Summary
Overview
Work History
Skills
Websites
Classes/Certifications
Timeline
Generic

Frank Primerano

NJ

Summary

Accomplished Salesforce administrator and data analyst with a proven track record in building sophisticated dataflows and transforming data within Analytics Studio. Experienced in designing and implementing interactive dashboards that enhance data visualization and improve business decision-making processes. Skilled in leveraging advanced Salesforce features to optimize data accuracy and streamline workflow efficiency. Proficient in utilizing sales enablement and enrichment tools like Ringlead, ZoomInfo, and Salesloft to drive sales success.

Overview

3
3
years of professional experience

Work History

CRM Analytics Data Analyst/Salesforce Admin

Jitterbit
01.2022 - Current
  • Designed and implemented a customized delegation of authority approval process, eliminating the need for costly multi-approval rules and CPQ bundles from Salesforce
  • This strategic innovation significantly reduced overhead costs and streamlined operational efficiencies
  • Saved company Money as we no longer needed the Advanced Approval Builder
  • Created Custom Built Survey ScreenFlow for Technical Support with Custom Object Automation to track all insights for responses
  • Saved on no longer needing the Advanced marketing cloud features for survey builder
  • Easily saved company 100k+ Annually on this project combined with the Custom Delegation of Authority Approval Process
  • Developed and managed numerous advanced dataflows and dynamic dashboards within Analytics Studio, tailored to align with key marketing and executive goals
  • Many features like dynamic goals and Imported Map JSONs
  • Created Numerous Dynamic Marketing and Executive Dashboards with a ton of advanced binding interactions through SAQL and JSON Modifying In Analytics Studio
  • Created Waterfall Charts Using Historical Snapshot data of Company Pipeline, leading to improved insights
  • Designed and implemented custom Salesforce objects and Automation to optimize the tracking and cadencing of leads and activities through third party apps
  • Maintain up-to-date expertise in CRM analytics advancements, enabling the development of sophisticated bindings using the queries built in Compact form 2.0
  • Responsible for all data that touches Salesloft, Salesforce & Ringlead
  • Configure and maintain all automation, permissions and setup
  • Created many Salesforce Dashboards and reports with cross object functionality with KPIs and metrics using summary & Row formulas when needed
  • Flow Configuration: Design and modify workflows in sandbox environments to optimize operational efficiency and automate tasks
  • Change Management: Utilize outbound change sets for deploying updates, ensuring seamless transitions and maintaining system integrity
  • API Management: Execute bulk API updates to streamline data processes and enhance system performance

CRM Analytics Developer

Swift Insights
01.2022 - Current
  • Designed and implemented dataflows from scratch for clients, specializing in complex data models beyond standard B2B tech software environments, with multiple revenue streams and sales divisions
  • Architected advanced dataflows involving data partitioning and complex transformations using multiple joins and conditional logic, enhancing the integrity and usability of internal Salesforce systems
  • Developed dynamic dashboards for clients by implementing nested query bindings within JSON objects using SAQL and JS, enabling flexible data interaction and real-time analytics customization
  • Responsible for all aspects of Implementation and Architecture

CRM Ops Administrator/List Operations Analyst

Fullfunnel
08.2021 - 08.2022
  • Build, manage, and maintain Workflows and automated processes in Client CRMs for Outsourcing Sales and Marketing Team
  • Created custom Package to streamline and automate the onboarding process for Salesforce within the first month that dramatically reduced the time it took to onboard clients
  • (3 hours to just 10 minutes for Clients using Enterprise)
  • Responsible for all Client CRM Onboarding
  • Solve any technical issues within a Timely Manner
  • Mostly Related to CRM or Sales Enablement Platform Troubleshooting
  • Daily Maintenance and upkeep of a variety of different Client CRMs and Sales platforms
  • (Hubspot, Salesforce, Outreach, Salesloft, MeetAlfred, Monsterconnect, Reply,io, Outlook)
  • Maintain and Provision user seats and create reports for Sales teams internally and within client CRMs and platforms
  • Delegated Admin for all Client Orgs and Maintained all integrations in between
  • Automated Lead and List request processes in our Google Forms using Google app scripts and Zapier
  • (Dynamic dropdown select that references google sheets and pushes to slack channels with corresponding Channel Ids)
  • Responsible for full onboarding and offboarding of all new internal Employees (HS/SF Seats, Zoom Admin, SalesNav, MeetAlfred, Google Workspace Admin, Outlook)
  • Create and Manage all Org-wide Changes for newly created automated processes and software

RevOps Associate

SalesWorks/FullFunnel
08.2021 - 08.2022
  • Crm Optimizations for Client Salesforce orgs (Third Party integrations from Sales enablement platforms and Intent Tools
  • Creating Role Hierarchies, security setup, Data cleansing, Advanced Validation, and Dedupe Rules)
  • Building out Reports & Dashboards for Clients In Salesforce & Hubspot, Creating and managing Workflows, and any CRM Troubleshooting that needs to be resolved for Clients
  • Advise Clients on best practices for lead processes and data management, as well as key fields for better metric tracking for reports & Dashboards
  • Mainly For Hubspot, Outreach, and Salesforce
  • Syncing and Mapping All Sales Enablement Tools into Salesforce and Hubspot

Skills

  • CRM software proficiency
  • Salesforce
  • Sisense (Clic Data SQL)
  • Hubspot
  • Outreach
  • Google App Scripts
  • Excel,Google Sheets
  • SAQL
  • Google Workspace Admin
  • Google Forms
  • Mavenlink Admin
  • Meet Alfred
  • Salesloft
  • Outreachio
  • Replyio
  • MonsterConnect
  • JSON Objects
  • ZoomInfo
  • Zoom Admin
  • Chorusai Admin
  • CRM Analytics
  • Advanced Bindings

Classes/Certifications

  • Salesforce Admin Certified
  • Apex Triggers/Classes
  • Lightning Experience
  • Workflows
  • Flow Builder
  • Change Management
  • Hubspot Sale & Service Hub Implementation Certified
  • Hubspot Marketing Hub Implementation Certified

Timeline

CRM Analytics Data Analyst/Salesforce Admin

Jitterbit
01.2022 - Current

CRM Analytics Developer

Swift Insights
01.2022 - Current

CRM Ops Administrator/List Operations Analyst

Fullfunnel
08.2021 - 08.2022

RevOps Associate

SalesWorks/FullFunnel
08.2021 - 08.2022

Similar Profiles

CREATE PROFILE
Frank Primerano