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

Gallagher

Essential Duties:
•	Manages RFP responses as projects, including setting and maintaining timelines for delivery.
•	Direct meetings with Sales Consultants to review RFP, determine requirements, identify subject matter experts for inclusion in recommendations, and develop a compliant customized proposal.
•	Creates original text and coordinate illustrations, explanatory tables and/or graphics.

Sales Enablement, Opportunity Coordinator-Western Region

• Salesforce subject matter expert
• User Training
• User Support Tickets
• Provided daily support to 30 users
• Adoption – leveraged and managed Salesforce tools, encouraging and monitoring usage across teams.
• Created and maintained reporting that met management requirements and efficiently conveyed key performance indicators in multiple areas of the company.
• Salesforce training for new Consultants, reset passwords.
• Customer Relationship Management (CRM)
• Managed sales team activities, ad hoc training in Salesforce and collaboration with management on Salesforce performance personnel, campaign management, managed and resolved support ticket submissions.
• Center of Excellence - monthly meetings with our Super Users to discuss relevant issues such as: configuring custom (objects, fields, apps); configuring (page layouts, Lightning Record Pages); build (validation rules, workflow rules and approval processes)
• Knowledgeable regarding (Salesforce best practices, security, data management)
• Prepared and ran bi-weekly sales meetings using Salesforce data. 
• Project lead for advertisements, articles and custom email templates.
• Supervised annual client seminars, guest acquisition, venue and logistics.
• Supported Sales and Account Management producing employee benefits surveys for clients.

Salesforce Champion - Marketing Manager

• Managed an assigned book of business, built and expanded relationships with existing clients.
• Implemented first email auto-response marketing tool powered by Infusionsoft.
• Worked with SME to create content and share with our prospects and clients.

Account Manager/Marketing Specialist

Talent Stacker | Salesforce Career Development Program

• Leading client sessions, gathering/prioritizing requirements (user stories) & creating solution documentation
• Configured data integration and automations including alerts & process builder to solution for business needs.
• Automations including email templates, alerts, process builder, email-to-case and web-to-lead forms.
• Salesforce Security-ongoing maintenance & structuring of roles/profiles/permission sets/sharing settings.
• User Interface customizations-lightning layouts and page layouts to facilitate user management
• Participating in live workshops exploring best practices around Saleforce.com, the broader Salesforce ecosystem and professional development topics for Salesforce administrator/business analyst roles

Certified Salesforce Administrator

FASTSIGNS

• Oversee day-to-day operations, Design strategy and set goals for growth.
• Maintain budgets and optimize expenses , Ensure employees work productively and develop professionally, oversee recruitment and training of new employees.
• Improving internal processes for better productivity.

General Manager

I am a seasoned Certified Salesforce Professional with an impressive 12-year journey, specializing in Salesforce Sales Cloud. Recognized as a collaborative leader, I excel in fostering strong client and stakeholder relationships across all organizational tiers. My track record reflects a steadfast commitment to achieving corporate goals through effective collaboration and strategic initiatives. With 3 years of expertise in Sales Enablement, I elevate sales processes for organizational success. My skill set encompasses robust analytical abilities, unwavering attention to detail, and a passion for data-driven decision-making.

Beyond my professional pursuits, I actively engage in Salesforce Community groups, both as a learner and a contributor, enhancing productivity and efficiency for peers. I am a dedicated member of a Salesforce Professional Development Program, comprehensively understanding the Salesforce ecosystem and building invaluable connections within the Salesforce community.

Away from the Salesforce world, I cherish moments with my family and indulge in hobbies like singing, playing guitar, golfing, and exploring the beauty of the PNW and Colorado. Let's connect and explore how my wealth of experience and diverse skills can contribute to your organization's success.

taplio

The Battle

Phillip Patterson

Davis Cole

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