CITGO

•Orchestrated Light Oils Sales' CRM software optimization, enhancing remarkable ROI.
•Pioneered scalable solutions, setting industry best practices and steering the product roadmap.
•Collaborated with IT and stakeholders for seamless integration with existing CITGO software.
•Leveraged programming skills (Apex) for tailored Salesforce customization, ensuring system alignment.
•Managed operational data, swiftly troubleshooting errors for impeccable data accuracy.
•Fostered vendor relations, driving continuous Salesforce platform improvements.

Key Responsibilities:

•Spearheaded Salesforce (CRM) utilization for operational success in Light Oils Sales Organization.
•Aligned with stakeholders, enhancing business processes through Salesforce tool utilization.
•Crafted comprehensive reports, providing valuable insights for effective management.
•Led strategic execution, training, and CRM integration across Light Oils Marketing.
•Headed Salesforce Power User group, serving as an expert in Salesforce Administration.
•Developed training materials and facilitated regular CITGO salesforce training sessions.
•Enhanced technical capabilities, ensuring seamless software integration.
•Innovated existing Salesforce processes, proposing expansion strategies.
•Collaborated with CITGO's Salesforce Administrators, optimizing cost efficiency and strategy.
•Ensured data integrity through Salesforce backups within CITGO's subscription.

Salesforce Administrator

BrandSafway

•Manage, prioritize, and engage in strategic planning for system enhancements and support of system enhancement 
•Performed Dashboard and Report creation and Maintenance
•Created/Deleted user accounts, managed security, and maintained roles, profiles, and hierarchies
•Managed internal user support tickets
•Performed new user and ongoing user training

Salesforce Analyst

Sherwin-Williams Automotive Finishes

Branch Manager

Management Trainee

I am a Certified Salesforce Professional with a strong data management and systems background. I can analyze and interpret complex data sets effectively. I am skilled in using this information to identify trends and make data-driven decisions, which has been essential in my role as a Salesforce Administrator. My data management and systems expertise also enables me to develop and implement effective data management processes and systems that support business objectives and goals. This experience has been particularly useful as a Branch Manager, where I managed and analyzed large data sets to identify sales trends and implement effective sales strategies.

My experience in technical training and administration has allowed me to develop excellent communication and interpersonal skills. I possess the ability to effectively train and mentor my team on the use of various systems, including Salesforce. Additionally, my technical background and experience in sales have enabled me to bridge the gap between technical and non-technical team members, facilitating seamless communication and effective collaboration. This experience has been invaluable as a Branch Manager, where I had to communicate and train my team on new sales strategies and systems to increase sales and improve operations. My ability to communicate and train effectively has led to the successful implementation of new processes and systems, resulting in increased revenue and growth for the company.

Certifications:

Certified Salesforce Administrator
Salesforce Platform App Builder

Phillip Patterson

Morehouse School of Medicine

Director of Philanthropy Data Management & Analytics

Clark Atlanta University

Data Manager

Georgia Conservancy

•	Trained new employee on the state-wide CRM software in advanced data reporting and visualization, maximizing reports for fundraising campaigns and opportunities, data cleanup, data analysis, data management and data entry
•	Coached new employee and staff on data management expertise to help the organization strategically position for membership and donor campaigns

CRM Consultant

Intentional Theory

Managed inbound marketing efforts to engage 3,500 followers across social media platforms
Managed customer relations for 95% satisfaction 
Created daily content pieces to engage customer base
Maintained 250+ 5-star customer reviews on Etsy and Shopify 
Built email campaigns for 200 subscribers

Business Owner

•	Managed memberships and donor relations throughout the entire stakeholder cycle (recruitment and retention)
•	Developed membership retention and resilience campaigns to nurture the relationships with members and donors
•	Researched and execute donor-centric communication trends discover new potential ways to engage prospective members and recently lapsed members and make suggestions to increase revenue. 
•	Lead and manage all donor and members communication to determine needs, gaps and growth opportunities
•	Collaborated with the Finance department to improve efficiencies in record keeping
•	Implemented year-round acquisition and retention strategies, including cultivation, engagement and stewardship plans and activities for existing, lapsed, and new members/donors

Membership and Donor Relations Manager 

The Guardian Catholic Schools

•	Plan, run, and execute all major events including our yearly Golf and Tennis Tournament and Auction
•	Liaison between Board Members, Donors, and our Executive Director of Advancement
•	Create, write, and design all miscellaneous items such as letters, press releases, invitations, flyers, and presentations
•	Conduct qualitative and quantitative grant and prospective donor research to identify new funding opportunities
•	Manage grant procurement process (private foundation, corporate, and select government grants), including: prospect research, strategic planning and goal setting, timeline management, proposal and materials development, grant submission, funder cultivation, report development, acknowledgement
•	Manage communication with publishing company to secure all marketing media material
•	Plan, manage and execute Annual Golf Tournament and other fundraising awareness events

Donor Coordinator

PACE Center for Girls

•	Improve the quality of donor data
•	Implement strategies and record keeping procedures to track and maintain accurate information on current and potential donors
•	Perform centralized data entry, including but not limited to the timely processing and acknowledgement of annual gifts, pledges, pledge reminders and payments, matching gifts, memorial gifts, in honor gifts, and other contributions
•	Assist in preparation of reports and analysis of fundraising activities

Resource Development Assistant 

Florida Conference of The United Methodist Church

•	Connect churches, local organizations and nonprofit organizations 
•	Develop programs to increase church membership and build community surrounding the church
•	Research patterns for church growth, community participation and membership retention
•	Plan community service projects to serve members of the community and to provide resources to those in need

Community Outreach Fellow

Sulzbacher Center

•	Conduct capital campaign research to find new prospective donors
•	Table events to engage new donors and volunteers
•	Maintain foundation, corporation and individual donor records
•	Conduct preliminary research on prospective corporate foundation and individual donors
•	Prepare media material for distribution

taplio

The Battle

Phillip Patterson

Danesha Louis

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