Salesforce Consultant Resume
5.00/5 (Submit Your Rating)
Aliso Viejo, CA
SUMMARY:
- I am a detail - oriented Salesforce Consultant with solid team leadership experience and technical aptitude.
- I work well alone and alongside teams across various departmental and management roles.
- Results-driven team player who enjoys tackling new business challenges.
- Experience creating custom apps, building complex workflows, URL/button hacks, Process Builder and Flows.
- Hands on experience with EchoSign, Pardot, DemandTools, PeopleImport, Conga Suite, LeanData, Apttus Contract Management.
TECHNICAL SKILLS:
Bilingual (English/Spanish), JD Edwards, HARO, Microsoft Office Suite, Adobe Photoshop, and MailChimp.
PROFESSIONAL EXPERIENCE:
Salesforce Consultant
Confidential, Aliso Viejo, Ca
Responsibilities:
- Project Management
- Work with Executives, Directors, & Managers to understand & documenting requirements.
- Demonstrate newly developed processes to stakeholders.
- Drive meetings to document feedback & refine software development.
- Identify impact analysis of new fields & processes to provide level of effort.
- System Administration
- Create & maintain Custom Objects.
- Build & maintain Custom Fields, Workflows, Record Types, Approval Processes, Page Layouts, & Validation Rules to support growing requirements.
- Install, configure & administer Appexchange apps.
- Administer tools; Pardot, Echosign, Data.com, Conga (Courier, Conductor, Composer), & WalkMe.
- Apttus: Maintain existing Contract Management automation & templates for 200+ users.
- Setup new & terminate users to ensure related processes are maintained intact.
- Setup & maintain Profiles & Roles to ensure proper security settings & record visibility.
- Maintain & create sharing rules across the org.
- Analytics
- Create Reports & Dashboards for key Executives, Directors, & Managers to drive business results.
- Build & maintain Custom Report Types to support growing needs.
- Data Management
- Use DataLoader, DemandTools & PeopleImport to load & manipulate data to manage large imports.
- Regular data cleaning & maintenance with the use of DemandTools.
- Enforce data quality by using validation rules, & dupeblocker.
- Training
- Train & support 650+ users spanning Sales, Marketing, Support, Operations, Accounting, IT, Travel across the USA, Canada, Brazil, UK, New Zealand, Australia.
- Train users to build Reports & Dashboards.
Salesforce Consultant
Confidential, Chicago, IL
Responsibilities:
- Worked with Confidential to evaluate business needs.
- Overhauled the entire org to fit the current business process gaps.
- Built operational reports & dashboards.
Marketing and Outreach Specialist
Confidential, Chicago, IL
Responsibilities:
- Researched and built lists of influencers, blogs and websites to communicate messaging to target audience.
- Sourced guest blogging opportunities and managed ongoing content partnerships.
- Edited all incoming blog posts to ensure communication was clean and consistent.
- Managed inbound guest blogger requests as well as managed relationships with ghostwriters.
- Content management for Twitter, Google+, Facebook, Pinterest and 3rd party systems.
- Interacted with marketing team to manage freelance agents, plan and execute contests and manage ad hoc special projects.
Sr. Account Representative
Confidential, Morton Grove, IL
Responsibilities:
- Managed & mentored a team of 6 employees:
- Reviewed and prioritized projects to load balance between the team.
- Trained the team based on their abilities, to ensure optimal performance.
- Built and nurtured direct PepsiCo client relationship:
- Frito-Lay: Worked with AE to frequently communicate with Frito-Lay HQ reps on all requests.
- Pepsi Bottling: Communicated daily with vendors to manage inventory and orders.
- Managed projects such as Frito-Lay promotional campaigns including Printed, Permanent displays and layouts.
Marketing Assistant
Confidential, Chicago, IL
Responsibilities:
- Collaborated directly with the CEO to design & create B2B marketing material & managed all email & press releases.
- Managed the planning of client events and projects; 2008 AHR Expo (est. attendance 53k) and 2008 CHA Expo.
- Implemented multiple reorganization projects designed to improve agency efficiency.
Project Manager
Confidential, Bensenville, IL
Responsibilities:
- Designed all marketing collateral, including flyers and sales brochures as well as in-office marketing material.
- Called client database and built new prospect lists using online resources and referrals from previous clients.
- Managed all client communication throughout the lending cycle.