Summary
Overview
Work History
Education
Skills
Languages
References
Timeline
Generic

Gabby Radtke

Elm Grove,WI

Summary

Results-driven Salesforce Administrator with a proven track record at Zywave, specializing in the creation of advanced Salesforce Lightning Reports and Dashboards that enhance user experience and operational efficiency. Demonstrated leadership in project management has led to significant improvements in sales operations and customer service delivery. Expertise in technical troubleshooting, documentation, and critical thinking consistently drives team success while elevating customer satisfaction.

Overview

4
4
years of professional experience

Work History

Owner

Travel With Gabs
Elm Grove, WI
01.2024 - Current
  • Engineered and crafted a website for the company's marketing strategy.
  • Collaborated with various travel suppliers to obtain favorable pricing for customers.
  • Offered thorough information about specific destination characteristics.
  • Developed personalized trip schedules to align with customer desires.
  • Verified all bookings were recorded accurately within the system ahead of customer trips.
  • Analyzed customer feedback forms after trips.
  • Partnered with peers to stay current on industry trends and innovations by competitors.
  • Researched new destinations and attractions appealing to potential travelers.

Associate Salesforce Administrator

Zywave
Milwaukee, WI
12.2021 - 01.2024

Reports and Dashboards

  • Designed detailed reports suited for all organizational Salesforce users, using Salesforce Lightning Report Builder and Dashboard Builder.
  • Used knowledge of SQL to quickly manipulate data and create reports.
  • Established essential starter reports to support teams in Sales, Billing, Finance, Product, Partner Support, and Marketing.
  • Developed reports on system utilization trends for senior management review.
  • Partnered with department leaders to develop improved data visualization tools for senior management in Billing, Finance, Sales, and Revenue Operations.
  • Solely created, maintained, and managed all dashboards and their respective reports for each department of the organization to ensure accuracy and integrity.
  • Created documentation in Confluence for report specifications, business rules, and dashboard maintenance procedures.
  • Facilitated training and provided support to end users on report and dashboard functionality, and best practices.

User Maintenance and Management.

  • Solely managed user creation and deactivation tasks within Salesforce organizations, including budgeting for licenses.
  • Developed and sustained dashboards maintaining data integrity during setup and deactivations.
  • Enhanced the onboarding experience through innovative training and streamlined setup procedures.

Documentation for End User Training

  • Compiled multiple guides to enhance understanding of Salesforce processes on Confluence.
  • Created detailed documentation of system configurations, processes, and troubleshooting techniques.
  • Served as lead trainer for Salesforce users.

General Salesforce Admin

  • Performed troubleshooting on existing applications within the Salesforce platform.
  • Assisted with creating documentation around system configurations and changes made over time.
  • Collaborated with other teams to ensure seamless integration between multiple platforms.
  • Provided technical support to internal users on Salesforce issues or questions.
  • Developed and maintained Salesforce security, including user roles, profiles, sharing rules, and assignment rules.
  • Managed the development process from design through testing to deployment of new products or features in Salesforce environment.
  • Analyzed user stories and developed test plans for validating functionality before release into production environment.
  • Configured custom objects, fields, formulas, page layouts, record types, validation rules and workflow rules.
  • Executed role hierarchies, shared rules, and recorded level permissions to provide shared access among different users.

Jr. Sales Operations Admin

Zywave
Milwaukee, WI
06.2021 - 12.2021
  • Facilitated communication between cross-functional teams to resolve issues quickly and efficiently.
  • Maintained current knowledge of technology used in the field of Sales Operations Management.
  • Developed strategies to improve customer service, increase sales efficiency, and maximize profits.
  • Provided guidance on product development initiatives based on customer feedback.
  • Monitored competitor activity in order to stay ahead of industry trends.
  • Collaborated with other departments to ensure seamless coordination of activities across the organization.
  • Created monthly reports tracking key performance indicators such as revenue goals and customer satisfaction ratings.
  • Oversaw regional and local sales managers and staff.
  • Supported sales team members to drive growth and development.

Partner Support Specialist

Zywave
Milwaukee, WI
01.2021 - 06.2021
  • Generated weekly reports summarizing case activity levels across different regions and markets for management review.
  • Trained new team members on best practices for responding to partner inquiries, resolving conflicts, and providing excellent customer service.
  • Analyzed data from customer feedback surveys to identify areas needing improvement in customer service delivery.
  • Communicated clearly about complex topics using appropriate language for each situation while maintaining a professional attitude at all times.
  • Created and maintained detailed records of partner interactions, inquiries, and resolution status.
  • Responded promptly and accurately to all inquiries from both internal stakeholders as well as external customers.
  • Developed a comprehensive understanding of the company's products, services, processes and procedures for supporting partners.
  • Monitored the progress of outstanding cases regularly and provided follow-up communication when needed.
  • Provided technical support to partners in order to help them troubleshoot and resolve their issues.
  • Collaborated with internal stakeholders on initiatives that improve customer service operations.
  • Reviewed incoming tickets and cases from partners daily and assigned them accordingly according to priority level.

Education

Bachelor of Science - Information Science And Technology

University of Wisconsin, Milwaukee
Milwaukee, WI
05-2020

Skills

  • Salesforce administration
  • Salesforce Lightning Report Builder and Dashboard Builder
  • Report auditing
  • Sales Cloud Management
  • User Administration
  • SQL querying
  • UX/UI Design
  • HTML and CSS
  • Technical troubleshooting
  • Critical Thinking and Problem Solving
  • Time management

Languages

English
Native/ Bilingual
Spanish
Limited

References

References available upon request.

Timeline

Owner

Travel With Gabs
01.2024 - Current

Associate Salesforce Administrator

Zywave
12.2021 - 01.2024

Jr. Sales Operations Admin

Zywave
06.2021 - 12.2021

Partner Support Specialist

Zywave
01.2021 - 06.2021

Bachelor of Science - Information Science And Technology

University of Wisconsin, Milwaukee
Gabby Radtke
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