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

Beacon Pointe

▶︎ Maximize Financial Services Cloud 
▶︎ Flow Building, Enhancements, and Refactoring

TalentStacker | Salesforce Career Development Program

Active member of Salesforce professional development program, one of the largest of its kind and serving members around the world. Completed internal Salesforce implementation project (Nov. 2020-Jan. 2021) as part of an international team, designing the data model and customizations needed to fulfill business requirements.

▶︎ Worked with the team to translate client's business requirements into Salesforce functionalities.
▶︎ Created and managed custom fields, validations, objects and relationships, sales processes, record types, and applications.
▶︎ Designed and managed user setup, roles and role hierarchy, profiles, permissions, custom fields, and page layouts.
▶︎ Automated manual business processes with Salesforce Flow.

Second Front Systems

▶︎ Manage Salesforce and 3rd Party Integrations
▶︎ Sales Cloud, CPQ, Pardot, & Experience Cloud
▶︎ Drive User Adoption through ongoing Training & Maintenance
▶︎ Create Reports and Dashboards to display ROI to Leadership

CloudMasters

▶︎ Managed data and implementation for multiple clients with users ranging from 5-1500.
▶︎ Ensured systems were 100% operational organization-wide through daily system checks, troubleshooting, and quick fixes.
▶︎ Conducted requirements gathering sessions, demos, user acceptance testing, and end user training.

Salesforce Consultant

Thought Industries

▶︎ Disrupted the way businesses deliver learning experience, train, and delight their customers, measure engagement, and monetize their content.
▶︎ Salesforce Power User - Sales Cloud.
▶︎ Followed, developed, and improved integrated sales processes through intimate knowledge of various SaaS tools, including Salesforce, LinkedIn, HubSpot, Zoom, sourcing tools, sales cadence software, and more.
▶︎ Prospected into new and existing account base; worked, converted, and nurtured marketing leads.
▶︎ Utilized new Salesforce reports and campaigns to capitalize on untapped revenue potential.

Business Development Representative

Litmus

▶︎ Helped marketers send mesmerizing, functionally sound email campaigns by streamlining their workflow and driving collaboration.
▶︎ Salesforce Power User - Sales Cloud.
▶︎ Followed, developed, and improved integrated sales processes through intimate knowledge of various SaaS tools, including Salesforce, LinkedIn, HubSpot, Zoom, sourcing tools, sales cadence software, and more.
▶︎ Prospected into new and existing account base; worked, converted, and nurtured marketing leads.  
▶︎ Utilized new Salesforce reports and campaigns to capitalize on untapped revenue potential.

Signature Consultants

▶︎ Enterprise Resource Planning (Workday, SAP, PeopleSoft, Oracle, etc.)

Technical Recruiter

Associate Recruiter

Enterprise Rent-A-Car

▶︎ Graduate of the Best of the Best Management Training Program.
▶︎ Consistently ranked in the top 10 on the monthly performance matrix by selling car class upgrades,  insurance packages, extra equipment, and more.

Management Assistant

▶︎ Attracted new business accounts through digital marketing and in-person meetings.
▶︎ Maintained positive relationships with existing business accounts through consistent communication.
▶︎ Facilitated elite conflict resolution in response to any possible miscommunication with customers.

Salesforce @ Beacon Pointe | 2x Certified | Ranger | Talent Stacker

☁️   I am a Salesforce Certified professional passionate about impacting the ecosystem.  Message me; let's navigate the cloud together. 

📈  You'll find I have implementation experience, strong process and design skills, and a knack for turning data into informed business decisions.

🤝  In my free time I enjoy engaging with the Salesforce Ohana, where we constantly help each other solve problems.

👔  I am also an active member in the Talent Stacker program in an effort to give back to this fantastic community.

🏀  Outside of Salesforce-related hobbies I enjoy my daily Miracle Morning ritual, reading self-development books, discovering new music, playing basketball, and traveling when time allows.

🎓  My Trailhead Profile: https://www.salesforce.com/trailblazer/ekogan5

🏆  Salesforce Certified Platform App Builder
Salesforce Certified Administrator
Trailhead Ranger

🏅  6 Trailhead Specialist Superbadges: 
Security
Process Automation
Business Administration
Financial Services Cloud
Lightning Experience Rollout
Lightning Experience Reports & Dashboards

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The Battle

Phillip Patterson

Eric Kogan

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