Hi, I’m
Lucille Gleason
Summary
Flexible and detail-oriented Salesforce Administrator leveraging excellent analytical capabilities to improve organizational processes. Strong leader capable of managing numerous tasks in fast-paced environments through proper communication, problem-solving, and active listening. Out-of-the-box thinker committed to continuously improving data management and analysis for improved report generation and process optimization.
Overview
7
years of professional experience
2
Certifications
Work History
Fortress Building Products (Contract)
Revenue Operations Coordinator/Jr Salesforce Admin
06.2023 - Current
Job overview
- Record demo videos for sales teams on how to use the Salesforce Mobile App features
- Coordinate with all internal teams to accomplish revenue optimization goals
- Customize dashboards to track usage for productivity and performance of business centers and sales teams.
- Serve as a liaison between channel sales team, channel partners and internal teams
- Create user groups and configure workflows and assignment rules to enable proper routing of leads to marketing members
- Build custom reports and dashboards to help each department make more informed and tactical decisions
Freelance
Jr Salesforce Administrator
06.2022 - Current
Job overview
- Maintain data cleanliness and accuracy by adding custom validation rules and custom formulas, reports and dashboards.
- Perform Salesforce system and user administration including creation and maintenance of user profiles, role hierarchy, sharing rules, and permission sets as needed, ensure data integrity and cleanliness
- Handle all essential administrative functions including user account maintenance, data imports, reports and dashboards, and workflows
State Farm Insurance
Licensed Customer Relations Representative
04.2022 - 04.2023
Job overview
- Handled multiple computer applications as a salesforce end user, while delivering timely support by tracking issues and communicating resolutions to policyholders
- Defined scope, budget and goal of new productivity projects
- Contacted underwriters and submitted forms to obtain binder coverage
- Collected data, analyzed trends and created reports and dashboards as requested
USAA
Licensed Account Representative
10.2021 - 04.2022
Job overview
- Assisted Senior staff with development of effective presentations
- Followed written risks and compliance policies and procedures for business activities.
- Facilitated the Property & Casualty (P&C) member experience by answering inbound phone calls, emails, and/or other contacts from members.
- Tracked data problems and analyzed information to find root causes.
- Identified, assessed and understood member needs and consistently provided complete and accurate advice and solutions, including products and services. Provided thorough issue diagnosis while minimizing escalations.
State Farm Insurance
Licensed Customer Relations Representative
09.2016 - 10.2021
Job overview
- Gave sales presentations, negotiated contracts and promoted services to clients
- Liaised between customers and Underwriters to fulfill customers needs and concerns on policy contract.
- Responded to inquiries and explained product features and service advantages to potential customers.
Education
Bethesda UniversityAnaheim, CA
Bachelor of Arts
University Overview
- Women's Collegiate Basketball
- Assistant Student Teacher Intern
Grossmont CollegeEl Cajon, CA
Associate of Science
University Overview
- Women's Collegiate Basketball
CourseraPhoenix
from Project Management
Skills
- Microsoft Office Conference calling software (Slack, Zoom, Skype, Teams) Scheduling, Organizing, & Time Management Strong Communication Skills Sales cloud Service Cloud Reporting Analytics Record Types User Roles Dashboard Building Importing Data Excel Wrike
Highlighted Projects
- Slack Salesforce Integration Project - Built a flow between Salesforce and Slack that sends a notification and lead details to sales team members when a lead turns hot within the organization to make sales management more efficient for team members.
- Salesforce LMS (Learning Management System) Workflow Building Project - Created various custom objects and fields to implement and enforce a flow for my organization. Implemented validation rules, workflows, and process builder for custom objects. Skilled in activating flows for orgs.
Certification
- Certified Salesforce Administrator
- Certified Scrum Master
- Google Project Management Certification
Timeline
Revenue Operations Coordinator/Jr Salesforce Admin
Fortress Building Products (Contract)
06.2023 - Current
Jr Salesforce Administrator
Freelance
06.2022 - Current
Licensed Customer Relations Representative
State Farm Insurance
04.2022 - 04.2023
Licensed Account Representative
USAA
10.2021 - 04.2022
Licensed Customer Relations Representative
State Farm Insurance
09.2016 - 10.2021
Bethesda University
Bachelor of Arts
Grossmont College
Associate of Science
Coursera
from Project Management