review committee
• Record retention amounts and issues with sales reps and all company departments
• Assist CFO with internal and external audit reports for budgets, expenses, travel, equipment, and staff overhead
• Display and present presentations for sales managers and senior management
• Upload files, financial data, and host information to sales rep via salesforce.com
• Work closely with upper management and peers with in the finance team
• Use proprietary data programs designed by Confidential to conduct data analysis reports
• Export reports from databases and manipulate data for presentations and look for errors
• Set up accounts in CRM for clients and reps
• Assist reps with troubleshooting on CRM platforms on retrieving data and setting up accounts
• Run weekly and monthly projections, forecast, and comparison repots to look for inconsistency/ inaccuracy
• Provide financial support to Operations and Marketing departments for strategic business decisions

Confidential.Bellwood, IL

Sales Operations Analyst & Internal IT Network Administrator

• Create daily product availability and financial reports and send to region sales managers and directors
• Calculate daily revenue forecast for regions and distribute among managers & directors
• Conduct daily sales & revenue reports per region and distribute to V.P. of Sales and Regional Directors
• Use data collected from the salesforce database to analyze and find anomalies, then create solutions.
• Take corrected collected data and generate reports for CEO and V.P. of Sales
• Display and present presentations for sales managers and senior management
• Prepare PowerPoint presentations, put together Word documents and Excel sheets for CEO, CFO, & V.P. of Sales
• Daily reports to with gross, net, margin, net new business, combined, and completed revenues figures and forecast to managers and V.P. of Sales
• Conduct data analysis reports with Excel & Access using Vlookups, Pivot Tables, and Graphs
• Discuss financial data, tables, and graphs in company conference via boardrooms with video conference calls to other locations
• Weekly and monthly projections, forecast, and comparison repots to CEO and VP of Sales & Operations
• Produce KPI’s and forecast to review gross and net sales figures with margin
• Analyze the company’s needs and work with senior management to raise capital is areas needed
• Maintain corporate company bank accounts and ensure revenue accuracy
• Evaluate current and existing reports to diminish outstanding issues for the future
• Overlook purchase orders, sales orders, and receipts from clients to ensure accuracy with corporate statements
• Provide financial support to Operations and Marketing departments for strategic business decisions for cost savings initiatives
• Carefully put together formulas with spread sheets for queries, expenses, salaries, and problems to create solutions
• Manage, maintain, and oversee operations pricing database to insure accuracy with sales revenue
• Create weekly reports for sales, accounts payable, and receivable departments.
• Assist CFO with corporate tax returns
• Schedule auto generated reports to end users for showing commission payouts
• Set up, run, and manage automatic direct mailers based off sales revenue to promote higher income in designated areas
• Manage dashboards, dashboard designer, SharePoint, UNIX feeds, accounts, pages, kpi’s, scorecards to maintain consistent accuracy with corporate revenues and forecast.
• Set up and manage online E-Learning software
• Create content and data for E-Learning for new hires and sales team
• Set auto-timing, reminders, manage seats, permissions, RDP support, and other day-to-day functions for online university.
• Configure and maintain company infrastructure permissions, print servers, mail servers, terminal servers, Wi-Fi, and domains
• Configure company firewalls and guest networks with proper permissions
• Provide executive team with remote access to terminals via VPN’s while maintaining proper security levels
• Assist with trouble shooting techniques to peers as needed hands on or remote.
• Assistant Director of IT with aid as needed
• Install operating systems and configure workstations for corporate and client use.
• Purchase software for each department and install on any machine with proper permissions, settings, and login credentials.
• License machines and software. Keep index of IT equipment
• Manage pricing and inventory system with UNIX and HTML software
• Manage website and online university with content management tools and ecommerce.
• Register domains and domain aliases as needed.
• Regulate/create/manage new and ongoing accounts for clients/employees
• Maintain consistent communication with suppliers and vendors for appropriate pricing with margin

Confidential,Wheeling, IL

Salesforce.com CRM Administrator, Customer Service Supervisor

• Answer inbound calls from customers and provide assistance with their order/product questions
• Regulate/create/manage new and ongoing accounts for clients
• Manage Salesforce seats, chatter, e-blasts, files, leads, accounts, contacts, opportunities, accounts, reports, and dashboards for customer service team & marketing department.
• Set up, test, and configure Salesforces profiles, accounts, and fields for customer data on behalf of employee use
• Assist clients with quoting, bidding, shipping, and purchasing product
• Manage SFDC database of 155K plus accounts to ensure accuracy
• Weekly reports to HR and manager with employees timesheets for proper salary payout
• Answer & place high volume of calls on a daily basis
• Maintain through knowledge of products
• Assist upper management with case reporting, daily updates on project resolutions
• Conduct data analysis reports with Excel & Access using Vlookups and Pivot Tables
• Peer review order paperwork for client specific data
• Create worksheet forms with Word & Excel for department use
• Carefully put together formulas with spread sheets for queries, expenses, salaries, and problems to create solutions
• Manage depot with 6-10 peers in call center environment
• Research order problems and advised on updates or resolutions as needed
• Manage overtime projects for peers
• Discuss financial data, time, and other investment types with clients for business transactions with the company
• Perform physical counts on inventory and upload info into software data bases
• Distribute report prepared data among peers
• Responsible for coordinating & planning meetings for executive team
• Create and evaluate reports to complete all outstanding issues and diminish them in the future
• Train all new employees and bring them up to speed with the company’s practices and policies
• Create purchase order, sales orders, and receipts for clients

Confidential,Chicago, IL

Regional Manager

• Manage 8-10 full time employees schedules and assigned jobs
• Meet with customers & large clients to update accounts and extend business contracts
• Discuss manpower, labor time, and labor cost for assignment completion
• Daily controlled completion of tasks/assignments by employees
• Schedule bi-weekly weekly meetings with employees for regional briefing & news
• Create reports for upper management with past, present, and future problems with solutions using data charts
• Address customers directly and virtually to make sure all needs/requirements are met as per contract
• Weekly reports to HR with employees timesheets for proper salary payout
• Managed production flow of mechanical system assembly
• Weekly and monthly projections, forecasts, and comparison repots to CEO
• In charge of coordinating meetings with venders, employees, and customers regarding labor and time
• Assist clients with mechanical troubleshooting personally and via phone
• Maintain customer relations by assisting, reporting and providing any necessary assistance to customers
• Reduce number of hours on production floor by extorting and reviewing assembly line reports
• Index, scan, and create electronic files and documents
• Conduct daily analysis reports using corporate financial figures, then distribute reports generated to executive team
• Manage inventory of company products and tools for daily use
• Index, scan, and create electronic files and documents
• Train all new employees and bring them up to speed with the company’s practices and policies
• Reach out to new-found clients and establish business contracts
• Weekly reports to HR & VP with productivity level and future planning
• Distribute revenue reports created to peers to provide personal and company updates