David Shulman
Senior Salesforce Administrator at Credible- Claim this Profile
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Topline Score
Bio
Stelly Kuo
David handled a very demanding workload with a great attitude right off the bat at Credible. He took ownership of the security and data backup implementations. Even though he had limited previous devOps experience, he stepped up to be the alternate release manager for the team. He rolled with the punches during several business transitions and demonstrated great skills in working independently with minimum supervision. He worked well with cross functional teams and received regular shoutouts from colleagues through out the company. I enjoyed working with David and would recommend him as an awesome admin to a Salesforce organization of any size.
Stelly Kuo
David handled a very demanding workload with a great attitude right off the bat at Credible. He took ownership of the security and data backup implementations. Even though he had limited previous devOps experience, he stepped up to be the alternate release manager for the team. He rolled with the punches during several business transitions and demonstrated great skills in working independently with minimum supervision. He worked well with cross functional teams and received regular shoutouts from colleagues through out the company. I enjoyed working with David and would recommend him as an awesome admin to a Salesforce organization of any size.
Stelly Kuo
David handled a very demanding workload with a great attitude right off the bat at Credible. He took ownership of the security and data backup implementations. Even though he had limited previous devOps experience, he stepped up to be the alternate release manager for the team. He rolled with the punches during several business transitions and demonstrated great skills in working independently with minimum supervision. He worked well with cross functional teams and received regular shoutouts from colleagues through out the company. I enjoyed working with David and would recommend him as an awesome admin to a Salesforce organization of any size.
Stelly Kuo
David handled a very demanding workload with a great attitude right off the bat at Credible. He took ownership of the security and data backup implementations. Even though he had limited previous devOps experience, he stepped up to be the alternate release manager for the team. He rolled with the punches during several business transitions and demonstrated great skills in working independently with minimum supervision. He worked well with cross functional teams and received regular shoutouts from colleagues through out the company. I enjoyed working with David and would recommend him as an awesome admin to a Salesforce organization of any size.
Credentials
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Salesforce Certified Advanced Administrator (SCAA)
SalesforceFeb, 2023- Nov, 2024 -
Salesforce Certified Application Architect
SalesforceFeb, 2023- Nov, 2024 -
Salesforce Certified Sales Cloud Consultant
SalesforceFeb, 2023- Nov, 2024 -
Salesforce Certified Sharing and Visibility Architect
SalesforceFeb, 2023- Nov, 2024 -
Salesforce Certified Data Architecture and Management Designer
SalesforceDec, 2020- Nov, 2024 -
Salesforce Certified Platform Developer I
SalesforceMay, 2020- Nov, 2024 -
DocuSign Agreement Cloud Specialist 2020
DocuSignFeb, 2020- Nov, 2024 -
Salesforce Certified Platform App Builder
SalesforceDec, 2019- Nov, 2024 -
Salesforce Certified Administrator (SCA)
SalesforceJul, 2019- Nov, 2024
Experience
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Credible
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United States
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Financial Services
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100 - 200 Employee
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Senior Salesforce Administrator
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Mar 2022 - Present
• Supported multiple product verticals within salesforce as Sr Salesforce Administrator for instance with ~200 users • Owner and Manager of OwnBackup Implementation • Extensive Flow and automation development for business needs • Helped maintain and expand upon complex Salesforce Instance and provided user support • Supported multiple product verticals within salesforce as Sr Salesforce Administrator for instance with ~200 users • Owner and Manager of OwnBackup Implementation • Extensive Flow and automation development for business needs • Helped maintain and expand upon complex Salesforce Instance and provided user support
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PDI
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United States
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Medical Device
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200 - 300 Employee
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Salesforce Administrator
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Mar 2020 - May 2022
• Salesforce Administrator & Developer for company instance with ~150 users • Merged millions of legacy data into new company data model using RingLead and Excel • Rebuilt integration with ERP software using Dell Boomi • Developed Apex for extensive daily sales calculations, automating many BI reporting tasks • Data analytics, creation and maintenance of KPIs and dashboard development • Drove company wide adoption of Salesforce as a trusted data source • Worked with Supply Chain to provide reporting on PO and Allocation Updates during COVID-19 Show less
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Fiverr
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United States
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Software Development
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700 & Above Employee
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Salesforce Consultant
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Sep 2021 - Mar 2022
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Credibility Capital Inc.
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United States
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Financial Services
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1 - 100 Employee
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Senior Operations Analyst
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Mar 2019 - Mar 2020
• Salesforce Administrator for company instance based off nCino • Data analytics, creation and maintenance of KPIs and dashboard development • Business Development and new partner acquisition • Optimize and direct outbound referral traffic • Administrator for business systems and credit bureau accounts • Direct email outreach campaigns using Cirrus Insight, Salesforce Marketing Cloud and Mailchimp • Salesforce Administrator for company instance based off nCino • Data analytics, creation and maintenance of KPIs and dashboard development • Business Development and new partner acquisition • Optimize and direct outbound referral traffic • Administrator for business systems and credit bureau accounts • Direct email outreach campaigns using Cirrus Insight, Salesforce Marketing Cloud and Mailchimp
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Momentum Solar
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United States
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Renewable Energy Semiconductor Manufacturing
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700 & Above Employee
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Data Analyst
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Jun 2018 - Feb 2019
• Collect and Analyze data for each customer in detail using Excel • Prepare sales proposals in real time for Sales Representatives with Salesforce • Generate pricing and rates that ensure advantages over competitors, while still remaining profitable • Cooperate with local panel setback requirements, and try to ensure most efficient arrays within compliance • Interact with Sales Representatives and Customers to account for each customers preferences when generating unique proposals • Collect and Analyze data for each customer in detail using Excel • Prepare sales proposals in real time for Sales Representatives with Salesforce • Generate pricing and rates that ensure advantages over competitors, while still remaining profitable • Cooperate with local panel setback requirements, and try to ensure most efficient arrays within compliance • Interact with Sales Representatives and Customers to account for each customers preferences when generating unique proposals
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University of Delaware
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Newark, DE
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Intern
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Dec 2017 - Feb 2018
• Research Renewable Energy Certificates (RECs) and their applications • Create strategic recommendations for UD Greenhouse Gas mitigation efforts • Report results to faculty senate • Research Renewable Energy Certificates (RECs) and their applications • Create strategic recommendations for UD Greenhouse Gas mitigation efforts • Report results to faculty senate
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Changing The Present
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Greater New York City Area
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Green-U Manager
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Jun 2017 - Dec 2017
• Research and creation of “Campaign In A Box” guides to enact green movements at universities • Research and development of templates for distribution and student usage • Web Design of the Green-U website • Research and creation of “Campaign In A Box” guides to enact green movements at universities • Research and development of templates for distribution and student usage • Web Design of the Green-U website
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Livingston Township Hall
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Livingston, NJ
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Livingston Township Managers Office Intern
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Jun 2017 - Sep 2017
• Assist in recertification of Township in “Sustainable NJ” • Assist in sustainable development activities • Assist in recertification of Township in “Sustainable NJ” • Assist in sustainable development activities
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Broadview Networks
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Woodbridge, NJ
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Intern
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Jun 2015 - Sep 2016
• Management and Testing of the Broadview Networks MyOfficeSuite™ customer and agent portals • Assisted in web development of new MyOfficeSuite™ portal functions • Management and Testing of the Broadview Networks MyOfficeSuite™ customer and agent portals • Assisted in web development of new MyOfficeSuite™ portal functions
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Education
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University of Delaware
Bachelor of Science - BS, Environmental & Resource Economics (Sustainability), Minor in Statistical Data Analytics -
University of Delaware - Lerner College of Business and Economics
Bachelor of Arts - BA, Economics