Daniel Rodriguez

• Oversee implementation by representing NFHA in project delivery with their Salesforce
  Implementation partner and various other vendor partnerships ex; WordPress
  developers
• Conduct data analysis and provided strategic recommendations such as; reviewing app usage and streamlining data entry process for automation, saving the client 15-20 minutes per process
• Lead training sessions for client team members on Salesforce adoption and best
  practices in business processes, resulting in a 75% boost in user efficiency
• Developed customized solutions for clients to optimize operations and reduce costs,
  resulting in $38K in implementation savings.
• Collaborated with cross-functional teams to implement change management initiatives
  and improve communication processes.

• Prepared and presented kickoffs for new onboarding clients, ensuring clear communication of project goals, managed timelines, and trainings to ensure smooth client adoption
• Conducted direct correspondence with clients, addressing inquiries and providing regular project updates
• Designed org architecture to streamline client processes and maximize Salesforce capabilities

Clients reported 40% more efficiency through automation and process definition over a year span

• Demonstrated technical updates and obtained feedback from client updates, incorporating suggestions for continuous improvement
• Built and tested automations to automate repetitive tasks and enhance user efficiency for basic tasks that save clients on average 180 hours per year
• Integrated Salesforce with other platforms using API Integrations to facilitate seamless data flow

By integrating form builders and payment applications, clients were able to save 20 clicks per process and maintain all data within Salesforce

• Successfully managed and completed 19 projects within a two-year period with up to 3 direct reports

Averaged a 4.9 star rating in CSAT review in the Partner Community Portal

• General administrative support to include, creating, maintaining and editing contracts
• Tour and sign new agreements for prospective new members raising highest occupancy from 85% to a location high 94%
• Welcoming new members with an on boarding process including log ins, passwords, and payment methods
• Provide general administrative and tech support (Company specific member portal and support tickets)
• Handling incoming general phone and email enquiries
• Organizing, scheduling, and hosting meeting rooms/events
• Ensuring that the location is presented in accordance with brand and operational standard while maintaining a positive work environment