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

Argano

Manages a ~$2M Salesforce Sales Cloud and Experience Cloud implementation project to include MuleSoft integrations for a medical device manufacturing company. Leads a global team of 20 members. Runs all sprint meetings. tracks user stories, resource allocation, and budget use, to ensure on time and on budget completion of the project. Provides reports to stakeholders. Assists with Steering Committee meetings and QBR/Roadmapping sessions. Uses Microsoft Dynamics 365, JIRA, PowerBI.

Project Manager

Oakland University School of Business

Advise and provide counsel to the Oakland University SBA Management and Marketing Department regarding marketing and management curriculum development to ensure the OU SBA's course offerings remain current and relevant.

Advisory Board Member - Management and Marketing Department

Oakland University

Evaluates and rates nominations for honorary degrees. Makes recommendations to the Provost (Senate Chair) and then to the President.

University Senate Honorary Degree Committee Board Member - AY 2022-2023 / AY 2023-2024

FINRA

The Financial Industry Regulatory Authority (FINRA) is the largest independent regulator for all securities firms doing business in the United States. FINRA facilitates the efficient resolution of monetary, business and employment disputes among investors, securities firms and employees of securities firms.

Duties include: Observing hearings with arguments set forth by claimants and their legal counsel. Conduct analysis of the testimonial and/or documentary evidence. Render impartial decisions and awards based on the evidence and motions provided by all parties. Comply with all ethical standards set forth by FINRA.

FINRA Arbitrator

Uptima

• Manage ~10 accounts with ARR of approximately $1.2M covering industries such as medical device, construction, and software companies providing services covering sales enablement, field service, cybersecurity, secure identity management, and more
• Increased ARR by 20%, zero churn, CSAT average of 4.84
• Technologies covered include Sales Cloud, Service Cloud, Manufacturing Cloud, Salesforce CPQ, Salesforce Field Service, Experience Cloud, DocuSign
• Orchestrate resource allocation of ~15 personnel based in the US, Canada, India, the UK, and the Philippines
• Onboard customers
• Author change orders
• Manage mini-projects within managed services
• Identify opportunities for account growth
• Manage calendars to ensure continuation of service when PTO/Holiday is taken
• Review and approve timecards
• Produce timely and accurate reports on hours and resource use for customers
• Conduct business reviews

Customer Success Manager / Engagement Delivery Manager - Managed Services

Hiring Our Heroes Salesforce Fellow

Clicked

Clicked is a virtual work experience program that enables learners to access hands-on learning experiences to explore careers, build skills, and launch careers alongside corporate training partners and employers.

Clicked Learning Community Member

Charter Township of Independence

Responsible for the management of 200+ personnel files. Duties cover benefits, discipline, hiring, firing, retirement, workers’ compensation, disability, and more. Coordinate with other departments and elected officials to ensure the staffing needs of the township are met. Ensure that all records are retained in line with federal, state, and local guidelines. Work with township counsel on legal matters. Staff local, state, and national elections.

Human Resources Coordinator

Wayne State University Law School

Legal internship while in law school. Conducted legal research and prepared documents and pleadings pertaining to business law, employment and labor law, and commercial litigation. Coordinated legal strategy with junior and senior partners. Aided attorneys during municipal court proceedings.

Summer Associate - Kienbaum Hardy Viviano Pelton & Forrest P.L.C.

Final arbitrator of all decisions. Responsible for ensuring that well-reasoned and appropriate final decisions are made regarding the editorial, administrative and managerial aspects of the Journal. Also responsible for ensuring the effective running of the Association and the Journal. Supervises the student article writing process to ensure that all Staff Editors complete articles and receive the support they need. Specific responsibilities include (but not limited to) the following:

- Faculty liaison coordinating with the Assistant Dean regarding budget approvals,
presenting issues and concerns for faculty approval.
- Responsible for attending all meeting in which faculty invite the journal of business law to attend. Including but not limited to: faculty meeting, SBG meetings, coordination with the faculty
advisor.
- Work with the Managing Editor to create the annual itinerary for the upcoming
academic year. This will include such dates as: Orientation, Events (subject to
change), Publication related deadlines, Election date and submission deadlines for
new board, submission and decision dates for new members.
- Work in conjunction with the Executive Note and Comments Editor to organize the
yearly associate editor application process and selection.
- Final approval of location of Events, purpose/goal of the Event, and coordinating with
the Managing Editor to market and advertise the Event.
- Work with the Executive Note and Comment Editor to assign the Senior Article
Editors and Associate Article Editors their editing assignments.
- Make final decision on chosen student notes for publication upon the
recommendations from the Executive Note and Comment Editor and Senior Note
Editor.
- In summary, the Editor-in-Chief is responsible for overseeing the entire operation and
responsible for completing tasks which need special attention.

Editor-in-Chief, Journal of Business Law

Law Student

Acting as a law school ambassador through the admissions office at Wayne State University Law School. Activities include working with applicants and their files, scheduling and providing tours, and helping organize and attend events for students interested in applying to law school or students admitted to law school.

Admissions Ambassador

Conducted research and drafted memoranda and other written instruments for Labor, Corporate, Public Finance, Public Services, and Litigation practice groups covering multiple complex legal issues. Met with clients to clearly understand their needs and to further develop business. Performed pro bono expungement work.

Summer Associate - Miller Canfield Paddock Stone

American Inns of Court are designed to improve the skills, professionalism and ethics of the bench and bar. An American Inn of Court is an amalgam of judges, lawyers, and in some cases, law professors and law students. Each Inn meets approximately once a month both to "break bread" and to hold programs and discussions on matters of ethics, skills and professionalism.

American Inns of Court help lawyers to become more effective advocates and counselors with a keener ethical awareness. Members learn side-by-side with the most experienced judges and attorneys in their community. American Inns of Court actively involve more than 25,000 state, federal and administrative law judges, attorneys, legal scholars and law students.

Law Clerk - American Inns of Court: Oakland County Bar Association

Junior Member, Mock Trial

Associate Article Editor, The Journal of Business Law

For credit legal externship while in law school. Researched and drafted memoranda on various issues under the National Labor Relations Act. Assisted Field Examiners and Field Attorneys with depositions and filings. Fulfilled Supervising Attorney requests for information.

Legal Extern - National Labor Relations Board

For credit legal externship while in law school. Researched and drafted no-fault insurance memorandum to support a summary disposition ruling. Observed court proceedings. Participated in conferences with Judge to discuss various legal topics. Drafted opinion for award of costs and fees on a fraudulent insurance claim. Aided Veterans Specialty Court meetings.

Legal Extern to the Honorable Michael Servitto - Sixteenth Judicial Circuit

Wayne State University

Responsible for oversight of The South End publication, particularly its budget, major expenditures, and contracts, and for selecting its editor each year, as well as approving appointments made by the editor.

Student Publication Supervisory Board Member

Traveler

Experienced Mexico living in the central high desert 3.5 hours north and west of Mexico City. Spent time at Instituto Allende studying acoustic guitar and Spanish. Wandered the streets searching for the best tacos and sampling the finest tequilas. It was a family affair with my wife and two sons in tow. A cultural experience that will last a lifetime.

Semi Retired

Project Manager Dedicated to Maximizing Customer Value and Orchestrating End-to-End Success

🌟 Trailblazer Profile: Connect with me and explore my journey in maximizing customer value. Visit my Trailblazer profile: https://www.salesforce.com/trailblazer/ppatterson26

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The Battle

Phillip Patterson

Phillip Patterson, MBA, CSM

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