Experience

• -Utilize business acumen to interpret and deliver innovative solutions for investment banking -Implement security protocols for compliance and SF process documentation -Improve layout and User Experience through: Automated Email Alerts, Workflow Rule updates, Approval Process implementation, Validation Rules to increase data integrity, Master-Detail Fields to promote accurate SF Data and Roll-Up Reporting -SF1 Mobile optimization with SF1 Lightning Actions -Manage Website Updates, SEO, Social Media Accounts and Marketing Email Communications (Native SF, iContact) Show less



• -Implemented Salesforce Contracts, Price Books, multi-level Approval Requests for group discount tiers and configured Partner Portal -Developed successful Chatter implementation/adoption -Created Campaigns and Marketing Templates for Sales (Native SF, Act-On, MailChimp) -Designed custom objects and implemented advanced fields: Field Dependencies, Picklist Values, Custom Formula Fields, Validation Rules, Work Flows, Sharing Rules and Approval Processes for automated alerts, field updates, and email generation according to application requirements Show less



• -Worked with Salesforce.com standard objects: Accounts, Contacts, Opportunities, Products, Cases, Leads, Campaigns, Reports and Dashboards -Created advanced Salesforce reporting: matrix/analysis of current client base segmented by product/industry and specific lines of business -Campaign coordination with Southeast offices -Utilized Adobe Photoshop and Adobe Illustrator to create presentation and event materials -Used Eloqua to create online content, invitational tracking and updates to prospects/clients Show less