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Work Background
CirataSalesforce Administrator and Business Analyst
Sep. 2021● Sole Salesforce Administrator for 150 active users and 2,000 customer users. ● Completed full rebrand of Production Org and Community Site (formerly WANdisco). Updated hundreds of email alerts, quote templates, automations, users and apps. Worked across all teams to ensure a smooth transition. Secured new naming rights from Salesforce and updated all Certificates, Domains, Redirects and DKIM keys. ● Head of the Salesforce Change Advisory Board with heads of Finance, HR, Marketing, Infrastructure, Customer Success, Product Management, and Sales. ● Managed day to day Salesforce issues across all departments including training, reporting, user administration, and data entry. ● Led Salesforce cleanup project to gain ISO 27001 compliance as a publicly traded company. Removed dozens of unnecessary apps, redundancies, and unsecure user permissions. ● Created and deployed a custom app and object to track data consumptions among customers. ● Reorganized role hierarchy and implemented forecasting module for the executive team to monitor the sales pipeline. ● Worked closely with Sales/Marking Ops to create a new sales process with several validation rules, approval processes and automations to help Cirata have its best quarter ever. Worked as primary sales desk approver. ● Learned all necessary automations without any guidance from previous outside developers including APEX, workflow rules, process builds, and flows. ● Created and maintained flows on all major objects across all departments.
● Proficient in third party apps such as Tableau, Outreach.io, Ringlead, Marketo, Pardot, Conga, and Zoominfo.
GetForceSalesforce Administrator
Oct. 2020 - Aug. 2021• Ramped dozens of new users to become proficient with workflows and utilization of the Salesforce platform.
• Created and updated Workflow/Validation rules, Processes and Flows for to help eliminate manual work and admin positions.
Accounting SeedAccount Executive
Dec. 2019 - Sep. 2020Columbia, MD• Sold full accounting suite (competitor to CPQ) built on the Salesforce platform.
• Learned high level accounting concepts.
• Used Salesforce CRM for day to day sales and reporting while learning more advanced admin and developer functions.
• Gave hundreds of guided software presentations remotely with CPAs, Salesforce Admins and Developers, IT professionals and C-Level executives.
• Created custom dashboards, reports, and list views to streamline client bases into efficient data sets to increase productivity and reduce repetitive tasks. • Tracked Pardot leads from first contact until close.
• Documented records’ information along with tracking sales activities, processes, quotes, and invoices (in using multiple pricebooks) in Sales Cloud.
Herrmann Law IT Support Specialist
Aug. 2016 - Nov. 2019Baltimore, Maryland Area• Maintained firm and individual attorney websites using Drupal, WordPress and Wix. • Created and placed ads for end clients from inception to invoicing based on market research. These advertisements comprised of web banners, newspapers, and magazines that included trackable metrics based on respective advertisement reach.
• Coordinated a virtual team of writers for social media posts, blogs, and website news.
• Maintained Google AdWords accounts and managed budgets for individual attorneys and small firms (annual budgets in excess of $10,000). • Built databases in Excel for Constant Contact emails and analyzed campaign results.
• Managed firm marketing budgets.
• Created Power Point presentations for legal seminars and followed up with attendees. • Analyzed web traffic using Google Analytics and Alexa.
• Networked with members of the local and national media to keep them aware of recent firm accomplishments.
• Tracked the digital media use of rival firms to build detailed reports and suggest new strategies.
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