Salesforce Specialist, Houston, Tx Resume
SUMMARY:
Certified SalesForce Administrator and Customer Experience professional with front - end design ability, business systems analytics, backend system development, and data migration specialst; adept at translating business needs into user-friendly technology solutions. I’m seeking to develop my technology career and join a dynamic team and company with growth opportunities.
TECHNICAL SKILLS:
- SalesForce Developer experience (Apex coding)
- MS Office Suite
- Windows 7
- HTML 5
- C++
- T-SQL
- CRM
- Web Design
- SalesForce Implementations & Integration
- Small Business network configuration & troubleshooting.
PROFESSIONAL EXPERIENCE:
Confidential, Houston, TX
Salesforce Specialist
Responsibilities:
- Used SFDC add-on to pull multiple reports into Excel, linked reports in Access, used SQL to create aggregated reports for sales and marketing KPI’s.
- Used the native SFDC Schema (data model) to verify Sales out and MDF relationship to generate ROI report ensuring quality data capture.
- Team member for Salesforce process redesign: Opportunities Management, MDF planning object, Account Business Plans, Joint Business Plans, Strategic Initiatives, and Sub-plans linkage.
- UAT and Agile style script testing for SFDC updates and implementations.
- Hosted weekly Joint Business Planning meeting with regional directors to share Sales performance and gather regional coordination for SFDC platform enhancements.
- QlicView and PCM platform knowledge (Marketing Team).
- Extensive use of VLookUp, Pivot Tables / Charts and other formulas to present KPI’s and other granular performance data in Excel and Access from the SFDC platform.
- Enhanced existing EOY PowerPoint reports with new analytics from Excel by linking Excel data and charts into PP Presentations.
- Created training deck for Marketing’s new KPI data capture.
- Business Analysis: Used Prev Year Sales and Current Year Sales to present Year over Year growth. Used JBP reports to show expected performance per Partner per Region. Used YOY growth for next half forecasting.
Confidential, Houston, TX
Salesforce Administrator
Responsibilities:
- Configured and customized: workflow rules, custom profiles, roles, sharing rules, and permission sets, and approval processes.
- Created extensive custom HTML email templates.
- Customized standard objects and created custom objects.
- Imported 8x8 data through the DataLoader for side by side reporting - Agent Call time vs Agent Case time.
- Created custom objects for data migration, using DataLoader, from external database into SFDC for EOY performance and ROI analysis.
- Created Master-Detail joined object to establish a many-to-many relationship between Opportunities and Cases.
- Coordinated with Customer Care Director to enhance process and platform for optimal coverage and data capture.
- Used DemandTools to de-dupe import Accounts and Contacts for data capture quality control.
- Used field level security, object permissions, and permission sets to establish specific user CRED.
- Created custom roles and permission sets for user visibility.
- Worked closely with a developer to map external database fields with existing Salesforce fields for data mapping.
- Used Email-to-Case for Client to Business data acquisition and interactions.
- Created custom Case button for the Opportunity page that would create a new Case based on the record type and prepopulate, Account and Contact information.
- Used custom formula fields for cross object field updates to show Account data on Cases.
- Created joint reports for End of Year operations report, including graphs to show side by side comparisons.
- Custom reports and dashboards for the various departments for performance tracking.
- Used a custom Apex class to export a report as a csv, attach it to a visualforce email template, and use the developer console to implement an Apex time trigger to send the report.
- Extensive testing in the SandBox environment with moving changes to and fro between multiple SandBoxes, and to Production.
- F2F and GoToMeeting end user training on various functions and platform updates including slide decks.
Confidential, Houston, TX
Salesforce Administrator
Responsibilities:
- Created extensive dashboards to reflect monthly sales and Sales Rep Performance.
- Opportunity tracking and time based task assignment.
- Custom reports: Revenue, Sales Rep Performance, Opportunity forecasting & probability.
- Used Web-to-Lead for sales reps to capture potential client information.
- Assisted sales reps in doing presentations of the products for clients through onsite demos and live webinars no less than three times weekly.
- Provided client support both over the phone and through VPN.
Confidential, St Croix, Virginia
Salesforce Administrator
Responsibilities:
- Created a custom joint report to reflect specific recruiting criteria for various positions, allowing candidates to be quickly and easily matched to jobs. Edited filters as needed.
- Used DreamWeaver to enhance Salesforce generated HTML code to match scheme of existing website - Web to Case to capture candidate resume data.
- Scheduled automated daily and weekly reports for both internal and external users.
- Used field level security and object permissions to establish specific user CRED.
- Used sharing rules to grant CRED for specific users.
- Assigned roles for role hierarchy.
- Used Marketing Mgr profile option and sharing rules to enable Marketing Mgr to create targeted campaigns.
- SandBox testing prior to implementation.
- Created a QuickGuide & Training Manual for end user to understand the process; added Training Manual to Documents in Salesforce.
- Integrated an external app to push calendar events to each user’s google calendar to prevent simultaneous conference scheduling: EventBrite
Confidential, St Croix, Virginia
Assistant Property Manager
Responsibilities:
- Hotel / Restaurant management
- Receiving acting supervisor: schedule logistics, product management, custom order sign-off.
- General office duties including A/P, A/R, and Invoicing. Customer support.