Stephanie Moreno

Salesforce Admin - Sales Marketing Operations at Fintech
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Tampa Bay Area

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Credentials

  • Notary Public
    Florida Notary Services
    Sep, 2022
    - Nov, 2024
  • Salesforce Certified Administrator (SCA)
    Salesforce

Experience

  • Fintech
    • United States
    • Financial Services
    • 400 - 500 Employee
    • Salesforce Admin - Sales Marketing Operations
      • Dec 2019 - Present

      - Salesforce Certified Admin - Sales Commissions, Policy Docs, Incentive Tracking - Dynamic Reports & Dashboards - Sales Policy and Procedure Updates - Salesforce Certified Admin - Sales Commissions, Policy Docs, Incentive Tracking - Dynamic Reports & Dashboards - Sales Policy and Procedure Updates

  • Thomson Reuters
    • Canada
    • Software Development
    • 700 & Above Employee
    • Project Manager
      • Apr 2016 - Oct 2019

      - Agile work streams in a rapidly changing environment- Salesforce.com enterprise wide implementation – requirements gathering, data migration rules, JIRA software usage, created implementation plan, Lead Office Hours and Early Life Support- Salesforce.com system integration Project Management- Salesforce.com creation of complex reports - Process Improvements – Hiring/Termination process, Territory Updates, Team collaboration and Midyear Sales Meeting/ conference needs. - Budget Tracking Show less

    • Sales Operations Specialist
      • May 2016 - Dec 2017

      - Working cross-channel and department with marketing, lead management, and finance teams to more effectively produce reporting, increase sales and decrease project inefficiencies. - Continually developing ad hoc reporting & dashboards including sales activity tracking, length of sales cycle and the development of a sales pipeline forecasting customized reports.- Served as channel point person for Global Legal Instance Salesforce Testing.- Streamlining Annual Sales Meeting (ASM) projects in conjunction with team to effectively produce ASM Show less

  • SelectAccount
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Sales Operations Analyst
      • Jun 2014 - Jan 2016

      - Developed Sales Operations team processes and goals - Secured business by developing strategic responses to Requests for Proposal (RFP) and Requests for Information (RFI) - Created, implemented and managed a CRM database (Salesforce) - Develop ad hoc reporting including sales activity tracking, length of typical sale and the development of a sales pipeline. - Serve as the project manager in the implementation of Pardot Cloud Marketing integrates with Salesforce - Planned and developed best practices sales processes, procedures, reporting and sales cycle management for a young and growing sales team. Show less

  • DreamPlanGo
    • Advertising Services
    • Travel Marketing Account Executive
      • Apr 2013 - Jun 2014

      • Business to Business Inside Sales consultant selling Digital Advertising to the Travel Industry • Assist Destination Marketing Organizations in creating campaigns for Lead Gen, Awareness and other Goals • Social Media, Digital Advertising & Media Buys integral to the job • Utilize standard proposals and create custom service packages for clients • Expert in Salesforce CRM Database • Business to Business Inside Sales consultant selling Digital Advertising to the Travel Industry • Assist Destination Marketing Organizations in creating campaigns for Lead Gen, Awareness and other Goals • Social Media, Digital Advertising & Media Buys integral to the job • Utilize standard proposals and create custom service packages for clients • Expert in Salesforce CRM Database

  • Pegasus Healthcare Consulting
    • Greater Minneapolis-St. Paul Area
    • Operations Manager
      • Mar 2012 - Mar 2013

      • Daily Business Operations – Calendars & Travel Arrangements, Budgeting & Forecasting, Customer Service & Sales Presentations • Created a Recruiting Process Guide for hiring managers, helping to manage expectations between HR, Recruiting and the manager • Recruiting support and on-boarding of new employees – posting roles, managing interviews, processing —new hire paperwork • Vendor Management – Complete Contract Negotiations with New Contracts and Renewa • Daily Business Operations – Calendars & Travel Arrangements, Budgeting & Forecasting, Customer Service & Sales Presentations • Created a Recruiting Process Guide for hiring managers, helping to manage expectations between HR, Recruiting and the manager • Recruiting support and on-boarding of new employees – posting roles, managing interviews, processing —new hire paperwork • Vendor Management – Complete Contract Negotiations with New Contracts and Renewa

  • Paychex Inc
    • Business Consultant
      • Apr 2010 - Mar 2012

      Business to Business sales consultant selling Payroll Services to small and medium sized businesses. Assisted business owners in transferring the payroll from internal software and competitor software to Paychex. Scheduled sales meeting and maintained daily and weekly sales calendars through CRM software (SalesForce). Worked to exceed monthly sales goals by effectively selling the value of Paychex service. Assisted clients with a year-to-date audit when converting to Paychex in the middle of the quarter/year. Show less

Education

  • Winona State University
    Bachelor of Science, Business Administration

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