SUMMARY:

Innovative and results - oriented professional possessing extensive experience within highly competitive markets. Analytical strategist skilled in successfully developing organizational initiatives and systems that lead to periods of accelerated growth while working in heavily constrained environments. Collaborative communicator focused on building relationships and promoting synergy across business lines. Adaptive learner able to master new technologies and business domains rapidly. Driven to apply significant experience to the advancement of a growing organization.

EXPERTISE AREA:

• CRM Administration
• SDLC Management
• Operations & Business Analysis
• Pipeline Forecast Modeling
• Complex Project Administration
• Technical Project Management
• Sales & Service Cloud Expertise
• Data Analysis
• Strategic Planning & Analysis
• Custom Solution Development
• ETL Development
• Business Development
• Report & Dashboard Construction
• AJAX, JS, SOQL, VBA Programming
• Sales Engineering

TECHNICAL PROFICIENCY:

• Salesforce
• TRIRIGA
• SQL
• AJAX
• Javascript
• SOQL
• IIS
• VBA
• Excel
• SDLC
• ETL
• Google Apps
• Office 365
• Sharepoint
• Exchange
• Access
• Project
• Visio
• Power BI
• Draw.io
• Dataloader
• Dataloader.io
• Workbench
• Conga Composer
• Mail Chimp

EXPERIENCE & NOTABLE CONTRIBUTIONS:

Confidential, Oakland, CA

Salesforce Administrator & Analyst

Responsibilities:

• Defined and operationalized structures for an organization functioning in a decentralized manner, with little process and systems support
• Codified client lifecycle and related pipelines structures, as well as business development funnel
• Normalized terminology and clarified team structures and procedures, not only for standard operation, but to gain clarity for reporting and analysis, which had been dangerously inaccurate
• Proactively identified and remedied process gaps, resulting in dramatic gains in efficiency, solution quality, and morale
• Hosted regular group sessions, resulting not only in subject matter improvement, but also increases in relative technical proficiency and systems related sentiment
• Drove broadening of user base and increase in overall systems scope and complexity, transforming a light Salesforce using organization to become Salesforce centric
• Enforced compliance utilizing approach focused on clarifying and communicating impact
• Championed visible and quantifiable shifts in organizational culture
• Developed reports, dashboards, and processes to monitor and improve data quality and integrity, enabling the emergence of accurate data-driven decision making where none existed previously
• Administered internal systems; 75% Salesforce, 15% Custom Reporting, 10% Office 365
• Sales Cloud solution development; Prospect Profile custom object, Invoice custom object, heavy customization of Accounts, Contracts, Opportunities, Products, Revenue & Quantity Schedules, as well as customization of products for revenue recognition and P&L alignment
• Service Cloud solution development; Delivery Project & Teams custom objects, heavy customization of tasks and campaigns for management of outreach process, Mail Chimp integration
• Developed Javascript/SOQL buttons for automation of complex tasks
• Supported business development as pipeline manager, normalizing data entry and providing insights
• Constructed and implemented forecasting methodologies for Closed/Won and Revenue Recognition, enabling confident mid and long-term planning, while also accurately predicating impending trouble spots and enabling root cause assessment
• Built robust executive reporting suite housed initially in Excel and migrated to Power BI

Confidential, Fremont, CA

Managing Partner, Operations & Systems Analyst

Responsibilities:

• Create a proprietary peer reviewed bond trading methodology based on comprehensive statistical and quantitative analysis
• Administer the research, analysis and trading for $11M AUM portfolio
• Build and operate internal systems with a focus on a highly-customized SalesForce instance, custodial platforms and data/file management systems, as well as integration between all systems
• Design and automate technical solutions including daily ETL, executed in VBA/Python, as well as performance and trading analysis

Confidential, San Francisco, CA

Senior Business Systems Analyst

Responsibilities:

• Utilized pattern analysis to identify and successfully repair damaged critical data segments
• Implemented significant system enhancements related to major projects including a version upgrade of the underlying TRIRIGA software
• Crafted documentation, guides and the REDEX system map, as well as functional and technical specifications
• Leveraged programming experience to automate generation of custom UAT scripts
• Administered the REDEX workspace page, including all site and content development

Confidential, Sausalito, CA

Lead Implementation Manager

Responsibilities:

• Cultivated specialization in strategic implementations and recovery of damaged relationships
• Redefined project success criteria definition through expert design and delivery of materials and sessions, ensuring high levels of user adoption and unprecedented client satisfaction
• Prototyped and standardized ERP/HRMS integration methodologies, including the sourcing of data from widely used protocols and systems such as PSFT, SAP, Oracle HRMS and Kronos
• Architected high profile client facing systems including our SaaS offering and Sandbox environment
• Recognized as enterprise solution pioneer, thought leader and overall product and solution Guru

Confidential, Daly City, CA

Lab Administrator, Technology Consultant

Responsibilities:

• Devised cloning methodology to simplify desktop rollout and reduce overall support requirements
• Prototyped cost effective campus wireless solution

Confidential, South San Francisco, CA

Network & Systems Support Consultant

Responsibilities:

• Provided comprehensive support services for individual and small business clients.
• Services included management of hardware assets, as well as desktop, server, and network support..