Dexter, New York, United States
Salesforce Administration, LeanData, Pardot, Zapier, Salesloft, ChurnZero, ZoomInfo, Zuora, Chargify, Outreach, Clearbit, Confluence, JIRA, Monday, Trello, Implementation Management, Pendo, Project Management, Project Coordination, Process Improvement, Portfolio Management, Microsoft Project, JIRA, Resource Management, Change Management, Quality Management, Integration Management, SharePoint (2007/2010/2013), Clarity, Open Workbench, Scrum/Agile Methodology, Waterfall Methodology, Microsoft Office, Microsoft Visio, User Acceptance Testing, Business Analysis, Microsoft Excel, Microsoft PowerPoint Recent/Past projects include: Revenue Operations Process Manager at Formstack, Salesforce and Systems Administrator at Formstack, Special Projects Project Manager at Formstack, Project Manager for HMSA (BCBS Hawaii), Project Management/Coordination Contractor via TEKsystems, Project Management/Coordination at TIAA-CREF, C# and front end developer at Baesman; Junior developer for a SharePoint migration/branding project at WilmerHale; QA tester for WilmerHale; Power User for Internal Cardinal Solutions SharePoint projects.
- Salesforce Project/Process administrator for all top of funnel activities for fast/high-growth organization - Vetted numerous vendors for over eight large Sales and Support initiatives as an SME for RevOps - Built future state routing while instilling confidence of our systems/processes within our end users - Collaborated across all departments to develop data processes and standards making our CRM a more stable, reliable and robust environment
- Fully designed and created numerous processes to streamline data gathering, increase data integrity, and allow accessibility to data throughout the organization. Including but not limited to NPS, Security/Legal, and Vendor Onboarding - Managed reporting and analytics processes for the sales team while supporting all departments in data, reporting, benchmarking, and analysis - Responsible for administration and auditing Salesforce for over 50 users - Administered various technologies in our Sales and Customer Success tech stack
- Created and implemented a customer health score for the Customer Success Team - Successfully designed and implemented a customer churn wall test to gather cancellation data and present statistics and recommendations to the leadership board - Strategized and executed plans to grow Sales team from being exclusively SMB Inbound to a SMB and MM Inbound with a new Outbound SDR team - Compiled, analyzed and communicated high-level sales and success metrics company-wide - Successfully planned and executed a week long, offsite annual gathering for 20 employees - Managed VP’s special projects, email inbox, and calendar while maintaining discretion with confidential information - Created presentations and correspondence on behalf of the VP of Sales and Customer Success
Worked as a project manager to transition Blue Cross Blue Shield of Hawaii's ACA line of business from a state based platform to the federal facilitated exchange.
Skills: Microsoft Project, Clarity, Open Workbench, Scrum/Agile Methodology, Waterfall Methodology, ASP.net (C#, VB, MVC), Visual Web Developer, Microsoft Office, Microsoft Visio, Adobe Photoshop & Design, Adobe Captivate, Expression Web 3, Microsoft Excel, Microsoft PowerPoint, Virtual PC, SharePoint (2007/2010), SQL Server 2008, Artisteer, VMWare, RallyDev, Access, Joomla!, jquery, PLM, HTML, CSS, SDLC, FTP