Calwin Mathew
Spring,TX
Summary
Certified Salesforce Administrator and Platform App Builder with 3+ years of experience in CRM customization, automation, and data integration. Skilled in optimizing Salesforce environments, building scalable solutions, and aligning systems with business goals. Experienced in Agile development, user-centered design, and process mapping. Strong collaborator with hands-on experience in CPQ, Flow, Apex, and third-party integrations.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Salesforce Administrator
M&C Salesforce Solutions, LLC
09.2021 - Current
- Monitored and triaged inbound support requests via Salesforce, Slack, and integrated platforms, resolving admin-level issues and routing development tasks as needed.
- Created and managed tickets, collaborated with developers, and ensured timely resolution of technical issues in Salesforce Service and Sales Clouds.
- Developed and optimized record-triggered flows and subflows to automate case management, approvals, and request triaging processes.
- Implemented and maintained user roles, profiles, and permission sets to support secure, cross-functional access and streamline collaboration.
- Managed Salesforce CPQ setup for SMB B2B sales teams, supporting variable pricing structures, quote generation, and multi-currency requirements.
- Integrated third-party platforms (DocuSign, Zift, Spiff) to extend Salesforce functionality and improve service and sales team efficiency.
- Designed and maintained dashboards and reports to track support metrics, user adoption, and operational KPIs, driving continuous improvement.
- Led end-user training and onboarding sessions, boosting platform adoption and compliance with Salesforce governance standards.
- Created and updated custom fields, objects, and relationships to meet evolving business needs and enforce data integrity across teams.
- Collaborated with business stakeholders to gather requirements, map processes, and define user stories for system enhancements and support features.
- Worked in Agile sprints using Kanban boards and Agile Accelerator to manage support queues, admin projects, and cross-functional tasks.
Accounting Specialist
Cargolux Airlines International S.A.
Houston, TX
05.2021 - 07.2023
- Reconciled accounts payable and receivable while managing financial data using SAP.
- Prepared and analyzed financial reports to support month-end and year-end closing processes.
- Handled VAT, property tax filings, and internal audits for 15 U.S. stations.
- Maintained vendor lists and managed invoices in SAP to ensure accurate record-keeping.
- Created journal entries as needed to record transactions in the general ledger.
Salesforce Associate/Financial Representative
Equitable Advisors
Houston, TX
01.2020 - 03.2021
- Managed client relationships and developed financial plans using Salesforce by leveraging CRM tools.
- Analyzed customer data to identify trends in investments and provide actionable insights.
- Provided advice on investments, retirement planning, and estate planning.
- Created customized portfolio solutions that meet each individual's needs and objectives.
- Developed relationships with internal teams such as legal, compliance, operations. to ensure regulatory requirements are met.
Education
Web Development Bootcamp - Web Development
DigitalCrafts
01.2024
Bachelor of Business Administration - Finance, General
University of Houston, C.T. Bauer College of Business
01.2019
Skills
Salesforce administration and CPQ
Apex and SOQL
Agile methodology and user stories
Process mapping and workflow rules
Flow
Workflow
Process Builder
Visualforce Pages
Data analysis
Certification
- Salesforce Business Analyst, Salesforce, 05/25
- Salesforce Certified Administrator (SCA), Salesforce, ADM-201, 02/23
- Salesforce Certified Platform App Builder, Salesforce, CRT-403, 07/24
Timeline
Salesforce Administrator
M&C Salesforce Solutions, LLC
09.2021 - Current
Accounting Specialist
Cargolux Airlines International S.A.
05.2021 - 07.2023
Salesforce Associate/Financial Representative
Equitable Advisors
01.2020 - 03.2021
Web Development Bootcamp - Web Development
DigitalCrafts
Bachelor of Business Administration - Finance, General
University of Houston, C.T. Bauer College of Business
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