Nathan Gore
Technology Specialist/ Business Analyst
Foxborough,MA
Summary
I am a highly skilled IT professional with over 6 years of experience in the Finance industry, specializing in Salesforce Administration, Data management and visualization and Functional Business Analysis. I have a proven track record of successfully implementing and customizing Salesforce solutions to meet client needs and streamlining business processes.
Overview
6
6
years of professional experience
6
6
years of post-secondary education
2
2
Certifications
Work History
Technology Specialist / Business Analyst
Crestwood Advisors
03.2020 - Current
- 3+ years of experience in Salesforce Administration and Functional Business Analysis, with a focus on customizing standard objects and creating custom objects to meet client needs
- Successfully implemented Salesforce Case System with email routing and created workflows that automatically assign cases types and queues, resulting in improved efficiency and productivity
- Expert in generating and analyzing custom reports and dashboards for management and business personnel to provide detail information on key performance indicators
- Collaborated with advisors and operations team to create workflows to streamline prospecting (lead conversions), onboarding, and account maintenance tasks, resulting in improved client satisfaction
- Developed process enhancements through Salesforce automations such as Salesforce Flows, Approval Processes, and Escalation Rules to increase efficiency and productivity
- Developed training materials and support documentation
- Lead training sessions for the firm, ensuring seamless adoption of new processes, interfaces and tools
- Experience in data migration from Excel, MS Outlook, and Legacy CRM Systems (Red Tail) using Data Loader and Workbench ensuring smooth transition and accurate data transfer
- Skilled in customizing standard objects like Accounts, Contacts, Opportunities, Products, Cases, Leads, Campaigns as per client’s need
- Familiarity with SOQL and experience in implementing pick lists, dependent pick lists, lookups, junction objects, master detail relationships, validation, and formula fields to the custom objects
- Lead Lightning Migration project which includes data migration from custom objects into standard Lighting objects
Service Desk Analyst
Barings Asset Management
01.2019 - 01.2020
- Proactively run reports in Addaxes Active Directory and RSA Secure Console in order to identify expiring passwords and tokens
- Strong knowledge of ServiceNow (Change, Project, Projects Task, Requests, Incidents management, workflows, reporting, Documentation)
- Create and maintain field office documentation for supportability
- Provide support and configuration for Cisco Jabber, Webex Meetings, Webex Teams
- Configure and Support VMWare Intelligent Hub on Users mobile devices (IOS and android)
- Maintain and upgrade print server (LDAP configuration, Updating Drivers, Adding Print Queues)
- Facilitated Network equipment upgrades
Helpdesk Engineer
Clinton Health Access Initiative
01.2018 - 01.2019
- Remotely assist with troubleshooting, virus and malware repair
- New user configurations in Active Directory, Exchange, and Office 365
- Network monitoring and troubleshooting
- Antivirus monitoring and troubleshooting
- Provide global end-user support for internal employees
Education
Bachelor in Management And Information Technology -
Northeastern University
Boston, MA 09.2013 - 05.2019
Skills
Reports/Dashboards
undefinedCertification
Certified Salesforce Administrator
Timeline
Technology Specialist / Business Analyst
Crestwood Advisors
03.2020 - Current
Service Desk Analyst
Barings Asset Management
01.2019 - 01.2020
Helpdesk Engineer
Clinton Health Access Initiative
01.2018 - 01.2019
Bachelor in Management And Information Technology -
Northeastern University
09.2013 - 05.2019
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