Salesforce Administrator/Consultant

******.*@*****.*** Tyler DeBoer 817-***-****

EDUCATION

*/** – 12/16 Texas A&M University College Station, Texas B.S. University Studies – Business

• Double minored in Economics and Leadership.

• Advanced coursework in Applied Mathematics.

WORK EXPERIENCE

10/19 – Current ShellBlack.com LLC Remote

Salesforce Professional Services – Consultant

• Complete project ownership (Discovery, Configuration, Data Integration, Implementation, Training, etc.)

• Performed Salesforce Administrator duties including managing users, profiles, roles, permission sets, etc.

• Regularly tasked with Process Builder/Workflow operations and designs from clients and colleagues.

• Daily balance of collaboration with team in project discussions, and independence on implementations. 2/19 – 1/20 TD Ameritrade Southlake, Texas

Senior Account Manager, Private Client Services

• Primary duties involve contacting, managing, and developing relationships exclusively with $1M+ clients.

• Responsibilities include full-suite/end-to-end/full-life cycle client management from placing trades for clients to discussing investment strategy, to helping manage their Brokerage/IRA/Trust accounts, etc.

• Continually provided exceptional experiences to clients through resolution of stated and unstated needs.

• Worked as a direct liaison for Financial Consultants in resolving client issues and as a consultant for earning new business.

• Continually provided exceptional experiences to clients through resolution of stated and unstated needs. 11/17 – 2/19 TD Ameritrade Southlake, Texas

Broker, Investor Services

• Obtained Series 7 & 63 licenses (Securities Industry Essentials & Uniform Securities State Law Examination).

• Regularly recognized as top performer on team in across a variety of sales, efficiency and client satisfaction metrics.

• Nominated by peers and selected by management to lead Problem Solving Committee on multiple teams.

• Consistently ran team meetings and was quickly established as a leader.

• Chosen as New Hire Development Lead and served as a mentor to both new hires and experienced representatives. SKILLS

• Trailhead Superbadges

o Process Automation Specialist

o Business Administration Specialist

o Lightning Experience Reports & Dashboards Specialist o Selling with Sales Cloud Specialist

o Security Specialist

• Problem Solving

o Led weekly meetings with front line teams to share problems they’ve encountered, and brainstorm possible solutions.

o Presented problems, measurable impacts, and solution proposals to upper management on a monthly basis.

• Proficient in Microsoft Excel

o Took course exclusively in Excel at A&M and became a Certified Microsoft Excel Expert. o Heavily involved in Advanced Statistics/Economics courses.

• Leadership

• Critical Thinking

LICENSES & CERTIFICATIONS

• Salesforce Certified Sales Cloud Consultant

• Salesforce Certified Administrator (SCA)

• Series 63 – Uniform Securities Agent State Law Examination

• Series 7 – Securities Industry Essentials

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