Kyle Lewis
Blue Ash
Summary
Sales and marketing operations leader with extensive experience at Imubit, specializing in Salesforce Lightning transitions and marketing efficiency improvements. Demonstrated expertise in CRM migration and automation, enhancing collaboration across departments. Achieved 95% Salesforce adoption rate through innovative solutions focused on high-value activities and streamlined processes.
Overview
25
25
years of professional experience
Work History
Sales and Marketing Operations
Imubit
TX
01.2024 - Current
- Transitioned company to Salesforce Lightning doing a complete system refresh and database cleanse of over 5000 duplicate contacts, leads, and accounts
- Implemented and manage Hubspot increasing marketing efficiency and lead generation
- Developed, standardized and enhanced sales processes though automation tools to reduce Google Sheet usage by 75% and improved Salesforce adoption rate to 95%
- Designed and built Account Plan custom object to facilitate account transition from sales to implementation to customer service within an international organization
Sr. Salesforce Administrator
Coterie Insurance
OH
01.2022 - 01.2023
- Migrated systems from HubSpot to Salesforce Marketing Cloud efficiently.
- Collaborated with Sales and Support teams to eliminate silos, establishing Salesforce as the primary record.
- Developed automation processes using flows and Lightning Web Components, reducing average response time from three days to one.
Director of Sales and Marketing Operations
Modo Labs
MA
01.2019 - 01.2022
- Executed comprehensive refresh of Salesforce platform.
- Established and managed Sales Support team, doubling lead generation.
- Migrated marketing platform from Marketo to HubSpot.
- Directed CRM adoption and conducted strategic data analysis for informed decision-making.
Sr. Director of Sales and Marketing Operations
Human Capital Institute
OH
01.2012 - 01.2019
- Migrated marketing operations from Eloqua to Pardot, enhancing operational efficiency.
- Developed automation tools that allowed Sales Team to prioritize high-value activities.
- Realigned Sales territories based on historical data and updated team structure.
Director of Operations and Customer Support
Knovation
OH
01.2009 - 01.2012
- Increased customer support capacity by 25% through effective management of Customer Support team using Salesforce tools.
- Implemented ExactTarget Marketing Platform to optimize marketing initiatives.
- Oversaw third-party vendors for cold calling, generating qualified leads for Sales team.
Customer Support and Inside Sales Manager
eInstruction/FSCreations
OH
01.2001 - 01.2008
- Implemented Salesforce for over 200 users across the US, enhancing data management efficiency.
- Established Inside Sales Team, generating $750,000 in revenue during first year.
- Developed Customer Service team, managing over 300 calls weekly to improve customer satisfaction.
- Created product training curriculum and conducted train-the-trainer sessions for comprehensive education.
Education
Masters of Educational Leadership -
University of Cincinnati
Cincinnati, OHBachelor of Science - Elementary Education
Miami University
Miami, OHBachelor of Arts - Management and Business
Anderson University
Anderson, INSkills
- Salesforce Lightning and Classic
- Salesforce administration
- Marketing automation
- CRM migration
- Training and development
- Project management
- Cross-department collaboration
- Problem solving
- Sales Cloud and Service Cloud
- Data management and migration
- Custom objects and flows
- Formulas and dashboards
- Reports and training
- Support and third-party integrations
- HubSpot and ZoomInfo
- Zapier and Data Cloud
- Tableau and Marketing Cloud
- CPQ solutions
- Marketo and Pardot
Strengths
Regular correspondence with end users and executives helping to drive an average of 95% adoption rate., Fosters and initiates synergy working cross functionally to reduce silos and enhance organizational operations., Independently acquires new skills and knowledge to adapt to and resolve evolving company needs and challenges., Creative, outside-the-box thinking approach to identify innovative solutions and address complex challenges effectively.
Professional Development
- Salesforce AI, Udemy ChatGPT
- Hubspot Lead Generation Certification
- Salesforce Flows, Salesforce LCW, Udemy
- Automation with Formstack, Udemy
- ZoomInfo Sales OS Certification
- Hubspot SEO Certification
- Eloqua Regional Community Leader
- Salesforce Administrative Certificate
Timeline
Sales and Marketing Operations
Imubit
01.2024 - Current
Sr. Salesforce Administrator
Coterie Insurance
01.2022 - 01.2023
Director of Sales and Marketing Operations
Modo Labs
01.2019 - 01.2022
Sr. Director of Sales and Marketing Operations
Human Capital Institute
01.2012 - 01.2019
Director of Operations and Customer Support
Knovation
01.2009 - 01.2012
Customer Support and Inside Sales Manager
eInstruction/FSCreations
01.2001 - 01.2008
Masters of Educational Leadership -
University of Cincinnati
Bachelor of Science - Elementary Education
Miami University
Bachelor of Arts - Management and Business
Anderson University
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