Oversaw Salesforce configurations, user accounts, lead processes, reporting, and security settings to optimize system efficiency.
Managed object configurations, field types, and custom relationships in Salesforce. Implemented Flows, permission sets, data backups, and validation rules to optimize data quality, security, and process efficiency.
Developed and managed custom record types and case-handling processes, including auto-response and escalation rules.
Created case reports and Opportunity Dashboards. Handled data imports, backups, feed tracking, and managed list views.
Associate Support Technician
Applied Systems
05.2023 - Current
Addressed 20-25 daily client inquiries on the company's insurance software platform via phone, chat, and email using the Salesforce Service Cloud.
Swiftly resolved client issues through remote desktop control via Zoom, ensuring prompt problem resolution and satisfaction.
Managed client account lockouts, leveraging SQL remote server access and Confluence work orders to coordinate timely account restoration.
Utilized Salesforce Knowledge for reference and efficiently managed cases in Salesforce to streamline issue tracking and resolution.
Quality Assurance Mentor
PeopleNTech
01.2023 - 05.2023
Guided technical school students in various QA testing methodologies, emphasizing manual testing responsibilities.
Assisted mentees in becoming proficient in QA testing tools like Trello and JIRA for manual testing
environments.
Taught mentees about APIs through Postman demonstrations, ensuring their competence in API testing.
Customer Support Specialist
VSP Vision Care
09.2022 - 12.2022
Managed 100+ daily inquiries from vision insurance subscribers and providers via phone support using the Salesforce Service Cloud.
Efficiently resolved issues and complaints, documenting cases in Salesforce with accurate solutions from Salesforce Knowledge.
Functioned as a helpdesk resource to aid clients in accessing their online accounts, employing internal software tools through the VSP web application.
Quality Assurance Trainee
PeopleNTech
05.2022 - 08.2022
Actively engaged in becoming proficient in QA Testing principles, including manual testing concepts at a local technical school.
Utilized tools like Trello, JIRA, and others to create test plans, document test cases, and identify/report software bugs while exploring testing methodologies.
Developed API testing skills using the Postman platform, gaining valuable knowledge in API testing.
Product Support Specialist
Toppan Merrill
01.2022 - 04.2022
Offered subject matter expertise, promptly responding to daily support emails for the company's fin-tech web application.
Collaborated with the development team, documenting updates via JIRA for transparent communication.
Conducted demonstrations for potential clients using Zoom, setting clear SLA expectations to ensure mutual understanding.
Technical Support Associate
Connect America
12.2020 - 12.2021
Efficiently resolved issues with medical alert devices for over 24 clients daily, via phone and email, using the Salesforce Service Cloud for diagnosis and resolution.
Demonstrated clear and effective communication skills while educating prospective clients about medical alert products utilizing documentation from Confluence.
Proficiently configured medical alert devices using the Salesforce Service Cloud and third-party web applications to ensure seamless integration and functionality.
Skills
Salesforce CRM Experience
Phone Support Experience
Chat Support Experience
Email Support Experience
JIRA/Confluence/Trello
Configuration & Setup
Flow Automation
User Management
Reports & Dashboards
Data Import Wizard
Certification
Bachelor of Science - York College of The City University of New York, Information Systems Management