Certified Salesforce Administrator (since 2013) with 10+ years of experience configuring, optimizing, and supporting Salesforce environments across Sales, Service, and Marketing teams. Expertise in system administration, automation, data management, reporting & dashboards, security model design, and user enablement. Proven track record of improving CRM adoption, streamlining business processes, and delivering scalable Salesforce solutions that increase efficiency and revenue visibility.
Overview
19
19
years of professional experience
Work History
Senior Principal Salesforce Administrator
iCIMS
Holmdel, NJ
01.2016 - Current
Administer and support Salesforce Unlimited org with 800+ users across Sales, Customer Service, and Operations.
Designed and implemented Flows that reduced manual data entry by 40% and improved process efficiency.
Executed initial configuration of Salesforce CPQ which reduced quoting time by 63%. Spearheaded iterations of pricing changes as well as bundles, promotions and product launches. Mentored junior CPQ administrator and worked closely with data governance to ensure quote accuracy.
Developed and updated approval rules and conditions as part of the Advanced Approval package for CPQ.
Implemented and supported Certinia with junior administrator and professional services team. Integrated Certinia with other systems, including CPQ, NetSuite and ZoneBilling. Optimized Certinia performance by acting as business analyst with various stakeholders to ensure accurate reporting.
Implemented integrations across various departments, including Marketo, Clari and NetSuite as well as others, allowing a 360 view in Salesforce of Customers and Prospects resulting in 100% board reporting to come from Salesforce.
Managed user roles, profiles, and permission sets to ensure data security and compliance.
Led data cleansing initiative improving data accuracy by 30% using Data Loader and validation rules.
Completed multiple M&A system migrations with 0% downtime.
Configured custom objects, record types, page layouts, and validation rules to align CRM with evolving business processes.
Coordinated sandbox refreshes, testing, and change set deployments to production.
Provided ongoing user training and documentation, increasing system adoption by 35%.
Collaborated with developers and stakeholders to gather requirements and implement scalable solutions.
Salesforce.com Administrator for Unlimited org with 30+ users. Responsible for all customization work and requests, including Workflow Rules, Custom Objects, Process Builder and advanced reporting work. Fully integrated with Marketo, FinancialForce and .NET application. Served on task force for former parent company of the Discovery Data brand, Ipreo, when they implemented Salesforce.com across their worldwide organization.
FinancialForce.com (now Certinia) Administrator for 12+ users. All financial information for Discovery Data was tracked in FinancialForce Accounting, a full Salesforce.com integration that gives visibility into sales and cash flow to selected Salesforce.com users. The Discovery Data migration from Quickbooks to FinancialForce in 2012 was the fastest and least expensive system change that FinancialForce had ever had.
Contract Administrator for Sales Consultation Team. Contractual information was delivered and tracked through Salesforce.com using a multitude of tools, including Conga, FinancialForce (now Certinia), custom objects and various e-Contract vendors including (formerly) EchoSign and DocuSign.
Product Manager and client support representative for Discovery DataLink, a full API integration between Salesforce and the Discovery Data suite of Financial Service Industry databases. Launched in July 2014, the package helped clients keep their data clean via weekly updates. DataLink also populated Salesforce.com with new records based on target audience criteria, as well as the ability to create fully populated Salesforce Accounts, Contacts and Leads with the click of a button.
Managed user roles, profiles, and permission sets to ensure data security and compliance.
Configured custom objects, record types, page layouts, and validation rules to align CRM with evolving business processes.
Coordinated sandbox refreshes, testing, and change set deployments to production.
Provided ongoing user training and documentation with system adoption at close to 100%.
Collaborated with developers and stakeholders to gather requirements and implement scalable solutions.