Holly Petersen
Charleston,SC
Summary
Current CRM Analyst focused on adding immediate value to a large, growth-oriented corporation. Organized, efficient self-starter that embraces hard work and excels within teams. Strong work history in Salesforce processes, user support and training, data analysis, and regulatory compliance. Commended for cultivating a positive work culture with customers, leaders, and peers.
Overview
4
4
years of professional experience
1
1
Certification
Work History
CRM Analyst
CRH Americas
08.2022 - Current
- Enhanced the user experience for both internal and external stakeholders through continuous evaluation and improvement of Salesforce processes.
- Maximized sales team efficiency through comprehensive training sessions on utilizing the Salesforce effectively.
- Implemented best practices to enhance user adoption, driving increased productivity and better utilization of resources.
- Contributed to higher lead conversion rates by optimizing lead assignment rules.
- Provided technical support for troubleshooting analytics and reporting issues.
- Created dashboards to monitor and track key performance indicators.
- Generated standard and custom reports to provide insights into business performance.
- Played a crucial role in change management initiatives related to Salesforce enhancements, ensuring seamless transitions and minimal disruptions to ongoing operations.
Financial Analyst
Oldcastle APG
11.2019 - 08.2022
- Sole processor of all product registrations and conducted state-level government reporting while meeting strict deadlines.
- Wrote several SOPs to ensure compliance with state and federal regulations.
- Achieved significant cost savings by identifying financial inefficiencies and implementing improved processes.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
- Evaluated financial performance of investments, acquisitions and other business opportunities to provide strategic recommendations.
Education
Bachelor of Arts - Economics
University of South Carolina
Columbia, SC05.2019
Skills
- Salesforce Administrator
- Salesforce CPQ
- Slack Administrator
- Training and Education
- Tableau
- Financial Data Analysis
Certification
Salesforce Administrator
Accomplishments
Speaker at the 2024 Salesforce Manufacturing Summit
Timeline
CRM Analyst
CRH Americas
08.2022 - Current
Financial Analyst
Oldcastle APG
11.2019 - 08.2022
Bachelor of Arts - Economics
University of South Carolina
Salesforce Administrator
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