Experience

IT Is Fantastic

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Salesforce Administrator and Business Analyst

  • Jan 2019 - Present

  Utilizing acquired knowledge of Salesforce.com (Sales Cloud, Service Cloud, Marketing Cloud) and strategic thought to analyze current business processes, suggest improvements, and participate in the implementation of new functionality. Drive overall project milestones through completion; perform impact analysis and project estimation activities to ensure key deadlines are met. Lead requirement and design sessions with business partners. Provides support to multiple Salesforce users and act as the primary point of contact for end-user support. Maintains and customizes Salesforce.com scopes such as users, roles, profiles, groups, leads, campaigns, accounts, contacts, opportunities, activity tracking, record types, security and sharing rules, custom objects, fields and page layout customization to support vital business functions. Conducts 1:1 training on an on-going basis to support VPs, sales reps, marketing and learning consultants in-office and virtually via GoToMeeting. Create training materials based on business requirements and highly utilized functions & helps streamline processes for maximum productivity. Develops and manages in-depth dashboards and reports for all team functions on both management and individual levels. Creates and maintains workflows to trigger web to lead assignments, round robin assignments, notifications of a closed sale, automate reports to certain users etc. Data Management: import/update/export/deletion; creates and educates best practices for enriching data quality; validation rules to support these best practices when possible. Show less