CITGO

•Orchestrated Light Oils Sales' CRM software optimization, enhancing remarkable ROI.
•Pioneered scalable solutions, setting industry best practices and steering the product roadmap.
•Collaborated with IT and stakeholders for seamless integration with existing CITGO software.
•Leveraged programming skills (Apex) for tailored Salesforce customization, ensuring system alignment.
•Managed operational data, swiftly troubleshooting errors for impeccable data accuracy.
•Fostered vendor relations, driving continuous Salesforce platform improvements.

Key Responsibilities:

•Spearheaded Salesforce (CRM) utilization for operational success in Light Oils Sales Organization.
•Aligned with stakeholders, enhancing business processes through Salesforce tool utilization.
•Crafted comprehensive reports, providing valuable insights for effective management.
•Led strategic execution, training, and CRM integration across Light Oils Marketing.
•Headed Salesforce Power User group, serving as an expert in Salesforce Administration.
•Developed training materials and facilitated regular CITGO salesforce training sessions.
•Enhanced technical capabilities, ensuring seamless software integration.
•Innovated existing Salesforce processes, proposing expansion strategies.
•Collaborated with CITGO's Salesforce Administrators, optimizing cost efficiency and strategy.
•Ensured data integrity through Salesforce backups within CITGO's subscription.

Salesforce Administrator

BrandSafway

•Manage, prioritize, and engage in strategic planning for system enhancements and support of system enhancement 
•Performed Dashboard and Report creation and Maintenance
•Created/Deleted user accounts, managed security, and maintained roles, profiles, and hierarchies
•Managed internal user support tickets
•Performed new user and ongoing user training

Salesforce Analyst

Sherwin-Williams Automotive Finishes

Branch Manager

Management Trainee

I am a Certified Salesforce Professional with a strong data management and systems background. I can analyze and interpret complex data sets effectively. I am skilled in using this information to identify trends and make data-driven decisions, which has been essential in my role as a Salesforce Administrator. My data management and systems expertise also enables me to develop and implement effective data management processes and systems that support business objectives and goals. This experience has been particularly useful as a Branch Manager, where I managed and analyzed large data sets to identify sales trends and implement effective sales strategies.

My experience in technical training and administration has allowed me to develop excellent communication and interpersonal skills. I possess the ability to effectively train and mentor my team on the use of various systems, including Salesforce. Additionally, my technical background and experience in sales have enabled me to bridge the gap between technical and non-technical team members, facilitating seamless communication and effective collaboration. This experience has been invaluable as a Branch Manager, where I had to communicate and train my team on new sales strategies and systems to increase sales and improve operations. My ability to communicate and train effectively has led to the successful implementation of new processes and systems, resulting in increased revenue and growth for the company.

Certifications:

Certified Salesforce Administrator
Salesforce Platform App Builder

Phillip Patterson

Talent Stacker | Salesforce Career Development Program

✨ Highlights of My Salesforce Journey & Professional Development ✨

Talent Stacker Career Development Member & Trailhead Trailblazer
Gaining hands-on expertise with Salesforce through structured study programs and live workshops, preparing for certification and deepening my knowledge of the Salesforce ecosystem.

Salesforce Certification Prep & Skill Building
Actively participating in certification prep programs, exploring best practices, and mastering essential Salesforce skills—focused on readying myself for impactful roles as a Salesforce Administrator or Business Analyst.

Live Workshops & Professional Development
Engaged in live workshops covering everything from business requirements gathering to solution design and best practices for Salesforce implementation, staying ahead in a fast-evolving field.

Clicked Program Participant
Immersed in the Clicked programs to apply Salesforce skills in real-world scenarios, refining my expertise and gaining practical insights.

Built a Complete Salesforce Org from Scratch
From inception to completion, I created a fully functional Salesforce org, showcasing my ability to design, configure, and implement tailored Salesforce solutions from the ground up!

Every experience fuels my passion for Salesforce, bringing me closer to building innovative solutions and adding real value in the Salesforce ecosystem.

ChargerHelp!

As a Reliability Coordinator, my day is dedicated to ensuring the optimal performance and reliability of EV charging stations across the country. Here’s how:

Monitoring & Diagnosing Systems: I oversee various CMS platforms, constantly monitoring data to detect potential issues or faults. By diagnosing these remotely, I can often resolve issues without the need for an on-site visit, or if necessary, prepare and dispatch a technician with all the details they need to fix the charger efficiently.

Guiding & Supporting Technicians: When a technician is required, I provide comprehensive guidance, and troubleshooting alongside them to ensure they feel prepared and confident. My goal is to empower them to deliver exceptional service.

Coordinating with Key Stakeholders: Communication is at the heart of my role, as I collaborate with customers, manufacturers, OEMs, site hosts, and technicians to ensure all parties are aligned and each job is completed thoroughly.

Monthly Reporting & Insights: I develop detailed reports and dashboards, presenting customers with a clear overview of the work completed on their assets, charger health insights, and any trends identified. This data-driven approach keeps stakeholders informed and allows them to make proactive decisions.

Process Improvement & Tool Creation: I’m always on the lookout for ways to streamline processes, enhancing efficiency and sustainability. If a tool is missing or a process could be improved, I’ll build it, creating a smoother workflow and ensuring timely service.

Customer Education & Support: I work closely with customers, sharing insights on charging station functionality, electrical concepts, and the driver experience to deepen their knowledge and support their operations.

Cross-functional expertise: As the go-to expert, I support various departments and adapt to their needs, taking on multiple roles to solve problems and drive continuous improvement in our service delivery.

Reliability Coordinator

Dispatch Coordinator

• Performs OEM testing, troubleshooting EVSE systems
• Repairs and upgrades to a broad range of EVSE systems, ranging from Level 2 EV chargers to direct-current (DC) fast chargers
• Providing Equipment testing includes: insulation testing (megger testing), thermal imagery, torque tests, and performance evaluations
• Replace and swap out charger stations & charger station parts
• Contributes on creating training programs for EVSE tech training
• Conducts researching for grant programs city/state/federal

EVSE Technician

OBU Ramen House

• Set regional sales goals and ensured the businesses under the supervision adhere to company and industry regulations
• Reviewed and Analyzed P&L software and future business development
• Approved and managed physical locations on budget bases with their sales target bi-weekly
• Worked closely with the CEO to establish healthy quarterly reports and plan business future growth
• Coached the management team to grow in their profession duties and exceed quotas
• Recruited & trained newly hired general store managers

President

Margarita's Deli

• Successfully operated and developed a business strategy for the business to increase the profit up by 59% YOY
• Regularly analyzed and promoted various aspects of the business from sales data to restaurant star ratings (increased from 2 to 4.8-star rating)
• Formulated plans to address problem areas and capitalized on strengths, and restructured the restaurant management (saved 40% on inventory cost)
• Participated in community activities to promote the business and build goodwill

Entrepreneur/ Business Owner-

Wells Fargo

• 2015 & 2016 Top performer Award for sales production, Customer relation, & satisfaction
• Consistently ranked #1 on all store manager’s sales and Customer retention/new acquisition ranking (Top 10% performance in the region)
• Identified and forecasted market conditions and prospective sales opportunities • Directly responsible for hiring, coaching, training and development team members to achieve high sales performance results
• Collaborated with other branch managers/district managers for advertising/marketing/growth campaigns
• Complied with all regulations/applicable laws and adhered to high ethical standards

Branch Manager III 

PNC Wealth Management

• Ranked #1 top performer in the district for Credit & Lending Sales and ranked #2 overall top sales for the Region
* Exceeded company targets through prospecting, acquiring new business, & managing existing clients
* Performed direct selling strategy through in-depth profiling, consultative selling, and exceptional client satisfaction
* Chosen to lead the Private Client Sector for the Sales and Performance calls and celebrate the success of all Top performers

PCGRM (Private Client Group Relationship Manager)

Starbucks

● Contributed toward store profitability by seeking opportunities to increase sales,
manage inventory, and cost of goods
● Maintained daily, weekly and period financial reports with increasing sales YOY ● Selected to lead the Equipment Maintenance and Service Calls to cut service cost (45% was reduced in spending cost)
● Effectively supervised and trained product information/quality to the workforce

Store Manager

Sejong Insurance Agency, LLC

•Opened and maintained life insurance, annuities, long term care, and term policies
•Executed the day-to-day activities of engagements of various clients
•Used different type of systems from various companies such as ING, MetLife, NYLife, AXA,
& many other companies that I am affiliated with.
•Communicated accounting and auditing matters to senior associates, managers,
and partners and identified performance improvement opportunities
•Interacted with clients to help ensure the information flow from the client to the audit
team was efficient
•Supervised other associates on engagements and served as a liaison between clients and upper management
•Identified and communicated technical matters to both clients and upper management
•Coached, lead, influenced my team to implement successful tactics toward success
•Interviewed and hired new candidates for their future goals and needs with the company

Agent & Management Director/Financial Representative

JPMorgan Chase

•Nominated for the MVP award for Credit and Lending
•Achieved Top sales targets Ranked in the Top 10% of sales in the Region and was awarded a
Night at the National History Museum
•Nominated for the Chase Wall of Fame for Top Sales and Performance and Excellent Service in the
Tristate Area
•Opened and maintained all account types included checking, savings, CDs, investment, and loans
•Created and implemented action plan to target companies for new accounts
•Provided excellent customer service by answering questions & meeting their needs
•Analyzed the Branch’s P&L & assisted the Branch to maintain at Performance level 1
•Managed, recruited, and coached new teams to the branch and other branches in the Area

Personal Banker

Prudential Financial of America

•Managed financial portfolios
•Consulted individual's health and long term financial goals
•Provided the ideal insurance to meet specific needs
•Accomplished in various phases of organizing projects and meeting deadlines proficiently

Financial Consultant/Intern

I’m an operations professional with a sales-minded approach and a strong track record of solving real problems and creating measurable impact across multiple industries.

I thrive in fast-paced environments where structure, speed, and accountability matter. Whether I’m streamlining processes, supporting field teams, or strengthening customer relationships, I bring clarity, urgency, and a drive to deliver results.

I’ve built and led teams, grown a business from the ground up, and worked closely with clients to remove friction and unlock value. My edge is in blending operational discipline with a sharp understanding of customer needs—and executing with both precision and empathy.

💬 Let’s connect—especially if you’re looking for someone who leads with accountability, executes with focus, and brings energy to every challenge.

taplio

The Battle

Phillip Patterson

Bassem “Sam” Tabet

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