Experience

September 2023 - Present | Salesforce Administrator/Consultant

As a Salesforce Certified Administrator and Consultant, I am dedicated to delivering solutions which improve and automate business processes, ensure accurate data, and provide an intuitive user experience for Salesforce users and stakeholders.

In my current role at a Salesforce Consulting Partner, I specialize in configuring Sales Cloud for B2B businesses, with a focus on leveraging Salesforce Flow to automate and streamline business processes.

Below is an overview of some of the industries I have served, as well as some of the products I have configured and tools that I have used to help our clients improve their business processes using Salesforce.

Industry Experience

  • Beauty

  • Financial Services

  • Healthcare Technology

  • Insurance

  • Insurance Technology

  • Law

  • Outsourced Sales

Salesforce Products & Features

  • Sales Cloud

  • Experience Cloud

  • Flow

  • Slack

  • Digital Engagement

  • Einstein Activity Capture

  • Campaign Influence

  • Products & Pricebooks

  • Reports & Dashboards

  • Reporting Snapshots

  • Quotes

  • Data360

  • Salesforce Hosted MCP Servers

Salesforce Integrations

  • LinkedIn Sales Navigator

  • Mailchimp

  • ZoomInfo

  • iContact

  • Dropbox Sign

  • Zoom

  • HubSpot

  • Unbounce

  • 6sense

  • Wordpress

  • AMS360

  • Claude

Data Tools

  • DemandTools

  • Data Loader

  • Excel

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