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Salesforce Administrator & Developer

Location:
Bala Cynwyd, PA
Salary:
$75,000
Posted:
February 20, 2017

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Resume:

DAVID L. TRACTENBERG

Villanova, PA 267-***-****

******@*****.***

Salesforce Developer/Administrator, Franchise & SBA Financing Specialist

6+ years of direct experience in developing and administering various Salesforce platforms

Ability to develop, quickly learn, adapt and then improve efficiency for operations and CRM systems for a variety of proprietary software suites for small-to-mid size business.

Successfully managed and assisted first-time and multi-unit franchisees to develop and grow their networks on a nationwide scale.

Fully versed in current SBA rules and regulation.

Regularly worked with active and former US armed service members to secure financing nationally.

Technical skills: MS Office, Excel, PowerPoint, MS Access, Salesforce, Salesforce Lightning, NCINO, Pardot, Marketo, Pentaho, ACT!, Adobe Photoshop, Adobe Premier and HTML.

Experience

Connect America Medical Alert Company, Bala Cynwyd, PA (December 2016 – Present)

Senior Business Analyst

Provided accurate critical data needed for A/R collections efforts and call center activities

Led data clean-up efforts between Salesforce database and billing databases containing over 650,000 active accounts and 1.5 million contacts.

Created daily customized reports for collections teams for call and collections campaigns.

Established protocols for automated data scrubbing from legacy SQL databases for current collections efforts.

Using Agile development processes, coordinated with the development teams and tested Salesforce sandboxes for release and deployment.

Monitor and report daily on Salesforce.com Case resolution for Collections teams, consisting of approximately 200 users.

Liberty SBF, Philadelphia, PA (December 2015 – November 2016)

Inside Sales & CRM Manager / Salesforce Administrator, Developer & Architect

Supervised and directly monitored daily activities of a 10 person bi-coastal inside sales and loan origination teams

Administrated and designed internal Salesforce CRM database and system.

Created custom objects, developed custom workflows and organized data cleanup/maintenance procedures using data loader and other 3rd party data maintenance tools.

Developed the inside sales process and adapted best practices for loan origination teams through custom workflows and deployment of Salesforce Lightning / Sales Cloud instance for loan originations team.

Systematized and provided companywide training on Salesforce protocols that resulted in full adoption of Salesforce by existing employees and overall better communication between departments.

Actively managed, organized and administered 24,000+ client database between bi-coastal offices, Philadelphia and Los Angeles.

Created daily customized reports for the inside sales team, operations, sales, loan origination, marketing and credit underwriting team.

Experience with configuring, installing and monitoring Salesforce.com apps from AppExchange: Pardot, MapAnything, Ebsta, Five9.

Developer-level experience with SFDC Apex, Visual Force and custom Apex triggers.

Franchise America Finance, Conshohocken, PA (2011 – December 2015)

Client Service Specialist / Salesforce & NCINO Administrator, Developer & Architect

Supervised and directed the pre-qualification process and loan packaging for several major franchise brands and concepts

Actively managed approximately 100+ clients in any given period.

Helped secure financing for over $50 million in conventional and SBA loans across several major franchise systems

Administrated and designed internal Salesforce / NCINO CRM database and system

Configured Marketo for NCINCO integration.

Migrated existing 8,000+ record CRM database to Salesforce / NCINO platform

Created automated internal and exporting reporting system for brand partners

Developed marketing materials and promotional materials

DAVID L. TRACTENBERG

Page 2

Experience (continued)

LAUREL HOUSE, Norristown, PA (2009 – Present)

Volunteer Marketing Board Member

Currently voluntarily serve on the marketing board for a comprehensive domestic violence agency serving individuals, families and communities throughout Montgomery County, Pennsylvania.

Lead phone-a-thon community outreach programs

Reviewed marketing and promotional print materials

Responsible for attending local fundraising events and manning the Laurel House table

Philadelphia inquirer, Philadelphia PA (2009 – 2011)

Circulation Analyst

Designed, administered and performed marketing and data analysis on current and ex-subscribers via print, direct mail and online surveying

Utilized third party marketing software and SQL databases during data analysis process

Presented findings from research to marketing directors regularly to affect pricing and subscription offers to the newspaper’s subscriber base

Researched and developed the newspaper’s subscriber customer loyalty and gift card program for www.philly.com

Discovered and then consulted regularly to regional distribution managers in PA, NJ and DE regarding disruptions and improvements to their service routes (specifically to elderly and disabled subscribers)

siegel financial group, Bala Cynwyd, PA (May 2006 – August 2006)

Summer Associate

Managed and conducted the SBA & Conventional loan process for clients seeking to secure small to mid-size business loans.

Assisted in the financing for the acquisition and sale of a $1.2 million carpet retail store

Prepared loan packages for underwriting

Conducted initial client / franchisee / borrower interviews

Education

M.B.A., Marketing, la salle university, Philadelphia, PA

2010 2017

M.A., Professional Communication consulting, la salle university, Philadelphia, PA

2008 2010

Paralegal certificate, Villanova university, Villanova, PA

2007 2007

B.S., Advertising, Boston university, Boston, MA

2002 2006

Winner of the 2004 Capstone Award

Special recognition for community service, 2003

Contributor to The Chimaerid (School Literary Arts Magazine)

Read and Recorded for Blind Students Through Boston University’s disability office.



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