‍SUMMARY

• CRM Management in Salesforce, Design and Implementation of Navatar Platform for Salesforce for entire commercial real estate company including Institutional, High Net Worth and Wealth Management Investment Divisions. Maintaining integrity of the database, all data, report design, dashboard design & implementation inclusive of Yardi integration.
• Implementation of entire platform/project management using Agile for platform.
• Implementation on Service Cloud Platform
• Utilize the Salesforce 1 App, Lightening, Visual Force, Docusign, Marketo, Conga, Linkpoint 360, Vertical Response, Salesforce A app, roles, profiles, security on record types, programs, and reporting.
• Single User Sign On with Force.com; Workflow, Triggers, Approvals, Service Cloud and Sales Cloud.
• Create Roles, Profiles, Workflows, and Triggers for Individual Programs and Services
• Develop and Conduct Corporate Wide Training for Employees
• Design Alerts, Dashboards
• Create Custom Reports Based on Company and Executives Board Needs
• Design Platforms for Commission Tracking and Docusign that allow paperwork to be generated from Salesforce to our investors in automated function
• Testing of Sandbox Ideas and Implementing New Business Procedures based on program needs.
• Help Desk and Customer Resolution of Salesforce.com issues.
• Mass Data Uploads, Emails, and Mass Deletion and Transfers of Data for Salesforce.
• Project Management of Salesforce Implementation at Confidential, and Yardi Integration at Encore.
• Project Management of Several New Client Based Programs at 2020 Companies for Samsung, Samsung Experience Store, JBL, HR Related Programs and Management, Service Cloud Implementation for IT and Operations

PROFESSIONAL EXPERIENCE

Confidential

Sr. Salesforce Database Administrator

Responsibilities:

• Responsible for setting up Users, Roles and Profiles for 5500 end users, manage 12 system admins in Operations division to insure data integrity.
• Creation of Surveys, Forms and Reporting for Retail Marketing Company
• Program Security for All End Users
• Monitoring and Cleaning Up Data
• Monitoring Audits and User Reports
• Implementation of Service Cloud Platform
• Management and oversight of three entirely different platforms, CRM, Sales Custom and Service Cloud
• Dashboard Design and Reporting for New Clients
• HR Functions and Concierge for All New Hires and Recruiting in Salesforce
• Set up of Custom Record Types, Objects.
• Extensive Trouble Shooting and Training of End Users in Salesforce.
• Validation Rules
• Workflows
• Visual Force
• Lightening

Confidential - Dallas, Texas

Salesforce Team Lead/Navatar Administrator

Responsibilities:

• Admin 201 Certification
• Implementation and Project Management of Platform
• CRM Management in Salesforce, Design and Implementation of Navatar Platform for Salesforce for entire commercial real estate company including Institutional, High Net Worth and Wealth Management Investment Divisions. Maintaining integrity of the database, all data, report design, dashboard design & implementation inclusive of Yardi integration.
• Utilize the Salesforce 1 App, Visual Force, Docusign, Marketo, Conga, Linkpoint 360, Salesforce A app, roles, profiles, security on record types, programs, reporting.
• Single User Sign On with Force.com; Workflow, Triggers, Approvals
• Create Roles, Lead Assignment Rules, Workflows
• Develop and Conduct Corporate Wide Training for Employees
• Design Alerts, Dashboards
• Create Custom Reports Based on Company and Executives Needs
• Design platforms for Commission Tracking and Docusign that allow paperwork to be generated from Salesforce to our investors
• Testing of Sandbox Ideas and Implementing New Business Procedures based on program needs.
• Mass Data Uploads, Emails, and Mass Deletion and Transfers of Data for Salesforce.
• Salesforce Implementation, Data Uploads, Surveys to Customers, Marketing Campaigns, Salesforce Integration with Apps and Custom Apps such as Linkpoint 360, Docusign, Vertical Response.
• Custom Design of Platform Based on Business and Marketing Needs
• Employee Training Programs for Salesforce and all Applications
• Developed Company Training Manuals based on Processes
• Developed Procedures to Match the Salesforce Platform and Stream Line Sales and Marketing
• Admin 201 Certification
• Security Settings, Licensing of Users, Database Controls
• CRM Management in Salesforce, Design and Implementation of Navatar Platform for Salesforce for entire company including Institutional, High Net Worth and Wealth Management Investment Divisions. Maintaining integrity of the database, all data, report design, design implementation and Yardi integration.
• Single User Sign On with Force.com/Sharepoint
• Create Roles, Lead Assignment Rules, Workflows
• Develop and Conduct Corporate Wide Training for Employees
• Visual Force
• Design Alerts, Dashboards
• Create Custom Reports Based on Company and Executives Needs
• Design platforms for Commission Tracking and Docusign that allow paperwork to be generated from Salesforce to our investors
• Testing of Sandbox Ideas and Implementing New Business Procedures based on program needs.
• Mass Data Uploads, Emails, and Mass Deletion and Transfers of Data for Salesforce.
• Support for Investment Sales Team-Administrative Level
• Training materials for Salesforce per company procedures and standards.

Confidential

CEO/Office Manager

Responsibilities:

• Referred to this position by previous employer (their attorney)
• Travel arrangements for top executive attorneys. Meeting and event coordination, expense reports, detailed itineraries.
• Quickly and effectively solve customer challenges, process payroll, insurance and tax reports, bookkeeping, proposals, monthly reports and quality control.
• Office Management, travel, calendars, event coordination.
• Investor relations, budgets and proposals to purchase debt portfolios.
• Monthly reports to investors on each portfolio.
• Administrative support to CEO and CFO
• Phones, customer relations and presentations for new clients.
• Employee relations and benefits.
• Maintain executive calendar and organization of all office processes and procedures.

Confidential

Commercial Real Estate Brokers/Office Manager

Responsibilities:

• All Management Reports for Multi-Million Dollar Commercial Real Estate Assets, Multifamily, Commercial, Retail and Industrial Portfolios including quarterly partner reports and annual partner reports and letters
• Lease Negotiations, Argus Financial Analysis, Partnership Agreements, AP/AR for Property Management Company
• Budget Preparation, Investment Synopsis, Lender Liaison
• Monthly Investor Reports, telephone messages, travel schedules, appointments and executive calendars and databases
• Office Management/Executive support for multiple executives.
• Global Travel and Expense Reports, Reservations and meeting coordination
• Update Costar software with availability.
• Marketing flyers to brokers with space available.
• Email marketing campaigns to area brokers
• Brochure design with available space.
• Tenant phone calls and services
• Posting of all rents and security deposits. Filing all paperwork in regards to assets tenant leases.
• Capital reports for reimbursement to lenders
• Letters of Intent
• Preparing correspondence, documents, Request for Proposals, LOIs, reports, account invoices, etc. with direction from brokers and/or knowledge of company policies and procedures
• Preparing leases and amendments for renewal transactions
• Working closely with assigned brokers to maximize their time and productivity by providing a high level support, often handling a large amount of details and confidentiality relating to complex real estate transactions
• Preparing and producing large presentations and tour books, often with a short lead-time
• Processing and auditing deal files; gathering and labeling required documents; obtaining W-9’s and approvals, training and supporting brokers on deal file/invoicing process
• Creating and editing presentations for prospect/client meetings
• Managing, updating, maintaining, and posting transactions in databases to track current deals and closed deals
• Organizing and maintaining work in process documents on master deal drives keeping the most current information organized and up to date
• Participating in regular administrative assistant meetings and division meetings
• Receptionist relief rotation
• Performing other general administrative duties such as printing and editing reports, filing, faxing, scheduling meetings, and making travel arrangements
• Providing interface for brokers on IT issues, including computer needs, email, voicemail, Smartphone, and other related technology and equipment
• Complete expense reports for brokers
• Create simple maps and aerials with short lead time for broker
• Format documents; primarily excel, for most efficient print layout and pdf delivery to broker, clients, and prospects
• Duties assigned as the business needs require

Confidential

Office Administrator/Executive Assistant

Responsibilities:

• Began as receptionist for Fox and Jacobs Homes.
• Promoted to Construction Coordinator/Assistant Office Manager to Bill Allen and Rochelle Lawless.
• Promoted to Executive Assistant to Vice President of Marketing and Advertising for the Southwest Region and Land
• Development Coordinator.
• Responsible for permits, presentations, training packages for new sales personnel, articles and descriptive
• Advertising, concerning Centex multifaceted product and homes.
• Travel coordination, event planning for 3 executives,
• Heavy Power Point, Excel, Publisher and Calendar Management for Advertising Director and Marketing Director.