Sales Operations

Michael Bernstein

**************@*****.*** 408-***-**** San Bruno, California

linkedin.com/in/michael-bernstein-335a2063

SKILL SUMMARY

Salesforce Administration, Excel, Scrum Management, SQL, Google Suite, Data Entry, Slack, JIRA, Data Loader, OwnBackup, Data Management, Order Processing, SAAS sales, EdTech, Sales Operations, Zoom, Customer Relationship Management (CRM), Salesforce Lightning, Change Management, Customer Support, Salesforce.com Development

WORK EXPERIENCE

IXL Learning, Inc San Mateo, California 08/2016 – 04/2023 Sales Operations Analyst 07/2019 – 04/2023

● Collaborated with Salesforce admin team on a variety of projects, including the merging of multiple Salesforce instances with over 300 users.

● Worked with cross-functional teams to identify and file bugs and new feature requests in JIRA.

● Assisted with user creation, maintenance, email setup, and lead assignments in Salesforce.

● Created reports to ensure data integrity and set up queues and case assignments for customer support teams.

● Helped build and maintain a new territory system in Salesforce.

● Mass uploaded thousands of leads from the marketing team into Salesforce and created reports and campaigns for them to monitor their leads.

● Filed tickets with Salesforce to flag bugs and find solutions to complex problems. Sales Operations Specialist 08/2016 – 07/2019

● Processed payments to activate customer subscriptions in internal system.

● Closed Salesforce opportunities and ensured accuracy of purchase fields.

● Reconciled Salesforce with internal system and audited sales numbers.

● Digitized payment processing workflow.

● Created reports and dashboards for sales team and managers.

● Registered company with customers to become a vendor. Salesforce Sales Operations San Francisco, California 02/2015 – 08/2016

● Gained experience using Microsoft Office Suite, Google Drive, Asana, Slack, and SalesforceIQ (SIQ)'s internal import/export tools & Salesforce.

● Supported both the sales team and customer service team through the verification, review, tracking and archiving of technical data.

● Discovered and filed bugs within SIQ for the User Support team.

● Assisted the sales team with developing leads via upsells and updating their renewals, which included managing the renewal process and understanding relevant terms.

● Analyzed customer data to determine specific use cases across the entire user base, this included segmenting data by company size and industry type.

● Import customer’s spreadsheet into SIQ database, including creating custom lists.

● Assisted the Customer Success team by going through and cleaning active customer's data, which included identifying which data was good and which was bad and identifying any bugs that were affecting the customers.

● Ensured data integrity by doing weekly financial reconciliations. Google Data Entry Associate Mountain View, California 09/2014 – 02/2015

● Worked on a small SMB Sales team analyzing data to ensure that Google’s records were updated and accurate.

● Research and organize company accounts using Google’s CRM tool to ensure efficiency.

● Coordinate with team members through Google Documents, Sheets, & Calendar in order to effectively communicate and complete assignments.

● Developed strong Excel & Data Entry skills.

EDUCATION

Certificate, UC Berkeley Extension Online Data Analytics and Visualization 09/2023 University of California, Merced B.S. in Business Administration and Management 07/2013

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