Salesforce Administrator Business Analyst

Daniel Watkoski

** ******** *** **, #*** • Grand Rapids, MI • 49503

Cell: 616-***-****

Email: *********@*****.***

LinkedIn: https://www.linkedin.com/in/dwatkoski/

Certifications

Salesforce Certified Administrator

February 6, 2017

Maintained through Summer ‘23

Salesforce Certified Advanced Administrator

September 7, 2022

Maintained through Summer ‘23

Salesforce Certified Business Analyst

February 16, 2023

Maintained through Summer ‘23

Google Cloud Certified in G Suite

August 5, 2019

# 13521218

Maintained through August 2022

Skills

Extensive Salesforce Experience with Custom Objects, Fields, Workflows, and Screen Flows

Build and maintain Reports

Working with Multiple Salesforce Orgs

Record Management

G Suite

Microsoft Suite

Social Media and Planning

Outstanding Organization Skills

Quickbooks

Authorize.net

UPS Worldship

Stamps.com

Advanced Use of eBay

Technical Writing

Use of AS400 Inventory Software

Pardot

MapAnything / Salesforce Maps

SDoc Configuration

Creating and Implementing ChangeSets

Troubleshooting

Training Users

Process Builder and Flows

Zenkraft Multi-Carrier Shipping App

Docusign Builder and Management

Agile Project Management

Dynamic Forms and Actions

Jira

QA Testing

Experience

Silverline – New York, NY Oct 2021 - Current

Business Analyst

Silverline CRM is a Salesforce Partner and Implementation and Managed Services Consulting Firm. Specializing in Financial Services and Health Clouds, and recently added Entertainment and Media specialties.

Gather Requirements from Clients, whether individually, or from Teams

Create and update Stories

Use Agile to Facilitate Team Meetings

Help with Solutioning and Estimating Stories and Projects

Serve as liaison between the Client and Developer Team

Oversee QA and UAT with Clients

Create Reports and Dashboards for Clients

Configuration and Setup for Clients

USA Financial - Grand Rapids, MI Nov 2020 – Oct 2021

Salesforce Administrator

USA Financial is a Broker Dealer that oversees several smaller Broker Dealers

Update old Workflow to Process Builder

Install 3rd Party Apps for Specified Business Purposes

Evaluate Business Practices to see where we can become more efficient

User Management and Profile Security

Create Reports and help with Data Management

Help in Automating and Updating Processes

Viking Group - Grand Rapids, MI May 2019 – Nov 2020

CRM Coordinator

Viking is one of the Worldwide leaders of the Sprinkler Industry. With over 100 years experience, Viking is one of the top manufacturers and innovators, worldwide. I work on the Marketing team, where I maintain the Salesforce Instance of over 90 users.

Maintain and Update Instance of Salesforce

Make sure that Salesforce matches information found in JDE

Automate archaic processes for ease of use

Create and Maintain Reports to better suit Sales and Sales Managers

Create Approval Processes to better suit communication and sharing of records

Clean up data and institute rules to alleviate repetition of future data

Keep up with Releases and refine Best Practices for entire Instance

Work with Pardot and MapAnything Apps within Salesforce Instance

Import of Sales Data from JDE to Salesforce

Maintain Sales Hierarchy with creation of Roles and Regions to fit current Sales scheme

Worked on Full Integration to Lightning

Create and Maintain Custom Profiles and Role Hierarchy

Build Custom Solutions for the growing Sales and Marketing Teams

Teach New Users how to get the most from Salesforce for their Day-to-Day use

Put out Monthly Updates to teach Best Practices and Tips

Alro Steel Corporation - Grand Rapids, MI May 2018 - May 2019

Inventory Control Specialist

Alro Steel Corporation is a Steel, Plastics, and Industrial Supply Company, based out of Michigan with branches across the Midwest and extending further.

Scheduling of Truck Deliveries to our Location

Receiving of New Inventory

Working with other Branches to ensure proper quantities and deadlines for cross branch inventory

Coordinate Customer Pickups

Report on Daily Processing Lines for Each Warehouse Department

Create and Maintain Weekly Reports for Saw Run Times

Maintain Proper Quantities for Material in our Warehouse

Daily, Weekly, and Monthly Audits of Material

Charged with keeping Inventory at 100% Accuracy

First Choice Industrial Services, Inc. - Grand Rapids, MI June 2017 - May 2018

Technical Project Manager

First Choice is an Industrial Supply firm, focusing on affordable electronics and mechanical components to the CNC and Tool and Die Industries.

Salesforce Admin

Prepare for installation of Salesforce Org

Work with Provider to make sure specifications are met

Consult Best Practices for Future Implementation

Google Admin

Maintain use, and promote the use of Apps and functionality of the platform for use of business

Evaluate new and existing features. Implement features that are most useful within the company

Consult Best Practices for Everyday Use

Sales Admin/Manager

Keep Inventory up to date with Market Price, Internal Stock, and availability in Store

Update and Publish UX Format across the platform of listings for Entire Company

Rivertown Sports Roller Rink - Grandville, MI Oct 2016 - Jan 2020

Director of Officiating

Rivertown Sports is a Roller Rink and Event Venue in the Metro Grand Rapids Area.

USA Hockey Level 3 Official Certified

SafeSport Certified

Officiate 2 - 6 Games per Week

Create and Maintain Schedule for 9 Referees, in 3 Weekly Leagues

Promote Learning through Seminars and Certifications to Other Officials

Work on Growth of the Game and the Rink through Communicating Rules Changes and Questions to Teams

Implement Products and Services that Teams ask for to Help Growth at Rink

Work with USA Hockey and USA Roller Hockey to Create Relationship for Rink, Officials, and Players

FlexChecks, Inc. - Walker, MI Oct 2015 - June 2017

System Administrator

FlexChecks is a Payroll and Human Resources Management Company, offering several custom Salesforce products and services.

FlexChecks

Payroll division, run with Salesforce Org.

Maintain Salesforce Org with 15 plus Users

Support and Troubleshoot for Users

Provide Support for Sales and Marketing Team

Create and Maintain Reports for Internal Users and Client Users

Set up Case Management Features for development and operations

Create and administer Marketing Campaigns

HRI

FlexChecks Proprietary HRIS System

Maintain 7 Salesforce orgs with over 25 users

Create and maintain custom reports and dashboards for clients

Oversee Data Exports and Management. Use AWS Glacier for Data Storage

Daily Management and Syncing of ADLT (Automatic Data Loader Tool)

Maintain Data Integrity

Test features, updates, and patches from the Development team for Quality Assurance

CyberEnroll

FlexChecks Proprietary custom Benefits Enrollment App, serving over 100 users

Custom Benefit Enrollment App supports 100 plus Customer Community Plus Users

Administer and manage client implementation

Run Meetings to teach Clients how to use, access, and train Employees how to use our CyberEnroll Platform

Create concise Reports tailored to specific clients

Teach Clients how to use, access, and build reports

Create Email Templates for automated emails such as password resets, enrollment submission, reminders, and notifications, branded for the Client

Troubleshoot Client issues

Test platform and procedure for clients’ quality assurance

Create User-friendly guides as documentation for Client Administrators

Liaison between CyberEnroll Implementation Team and Development Team

Test quality assurance for Development’s new features, updates, and fixes.

eBay Integration

Custom service to allow an eBay store to be linked directly to a Salesforce Org

Create a Wordpress / WooCommerce site to use as a web store

Integrate Web-to-Case, and Web-to-Lead points on site

First Choice Industrial Services, Inc. - Grand Rapids, MI May 2009 - Oct 2015

Internet Sales Manager

First Choice is an Industrial Supply firm, focusing on affordable electronics and mechanical components to.

Sales

Implement and maintain the Company’s eBay Store

Manage several clients directly

Work closely with Customer Service to ensure proper order fulfillment

Implement Authorize.net for On-Site Purchases

Oversee data confirmation of Products

Standardize product information to reduce the time required to list a product on eBay

Shipping

Shared responsibility for Shipping Logistics and Analysis

Implement UPS Worldship as our primary form of shipping

Implement Stamps.com as a secondary form of shipping

Internal

Create and implement procedures for inventory management and control

Create more efficient Infrastructure, including company wide phone system, corporate branded email, and Stock management system

Implement Google Apps for Business

Administer company wide email through Google Apps

Buyer

Research on potential clients’ products for future procurement

Education

Bellevue University - Bellevue, NE

Bachelor of Science in Business Analytics, Currently In Progress

Arizona State University - Tempe, AZ

Bachelor of Science in Information Systems

Grand Rapids Community College - Grand Rapids, MI

Associate of Arts, MACRO, in Political Science, May 2010

Budget Director, GRCC Student Congress

Elected, Paid Position

Head of Budget Committee of Student Congress

Responsible for Administering Student Life Budget of $75,000

Worked with GRCC Student Life Office to Create Budget, Institute Guidelines for Compliance, and Dispense Extra Funding

Part of Cabinet that Drafted and Implemented Process for Campus Wide Elections of Executive Boards of Student Congress and Campus Activities Board

Created Initiative to give small “Scholarships” to Members of Student Congress to increase interest and attendance

Implement Policies to Increase Student Participation on Campus

President, Foreign Affairs Club

Instrumental in planning for the group’s first ever attendance to National Model United Nations in New York

Permanent Representative for our Contingency at NAMUN in Chicago

Expanded Fundraising Projects to triple the revenue of previous school years for Club

Instituted Partnership with Kid’s Food Basket of Grand Rapids as a Club-wide Community Outreach Program

Helped Sponsor Awareness Events with Other Clubs on Campus, and MoveOn.org

Volunteer Work

Ed & Irene Fleis Education Scholarship

Admin for Salesforce Instance

Maintain Data Integrity

Import New Accounts and Contacts from Excel

Work on App / Flow for Auction at Spring Fling Event

Create Reports for Chair to show Materials sent out

Keep tabs on new Fields needed for Data Integrity

Update and Maintain Website

Update Database of Potential Donors and Applicants

Create Flyers and other Marketing Materials

Help setup and teardown Annual Dinner and Auction

Work side booths with Silent Auction and Spin-to-Win

Contact this candidate