Washington, District of Columbia, United States
At Epson America, our CRM strategies have evolved, thanks to a collaborative effort in administration and development. My role as Associate Manager has been pivotal in steering these advancements, ensuring that Salesforce systems not only meet but exceed user expectations. The transition to Lightning development and the incorporation of user feedback have been cornerstones of our success. Prior to joining Epson, my tenure at Fidelis Cybersecurity and Fíonta allowed me to refine a clear vision for CRM excellence, culminating in impactful presentations and solutions. Mastery of Salesforce CPQ and a thorough understanding of CRM dynamics have enabled me to contribute significantly to our CRM objectives. Moreover, bilingual proficiency in Spanish enhances our team’s communication and outreach, reinforcing our commitment to inclusivity and broadened customer engagement.
• Daily administration and support of our Salesforce database including but not limited to managing multiple user setup, profiles and roles, customization of objects, fields, record types, page layouts and validations • Working with management, strategic planning & analysis staff and end-users to create and manage complex workflow rules, data validation, and triggers • Develop and create customized reports and dashboards • Create and document application requirements by working together with those involved in the development of program enhancements and changes including program staff, programmers, strategic planning and analysis staff and/or outside consultants as needed • Manage the software testing process, which includes devising test plans, creating test cases, establishing protocols and appropriate testing environments and coordinating actual software testing • Keeping abreast of new Salesforce features and functionality and providing recommendations for process improvements • Train new and existing users on how to use database application • Keep application users informed about system functionality and enhancements; • Provide application users with technical support • Logging and tracking identified system problems through resolution • Creating and maintaining documentation on processes, policies application configuration and help related materials for users as database applications are developed
Responsible for outreach strategy and for organizing in person and phone interactions with client subscribers Prepare team members for visits by providing relationship history and relevant market information Assist in the preparation and follow up of the renewal meetings and sales process Solid understanding of Pro products and services to respond to client requests Assist in client onboarding such as setting up access and providing online walkthroughs of the website