Motivated and results-driven Salesforce Administrator with 6 years of experience in effectively managing and optimizing Salesforce platforms to drive organizational success. Adept at configuring, customizing, and integrating Salesforce to meet unique business needs. Passionate about leveraging technology to streamline processes, enhance user experiences, and maximize operational efficiency. Strong analytical skills combined with exceptional communication and collaboration abilities, empowering cross-functional teams to achieve optimal CRM performance and data-driven insights.
April 2018 - September 2022
As a Senior Operations Executive actively Administered and configured Salesforce including user setup, profiles, roles, and permissions sets.
Implemented custom objects, fields, page layouts, and record types to meet business requirements and improve data management extensively.
Developed and maintained custom objects, fields, formulas, validation rules, reports and dashboards in Salesforce to support business requirements.
Led data migration efforts, ensuring accurate and secure transfer of data into Salesforce.
Designed and implemented automation using Process Builder, Workflow Rules, and Flow to streamline business processes and increase efficiency.
Created and maintained reports and dashboards to provide actionable insights for management and stakeholders, aiding informed decision-making.
Created various workflow rules, approval processes and created email alerts to keep users informed of the updates on records.
Provided training sessions for new users on how to use features available in Salesforce platform efficiently.
Conducted user training and provided ongoing support to drive user adoption and proficiency in Salesforce.
Successfully led the migration of a legacy CRM system to Salesforce, resulting in a approx. 30% increase in data accuracy and approx. 25% improvement in user productivity.
Designed and implemented a custom approval process using Salesforce automation, reducing approval times by approx. 40%.
Streamlined report generation by creating a standardized set of templates, reducing report creation time by approx. 50% for numerous business enterprises.
June 2016 - April 2018
Administer employee benefit programs, including health, dental, retirement, and other offerings.
Analyzed and evaluated benefit plan design, costs, and utilization to recommend improvements and cost-saving strategies.
Collaborated with clients to develop, implement, and communicate benefit policies and programs.
Assisted in benefit plan compliance, regulatory reporting, and audits.
Responded to benefit-related inquiries from employees and clients, providing exceptional customer service and resolving issues effectively.
Maintained accurate and up-to-date benefit records and databases.
2014 - 2016
2011 - 2014
Power BI SQL Salesforce Administrator Salesforce Lightning Salesforce CRM
Motivated and results-driven Salesforce Administrator with 6 years of experience in effectively managing and optimizing Salesforce platforms to drive organizational success. Adept at configuring, customizing, and integrating Salesforce to meet unique business needs. Passionate about leveraging technology to streamline processes, enhance user experiences, and maximize operational efficiency. Strong analytical skills combined with exceptional communication and collaboration abilities, empowering cross-functional teams to achieve optimal CRM performance and data-driven insights.
April 2018 - September 2022
As a Senior Operations Executive actively Administered and configured Salesforce including user setup, profiles, roles, and permissions sets.
Implemented custom objects, fields, page layouts, and record types to meet business requirements and improve data management extensively.
Developed and maintained custom objects, fields, formulas, validation rules, reports and dashboards in Salesforce to support business requirements.
Led data migration efforts, ensuring accurate and secure transfer of data into Salesforce.
Designed and implemented automation using Process Builder, Workflow Rules, and Flow to streamline business processes and increase efficiency.
Created and maintained reports and dashboards to provide actionable insights for management and stakeholders, aiding informed decision-making.
Created various workflow rules, approval processes and created email alerts to keep users informed of the updates on records.
Provided training sessions for new users on how to use features available in Salesforce platform efficiently.
Conducted user training and provided ongoing support to drive user adoption and proficiency in Salesforce.
Successfully led the migration of a legacy CRM system to Salesforce, resulting in a approx. 30% increase in data accuracy and approx. 25% improvement in user productivity.
Designed and implemented a custom approval process using Salesforce automation, reducing approval times by approx. 40%.
Streamlined report generation by creating a standardized set of templates, reducing report creation time by approx. 50% for numerous business enterprises.
June 2016 - April 2018
Administer employee benefit programs, including health, dental, retirement, and other offerings.
Analyzed and evaluated benefit plan design, costs, and utilization to recommend improvements and cost-saving strategies.
Collaborated with clients to develop, implement, and communicate benefit policies and programs.
Assisted in benefit plan compliance, regulatory reporting, and audits.
Responded to benefit-related inquiries from employees and clients, providing exceptional customer service and resolving issues effectively.
Maintained accurate and up-to-date benefit records and databases.
2014 - 2016
2011 - 2014
Power BI SQL Salesforce Administrator Salesforce Lightning Salesforce CRM