Salesforce Admin | Tier 1 Support

• Jun 2022 - Present

FinTech Analyst

• Mar 2021 - Sep 2021

- Owned the top of the sales funnel by generating and facilitating 20+ new prospect leads a month - Collaborated with thought leaders to copyright content that is distributed to 1000+ institutions worldwide. - Researched new tools and implemented technologies to make the sales team more efficient in reaching their prospects. - Maintained the website and implemented the social media and SEO strategy to ensure a consistent message was maintained for prospects worldwide - Created and implemented nurture campaigns with content resulting from a competitive analysis exercise

Salesforce Administrator

• Apr 2019 - Mar 2021

- Restructured Salesforce platform to create an efficient, organized work space with easily accessible information - Created reports and dashboards using historical data within Salesforce to demonstrate YOY growth and identify opportunities for incremental sales - Created and updated financial models using Excel and Salesforce to aid Executive team in forecasting and planning for the upcoming fiscal year. -Collaborated with Marketing team to facilitate integration of Salesforce and ActiveCampaign providing sales team members with leads to inquire about new business with - Lead the Bi-Weekly Product Status meeting and managed an Asana dashboard of updates to share with Product Team

Office Manager

• 2014 - 2018

- Met with an average of 5 customers per week to give estimates for home improvement projects ranging from small jobs like gutter cleanings and power washing to bigger jobs like kitchen and bathroom remodels - Collected and handled $3000-$5000 in revenue daily through checks and credit accounts - Managed projects from start to finish to make sure employees had the materials they need and customers were catered to - Partnered On the Spot Home Improvements with the Feed the Children Foundation to donate 1-5% from completed jobs to charity - Recorded customer information, estimates, and sales orders through Quickbooks - Distributed payroll to employees using Quickbooks