Experience

Beyond Risk

• France
• Financial Services
• 1 - 100 Employee

• Senior Sales Operations Analyst

  • Jun 2022 - Present

  Lehi, Utah, United States My role covers Salesforce administration for the entire Beyond Risk organization. As a member of the sales enablement team, I have the opportunity to help drive GTM strategy, sales operations, and marketing operations. My role oversees the integration and administration of the following third-party applications within Salesforce: DocuSign Epic by Applied Systems Lusha Microsoft 365 Salesloft Zywave



Kings Peak Outfitters

• United States
• Consumer Goods

• Co-Owner

  • Jun 2021 - Present

  Utah, United States @kingspeakoutfitters http://kingspeakoutfitters.com



Canopy Mortgage

• United States
• Financial Services
• 100 - 200 Employee

• Salesforce Administrator

  • Mar 2021 - Jun 2022

  Lindon, Utah, United States This role had ownership over the Salesforce Administration for Canopy Mortgage and Box Home Loans - assisting the marketing director with all marketing operations and supporting the CSO and sales managers in consumer direct sales operations. Each day the opportunity and passion was mine to: Improve efficiency and maximize the effectiveness of processes and workflows across the org. Work closely with Marketing Operations to assist with lead routing, data capture, and assignment… Show more This role had ownership over the Salesforce Administration for Canopy Mortgage and Box Home Loans - assisting the marketing director with all marketing operations and supporting the CSO and sales managers in consumer direct sales operations. Each day the opportunity and passion was mine to: Improve efficiency and maximize the effectiveness of processes and workflows across the org. Work closely with Marketing Operations to assist with lead routing, data capture, and assignment process. Assist with third-party Salesforce integrations used across the organization. Support teams in creating and maintaining reports and dashboards that track key performance metrics for departments across the organization Analysis of sales team performance, identifying trends and actionable insights. Collaborate cross-functionally with departments such as Sales, Marketing and Data Teams that use Salesforce Complete ownership of salesforce platform access and adoption of the platform, including new-hire onboarding and ongoing training. Oversee day-to-day operation and performance of the Salesforce platform Daily administration and support of Salesforce.com objects, fields, layouts, record types, workflow rules, process flows, custom list views, and validation rules. Evaluate and improve data quality and compliance to keep the Salesforce data clean and organized This role oversaw the integration and administration of the following third-party applications within Salesforce: SMS Magic Velocify Pulse Distribution Engine GoTo Zapier Podium Google Suite Surefire All about the Salesforce Flow: Currently the Salesforce instance is integrated tightly with a proprietary LOS system. This involves working closely with the dev team to ensure users within Canopy Mortgage branches and the corporate Box Home Loans team have seamless processes, interactions and event management with customers. Salesforce Flow plays a key part in the high value interaction and loan notifications to service borrowers. Show less



Tax Hive

• United States
• Financial Services
• 1 - 100 Employee

• Microsoft Dynamics CRM Admin | Sales Analyst | Lead Manager

  • May 2020 - Feb 2021

  Utah, United States Reported directly to the VP of Sales Assisted the sales team in customer relationships Managed third party application relationships Sole CRM administrator - Microsoft Dynamics and Zoho CRM Managed lead operations, lead management and originated sales performance reports Sole lead manager which consisted of data maintenance, lead process management and lead distribution



Response Marketing Group

• United States
• Advertising Services
• 1 - 100 Employee

• Inside Sales Operations | Project Manager | Transactions Team Manager

  • Jun 2014 - May 2020

  Lindon, UT I work directly with the VP of Inside sales, support each of our sales teams and lead the new customer onboarding team. The onboarding team is the compliance body to ensure each new customer is enrolled contractually. I manage the processes for lead flow for 2 sales divisions, own sales reporting/analytics and manage the lead flow from partners. Processes I've implemented have allowed sales reps to start contacting new leads a day earlier, resulting in higher contact rates and warmer… Show more I work directly with the VP of Inside sales, support each of our sales teams and lead the new customer onboarding team. The onboarding team is the compliance body to ensure each new customer is enrolled contractually. I manage the processes for lead flow for 2 sales divisions, own sales reporting/analytics and manage the lead flow from partners. Processes I've implemented have allowed sales reps to start contacting new leads a day earlier, resulting in higher contact rates and warmer interactions. I'm involved with daily collaboration with the DevOps team to maximize tech for our sales teams. Consistently discover ways to retrieve our leads faster, hold more critical data for our sales reps and streamline reporting to aid in better decision making for our executives. I engage daily with our marketing team to polish and produce better reach, critique webinar campaigns and discuss sales performance with current campaigns. For our options trading TV media lead campaigns I manage all data exchange between our company and our fulfillment partners, buy and negotiate air times from a media broker, manage lead flow, direct digital marketing and re-targeting activities and oversee creative production with our design team. I have full ownership of weekly commission reports for our thirty member sales team. This involves close collaboration with our accounting team and sales representatives. Show less



Professional Marketing International

• United States
• Internet
• 1 - 100 Employee

• Senior Consultant and Curriculum Developer

  • Oct 2012 - Jun 2014

  Lehi, UT 2013 Consultant of the Year 2012 Consultant of the Year I put into practice a strategy that allowed our clients to have their first affiliate conversion during week 1 of their training. This improved client success and retention. Ranked at the top of our consultant group with 50% or more clients receiving affiliate conversions in the first part of their training. Presented and taught business strategies to virtual and live training classes - focusing on clients who were brand new to… Show more 2013 Consultant of the Year 2012 Consultant of the Year I put into practice a strategy that allowed our clients to have their first affiliate conversion during week 1 of their training. This improved client success and retention. Ranked at the top of our consultant group with 50% or more clients receiving affiliate conversions in the first part of their training. Presented and taught business strategies to virtual and live training classes - focusing on clients who were brand new to affiliate marketing as well as advanced strategy for experienced students. Created and published curriculum for the internet training platform. Hosted weekly webinars and discussed current trends in affiliate marketing. Played a key role in fellow colleague training and development. Show less