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

Boys & Girls Clubs of America

As an Implementation Specialist, I guide Clubs through their transition from existing club management systems to our innovative MyClubHub platform, built using both Salesforce and Traction Rec. Reporting to the Director of Implementation, my role encompasses leading Clubs through a structured multi-week implementation plan, providing user training, system customizations, and data conversions. Alongside my peers, I am also responsible for ongoing client support and consulting, ensuring Clubs maximize the benefits of MyClubHub.

Implementation Specialist

Technopath

•	Actively studying Salesforce NPSP, Nonprofit Cloud Consulting, and Nonprofit Business domains to acquire thorough knowledge.

•	Participating in Salesforce NPSP Implementation Training to master campaign management, fundraising, accounting units, reporting, dashboard creation, and workflow automations.

•	Leading the creation of detailed training guides and portfolio materials, demonstrating a strong dedication to structured learning and skill improvement.

•	Currently working on a volunteer project with a Nonprofit organization to optimize and automate their Salesforce Instance.

Roles: NPSP/Nonprofit Cloud Consultant and Salesforce Administrator

Tech Forward (Formerly HBCUForce)

In my role, I configured and managed the Salesforce community platform, resulting in a 25% increase in engagement through customized profiles, groups, and forums. 

Additionally, I played a leading role in configuring the learning management system (LMS) for the TrailblazED training program, aimed at teaching Salesforce skills to 50 transitioning educators. Through regular office hours, I provided consistent support to students, helping them overcome learning challenges and addressing issues within their Salesforce development environments. 

Furthermore, I conducted applicant screenings and interviews, meticulously selecting qualified candidates to ensure a diverse and high-quality program cohort. As part of this role, I also orchestrated go-live webinars to smoothly onboard new students, effectively introducing them to the LMS and program guidelines.

Community Manager

Tech Forward Solutions

• Successfully reduced manual data entry by 25%. Assist in the customization and configuration of Salesforce objects, fields, workflows, validation rules, and process automation to align with client-specific processes.

• Achieved a 90% resolution rate within a 24-hour timeframe, improving user satisfaction. Provide troubleshooting and technical support to end users, addressing and resolving issues related to Salesforce functionality and usage.

• Produced a 95% reduction in post-launch bug reports from end users. Participate in solution testing and quality assurance efforts, identifying, and addressing any bugs or discrepancies to deliver a seamless user experience.

• Consistently delivered project milestones ahead of schedule, a 10% reduction in time. Work within Agile project methodologies to deliver timely and iterative solutions, adapting to changing client needs and requirements. 

• Collaborate with senior consultants to gather and analyze client requirements, translating business needs into effective Salesforce solutions.

Roles: Junior Salesforce Consultant, Salesforce Administrator, Business Analyst, Project Coordinator

Junior Salesforce Consultant

Clicked

• Worked in a team of 5 to utilize the Salesforce Professional Services Methodology (Discover, Define, Design, Deliver, and Deploy) to elicit requirements, needs analysis, and business case definition to scope a solution that meets a client’s business challenges.

• Gathered and analyzed requirements related to business challenges and used data-driven approaches to produce effective solutions.

• Responsibilities included optimizing business processes in Salesforce, collaborating efficiently under time constraints, and presenting findings to peers and industry professionals.

• Prepared detailed process flow diagrams, data models, and documentation to facilitate clear communication between stakeholders and development teams.

Clicked Learning Community Member

Katy ISD

•	Managed a $500,000 Naviance LMS implementation project, adapting communication styles for diverse audiences, resolving issues proactively.

•	Conducted hands-on training sessions, enabling team members to quickly adopt new technologies and seamlessly integrate them into daily workflows.

•	Created cross-disciplinary projects to foster teamwork and innovation among colleagues.

•	Utilized data-driven insights to assess student progress and implement targeted interventions.

•	Leveraged user stories to identify opportunities for technology integration, optimizing the learning experience through digital tools and platforms.

•	Led client discoveries and stakeholder meetings to discuss current challenges and create goals for success.

Roles:  Program Manager, Project Coordinator, LMS Administrator, Math Instructor, School Counselor

Program Manager

I am Jacqueline Evans, a versatile professional with a strong background in retail sales, banking, human resources, teaching, school leadership, and Salesforce. 

Drawing from my experience in banking, I possess a keen understanding of financial processes, risk assessment, and strategic decision-making. My time in human resources has honed my ability to analyze organizational needs, foster strong team dynamics, and implement effective HR strategies. As a math teacher, I developed exceptional problem-solving and analytical skills, ensuring clarity and precision in complex scenarios. Additionally, my experience as a school counselor allowed me to cultivate excellent interpersonal and communication skills, enabling me to work collaboratively with diverse stakeholders.

As a Salesforce Certified Professional, I leverage my hands-on experience with the Salesforce Platform to drive impactful solutions. Actively engaged in multiple Salesforce communities and groups, I continuously expand my Salesforce knowledge, network, and industry awareness. Currently, I am an Implementation Specialist with the Boys & Girls Club of America.  In my role, I strive to ensure a smooth and efficient transition for Clubs to MyClubHub (our customized CRM system powered by Salesforce & Traction Rec), providing them with the support and training necessary to leverage the platform's full potential.

With a passion for delivering success and impact, my goal is to excel as a Salesforce Professional. By leveraging my diverse background, I help businesses unlock the full potential of Salesforce, enhancing productivity, efficiency, and client retention. Through comprehensive analysis, strategic planning, and efficient project management, I ensure that my employer's and clients' bottom line goals are met while exceeding expectations.

👩🏽‍🎓Graduate with a Bachelor's degree of Science in Business Management; Master's degree of Education in School Counseling; 4 Salesforce Certifications; 1 Educational Leadership Certification; 1 School Counselor Certification; 2 Teaching Certifications

🤠 Texas Native, with a passion for cultivating and guiding others toward success

✈️🍴 I enjoy traveling, experiencing diverse cultures and cuisines.

💪🏽 Forward planning, strategic thinking, problem solving, cross-functional collaborator, relationship building, data analysis, effective communication

Clifton Strengths: Responsibility | Deliberative | Achiever | Strategic | Relator

taplio

The Battle

Phillip Patterson

Jacqueline Evans

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?