Salesforce Administrator Security Specialist

JESSE LOHR

Royersford, PA ***** · Phone: 215-***-**** · Email: ********@*****.***

Summary

Certified Salesforce Administrator with a strong capability of working in a solo or team environment to optimize an organization’s Salesforce.com platform. Motivated, organized, and logical professional who is able to understand, articulate, and execute departmental and organizational requirements.

EXPERIENCE

PATRON TECHNOLOGY

senior Salesforce Administrator February-2023-Present

salesforce administrator OCtober 2021-February 2023

Experience writing SOQL queries through Workbench

Converted all existing Workflow Rules into active Flows, and created and maintained several Flows using Flow Builder to automate and improve processes

Suggested and implemented automation tools to increase workflow and streamline sales processes

Manage/led several integrations including transition for DocuSign to HelloSign, Yesware, and Slack

Helped lead transition of a company acquisition from HubSpot and Zapier into Salesforce

Assisted in rollout of several Service cloud tasks such as omni channel and case routing

Completed field analysis and audit of the Account and Opportunity objects

Enhanced business processes in Sales cloud via trainings, automation, reports and dashboards, and creation of custom fields and objects

Coordinated trainings and presentations for users and stakeholders to learn best practices and processes to use within the Salesforce platform in the most efficient manor

Provided support for up to 200 users and assisted stakeholders with troubleshooting and custom improvement requests to improve user adoption

Configured and maintained onboarding/offboarding of new or old users as well as page layouts and security access based on profile and role

MILLENNIUM MERCHANT SERVICES

Salesforce Administrator January 2021-September 2021

Provided support for up to 15 users

Instructed sales presentations and end-user trainings to describe complex uses of the platform

Suggested automation tools to reduce redundancy and enhance workflow

Assisted internal staff with troubleshooting to quickly and effectively resolve software issues

Analyzed, configured, and deployed end user platform enhancement requests

Implemented and maintained custom reports and dashboards for the sales team

Set up page layouts and security access based on profile and role

WASTE MANAGEMENT INC

Inside Account Manager & Team lead June 2017- october 2020

Trained sales team consisting of 30 sales reps on new CPQ system rollout

Maintained detailed account records and contact logs in Salesforce to facilitate sales process

Provided support for up to 30 Salesforce users who had a customer base of 700-1,000 small to medium sized businesses

Acted as a primary point of contact between end users and sales management to collect analyze and implement new platform modifications

Configured workflows and approval processes for the inside sales team

Implemented and maintained custom reports and dashboards for inside sales team management

Created custom objects and fields as well as validation rules to maintain data integrity for customer accounts

Negotiated prices, terms of sale and service agreements to close final steps of transaction and achieve desired outcome

Calculated total costs for service including, delivery and disposal to provide customer with accurate quote

SKILLS

Salesforce and Salesforce Lightning

Data Analysis

Employee Training and Communication

Microsoft Office (power point, excel, word, outlook)

Critical Thinker

Analytical Mindset

Time Management

High Level Decision-Making

Process Automation

Salesforce Flow

ACTIVITIES, ACCOMPLISHMENTS, AND HONORS

Two-time winner of Emerald Circle at Waste Management for outstanding performance

Formerly Microsoft Certified in Microsoft Excel

Member of the Thai Boxing Association

Current practitioner and 4th level rank in Muay Thai

High School Gym Night Captain to 400 of my peers

EDUCATION AND CERTIFICATIONS

Bloomsburg University, 2010-2011

CERTIFIED SALESFORCE ADMINISTRATOR, March 2021

SUPERBADGES

Lighting experience reports and dashboard specialist

Security Specialist

Business Administration specialist

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