Delegate

At Delegate, we specialize in simplifying go-to-market technology for dynamic companies. As a certified Salesforce Administrator, my role extends beyond system administration to encompass strategic project management and operational excellence. My contributions include:

Project Management & Agile Implementation: Spearheaded the adoption of Agile methodology in Salesforce system deployments, enhancing project efficiency and stakeholder engagement.

Revenue Operations (RevOps) Strategy: Developed and executed RevOps strategies, integrating Salesforce with third-party applications to streamline sales and marketing processes, resulting in improved sales funnel visibility and operational efficiency.

Salesforce Ecosystem Mastery: Advanced user management, training, and full system utilization, ensuring optimal performance and adoption. Designed comprehensive reports and dashboards to drive data-driven decisions.

Technical Proficiency & Innovation: Leveraged automation tools like Salesforce Flows for process optimization. Conducted complex data migrations, ensuring data integrity and accessibility.

Solutions Engineer

Farmers Insurance

Insurance Agent

Welch Team, Keller Williams Atlantic Partners Southside

In my multifaceted role, I seamlessly integrated strategic sales leadership with Salesforce acumen and a passion for education and coaching. By driving the RevOps initiative and fostering an environment of continuous professional development, I made a lasting impact on the team's success and individual career growth.

RevOps Leadership & Educational Excellence:

Spearheaded a sales force to achieve over $95 million in annual sales by focusing on strategic recruitment, comprehensive training, and hands-on development. Enhanced team performance and motivation through the design and delivery of sales and sales management seminars that emphasized real-world applications and success strategies.
Implemented RevOps principles to synergize sales, marketing, and customer service operations, significantly enhancing efficiency and revenue growth.

Salesforce Strategy & Professional Development:

Developed agile Salesforce systems prioritizing user adoption, supported by regular training sessions and workshops to ensure the team's proficiency with the platform.
Integrated various Salesforce apps and services into a cohesive ecosystem, aligning sales and marketing efforts with organizational goals.

Operational Excellence & Coaching:

Established robust policies, SOPs, and training programs focused on sales excellence and service objectives, continually refined through iterative feedback processes.
Led technology adoption and process optimization using Salesforce automation and data management while also providing life and career coaching to staff. This coaching focused on setting personal and professional goals, creating a career path, and establishing accountability mechanisms, thereby fostering a culture of personal and professional growth.

Director of Sales (RevOps) | Salesforce Administrator

US Foods

In this role, I harnessed my expertise in consultative selling and account management to drive substantial growth within the healthcare segment, with a keen focus on strategic development and relationship building. My role was further enriched by incorporating life and career coaching and Change Management education, aligning personal development with organizational goals. Key accomplishments include:

Strategic Account Growth & Coaching:

Expanded the customer base, securing over $9 million in annual sales through strategic account penetration and targeted business development efforts. Complemented these initiatives by offering life and career coaching to clients and team members, aiding in the alignment of personal goals with professional strategies, thereby enhancing engagement and performance.
Customer Relationship Excellence & Change Management:

Cultivated enduring relationships with key customers and brokers, bolstering loyalty and retention with tailored service and value-added consulting. Further enriched client interactions by designing and conducting Change Management Seminars, equipping clients with the tools and strategies necessary for navigating and thriving amidst organizational changes.
Operational and Sales Events Leadership:

Led the orchestration of special events and training opportunities, showcasing leadership in customer engagement and team collaboration. Integrated Change Management principles into event themes, fostering a culture of adaptability and continuous improvement among participants.
Technology and Process Optimization:

Leveraged comprehensive knowledge of mobile and business software technologies to enhance sales processes and elevate customer service delivery. Implemented innovative solutions and best practices, streamlining operations and setting a benchmark for excellence in technology utilization.

Healthcare Account Manager

Indiana University Health

Promoted from Systems Analyst to lead the Food and Nutrition Services department, I championed substantial enhancements in service delivery, revenue growth, and team satisfaction. My tenure saw a 28% increase in revenue by revitalizing cafe, catering, and vending operations and strategically managing budgets.

I transformed a Tier 3 employee satisfaction team into a Tier 1 powerhouse within a year through innovative leadership, policy development, and fostering a culture of empowerment. This involved special projects, such as life and career coaching, which focused on personal goal setting, professional development, and accountability, significantly boosting team performance and satisfaction.

As the primary liaison for the Partnership for a Healthy America, I ensured our services aligned with national health standards. I also spearheaded the design and delivery of Change Management Seminars, equipping staff with the skills to navigate and lead through organizational changes, thereby aligning with our strategic initiatives.

Furthermore, I played a pivotal role in the development and facilitation of leadership and process improvement courses, contributing to the professional growth of over 1,500 colleagues. These efforts were part of special projects that also included life and career coaching, markedly influencing our staff's growth trajectories. My leadership was instrumental in standardizing food service operations across the IU Health System, ensuring consistency and quality, and integrating effective change management strategies.

Manager, Food and Nutrition Services (Promotion from Systems Analyst)

In my current role as a Solutions Engineer at Delegate, I blend my passion for Business Analysis and Project Management with deep expertise in Salesforce to drive meaningful business transformations. My approach is straightforward: understand the business challenge, analyze the workflow, and deliver a tailored Salesforce solution that not only meets but exceeds expectations.

What I Do:

Business Analysis: I dive deep into business processes, uncovering areas for improvement and developing solutions that streamline operations and enhance efficiency.

Agile Project Management: With a focus on agility, I manage projects from conception to completion, ensuring adaptability, stakeholder engagement, and successful outcomes.

Salesforce Mastery: As a certified Salesforce professional, I leverage the platform to its fullest - customizing, automating, and integrating to support business needs and drive growth.

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