CRM Consultant Resume

PROFESSIONAL EXPERIENCE:

Confidential

CRM Consultant

Responsibilities:

Upgraded client from 3.0 to 2011 and 2011 to 2016
Supported new implementation of Dynamics 365
Assisted in the development of ADXstudio Portal
Implemented ClickDimensions (Marketing Automation plug - in for CRM)
Heavy customization of CRM to automate distribution of qualified sales leads using client’s preferred methodology; Migrated from InfusionSoft
Report writing in Fetch XML (Visual Studio 2012, BIDS on SQL Server 2008)
Creation of dashboards, forms, workflows, etc.
Strong focus on “power use” of workflows and front-end customizations in lieu of code (to aide in ease of upgrades and day-to-day reliability)
Day-to-day customizations, projects & support of CRM issues
Business & Systems Analysis, Requirements Gathering, System Design, User Training, Project Management

Leadership Team Member

Confidential

Responsibilities:

Operations Manager & Leadership Team Member

Confidential

Responsibilities:

Responsible for overall Operations
Operational efficiency and effectiveness in Sales, Ops, Facilitation & Marketing
Teamwork and Accountability
Company Morale
Management, coaching & development of Admin & Accounting staff, as well as Marketing contractors
Provide company accountability for Strategic Initiatives
Participated in Financial Reviews with CEO
Placed on a 5-yr succession plan to replace CEO (I ultimately opted-out)
Vistage member (2006-2008)
Implementation of Microsoft CRM 3.0

Project Manager

Confidential

Responsibilities: