Stephanie Peck
Jupiter,FL
Summary
Certified Senior Salesforce Consultant Overview I have led over 40 Salesforce Implementations, Sales and Service Cloud to NPSP/HEDA, Architectural Implementations as well as B2B Commerce for Lightning and more. I am extremely passionate about what I do and love that I can get up everyday and my job doesn’t feel like a job. Being able to work in Salesforce and directly with clients is a perfect blend of what I adore and why I chose the Consultant path many years ago.
Overview
16
16
years of professional experience
Work History
Senior Salesforce Consultant
Trifecta Technologies
2018.04 - Current
- Requirements Gathering & Recommendations
- Worked with companies such as JDRF (Juvenile Diabetes, Wildlife Conservancy and more)
- Work across multiple clients and industries from Law Firms to Non-Profits and B2B Commerce
- Created complex Process Builders/Flows
- Implement Flows
- Create Reports/Dashboards
- Profiles/Permission Sets/Sharing Settings
- Territory Management
- Install and Customize Apps such as RingCentral, DocuSign, Conga, and many others
- Helped implement Marketing Cloud
- Create Training & Lead Training
Salesforce Implementation
JASTEF Consulting, LLC
2015.02 - 2018.04
- Sales & Training
- Classic & Lightning Customization and Implementation for small to large companies using Salesforce
- Training for users and admins on Salesforce and additional Apps from the AppExchange
- Sales and Marketing for the company
- Manage with vendor partners and formulated optimal solutions for integration
- Ongoing Customer Support, Training via phone and WebEx
- Salesforce Training for Universities and Financial Companies
- Focus on creating training, bringing in new clients and Higher Ed
- Customization of Salesforce:
- Reports and Dashboards
- Roles and Profiles
- Permission Sets and Sharing
- Page Layout and Field creation and customization
- Creation of tabs and apps inside of existing Application
- Customization of Apps from the AppExchange
- Price Books and Products set-up
- Communities
Salesforce Implementation
Chatter, EMS Consulting
2015.04 - 2016.04
- Sales & Training
- Salesforce implementation and training focused mainly in Higher Ed and Healthcare
- Implemented Salesforce for Sales and Service Cloud, Communities for 2200 seat Companies
- Worked with Cornell, Rutgers, Land South, GSU, USF, Lincare, PharMerica and others to implement their Salesforce orgs
- Customization of Salesforce:
- Reports and Dashboards
- Roles and Profiles
- Permission Sets and Sharing
- Page Layout and Field creation and customization
- Creation of tabs and apps inside of existing Application
- Customization of Apps from the AppExchange
Salesforce Implementation, Sales Manager & Training
LLH Data, LLC
2012.03 - 2015.02
- Customer Liaison
- Maintained user roles and coached end users
- Handled system metrics to track trends
- Recognized Salesforce usage problems and crafted solutions
- Handled customer issues to turn them into happy customers
- Customer follow-up
- Coordinated in cross-functional teams
- Managed with vendor partners and formulated optimal solutions for integration
- Ongoing Customer Support, Training via phone and WebEx
- Managed Sales and Developers
- Implemented and Managed Salesforce CRM
- Full documentation of training, phone calls, meetings, etc
- Helped customers with training and usability of cloud-based software usability
- Liaison between Sales, Developers and Customers
- Attended Trade Shows in order to show our product and get feedback to take back to the office in order to make our product even better.
Salesforce Admin/Quality Assurance Manager
IRB/UDT Data, LLC
, Florida
2010.01 - 2012.01
- Started out as a Full, Consultant assisting in setting up, implementing, and training the companies on the Salesforce CRM
- Was quickly hired into the company as a Full-Time Employee, continuing my Salesforce training and administration, as well as picking up credentialing of new accounts, conducting quality assurance on all new products and more
- Set up additional office in Boca Raton, FL for UDT Data, LLC – working to secure our brand, leading into an additional task of becoming Brand Manager of two products.
Salesforce Admin/Sales Training Manager/Strategic Sales
Cortera, Inc
Boca Raton , Florida
2007.01 - 2010.01
- Full documentation of training, phone calls, meetings, etc
- Aided development in Salesforce and handled processes of import file updates
- Coached group sales staff on usage of Salesforce
- Coordinated in staff meetings to understand the business
- Handled support work for group sales team
- Generated sales through direct clients
- Worked closely with customers to identify their needs and challenges and provide solutions-oriented sales portfolio for them
- Within five months, a promotion was given to me for a newly created Sales Operations Manager position
- Transitioned promotion to Sales Operations into a dual position as a Sales Training Manager
- Trained customers on using the cloud-based system to ensure happy clients
- Developed a Sales Training program for the company including Sales Training Manuals, Ongoing Support Programs, Spiffs and Awards Plans and more
- Ongoing Customer Support, Training via phone and WebEx.
Education
No Degree - Computer And Information Sciences
Delta University
Freeland, MISkills
- Object-Oriented Programming
- Continuous Integration Systems
- Code and Quality Standards
- Strong Interpersonal and Communication Skills
- Software Documentation Control
- Teamwork and Collaboration
- Analytical Thinking and Problem Solving
- CRM Software
Accomplishments
- Salesforce Administrator
- Alesforce App Builder
- Alesforce B2B Commerce Administrator
- PSP Salesforce Administrator
Timeline
Senior Salesforce Consultant
Trifecta Technologies
2018.04 - Current
Salesforce Implementation
Chatter, EMS Consulting
2015.04 - 2016.04
Salesforce Implementation
JASTEF Consulting, LLC
2015.02 - 2018.04
Salesforce Implementation, Sales Manager & Training
LLH Data, LLC
2012.03 - 2015.02
Salesforce Admin/Quality Assurance Manager
IRB/UDT Data, LLC
2010.01 - 2012.01
Salesforce Admin/Sales Training Manager/Strategic Sales
Cortera, Inc
2007.01 - 2010.01
No Degree - Computer And Information Sciences
Delta University