Experience

MedTrainer

• United States
• Technology, Information and Internet
• 200 - 300 Employee

• Senior Salesforce Administrator

  • Mar 2020 - Present

  Denver, Colorado, United States



TIBCO Software Inc.

• Software Development

• CRM Operations

  • Nov 2017 - Mar 2020

  Denver, Colorado Recruited to design, develop, implement, and maintain Tibco’s Salesforce-based Partner Renewal CRM system. Assist with data loads and integrations into Salesforce by performing thorough data analysis. Streamline and automate a variety of operational processes to improve efficiency, consistency, and compliance. ACHIEVEMENTS: • Added 24,000+ accounts, 64,000+ contacts, and 38,000+ addresses into Salesforce and Oracle after Tibco’s acquisition of Scribe Software. • Commended for… Show more Recruited to design, develop, implement, and maintain Tibco’s Salesforce-based Partner Renewal CRM system. Assist with data loads and integrations into Salesforce by performing thorough data analysis. Streamline and automate a variety of operational processes to improve efficiency, consistency, and compliance. ACHIEVEMENTS: • Added 24,000+ accounts, 64,000+ contacts, and 38,000+ addresses into Salesforce and Oracle after Tibco’s acquisition of Scribe Software. • Commended for mastering the responsibilities of new role on the CRM Ops team within 2 weeks. Show less



U.S. Bank

• United States
• Legal Services
• 1 - 100 Employee

• Personal Banker

  • Jan 2016 - Nov 2017

  Broomfield, CO Managed personal and business accounts for clients, including reconciliation of bank statements, processing loan documents, and enhancing client relations by supporting individual needs. Analyzed client financial status to assess risk and return by recommending beneficial bank products. Trained incoming staff on industry and government fiscal policies as well as customer service values. ACHIEVEMENTS: • Recognized for sales performance in the top 10% nationwide, plus exceptional… Show more Managed personal and business accounts for clients, including reconciliation of bank statements, processing loan documents, and enhancing client relations by supporting individual needs. Analyzed client financial status to assess risk and return by recommending beneficial bank products. Trained incoming staff on industry and government fiscal policies as well as customer service values. ACHIEVEMENTS: • Recognized for sales performance in the top 10% nationwide, plus exceptional customer service, with Star of Excellence and Banker of the Month awards. • Enabled a customer to close a loan in 3 weeks, significantly below the average 6- to 8-week timeframe. Show less