PROFESSIONAL SUMMARY:

• Lightning Implementation, Experience in Salesforce Customization, Security Access, Workflow Approvals, Data Validation, Sales Cloud in Salesforce.com CRM.
• Experience with various advanced fields like Pick lists, Custom Formula Fields, Many to Many Relationships, Lockups, Master - Details, Field Dependencies, Validation Rules, Work Flows, Approval Processes, Process Builder for automated alerts, field updates, & Email generation per application requirements.
• Experience in SFDC Customization of Reports and Dashboard.
• Experience with Data migration and updated through the tool App Exchange Data Loader in Salesforce.com
• Experience in Installing Salesfoce.com AppExchange Apps, configuring and maintaining user security permissions in compliance with organizational needs.
• Great interpersonal and communication skills, focused, self-motivated, organized, quicker learner and team oriented. Agile, Six Sigma

SKILL:

• Reports, Dashboards, Workflows, OWD, Sharing Rules, Profiles Data Loader, Import Wizard, Data Loader Data Loader.io Proficient in Excel - Data Migration Operating System Windows
• 95/98/2000/2003/ XP/Windows 7/8, OS X
• Other Microsoft Office (Word, /Excel)\ Goal-oriented Personnel Development Business Analysis with Salesforce Implementation Focus Project Management with focus on utilization over priority and the Fibonacci Scale

WORK HISTORY:

Salesforce Consultant

Confidential, San Antonio, TX

Responsibilities:

• Responsible for Salesforce Implementations with small to mid range level companies
• Experience with Sales and Service Cloud implementation
• Worked along side with Stake Holders, BA and PM to help with a smooth process of putting the business requirements into reality within the Salesforce Environment
• Became proficient in Process Builder, Flows, Validations Rules and Automation
• Proficiency in Reports and Dashboards
• Also Data Migration (Export and Import)
• Designed new salesforce solutions, when needed.
• Demonstrated strong understanding of object-oriented development.
• Tested software before delivering it to users.
• Prepared test data and planned and conducted module testing.
• Provided ample support for quality assurance and defect resolution and constantly ensured systems were developed to user satisfaction.
• Performed analysis and coordinated with other developers to design and code systems.
• Demonstrated ability to learn new technologies and development tools quickly.
• Applied innovative approaches to software design through creative inception and planning.
• Analyzed project requirements to find bugs and eliminate issues within a timely manner.
• Utilized such online conferencing tools such as WebEx and Zoom Meeting to conduct s and learning sessions to employees in locations both in the US and abroad.
• Ensured the immediate resolution of issues so that all project deliverables were met key milestones as defined by stakeholders.

Salesforce Consultant

Confidential, San Antonio, TX

Responsibilities:

• Assisting with Pardot Implementations
• Working along side Stake holders to implement Marketing Strategies
• Application Configuration in the Pardot Platform
• Analysis & Review of Drip Campaigns and Marketing Goals
• Web To Lead Forms and Lead generations
• Data Model and Mapping

Salesforce Consultant

Confidential, San Francisco, CA

Responsibilities:

• Analysis and Review of Third Party ERP integration
• Application Configuration of Custom Objects
• Large Volume Data Migration
• Custom Quote Template Buildout
• Docusign and Conga Integration

Salesforce Administrator

Confidential, San Antonio, TX

Responsibilities:

• Responsible for Salesforce Implementation of Lightning
• Focus on workflows and business processes. Using Lightning Process Builder and Cloud Flow Designer
• Focus on project management in respect to time and utilization and business analysis role of defining user pain points and process improvements

Salesforce Administrator-Volunteer

Confidential, Powell, OH

Responsibilities:

• Integration of Salesforce Nonprofit Success Pack with a focus on donor management
• Manage existing user profiles, roles, permissions and validation rules.
• Customization and development of workflow rules and related tasks, email alerts, field updates to implement business logic.
• Development and designing of page layouts, components, custom objects, custom tabs to reach the needs of the organization
• Creation of various reports and dashboards per user requirement and business need to better utilize Salesforce

Sr. Insurance Specialist /Account Manager

Confidential, San Antonio, TX

Responsibilities:

• Provide initial response to general and complex service requests for new and existing accounts
• Closed sales on new policies by presenting insurance options to customers in a knowledgeable and efficient manner.
• Resolve routine and complex issues by performing detailed research.
• Perform upfront underwriting analysis to evaluate risk acceptability
• Using multiple CRM platforms that include Salesforce

Members Solution Specialist

Confidential, San Antonio, TX

Responsibilities:

• Became proficient working with multiple carriers and knowledgeable in all lines of commercial insurance
• Demonstrated advanced skills and knowledge of Confidential products and benefits.
• Identified member events to provide integrated solutions on products and close on product sales that meet the members needs and facilitate the members financial security.

Member Solution Associate

Confidential, San Antonio, TX

Responsibilities:

• Gathered information and close on product sales demonstrating intermediate skills and knowledge of Confidential products and benefits.
• Identified member events to provide solutions on products and close on product sales that meet the members needs and facilitate the members financial security.
• Empathized with members and provide offers and solutions to make it easy for members to acquire a Confidential product.
• Became proficient in property and casualty lines of business