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

Conifer Health Solutions

Senior Business Analyst

Alight Solutions

Served as the Subject Matter Expert for system configuration, customer account setup, and data process flows for the Health Savings Account (HSA) product. 

Managed a portfolio of over 15 reports and created new reports with SQL as required by leadership teams and client managers.

Performed audits on Alight Solutions’ data to ensure compliance with internal and external guidelines.

Led training sessions with my aligned team and teams from other Alight departments.

Reviewed analysis and documentation created by others, and evaluated the results of test executions before they are performed on production data. 

Led daily calls with Alight Solutions’ banking partner, client delivery teams, and internal technology teams to provide and receive updates on ongoing projects.

Operations Manager

Served as project coordinator for four associates: led training sessions, assigned and reviewed projects on a daily basis, and conducted weekly meetings to provide and receive updates on projects, team, and company news.

Managed the transition in for new clients and the transition out for departing clients by checking client health plans for accurate balances, correct Flex Account/HSA debit card setup, and proper coverage dates through queries run on the Aon Hewitt database and the debit card processor's database.

Created and maintained over thirty standard operating procedures related to ongoing processes and system tools.

Performed quarterly audits of HSA financial data to ensure internal records match those of the client’s and Aon Hewitt’s banking partner.

Senior Data Analyst

Administered the yearly transfer of over $200 million in HSA contributions from client accounts to Aon Hewitt’s banking partner. Performed daily quality checks to ensure funds were transferred accurately and within required time frames. Researched and resolved problems before customers were impacted. Over the past three years over 99% of funds have been transferred correctly and within the required time frame. 

Wrote SQL queries that retrieved client, customer, and health care plan data to generate weekly, monthly, and ad-hoc reports to support the Client Delivery and Operations departments.

Created a library of over 50 frequently used queries for non-technical departments to use without requiring technical assistance, which led to faster responses to client requests and a 25% reduction in custom query requests.

Analyzed daily vendor reports for trends, errors, and inaccurate data to ensure benefits administration system accuracy.

Data Analyst

Configured Aon Hewitt's benefits system according to client requirements. Configuration involved customizing code to update the system's functionality per change orders.  

Designed and executed test plans by creating test accounts and scenarios and performing calculations for expected results. Determined if system configuration performed accurately and could be moved to production or if defects existed which needed further analysis. 

Researched, analyzed, and resolved benefits system errors initiated by customer calls.  Determined the source of the error and either resolved the error or routed it to the appropriate group. 

Documented key system processes including claim determination systems, health plan setup, and business tools for the departmental wiki used by over 200 associates.

Setup Configuration Specialist

The City of Orlando

Assisted Lead Database Administrator with the upgrade to Oracle 11g and assisted with providing support and daily maintenance for the City's four Oracle databases in a Unix environment.                                                                                                 

Redesigned and converted real estate and city engineering databases from Access to SQL Server. 

Programmed data entry applications with Visual Basic that created searchable records by ID, location, and keywords.

Intern - Technology Management Department

CNL Financial Group

Research Intern

•  Experienced Project Manager, Operations Manager, and Data Analyst with 12 years of experience in the health care field.
•  10 years of experience with SQL queries and Excel data analysis.
•  Masters degree in Management Information Systems with a concentration in Technology Management.
•  Bachelors degrees in Management Information Systems and Business Administration.
•  PMP, CSM, and ITILv3 certified.

taplio

The Battle

Phillip Patterson

Joel Mandelkern, CSM, PMP, MSMIS

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