Nick Achtmann

• Developed and implemented process maps to address workflow inefficiencies, improving productivity and reducing processing times across teams.
• Designed and prototyped an app using Figma to support immigration needs, enhancing document management and team communication.
• Streamlined onboarding materials for new hires by summarizing essential data points and highlighting critical resources like mandatory trainings and team wikis, reducing information overload and improving onboarding efficiency.
• Led Weekly Business Reviews (WBRs) for the Canada and LATAM regions, presenting key metrics and data insights that supported strategic decision-making.
• Analyzed high-demand areas for L4 roles from 40,000+ job records, creating an interactive dashboard that supported targeted hiring and workforce planning.
• Developed an AutoHotKey bot to automate data extraction, reducing manual workload by 90% and enabling the team to prioritize higher-impact tasks.
• Collaborated on CPU resource planning with finance and operations, aligning resources effectively with business needs.
• Implemented a dashboard for real-time data visibility, enhancing access to operational metrics for better response times.

• Successfully integrated the company’s Salesforce platform with both Outreach & Outlook
• Managed/created users, permission sets, page layouts, fields, process builders, field mappings, dashboards, etc.
• Utilized data loader & data export for preparing and archiving financial documents
• Set up Einstein Activity Capture and created new reports for the sales team to optimize time usage between small, medium, and large value opportunities
• Developed use cases for prospective client presentations
• Reorganized & standardized the company’s sales decks, minimizing the sales team’s presentation preparation time

• Assisted in designing, editing, and delivering reports, measures, and KPIs in Power BI
• Supported demos team in preparation for demo presentations
• Assisted technical writer & project manager in ensuring document standards were met

• Testing functionality in staging environment
• Performed data loading functions for information collected from other systems
• Updated data types for various objects in Salesforce (fields/relationships, record types, etc.)
• Responsible for managing user permissions