CrunchTime!Salesforce Administrator
Mar. 2022 - Sep. 2023Remote-Acted as liaison with Marketing and Customer Success teams during company merger to manage metadata & data migration of Users, Accounts, Contacts, Campaigns, and Campaign Members.
-Led migration to Salesforce Lightning, including: rewriting existing and adding new documentation, customizing new Lightning Record & Home pages, updating components of third party integrations such as DocuSign, training users and monitoring Slack channel to continuously improve user experience in the new interface.
-Increased BDR productivity via Lightning App Page with actionable data and resources including: a filtered dashboard featuring hot leads (inbound demo requests, MQLs, enriched Contacts & Accounts) and rich text components kept up-to-date with current event registration reports, Outreach sequences, and other resources. Enabled the Marketing team to update the page to ensure that actionable data and resources were always available at a click without relying on searching Slack. ONGOING RESPONSIBILITIES
-Work in continuous partnership with the Marketing team to increase capacity to track attribution, including: building automations to identify campaign influence on first meetings & demo/pricing requests, optimizing attribution tracking.
-Provide Tier 1 support via Slack, Jira, and 1:1 check ins to ensure technical issues do not become blockers.
-Monitor QA Dashboard, duplicates, and other issues caused by backlogged tech debt. -Ongoing work to address tech debt by untangling past undocumented automations and rebuilding according to updated processes and with updated tools such as Flow with proper documentation.