Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
CustomerServiceRepresentative

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
04.2018 - 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
02.2015 - 04.2018
  • 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
04.2015 - 04.2016
  • 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
03.2012 - 02.2015
  • 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
01.2010 - 01.2012
  • 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
01.2007 - 01.2010
  • 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, MI

Skills

  • 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
04.2018 - Current

Salesforce Implementation

Chatter, EMS Consulting
04.2015 - 04.2016

Salesforce Implementation

JASTEF Consulting, LLC
02.2015 - 04.2018

Salesforce Implementation, Sales Manager & Training

LLH Data, LLC
03.2012 - 02.2015

Salesforce Admin/Quality Assurance Manager

IRB/UDT Data, LLC
01.2010 - 01.2012

Salesforce Admin/Sales Training Manager/Strategic Sales

Cortera, Inc
01.2007 - 01.2010

No Degree - Computer And Information Sciences

Delta University

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