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Salesforce Administrator And Sales Operation Coordinator Resume

Denver, CO

SUMMARY:

  • Managed account/contact creation and confirmed that account/contact data remained current and correct.
  • Created roles and profiles based on organization hierarchy, implemented record - level and field-level security, and configured sharing rules.
  • Created campaigns, bulk-loaded campaign members, launched mass emails, and created reports.
  • Created approval processes for various objects.
  • Worked with sales operations and product management to create detailed reporting driving sales and technical requirements. Created specific solution-based workflow to increase productivity in these departments.
  • Implemented custom Process Builder/workflow/validation rules/formula fields for numerous business processes.
  • Scrub data populated in Excel spreadsheets to specific criteria. Then data load into Salesforce using Apex Dataloader.
  • GetFeedback/Medallia Survey applications integration into Salesforce.
  • Familiar with Apex Classes, Apex Triggers, Visual Force Pages and Custom Settings.
  • Worked in an Agile/Scrum environment (JIRA ticket system).
  • Project managed new process development between requestors and IT resources. From development to documentation, to training end Users.
  • Released code from Sandbox environments to the Production environment using Change Sets.
  • 25 Trailblazer Badges

TECHNICAL SKILLS:

Computer Experience: Salesforce.com, Microsoft Office Suite (Microsoft Access for object-related reporting), Apex Data Loader

EXPERIENCE:

Confidential, Denver, CO

Salesforce Administrator and Sales Operation Coordinator

Responsibilities:

  • Scrubbed and cleaned data specific to Leads, Contacts and Accounts to ensure data integrity specific to a closed loop sales process.
  • Created specific Lead conversion process’s depending on different verticals.
  • New Role Hierarchy’s to confirm reporting is correct, as well as built out Profiles specific to Users job functions.
  • Created formula fields on the Account page to reflect specific Opportunity data
  • Created multiple Price Books and Products depending on the business type we were selling to (Small Business, Enterprise - Retail, International, Private Label, Bulk Material Sales).
  • Created a Sales Commission process that is specific to the Representatives role (Account Executive vs. Account Manager).
  • Built out the Quote, to Opportunity, to Order sales process. Work directly with sales Directors and Vice President of Sales to confirm they have the visibility to manage their teams and to report this data accurately.
  • Built out the integration for Credit Card processing through Salesforce.
  • Confidential integration to calculate taxes when needed. Integrated Salesforce and Great Plains for ERP tracking.

Confidential, Denver, CO

Sr. Business Analyst - Salesforce Administrator

Responsibilities:

  • Trained new and existing Salesforce users on job-specific use of SFDC. Produced reports and dashboards, as well as scheduled reports for regular receipt by specific users.
  • Managed creation and adjustment of forecasting tab data, including loading monthly quotas and removing terminated users.
  • Created customized fields (including formula fields) and page layouts for standard and custom objects. Used Process Builder to trigger approval processes, email notifications, field updates, and record creation.
  • Pulled in data from numerous data sets, scrubbed data for relevant information, and loaded data into SFDC using Apex Data Loader.
  • Administered sales applications DiscoverOrg and LinkedIn Navigator for Salesforce to increase sales productivity. Integrated and administered survey platforms GetFeedback and Medallia for Salesforce.
  • Worked with IT regarding monthly code elevates using the Jira ticketing system.

Confidential, Denver, CO

Salesforce Administrator

Responsibilities:

  • This was accomplished by creating workflow rules that triggered email notifications, field updates, auto created task.
  • I also designed a new process for Service Cloud to monitor the Confidential Call Center.
  • This was accomplished by creating a new Console for their team, and auto creation of Cases that would capture all the relevant data. These Cases were auto generated using Process Builder.

Confidential, Denver, CO

Salesforce Administrator

Responsibilities:

  • This also demanded data loading of monthly Quotas into the Forecast object.
  • Although main responsibility was data metrics, I also worked with Sales to support ongoing training of Salesforce and other Sales tools.

Confidential, Boulder, CO

Salesforce Support

Responsibilities:

  • I created Users, confirmed correct Roles and Profiles were granted.
  • I held a “brown bag” lunch and learn weekly to assess any questions
  • Users had concerning their participation in Zayo’s Salesforce instance (ie. navigating to Reports and Dashboards, creating recurring Task, creating Opportunities, Lead conversion, etc.).

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