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

Big Brothers Big Sisters of South Texas

- Manage parent/child participant data and ensure accuracy for Big Brothers Big Sisters of South Texas.
- Deliver effective communication to parents and volunteers regarding programs and services.
- Respond efficiently to parent inquiries and collect data reports necessary for funding.
- Assist with Salesforce platform to increase efficency. 
- Participate in ongoing learning, on various topics imperative for the growth and development of Big Brothers and Big Sisters of South Texas.

Data & Systems Manager

American Indians in Texas- at the Spanish Colonial Missions

- Creating healthy relationships with clients, connecting the disconnected w/ ties to their community. 
- Creating deeply ingrained, ethnic/culturally-rooted conversations from an indigenous perspective, bringing awareness to our respective ethnicities, heritage, customs, values, traditions, and history of a people.
- Addressing trauma so that solutions can be integrated for one to move forward by transforming one's trauma, through growth, perseverance, resilience and transformational healing.
- Data entry of confidential client information with respect and discretion
- Auditing client data in organizations database 
- Research and outreach for resources specific to client needs

Community Health Mentor

City of San Antonio

Administration w/ SAPD

- Supports administrative operations of the San Antonio Aviation department.
- Audits and ensures compliance with current department rules and regulations.
- Assists with monitoring and reviewing expenditures; provides information to appropriate department staff for budget preparation.
- Research and compiles data for special projects and reports.
- Organize and maintain filing systems; maintains records related to specific areas of assignment.
- Responds to and resolve difficult and sensitive citizen inquiries and complaints.
- Creates and prepare public relations data, brochures, and handouts for COSA International Airport parking.

Admin Associate w/ the Aviation Department - San Antonio International Airport Parking Division 

gener8tor

• Collaborate with the data analysis team to gather requirements and conduct data analysis using SQL and Power Query to provide valuable insights for decision-making purposes.
• Assist in creating reports and dashboards to visualize data trends and patterns, contributing to process improvements and data-driven strategies.
• Work closely with cross-functional teams to support data-related tasks, troubleshoot issues, and streamline data processes for enhanced efficiency.
• Utilize ChatGPT to optimize data analysis workflow and enhance team productivity.

Data Analyst

CoEnterprise

• Requirements gathering with stakeholders for improving stakeholder management and process improvement 
• Workflow process design with SFDC to calculate, create quotes, and audit lifecycle of sales opportunities  
• Collaborated with remote teams and vendors for customer invoicing, managing multiple projects simultaneously 
• Register products, opportunities, and users in partnered database systems (Tableau & IBM partner portal)

Sales Operations Analyst

Mason Frank International

• Assisted with remote teams for the implementation & configuration of SFDC to include Pricebooks, etc.
• Kept database integrity through clean-up of duplicate entries and maintenance
• Import & export of bulk data in & out of Salesforce utilizing Excel, Data Loader, and other CRM platforms 
• Sales team support by building processes for data entry such as Leads and other sales system enhancements 
• Assist with ongoing development & implementation of Salesforce for end users
• Resolving timely issues reported & maintenance adjustments by end users or escalated if needed

Salesforce Data Analyst

Accenture Federal Services

• Perform administrative tasks, creating accounts & profiles, and defining fields in database 
• Setup permission sets to ensure each user has proper access to records 
• Participation in Agile team development & iteration, daily standup
• Develop Reports & Dashboards in CRM system
• Performed QA for individual and group projects

Salesforce Platform Apprentice

Pro-Vigil Surveillance Services

• Workflow documentation within HRIS for employee lifecycle from onboarding to separation
• Assisted with HR and benefits information support for new employees and life event transitions 
• Registered new users and information, and created reporting data via HRIS 
• Worked as a cross-functional team for office events & administrative support, presenting survey market research and incentives supporting research  
• Manage CEO & upper management’s expense reports, travel arrangements and scheduling  
• Assisted HR management & recruiting with project coordination, handbook/ procedure documentation

Executive Assistant | Human Resources Coordinator

The Culinary Institute of America

• Workflow documentation for new, current, and alumni students within LMS database 
• Organized & collaborated with a cross-functional team for campus events, utilizing market research, and defining product requirements, managing multiple projects 
• Provided support and resources to key stakeholders to ensure customer satisfaction 
• Provided payroll and HR support with onboarding for student workers in HRIS database

Student Services Coordinator | HR Coordinator

CRM & Data Analyst bridging technology and community outreach together, with a passion for Non-Profits. I've honed my skills in relationship-building and problem-solving. 
Learning the latest technical skills to include; CRM, automation, and data analysis. I thrive in business support roles, combining my expertise in customer satisfaction and tech proficiency to drive success. With a proactive mindset and a genuine commitment to meaningful experiences, I bring value as a dedicated team member.
- Strong in interpersonal communication
- Cross-functional collaboration
- Active listening 
- Troubleshooting
- Proficient in SFDC administration
- Microsoft Office Suite
- Google Workspace & Slack 
Passionate about lifelong learning, actively engaged in professional development through books, podcasts, virtual group events and attending conferences.
Let's connect!

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The Battle

Phillip Patterson

Carmen Saldana Lynn

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