Salesforce Administrator Marketing Cloud

Philip Kersh

Smithfield, UT • 801-***-**** • ****@*********.*** • https://www.linkedin.com/in/philip-kersh

EXPERIENCE

Glacier Bancorp Pleasant Grove, UT

Sr. Salesforce Administrator Oct 2021 – Jan 2025

Coordinated new software products including active participation and coordination with the Development, Quality Assurance, and functional teams

Analyzing and occasionally collecting business and functional requirements for established applications from varying levels of the organization and transferring that knowledge into technical solutions focusing on positive impact to the organization and overall customer experience with the banks.

Provided judgment, advice, recommendations, and best practices on systems to assist senior management make informed decisions.

Altabank Pleasant Grove, UT

AVP/Sr. Salesforce and nCino Administrator Dec 2020 – Oct 2021

Implementation of nCino Commercial Banking solution within Salesforce. Coordinated multi-phase deployments introducing new features, as well as continued process improvements.

Applications Department Manager/Sr. Salesforce Administrator May 2020 – Dec 2020

Managed a team of application specialists with the implementation and ongoing configuration of in-house and customer facing software solutions.

Established an internal DevOps process to establish proper collection of written requirements, necessary changes with specific details, user sign-off, and Change Management into production.

Coordination of all third party implementations that have any access into Salesforce and its data.

Verisys Corporation South Jordan, UT

Salesforce Administrator/Business Analyst Oct 2019 – April 2020

Setup and configured new Service Cloud instance for external office, including the use of Entitlements for specific client service level agreements.

Built a Project-based solution to be used with the onboarding of new clients and the automation of a timely implementation of the software purchased from our firm.

Established a detailed approval process to approve Sales-based documentation in preparation for signing contracts and product delivery.

Partnered with Marketing to help improve communication with prospects and customers via Pardot and Social Studio.

Utah Valley University Orem, UT

Salesforce Administrator/Business Analyst March 2019 – Oct 2019

Gathering and documenting detailed requirements related to existing group processes and desired new features.

Partnering with multiple internal partners to collect and share external organization and contact resources.

Working with IT Integration team to establish best-case guidelines for sharing data and acceptable procedures to change existing behavior.

Researching and evaluation of external vendors to find solutions to replace existing registration process in addition to new features

Career Step Lehi, UT

Salesforce Administrator August 2018 – February 2019

·Primary Salesforce resource for Sales, Marketing, and Acquisition Marketing

·Improved Sales lead development using Distribution Engine and Invoca managed packages and B2C Lead and Opportunity flow to improve lead to closed won ratio.

·Refined management access to provide better reporting of agent activity and frequency of customer contact.

Vivint Smart Home Lehi, UT

Agile Scrum Master January 2018 – July 2018

·Managed daily stand-ups and bi-weekly backlog grooming, sprint planning, and team retrospectives to improve processes

Salesforce Administrator April 2014 – July 2018

·Configured and customized Salesforce resource for over 500 users in Inside Sales, and Field Service departments using Sales Cloud and Service Cloud.

·Implemented Marketing Cloud integration for post-sale Marketing journeys and customer retention, including ongoing maintenance and new feature deployment.

·Partnered with department project managers and product owners to recommend and determine the best use of Salesforce resources.

·Managed changes with release management to maintain stable source control using GitHub.

·Assisted new Salesforce feature development with Inside Sales and Acquisition Marketing.

·Led National Inside Sales through a completely new Salesforce implementation. Coordinated feedback from the business back to IT regarding process defects.

·Recognized by Vivint CIO and Dir. of New Initiatives for identifying over 100 key UAT defects which led to substantial Salesforce improvements Information CRM Manager

EDUCATION

Brigham Young University Provo, UT

Bachelor of Arts, Music Performance and Pedagogy October 1989 – April 1996

SKILLS

Salesforce Platforms: Sales Cloud, Service Cloud. Education Cloud. Financial Service Cloud, Marketing Cloud

Administration: User Setup, Security Controls, Workflow Rules, Reports/Dashboards

OTHER

Professional Development: Attended Dreamforce (2015, 2018, 2020, 2022)

Volunteering: Salesforce Mentor (2020-2021), Utah Snowforce Staff (2019-2024)

Projects: Data migration from 1 bank to another, New Salesforce implementation(s)

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