Summary
Overview
Work History
Education
Skills
Timeline
Generic

Natasha Daniel

Nashville,Tennessee

Summary

Sales Planning Analyst and Salesforce Administrator with strong expertise in CRM management and data analytics. Proficient in Salesforce customization, Power BI reporting, and business process automation, leading to enhanced sales operations and improved forecasting accuracy. Demonstrated success in delivering actionable insights that drive strategic business decisions and optimize sales performance. Recognized for analytical skills and attention to detail, consistently improving operational efficiency through effective collaboration with cross-functional teams.

Overview

15
15
years of professional experience

Work History

Sales Planning Analyst & Salesforce Administrator

BFC Solutions
Nashville, Tennessee
10.2018 - Current
  • Administer Salesforce CRM, managing standard and custom objects, profiles, permission sets, dataloader.io, and automation via Flows; design dashboards and optimize reports for sales insights
  • Coordinate onboarding processes including Salesforce and Power BI training for new hires
  • Develop and maintain Power BI dashboards using data warehouse connections and SQL queries
  • Build Power Automate workflows to transfer data from Salesforce and Microsoft Forms to SharePoint
  • Manage SharePoint sites & lists, including permission controls, structure, and task tracking
  • Track and report on sales commissions, ensuring accuracy with compensation plans
  • Conduct budget tracking and variance analysis to monitor financial performance, while analyzing pipeline data and historical trends to improve forecasting accuracy
  • Handle ad hoc reporting, system configurations, and cross-departmental collaboration for continuous improvement

Customer Care / Technical Supervisor

Verizon
Murfreesboro, Tennessee
11.2015 - 10.2018
  • Led a remote team of customer service reps to meet performance and satisfaction goals
  • Conducted coaching, performance reviews, and training sessions to enhance service quality
  • Ensured compliance with operational policies and performance standards
  • Resolved escalated customer concerns related to billing, service, and device issues.

Associate Manager

Office Depot
Murfreesboro, Tennessee
01.2011 - 10.2015
  • Managed daily store operations, staff scheduling, training, and customer service delivery
  • Assisted in inventory control, merchandising, and promotional activities
  • Supported sales growth through in-store campaign execution and team supervision.

Education

Associate of Health Science - Medical Insurance Specialist/Medical Biller

Ultimate Medical Academy
Tampa, FL
01.2012

Skills

  • Salesforce: Administration, Flows, Bulk Data Loader
  • Power BI: Dashboarding, DAX, Row-Level Security
  • Power Automate: Workflow Automation, Data Integration
  • SharePoint: Site/List Management, Permissions
  • SQL: Query Writing, Data Analysis
  • Other Tools: Smartsheets, Hubspot, ZoomInfo, Sales Navigator, Microsoft Office Suite, Power Pivot, Excel (Advanced)

Timeline

Sales Planning Analyst & Salesforce Administrator

BFC Solutions
10.2018 - Current

Customer Care / Technical Supervisor

Verizon
11.2015 - 10.2018

Associate Manager

Office Depot
01.2011 - 10.2015

Associate of Health Science - Medical Insurance Specialist/Medical Biller

Ultimate Medical Academy

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