Lindsey Schweigert

• Improved client satisfaction by providing customized Salesforce solutions tailored to their specific needs.
• Streamlined business processes for clients with efficient Salesforce configurations and customizations.
• Enhanced customer relationship management capabilities for clients through effective Salesforce implementation strategies.
• Delivered comprehensive training sessions to help end-users maximize the benefits of using Salesforce tools.
• Identified opportunities for process improvement, strategically implementing changes to optimize client success with Salesforce platforms.
• Collaborated with cross-functional teams on complex projects, ensuring timely delivery of high-quality Salesforce solutions.
• Served as a trusted advisor to clients, addressing concerns and offering recommendations to improve their utilization of Salesforce technologies.
• Conducted thorough analysis of client requirements, translating them into actionable plans for successful Salesforce integration.
• Developed custom applications and integrations within the Salesforce platform, enhancing overall system functionality for clients.
• Resolved technical issues promptly and efficiently, minimizing downtime and ensuring seamless user experiences with the Salesforce platform.
• Managed multiple concurrent projects successfully while maintaining strict deadlines and high levels of client satisfaction.
• Performed regular audits of client systems, identifying areas for improvement and recommending appropriate measures to optimize performance within the Salesforce environment.
• Stayed up-to-date on industry trends and best practices in order to provide relevant guidance and support to clients utilizing the Salesforce platform.
• Mentored junior consultants, sharing knowledge and expertise in order to foster professional growth within the team.
• Built strong relationships with key stakeholders at all levels within client organizations, facilitating open communication channels throughout project engagements.
• Achieved successful data migration from legacy systems into new Salesforce environments without loss or compromise of vital information assets.
• Optimized reporting capabilities within the Salesforce platform by designing dashboards that provided actionable insights to support decision-making processes among clients leadership teams.
• Implemented robust security measures to safeguard clients'' sensitive data within the Salesforce platform, ensuring compliance with relevant regulations and industry standards.
• Leveraged Salesforce automation tools to streamline client workflows, reducing manual efforts and increasing overall efficiency.
• Contributed to proposal development processes, utilizing in-depth knowledge of Salesforce solutions to help win new business opportunities for the company.
• Proved successful working within tight deadlines and a fast-paced environment.
• Monitored and tested application performance to identify potential bottlenecks, develop solutions and collaborate with developers on solution implementation.
• Participated in system development life cycle from requirements analysis through system implementation.
• Provided 2nd and 3rd level technical support and troubleshooting to internal and external clients.

• ZoomInfo integration : served as administrator, managed the integration and Admin interface
• Lead mapping and core functionality implementation for Corporate Marketing team & stakeholders
• Marketing including auto association settings adjustments, customizable Campaign Influence refactoring in order to gain a more accurate campaign ROI, and subsequently new custom report types
• Handled the Duplicate Check for Salesforce integration partner relationship & was solely responsible for managing the integrated product within our Salesforce instance including performing an upgrade when we exceeded our limit on lead records and upgrading the Sandbox version as well
• Provided resolution to various much needed CPQ quote template enhancements from the backlog including re-configuring the Conga document generation tool included with CPQ+ licenses & developing the Grand Total for Grouped Quotes formula in order to automatically run this calculation so Users no longer had to perform this function manually
• Implemented the Quote Term CPQ object upgrade for dynamic conditional use & due to ability to handle more advanced conditions which were needed to scale for future company growth despite push back to create a workaround solution that would have taken half the time but was not conducive for long term usage
• Redesign of the Campaign Model and auto association rules in order to reflect ROI percentage for the primary campaign source since it was not being calculated correctly and had never been configured according to the Marketing manager's specifications
• Set up and controlled user access levels across databases to protect important data

• Responsible for completing assigned Configuration tickets for respective projects and the general support & maintenance of the existing system by Sprint deadlines. Includes active participation in daily project specific team standup meetings.
• Proactively identify errors in Production via Debug log notifications, flow failure email alerts, and failing test results reported by the Release Manager.
• Utilize Jira ticketing system to categorize, prioritize, point, and assign out to team members for resolution.
• Implemented Qualtrics survey integration with Salesforce by creating a custom object and the respective response fields so that once a Case is Closed in the system, customers that meet a certain pre-defined criteria will be automatically sent the feedback survey including auto email alerts that go to the Global Business Operations team when negative responses are received.
• Developed the Salesforce Disaster Recovery Plan in which I played the role of Business Analyst and also took on Project Manager/Scrum Master in addition to System Admin.
• Release Admin duties including Audit Setup Log reporting, Changeset deployment from full development sandbox to production during monthly release ,and implementation of methods to continuously improve the process through post deploy sub tasks and effective coordination with the Release Manager.
• Assist with all team needs for Production changes that include ticket documentation for urgent or special circumstances not specifically related to the release or needed on a more urgent basis to resolve a Production issue with a high impact on users. I did this by utilizing the special auditor approved login username for these types of changes.
• Case Management improvements including the consolidation of various workflow rules into a single Process Builder, auto response emails upon case creation that provide case number to the customer, and enhancements to the escalation process.
• Implemented Global integration with the Qualtrics survey tool from scratch and without utilizing the pre-configured AppExchange package
• Created workflow rule automation to trigger the creation of auto email generation (upon case closure if certain criteria defined by the Customer Support team is met) with a link to the survey as an invitation for the customer to provide immediate feedback once their case is resolved. Subsequently mapped all of the Survey Responses back into the Salesforce Org and within its own Lightning App container for ease of use purposes

Primarily my job duties included (but not limited to):

• Developed & deployed into Production advanced CPQ functionality including automatic renewals, contracting, billing, and Advanced Approvals
• Inbox Email App Pane Custom development & Outlook Integration OR Standard Einstein Activity Capture depending on the unique needs of the business unit and/or user preference
• Implemented Einstein Analytics for the lead object & configured Einstein Standard Activity Capture for those users who did not want to utilize the Outlook integration option as this method automatically updates related salesforce records with their respective Activities including emails, tasks, calls, and events without email configuration setup on their part and if they prefer to utilize the Salesforce inference for sending/receiving email instead of directly in Outlook or Gmail which requires the install, connection, and configuration of a custom email pane
• Implementation and consistent updates to our advanced lead scoring methodologies with multiple record types
• Lightning Page layout Customization & Design Overhaul that facilitates a consistent layout for each unique business unit with the goal of optimizing & streamlining the user experience with the ease of use that comes with consistency of page layout sections
• Took over the purchased tool by my predecessor of OrgChartPlus (Sales Methods) in order to provide user support during implementation including creating a custom Help Article to document its functionalities and how the Enterprise Sales team planned to utilize the tool including definitions and LIVE demo with users
• Analytics & Reporting: Setup various B2B Marketing Analytics Datasets within the Analytics App per User specifications & resolved issues with current datasets that were mal-functioning and repeating themselves
• Configured running user reports & trending analytics reporting via upgraded feature licenses that enhanced the B2B Marketing Analytics App
• Completed a full 40-page GAP analysis of the existing Pardot implementation and its integration/connection with Salesforce in order to make improvements including deployment of the inherent Scoring and Grading mechanisms which were never setup correctly or even at all when it came to the Grading component.
  Since these functions are the foundation of determining the target audience in order for respective Pardot mass email marketing campaigns, contact form submissions, and other marking initiatives to be optimal for the audience
• Ensured that GDPR practices were being utilized during Email Campaign regarding our Segmentation List and verified that we were NOT sending marketing emails or texts to individuals without specific consent as there is a limited exception for your own previous customers, often called the 'soft opt-in'. Ran a sample email campaign once I had finished optimizing the Pardot contacts/prospects for the new software team that ended up meeting the strict "Un-Subscribe" requirements and it was successful enough that users could easily follow my example when generating the prospect list for a campaign in the future.
• Successfully implemented MyDomain & finalized full conversion from Classic to Lightning without inhibiting the user experience & utilizing the Lightning Readiness Tool successfully to reduce any loss of functionality during the transition
• Added back the integration connector as well with a bi-directional relationship (this had been shut off since it was never configured correctly so was causing data integrity issues) so that Salesforce Pardot App and the actual Pardot interface communicate with one another again.
• Upgraded the Classic Pardot App to the Lightning Version from scratch including the API Connector for integration functionality
• Deployed the new Salesforce Mobile App including optimizing existing lightning page layouts to fit the new mobile form factor and hence creating multiple lightning page versions for each object page so depending on the device being utilized, users had the optimal user-friendly experience that was available per the device they are using
• Agile Development Methodology for this project (along with others) to deploy from the full replication Sandbox environment to LIVE production with Salesforce's' inherent changeset functionality
• Ran a Trailhead Contest to inspire Users to be empowered to learn more about Salesforce. Implemented the Trailhead Tracker from the AppExchange in order to dynamically track user efforts in the completion of assigned learning modules so that we could have an accurate contest as only users who completed the assigned learning would be eligible for a prize. I was able to get our local Salesforce rep to Sponsor the contest, hence providing the prizes at no cost. Trained internal stakeholders on best practices for Salesforce.com utilization including providing a WordPress training site for accessing user documentation & training videos
• Developed and deployed new lead generation process for the brand new inside sales team within Salesforce.com (including building them their own App in the Launcher) that included the most recent cutting-edge solution of High Velocity Sales (HVS is the acronym although I think they changed the name of this solution to Sales Enablement recently) & Lightning Dialer including acquisition of the hardware equipment that was compatible (headsets) and forecasting the number of minutes this new team would use on a monthly basis
• Utilized the cutting edge Lightning Web Component (LWC) Development model. This model incorporates changes with the utilization of Salesforce DX tools and stored in Version Control Systems (VCS ) instead of the alternative and is seen as best practice for the future of development efforts as little technical debt is created with this methodology. Other tools I implemented that are integral for this new dev process to work include:
  CLI, Salesforce DX, Visual Studio (VS) Code with the Salesforce Extension Pack, Git, and GitHub.
• Created a custom SharePoint and WordPress site for the sharing of documentation for User Training efforts considering we did not have a single location that documented our Salesforce processes nor the solutions that I had developed that were rather advanced like the CPQ Automatic Renewal functionality on the Opportunity object. Populated these site with documentation in the form of:

> Technical documentation for Admins on the Team

> Written User Documentation that was easy to digest

> Animated Videos with LIVE screen recordings & demo of the solution for users that are more visual learners & as supplemental to the written technical docs since everyone learns differently. Also created a Chatter support Group where I could make Announcements when a new enhancement was released OR a Bug Fixed.

Although I was hired as the Senior Deal Closer (sales role), I recognized an urgent need to revamp the company's CRM system since I had past expertise that inflicted a working technical knowledge of Salesforce and since the existing CRM was difficult to automate. Hence, I volunteered and was put in charge of migrating our existing system of ZohoCRM over to Salesforce. Despite the fact that it WAS NOT in my job Description and the fact that I had just had a newborn child. I had to accomplish most of the work during my free time since I was the only salesperson who could give Product demos.

Thus, I formulated a project plan for a full migration from the existing Zoho CRM platform over to Salesforce.com:

• The project was successfully completed utilizing tools such as Jitterbit Harmony (needed in order to migrate over all of the Opportunity object data) because of its advanced pre-built Salesforce integration tools & effective data migration capabilities then became the the official Administrator of our Salesforce Org once the migration was complete. (I used my in-depth knowledge of the platform since I had intricately sold it for a Partner in San Francisco as early as 2006, including deep product demo training on its functionality)
• Trained all users on how to utilize the new system via online training classes and the publication of best

Continued to provide ongoing support throughout my tenure including daily maintenance and development of new enhancements including:

• Added Validation rules on various objects including Accounts & Opportunities so as to prevent data integrity issues. This required users to input critical data such as ABA membership status which was a required validation for a prospective client to receive the associated discount and hence enabled us to easily pass an Audit since it was crucial to our partner agreement that the correct discount was being applied and NOT given to non-ABA members
• RingCentral Integration (by way of the AppExchange) in order to assist inside sales reps with higher productivity when they are calling existing and prospective clients with auto call logging and the ability to make more calls in less time
• GoToMeeting Integration in order to assist the Sales Team with online meeting documentation including an accurate record of all who attended, duration of the product demo, sales activity metrics for reporting, and ease of use by means of Custom Actions within the
• Page Layout optimization so sales reps could launch online meetings directly while working in the related Opportunity object
• Automated mass email alerts for closed deals that went to Executives, the Customer Success Team, and Finance via Email alert Subscriptions for real time visibility into key deal metrics & full real time visibility which the Finance team found extremely valuable for forecasting pipeline reporting & answering to the shareholders
• Implemented security measures to protect vital business data

Primarily administration job duties included:

• Consistent management of critical DoD accounts with regards to the verification process in Salesforce.com and assisting the sales operations manager with ongoing support.The accurate association of the correct Armed Forces branch (there are 5 branches that fit under this umbrella including Army, AirForce, Navy, Marines, and Coast Guard) was of the utmost importance due to the BPA and GSA contracts we had been awarded to do business with the Department of Defense
• Specific DoD Government contracts made us subject to random government audits & checks to verify that we were not violating any aspect of the vendor agreement. In addition, it was critically important to ensure that the sales team was extending the correct negotiated pricing to the corresponding Armed Forces branch as each had vastly different levels of pricing available. The consequences for providing incorrect pricing to any government branch regardless of whether there was malicious intent or not, can be detrimental and result in the loss or suspension of the contract. Considering the fact that companies are unable to sell products into the public sector without a contract award, the repercussions of this loss would have a significant impact on revenue generation by the company… not to mention the possibility of being hit with a heavy punitive fine.

Hence, I implemented Validation rules in Salesforce using the unique identifier of the email address as it was the key indicator of which branch we were selling to as the domains were unique to their respective branches.

Notable sales achievements included (but not limited to) the following:

• :Exceeded a multi-million-dollar quarterly quota & achieved projected on target earnings each month
• Utilized my expertise with Salesforce.com to track down old cold leads and contacts for prospecting which led to closing a significantly large opportunity that brought just over $700,000 in revenue to the company over the course of a year

Brought on notable new client business including (but not limited to):

• Army: USARPAC, USACE (Army Corp of Engineers),and Army, Human Resource Command (at Fort Knox)
• Navy: Office of Naval Intelligence, Navy Recruiting Command, SPAWAR, and Navy Research Lab (NRL)
• Air Force: Scott AFB, Wright Patterson AFB, TinkerAFB, Hill AFB, and various National Guard installationsincluding the local Missouri National Guard

UNICOM Government, formerly GTSI, A Division of UNICOM Global, is a leading provider of technology solutions to federal, state, and local governments. Founded in 1983, the company has helped meet the unique IT needs of more than 1,700 governmental agencies nationwide. UNICOM Government professionals draw on their deep customer knowledge, strategic partnerships, and more than 740 industry certifications to guide agencies in selecting the most cost-effective technology solutions and services available. UNICOM Government has extensive capabilities and past performance in data center, networking, collaboration, security, custom CMMI Level 3 software development, and cloud computing solutions.

I exclusively handled Air Force accounts nationwide for UNICOM Government (previously GTSI) and am strategically located near Scott AFB, as this customer is a main area of focus and growth for me. I hold a variety of Certifications with key partners such as VMware, Oracle, Symantec, and Cisco. However, my background and primary area of expertise is data encryption for mobile devices. I uniquely add value by providing customers and prospects with consulting services on how to meet the DISA STIG requirements for DAR at no cost. My goal with every customer at USAF is to keep them informed on emerging best-in-class technologies that could potentially cut costs/streamline processes and assist with their achievement of long-term mission critical objectives.

• Trained all of our Government Sales Reps remotely on how to utilize Salesforce most effectively as a Salesperson since I was the only person who seemed to have any experience with it

Responsible for managing current corporate accounts and new business acquisition. Knowledge and training to sell a wide-array of products including Cisco IP communication systems, physical security, video conferencing, EMC storage solutions, VMware, etc.

• Addressed problems with accounting, billing, and service delivery to maintain and enhance client satisfaction.
• Built and strengthened long-lasting client relationships based on accurate price quotes and customer-centric terms.
• Educated clients on new products or services to increase customer engagement with brand.
• Facilitated client satisfaction and renewed customer relations to drive growth.
• Evaluated client needs and developed tailored solutions to increase positive customer ratings.
• Coordinated with internal teams to facilitate prompt delivery of client projects.
• Oversaw new business development to generate sales leads, negotiate client pricing and forecast revenue.
• Set clear sales goals to identify activities and behaviors to advance sales process and close deals.
• Recommended brand products to customers to encourage repeat purchases and foster customer loyalty.
• Developed and implemented strategies to increase client retention.
• Monitored and analyzed customer feedback to identify opportunities for improvement.

Managed over 100 diverse corporate accounts in downtown San Francisco. Responsible for technology intergrations, upselling, winning new business, implementing software shipping solutions and maintaining large corporate accounts. Surpassed technology integration goals and exceeded planned revenue targets consistently.

• Generated over 400K in new business from the competition
• Retained an account base of over a hundred customers without one diversion.
• Surpassed quarterly sales quotas by over 10%.
• Promoted to AE and partner within nine months of my start date due to outstanding performance and sales when it usually takes two years.
• Received merit raises and awarded stock options due to sales results.
• Exceeded sales goals for technology initiatives consistently each quarter.
• Received Best in Class Award for exceeding yearly plan goals

Brought territory from 86% to over 100% on plan in less than six months.

• Awarded [2001 Order of Omega Honorary Greek Leader]
• 3.67 GPA
• Phi Eta Sigma National Honor Society- Member

Alpha Phi International Fraternity- Member

Alpha Phi Leadership Roles:

• Director of Finance (2 years)
• Vice President of Chapter Operations (2 years)
• Alumnae Chair (1 Year)

• Professional Development: [Subject]
• Relevant Coursework: [Subject] & [Subject]
• [Student Organization or Club Name] Member