PROFESSIONAL EXPERIENCE
Salesforce Consultant
Confidential - Oakland, CA
Responsibilities:
- Identified and implemented solution for connecting Salesforce objects with Google calendar through Zapier.
- Build Process builder and flow to streamline record creation and management.
- Implemented donor’s levels, roll-up summaries, donor’s prioritization, integration with Mailchimp.
Salesforce Consultant
Confidential
Responsibilities:
- Specializing in the Kimble PSA (third party application integrated in Salesforce org) solution to help professional service organizations deliver process visibility, efficiency, and scalability.
- Performed data load, worked through the cycle of engagements, invoices, revenue calculations.
- Configured and deployed Community.
- Business analysis and CPQ implementation - created product catalog, bundles, product and price rules, Process Builder processes for opportunity currency and bulling information verification, Advanced Approval processes.
Salesforce Administrator
Confidential - Oakland, CA
Responsibilities:
- Identified application issues and inefficiencies through the use of Salesforce Optimizer and Lightning Readiness report
- Analyzed the Sharing Settings used between field managers; uncovered redundancies that caused ineffective actions and recommended removing them to introduce a more streamlined process.
- Examined the permissions for all user profiles to ensure that the highest level of security was enacted; provided detailed analysis to support the Lightning pre-implementation decision making process.
Salesforce Administrator
Confidential
Responsibilities:
- Created an application to streamline and track Job Application process, performed data clean up, implemented security, naming convention, created reports and dashboards, provided tools for easy use and monitor job search for Job Seeker.
- Deployed Recruiting application for use by HR and recruiters, implemented security, data load, standard and custom objects, created reports and dashboards.
- Created an application for Direct Sales model (B2C). Used Personal Accounts, orders, contracts, products and price books, validations, approval process, workflow.
- Deployed Mobile version and Customer community for Customer Support and Sales Representative usage.
- Worked with Sandbox to test new functionalities and deploy them into production environment.
Confidential
Staff CTI Telecommunications Engineer
Responsibilities:
- Provided efficient and effective customer service.
- Simulated customers’ experiences by identifying requirements and communicating to production team, improved products and services.
- Managed vendor relationship, which resulted in decreasing expenses by 30% for support/maintenance contracts.
