Facilitate business process reviews to identify client requirements and processes.
- Translate client requirements into Salesforce design, leveraging best practices, and minimizing the need for custom development.
- Configure Salesforce Sales Cloud, Service Cloud, and other cloud solutions.
- Develop technical requirements for internal developers as needed.
- Effectively manage all aspects of projects and client communications.
- Deliver end-user training and documentation.
Manage various organizations, ranging in size and complexity - Diagnosing issues and creating solutions - Creating and tuning Workflows, Process Builder to automate business processes - Working very closely with end users gathering feedback, to create business solutions - Facilitating requirements gathering sessions - Creating reports and dashboards - Providing a technical and consulting perspective as it relates to Salesforce best practices. - Responsible for managing and leading, various Salesforce projects Sales Cloud, Service Cloud, Pardot. - Facilitating weekly or bi-weekly meetings with clients. - Testing and review of development output - Roadmap planning
Salesforce certified Administrator at Infinite Automata
Infinite Automata
02.2016 - 06.2016
Manage various organizations, ranging in size and complexity
- Maintaining users and profiles, Creating reports and dashboards
- Creating and tuning Workflows to automate business processes
- Working very closely with end users gathering feedback, to create business solutions.
- Working on and creating custom applications.
Inside Sales Contact Agent
Meritage Homes
12.2014 - 02.2016
Create detailed reports for our team using Salesforce
- Help diagnose and solve workflow needs, using Salesforce for our department
- Create custom email templates using Salesforce for daily marketing email blasts
- Respond to all internet leads within 2 hours of initial request for information
- Respond to caller inquiries immediately or at maximum within 1 hour from initial call
- Engage with chat inquiries immediately during designated business hours
- Build rapport with the prospective buyer, answer questions take them through the discovery process
- Schedule initial appointment between the customer and Sales Associate
- Initiate and maintain email drip/nurture campaigns using Salesforce.com
- Maintain relationships with on-site Sales Associates through regular contact
- Coordinate with the Marketing Department to maintain the accuracy of the Website and marketing emails
- Responsible for product and community knowledge to assist in generating internet leads
- Provide an exceptional customer experience
- Follow outlined workflow processes for each lead type to ensure proper follow-up
- Conduct outbound call campaigns to reach out to current Meritage Homes' customers and realtors