Jason Horan
Sicklerville,NJ
Summary
Solution focused professional with a proven track record of facilitating growth in Sales and Operations organizations. Possess strong analytical skills and Six Sigma Yellow Belt certification, enabling rapid understanding of business processes and identification of enhancement opportunities.
Overview
11
11
years of professional experience
Work History
Director of Technology/Sales-Enablement
Jupiter Equipment Finance
04.2023 - 02.2024
- Developed and implemented process around Lead/Account creation
- Integrated and managed Marketing and User activity tracking software within Salesforce platform
- Created and maintained flows, validation rules, and permission sets for team of 30+ users
- Led identification and implementation of technology enhancements
- Conducted clean up historical data of 17,000+ accounts in order for Sales team to work more efficiently.
Salesforce Administrator/Sales-Enablement Business Analyst
NewLane Finance
01.2021 - 12.2023
- Spearheaded Salesforce platform development for Sales team with 30,000+ accounts
- Established audit system for biannual platform evaluations
- Designed, tested, and deployed multiple Account, Contact, Lead, and Home screens for sales team of 50+
- Integrated gamification features and provided reporting to users and their managers
- Developed suite of reporting tools for KPI tracking.
Salesforce Admin, Jr
Freedom Mortgage
01.2019 - 12.2021
- Interface with business units to define business and functional requirements for process and technology initiatives for Retail Sales & Operation teams, delivering Salesforce solutions to automate manual assignment of work to 500+ salespeople
- Develop, maintain, and enhance suite of Operational reporting providing Leadership and front-line teams real-time visibility into Lead pipelines and phone/email contact attempts for 18 billion month Sales Organization
- Primary resource for user creation, management, and auditing in Salesforce Platform
- Observe enterprise system origination system users to identify process and technology enhancement opportunities on Retail Sales floor
- Point person for reporting of Salesforce data; gathered requirements and developed reporting in Salesforce report and dashboard functions while also controlling access and visibility to reporting and dashboard folders.
Exam Coordinator/Analyst
PHH Mortgage
01.2016 - 12.2019
- Provided analytical and audit support to Operational Controls and Governance Team
- Complete assigned Servicing Request’s in timely fashion
- Review and Create Process maps as needed
- Thoroughly review documents to make sure right information is being passed along to client
- Create Daily and Weekly VP reports that show team progress and activity along with business lines activity.
Strategic Portfolio Delivery Project Specialist III
TD Bank
01.2015 - 12.2016
- Provided administrative support to Strategic Portfolio Delivery and Op Model
- Managed RAID Log and run book tracking system
- Deliver documentation including PMLC documentation, RAID Log, Run Book, and Vizio Process Maps
- Coordinate with various internal and external resources in order to maintain accurate project details
- Create and maintain active SharePoint site.
Business Analyst III
Basel PMO
01.2015 - 12.2015
- Provided analytical and project management support to BASEL PMO
- Elicit and evaluate business requirements, translating them into application and operational requirements
- Develop requirements specifications according to standard templates, using natural language
- Deliver documentation including Business Requirements Documents, Use Cases, Process Maps, Interface Designs
- Develop and maintain key working relationships with key business partners
- Resolve issues and conduct problem management activities.
Operations Project Specialist I
IM Operations
01.2013 - 12.2014
- Provided administrative support to Information Management, Commercial, Retail and BASEL teams
- Managed conversion of data and macros to upgraded excel tracking format
- Coordinate activities with internal and external partners to coordinate project details
- Ensured timely processing in on-boarding and off-boarding
- Managed transfer of project artifacts to new SharePoint site
- Managed invoice tracking system with $1 million in monthly volume.
Skills
Salesforce Administration
Process Improvement
Data Analysis
Project Management
Reporting & Analytics
Integration & Migration
Team Leadership
Communication Skills
Accomplishments
- Orchestrated the successful rollout of Salesforce to a 500+ member sales team
- Contributed in the development and testing of Salesforce Lightning Lead, Account, and Opportunity screens
- Established and maintained a Salesforce hierarchy of 2000+ users
- Led cleanup efforts for over 17,000+ accounts
Timeline
Director of Technology/Sales-Enablement
Jupiter Equipment Finance
04.2023 - 02.2024
Salesforce Administrator/Sales-Enablement Business Analyst
NewLane Finance
01.2021 - 12.2023
Salesforce Admin, Jr
Freedom Mortgage
01.2019 - 12.2021
Exam Coordinator/Analyst
PHH Mortgage
01.2016 - 12.2019
Strategic Portfolio Delivery Project Specialist III
TD Bank
01.2015 - 12.2016
Business Analyst III
Basel PMO
01.2015 - 12.2015
Operations Project Specialist I
IM Operations
01.2013 - 12.2014
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