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

Calix

Salesforce and Business Systems Administration Lead

Talent Stacker | Salesforce Career Development Program

Gathering /prioritizing requirements (user stories) & creating solution documentation

Configuring and automations including validations and Flow builder

End user training documentation and video tutorials to ensure user adoption of customizations

Salesforce Security - ongoing maintenance and structuring of roles/profiles/permission sets/sharing Settings

User Interface Customizations - lightning layouts and page layouts to facilitate user management

Salesforce Certified Administrator 

HCA Healthcare

Surgery Scheduler

Austin Regional Clinic: ARC

Surgery scheduler for 6 ob/gyn physicians

The Hospital for Sick Children

Provided administrative support and surgical booking for pediatric orthopedic surgeon.

Surgical Administrative Coordinator 

As a Salesforce and Business Team Lead at Calix, I lead a high-performing team of Salesforce Admins as we solve problems to increase productivity and create the best experience stakeholders and customers. I'm passionate about mentoring and fostering a collaborative environment where my team can continuously learn and grow. I'm proficient in Sales Cloud, Service Cloud with creating reports and dashboards, security analysis, case escalations/management, user access, SOQL, validations rules, Salesforce integrations and automations.

I enjoy being actively engaged in the Salesforce community and participate in groups, including the Talent Stacker Career Development Program, Cloud Code Academy and Salesforce Moms Community. I strive to increase my Salesforce knowledge, keep up to date with new releases, best practices and professional connections. 

Outside of my passion for Salesforce I’m usually found in the garden, baking and spending time with my husband and 2 kids.

taplio

The Battle

Phillip Patterson

Hillary Fenton

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