Albert Caycho
New York,NY
Summary
Accomplished Business Applications Manager with a proven track record at Kaltura, specializing in business process design and stakeholder management. Expert in enhancing operational efficiency through innovative process automation. Demonstrates exceptional problem-solving skills and a commitment to business intelligence excellence. Administrator for applications such as Salesforce, Outreach, Docusign, SpringCM, Zoominfo, Planhat, SurveyMonkey, AskNicley, Linkedin, Cloudingo and Chargebee. Specialized in CPQ/Quote to Cash administration for SaaS-based business models.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Business Applications Manager
Kaltura
10.2020 - Current
- Oversee administration of essential applications such as Salesforce, Outreach, Zoominfo, Docusign, and SpringCM.
- Direct the administration of a sophisticated Salesforce platform for 5+ teams, 400 users, and over 4000 customer portal users.
- Optimized CPQ flow by redesigning product catalog, elaborate quote approvals, and document generation, cutting quote creation times by almost 40%.
- Developed and implemented multiple booking and data validation processes that facilitated the company's successful transition to a public entity in 2021.
- Execute the review and implementation of over 40 connections to the company's Salesforce org, with ongoing administration of 10 of those apps.
- Collaborate closely with finance and sales teams in a SaaS environment, leveraging a strong understanding of MRR, NRR, ACV, and TCV.
- Successfully lead the migration of CRM databases into company's Salesforce org from acquired companies on 2 separate occasions.
- Coordinate with other departments to gather input on application requirements, ensuring alignment with overall organizational goals.
- Oversee change management processes within the organization to facilitate smooth transitions during application upgrades or replacements.
- Implement rigorous testing protocols to identify potential issues before launching new applications, minimizing disruptions to daily operations.
Senior Salesforce Administrator
Kaltura
10.2014 - 10.2020
- Managed a team of 3, consisting of 2 administrators and 1 developer, driving efficiency and productivity.
- Deployed an average of 5 to 6 major Salesforce changes per quarter.
- Drastically improved support SLA's times by implementing a full suite of customer support features such as entitlements, case flags, chatbot, omnichannel, and customer portal.
- Designed and deployed a renewal model contracting flow, enhancing data integrity and reporting.
- Reviewed, tested, deployed, and onboarded 60+ applications as a Salesforce Administrator.
- Collaborated with cross-functional teams to gather requirements, design solutions, and deploy custom Salesforce features tailored to business objectives.
- Proactively identified opportunities for process improvement within the Salesforce environment by staying current on industry trends and best practices.
- Reduced manual workload for multiple teams with the creation of time-saving automations and processes.
Salesforce.com Administrator /Global Sales Operations
Fundtech
09.2013 - 09.2014
- Managed a Salesforce org with over 300 users as the sole administrator.
- Implemented advanced sales methodology within Salesforce, significantly enhancing pipeline visibility and accuracy.
- Engineered and evaluated a Salesforce customer portal, streamlining interactions for customers and support team.
- Collaborated with marketing to streamline the lead-to-cash process, achieving a 10% increase in hot lead generation.
- Created and delivered ad hoc reports and dashboards to support the Head of Global Sales on a weekly basis.
Salesforce Administrator/Digital Marketing Specialist
Search Engine Marketing LLC
10.2012 - 07.2013
- Led the integration of a new Salesforce CRM platform, setting clear expectations and tasks for employees, resulting in 100% participation and successful implementation.
- Implemented automated workflows, streamlining processes and increasing productivity with field and email updates.
- Created and managed custom CRM objects in Salesforce, ensuring seamless integration and operational efficiency.
- Developed a standardized training program for marketing and accounts receivable new hires, enhancing onboarding efficiency.
- Built detailed marketing and financial reports in Salesforce, analyzing data to detect discrepancies in venues, dates, times, pricing, and current offers for upcoming events.
- Created and evaluated comprehensive event listings for various venues in NYC, Chicago, Las Vegas, and California using HTML.
Education
BBA - Finance
Brooklyn College
Brooklyn, NY06-2012
Skills
- Business process design
- Software implementation
- Deep understanding of SaaS Finance
- Incident management
- User training
- Requirements gathering
- Sales Pipeline management
- Data migration
- Process automation
- Business intelligence
- Problem-solving
- SOX Compliance
Certification
Salesforce Administrator Certification
Languages
English
Native or Bilingual
Spanish
Full Professional
Timeline
Business Applications Manager
Kaltura
10.2020 - Current
Senior Salesforce Administrator
Kaltura
10.2014 - 10.2020
Salesforce.com Administrator /Global Sales Operations
Fundtech
09.2013 - 09.2014
Salesforce Administrator/Digital Marketing Specialist
Search Engine Marketing LLC
10.2012 - 07.2013
BBA - Finance
Brooklyn College
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