Cole Wright
Summary
Experienced Salesforce Business Analyst in both the Salesforce Consultant and Client Side Ecosystem. A military veteran and Leader. Highly skilled Business Analyst with a laser focus on ensuring timely and accurate deliverables. Effective driver of product development lifecycle from concept to delivery. Ready to take on a challenging, growth-oriented position.
Overview
1
1
Certification
9
9
years of professional experience
Work History
Salesforce Business Analyst
Ergon Inc
10.2023 - Current
- Identified opportunities to optimize business processes by leveraging Salesforce functionality, including automation, data management, and reporting.
- Experienced in Salesforce Sales & Service Cloud.
- Collaborated with cross-functional teams to ensure successful implementation of Salesforce projects.
- Facilitated seamless integrations between Salesforce and other critical business systems for a holistic view of customer information.
- Managed end-to-end project delivery, from requirements gathering to post-deployment support.
Slack Consultant
21b (Contract)
04.2023 - 10.2023
- Serve as expert on Slack platform to develop recommendations for increased adoption and maturity.
- Provide detailed project status updates to stakeholders and executive management.
- Organize and lead initiatives for product enhancements based on client feedback.
- Establish relationships with the product owner and end users to determine success criteria and work with them to ensure goals are met.
- Develop and implement training programs for 13 client employees.
- Proactively identify and pitch opportunities for project extension packages, emphasizing their added value and benefits to the clients.
Business Analyst
Silverline CRM
06.2022 - 03.2023
- Successfully drove projects to on-time completion by engaging stakeholders, by creating and communicating implementation plans and roadmaps, and providing regular status reports and updates.
- Managed Salesforce requests and issues for 3 Financial Services Cloud projects with annual revenue of $950k.
- Experienced in both Health & Life Sciences and Financial Services verticals.
- Developed and improved automation flows for Financial Services clients resulting in improved client performance and business tracking data by 32%.
- Created process builder and flow documentation for a Health and Life Sciences Cloud Project to ensure flow automation is working in accordance with original design specifications.
- Configured and built custom objects, page layouts, related lists, lightning webpages, and other components on record detail and edit pages.
- Collaborated with stakeholders to define project objectives and criteria.
Surface Warfare Officer
US Navy
05.2017 - 05.2022
- Organized and led regular meetings with team leaders and front-line staff to convey important operational information and new targets.
- Collaborated with other departments to streamline processes and improve overall ship performance.
- Improved ship readiness by managing the maintenance and casualty reporting program and providing mission critical reports.
- Achieved project deadlines by coordinating with contractors to identify and implement plans and resources required.
Education
Salesforce Consulting
Silverline Salesforce Academy
Omaha, NE08-2022
Bachelor of Science - Economics
United States Naval Academy
Annapolis, MD05-2017
Skills
- Business data analytics
- Flow and process diagramming
- Project planning and development
- Advanced problem solving
- Critical thinking
- Elicitation of business requirements
- Data mapping
- Strategic planning
- Consulting
Certification
- Project Management Professional (PMP) - 2026
- Slack Certified Administrator - 2023
- nCino 101 Basics of nCino - 2023
- Salesforce Business Analyst - 2023
- Trailhead Ranger - 2023
- Salesforce Administrator - 2022
- Service Cloud Consultant expected October 2025
Timeline
Salesforce Business Analyst
Ergon Inc
10.2023 - Current
Slack Consultant
21b (Contract)
04.2023 - 10.2023
Business Analyst
Silverline CRM
06.2022 - 03.2023
Surface Warfare Officer
US Navy
05.2017 - 05.2022
Salesforce Consulting
Silverline Salesforce Academy
Bachelor of Science - Economics
United States Naval Academy