Jacob Hermann
Saint Paul,MN
Summary
Tech-savvy Salesforce Professional with history of Business Analysis, Administration, and Architecture; manages profiles, workflows, and groups with ease. Organized employee maintains cloud, reports, and dashboards for company and clients. Thoroughly updates, installs, and configures Salesforce systems to optimize performance. Has a keen eye for process improvement & enhancement opportunities, and a heart for the best practices that make Salesforce the best in class solution for customer relationship & business operations management.
Overview
6
6
years of professional experience
6
6
Certifications
Work History
Salesforce Architect
MatrixCare, Inc.
Remote, MN
03.2022 - Current
- Operated as a solutions architect & subject matter expert for Salesforce Unlimited, and three of its additional solutions: Sales Cloud Unlimited, CRM Analytics Plus with Revenue Intelligence, and Salesforce CPQ
- Deployed Salesforce Inbox, Sales Engagement (fka High Velocity Sales), Revenue Intelligence, and CRM Analytics Plus
- Continued application support, as well as design & implementation of solutions for Salesforce CPQ
- Continued building internal solutions for Revenue Operations department project & solutions ticketing.
- Worked closely with analysts, enablement, developers, and administrators to understand limitations, develop capabilities, integrate software, resolve Salesforce problems, and design a frictionless user experience.
- Modified Salesforce to adapt to newly integrated software. Coordinated testing and validation procedures for adoption & integration quality assurance
- Identified opportunities for process improvements & conferred with platform team to fully understand software design specifications and internal business requirements in order to plan optimal development approaches.
- Recommended strategies to optimize performance and maximize adoption
Salesforce Business Analyst
MatrixCare
Remote, MN
12.2020 - 03.2022
- Acted as Subject Matter Expert for Sales Cloud Unlimited & Salesforce CPQ.
- Gathered requirements for user & executive requests, and designed end-to-end workflow for implementation.
- Created training plans, materials, and procedural documents
- Designed & Implemented a custom Salesforce solution for tracking product feature gaps during the demonstration & discovery stages of the Sales Opportunity, allowing our organization a way to prioritize missing functionality in our software
- Designed & Implemented a custom Salesforce solution for managing the platform teams project queue and support ticketing
- Analyzed and tracked data to prepare forecasts and identify trends.
- Provided technical support for Salesforce.com and all of our Salesforce integrated tools: Certinia (fka Financial Force), DocuSign, Marketo, etc.
- Instructed sales staff on leveraging Salesforce for prospecting techniques, list development, direct mail, reporting, forecasting, and thorough documentation.
- Maintained & updated business intelligence tools, databases, and dashboards. Including integration with market data in order to provide actionable dashboards to sales & sales leadership.
- Disseminated information regarding tools, reports, releases, and metadata enhancements.
Salesforce Associate Analyst
MatrixCare
Bloomington (Remote - March 2020), MN
02.2019 - 12.2020
- Acted as Subject Matter Expert for Salesforce.com
- Integrated Marketo, SalesLoft, Seismic, Bombbomb, DocuSign, InsightSquared, and Lessonly
- Liased with consulting team for implementation of Salesforce CPQ
- Performed quality assurance to assess data and validate results.
- Created reports detailing findings and recommendations.
- Collected, organized and imported information into Salesforce.com.
- Frequently utilized Salesforce supplemental tools like DataLoader, Import Wizard, Workbench, Heroku - Event Monitoring, and Salesforce Inspector
- Executed testing strategies to improve systems, databases and processing techniques.
- Created ad-hoc and forecast analysis reports.
- Performed in-depth analysis to help solve diverse problems with program implementation and operations.
- Participated in regular meetings with management to assess and address issues and identify and implement improvements.
- Delivered analytic support to identify high-priority opportunities and prospective clients to build pipelines.
- Utilized formulas to extract data from queries into Excel spreadsheets.
Sales Development Representative
MatrixCare
Bloomington, MN
08.2017 - 02.2019
- Also functioned as a Super User & Sales Trainer for Salesforce across our Sales department - this was the start of developing into my career as a Salesforce professional
- Was the first official outbound SDR for MatrixCare, inc. (The department now has 10 employees)
- Designed & improved the practices for Sales Development, many of which are still employed today
- Generated new prospects and nurtured existing prospects through outbound phone calls and emails.
- Documented outreach calls and follow-up contacts in Salesforce.com system to establish record of interactions.
- Executed cold calls, social media and other digital strategies to acquire customers.
- Leveraged Salesforce.com to maintain activity, contact and account information of customers and prospects.
- Conducted discovery with prospects to evaluate pain points.
- Set appointments to present solutions to prospective customers.
- Used video technology to engage potential sales targets.
Education
Bachelor of Arts - Music
University of Minnesota - Duluth
Duluth, MN05.2014
Skills
- Systems Administration & Business Analysis
- Object-Oriented Programming & Querying
- Application Support
- Process Mapping
- Business Intelligence & Performance Analytics
- Critical, Creative, Collaborative, and Communicative
- Software Testing and Validation
- Data Storage and Retrieval
- Analytical Thinking and Problem Solving
- Cost Assessment
- Process Automation & Improvement
- Systems & Data Security
- Buy/Build Recommendations
- Debugging and Troubleshooting
- Software Quality Assurance
- Gallup Strength's Finder: Learner, Strategic, Input, Intellection, and Connectedness
Certification
- Certified Administrator, Salesforce - 2018
- Certified Advanced Administrator, Salesforce - 2022
- Certified Platform App Builder, Salesforce - 2022
- Certified Business Analyst, Salesforce - 2022
- Certified Sales Cloud Consultant, Salesforce - 2022
- Certified CPQ Consultant, Salesforce - 2022
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Timeline
Salesforce Architect
MatrixCare, Inc.
03.2022 - Current
Salesforce Business Analyst
MatrixCare
12.2020 - 03.2022
Salesforce Associate Analyst
MatrixCare
02.2019 - 12.2020
Sales Development Representative
MatrixCare
08.2017 - 02.2019
Bachelor of Arts - Music
University of Minnesota - Duluth
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