Functional Skills

Business Planning
Sales Force Effectiveness
CRM Selection / Implementation
Operational Efficiency
Technology Strategy

Software Skills

Salesforce
Salesforce Integration
Salesforce Service Cloud
Salesforce Marketing Cloud
Salesforce Analytics Cloud
Microsoft Excel
Microsoft Access
Microsoft Word
Microsoft Office
Microsoft PowerPoint

Sector Experience

Business Services
Financial Services
Technology
Transportation & Logistics
Fortune 500

Experience

Independent Salesforce Consultant Corporate Strategy & Development
Independent Salesforce Consultant
6/2022 - Present
Independent Salesforce Consultant brought in on several independent projects to improve team performance within Salesforce
Redesign or develop new process while developing prototype demonstrations
Manage and complete configurations and setting up users and permissions
Configure standard and custom objects including validation rules, formulas, record types, and layouts
Created workflows, page layouts, objects, dashboards, and reports
Create and actively test sandboxes within Salesforece

Charter Communications Product Management / Strategy
Business Analyst
8/2019 - 6/2020
Plan approach to requirements elicitation and methods for requirements management and communication Evaluates business systems and how they align with user needs
Analysis, Design, Execution Implements strategies for gathering, reviewing and analyzing data requirements
Identify ways to enhance performance management and operational reports related to new business implementation processes

Handsfree Management Consulting
Salesforce Administrator
5/2015 - 8/2019
Build new Salesforce solutions leveraging standard configuration and/or custom code to include VisualForce and Apex
Created workflows, dashboards, reports, custom fields, communities, profiles, permissions, rules, templates, validation rules, integrations, and many other functions in salesforce.
Assist by making change recommendations, technology research and assessments to identify Salesforce solutions for best strategic, functional, and technical fit
Escalate process change requests

The Phoenix Group Management Consulting
Account Manager
10/2011 - 5/2015
Operated as the lead point of contact for any and all matters specific to customers
Build and maintain strong, long-lasting customer relationships