Lead Sector Consultant and Product Owner - Medicare & Individual Ops

• Oct 2022 - Present

Principal Analyst / Salesforce POPM

• Apr 2019 - Oct 2022

Ranger Status Achieved on Trailhead (including the 'Business Administration Specialist' and 'Lightning Experience Reports & Dashboards Specialist' superbadges) "Accidental Admin" and SAFe Product Owner of a Salesforce instance, spanning multiple departments, and sales operations/support associate that touches nearly every part of the sales process; Redesigning client materials, Developing improvement processes, Advising on best data practices, Writing client contracts… Show more Ranger Status Achieved on Trailhead (including the 'Business Administration Specialist' and 'Lightning Experience Reports & Dashboards Specialist' superbadges) "Accidental Admin" and SAFe Product Owner of a Salesforce instance, spanning multiple departments, and sales operations/support associate that touches nearly every part of the sales process; Redesigning client materials, Developing improvement processes, Advising on best data practices, Writing client contracts, Completing analytics, Planning & Developing software, Providing support and training, Questioning the status quo, Translating 'wants' into functional business requirements for change processes, Creating governance structures and budget manager/business case developer. My daily tasks are rarely the same, and I'm often transitioning from one project to another for various areas of the organization.

Senior Sales Analyst / Salesforce Business Lead

• Mar 2017 - Oct 2022

Implemented and administered the Salesforce CRM System with the following clouds/applications: Sales Cloud Service Cloud (limited) Apttus Contract Management Conga Composer D&B Hoovers Created, Implemented and trained on new processes and procedures to create efficiencies and transparency in the sales cycle. Worked collaboratively with development and department leads to advance the Salesforce technology and features to best accommodate our organizations… Show more Implemented and administered the Salesforce CRM System with the following clouds/applications: Sales Cloud Service Cloud (limited) Apttus Contract Management Conga Composer D&B Hoovers Created, Implemented and trained on new processes and procedures to create efficiencies and transparency in the sales cycle. Worked collaboratively with development and department leads to advance the Salesforce technology and features to best accommodate our organizations needs. Compile and organize large data sets into understandable tables and formats. Prepare analytics for market findings.

Senior Sales Analyst

• Aug 2015 - Mar 2017

Worked with key Sales and Account executives to ensure accurate and timely reporting of potential pipeline opportunities and revenue alignment with annual goals. Maintained SalesForce database of records for Accounts, Opportunities and Contacts; comparing often with Oracle to maintain a true source of truth for financial data. Worked actively with Business Development to identify prospect opportunities and new logo sale opportunities based on market trends. Tracked renewal and revenue up-sell… Show more Worked with key Sales and Account executives to ensure accurate and timely reporting of potential pipeline opportunities and revenue alignment with annual goals. Maintained SalesForce database of records for Accounts, Opportunities and Contacts; comparing often with Oracle to maintain a true source of truth for financial data. Worked actively with Business Development to identify prospect opportunities and new logo sale opportunities based on market trends. Tracked renewal and revenue up-sell potential, while negotiating pricing internally and drafting SOW's and Amendments. Identified and implemented several time and cost saving applications/processes key to the success of our department.

Account Manager / Account Management Coordinator

• Sep 2012 - Aug 2015

Entered the Healthcare systems workspace managing 5-10 external client facing teams of 6 - 12 people to ensure accurate and timely deliverables, and focus on client success. Led multiple projects across several Employer/Plan accounts while communicating timelines and budgeting efficiencies to leadership. Identified client needs and acted to construct solutions and negotiate pricing. Created Statements of work and tracked renewals/amendments to avoid gaps in service.

Product Support Specialist

• Dec 2007 - Sep 2012

Extensive training in product application and tax law. Assisted clients via phone and email with tax interpretation & application, along with firm management software. Created processes and procedures to eliminate employee waste and accelerate resolutions to our customers. Tested and reviewed new product releases while communicating potential issues to development and analytics departments. Authored, and presented internal trainings and guides; external trainings also held over Webex… Show more Extensive training in product application and tax law. Assisted clients via phone and email with tax interpretation & application, along with firm management software. Created processes and procedures to eliminate employee waste and accelerate resolutions to our customers. Tested and reviewed new product releases while communicating potential issues to development and analytics departments. Authored, and presented internal trainings and guides; external trainings also held over Webex applications. Attended trade shows and created personal relationships with clients, face-to-face. Worked with SQL, creating and running queries on databases; was on the advanced systems team to resolve delicate systems issues. Obtained the roles of: Lead – GoSystem Tax “Systems” Lead – Practice CS “Staff Management” Lead – UltraTax CS “Puerto Rico” Professional Services Representative – Practice CS “Custom Report Builder” Virtual Office/Remote Experience - 3 Years Show less Extensive training in product application and tax law. Assisted clients via phone and email with tax interpretation & application, along with firm management software. Created processes and procedures to eliminate employee waste and accelerate resolutions to our customers. Tested and reviewed new product releases while communicating potential issues to development and analytics departments. Authored, and presented internal trainings and guides; external trainings also held over Webex… Show more Extensive training in product application and tax law. Assisted clients via phone and email with tax interpretation & application, along with firm management software. Created processes and procedures to eliminate employee waste and accelerate resolutions to our customers. Tested and reviewed new product releases while communicating potential issues to development and analytics departments. Authored, and presented internal trainings and guides; external trainings also held over Webex applications. Attended trade shows and created personal relationships with clients, face-to-face. Worked with SQL, creating and running queries on databases; was on the advanced systems team to resolve delicate systems issues. Obtained the roles of: Lead – GoSystem Tax “Systems” Lead – Practice CS “Staff Management” Lead – UltraTax CS “Puerto Rico” Professional Services Representative – Practice CS “Custom Report Builder” Virtual Office/Remote Experience - 3 Years Show less

Sales Associate

• May 2007 - Dec 2007

Learning and communicating in's - and - out's of company product lines and available products. Monitoring stock of products, ordering new inventory when needed. Met and exceeded all monthly sales targets. Achieved: Top sales person for the month of July 2007 Learning and communicating in's - and - out's of company product lines and available products. Monitoring stock of products, ordering new inventory when needed. Met and exceeded all monthly sales targets. Achieved: Top sales person for the month of July 2007

Computer services - Student Supervisor

• Aug 2005 - Dec 2007

Manage a team of ten to twelve help desk representatives Complete inventory bi-weekly for supply orders Produce current documentation for clients Monitor and report issues with University’s webpage Work with networking team to update logins and wireless information Use customer service skills to provide results Plan and lead bi-annual meetings for department employees Manage a team of ten to twelve help desk representatives Complete inventory bi-weekly for supply orders Produce current documentation for clients Monitor and report issues with University’s webpage Work with networking team to update logins and wireless information Use customer service skills to provide results Plan and lead bi-annual meetings for department employees