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

Salesforce

Specializing in the Health Life Science (HLS) sector, I focus on achieving strategic goals and objectives with HLS Payer customers. Through deep listening and problem-solving, I orchestrate teams and tools to navigate roadblocks, ensuring seamless outcomes. While maximizing the value of Salesforce and maintaining a healthy org, I specialize in nurturing strong relationships with customers and account teams, ensuring their needs are met and risks are mitigated. Providing best practices and recommendations to overcome technical challenges, I assist customers in achieving their business goals. My expertise lies in driving advocacy, reducing attrition, and fostering growth through strategic collaborations. My impact is evident in orchestrating deliverables, fostering stakeholder relationships, guiding feature adoption, and advocating for customers during issue resolution.

Sr. Manager, Customer Success Manager | Health Care Life Science (HLS)

As a Trusted Advisor and Technical Account Manager, I specialized in guiding clients to realize their business objectives through tailored Salesforce solutions. I excelled in managing technical support, nurturing strong client relationships, and driving product enhancements, optimizing technology investments for maximum ROI and facilitating clients' digital transformation journeys.

Principal Technical Account Manager | Health Care Life Science 

As a Strategic Program Manager, I specialized in driving global initiatives to bridge gaps, maximize customer value, and optimize API integration. I successfully implemented process improvements and led cross-functional teams to deliver MuleSoft Accelerators, addressing complex business challenges while serving as a passionate MuleSoft evangelist, empowering newcomers in API integration.

Strategic Program Manager (MuleSoft)

Health Care Service Corporation

As an accomplished IT Business Consultant and former Product Owner, I thrived in crafting innovative solutions harnessing the power of Salesforce Sales Cloud platform, driving transformative process improvements, meticulously drafting requirements, adeptly translating intricate business needs into IT language, and rigorously testing the solutions. Additionally, I provided extensive support post-implementation, spearheading Change Management initiatives and conducting impactful training programs, consistently surpassing the expectations of internal stakeholders.

Sr. IT Business Consultant

Results-driven Project Manager with a proven track record of successfully managing and implementing multiple highly complex projects within deeply matrixed environments. Adept at effective planning, meticulous risk management, and strategic communication to drive project success. Collaborative leadership style, working closely with key business areas to identify and prioritize initiatives, create comprehensive project plans, and lead cross-functional teams in executing tailored solutions that deliver tangible value and foster long-term business growth. 

Expert at managing projects from ideation to implementation, ensuring on-time delivery, budget adherence, and stakeholder satisfaction. Proven expertise in leveraging agile methodologies, cross-functional collaboration, and strategic planning to drive project success. Skilled in managing project lifecycles, leading teams, and mitigating risks to achieve business objectives. My expertise in process improvement, change management, and team leadership enabled me to tackle challenging projects, drive business transformation, and achieve business goals while building strong relationships with stakeholders.

Project Management Consultant

As an Associate Project Manager, assisted diverse Project Managers with maintaining and monitoring the project plans, project schedules, work hours, risk, issues, RAID log, budgets and expenditures. Organized and coordinated project or program level meetings with key stakeholders. Documented detailed meeting minutes with clearly outlined action item and decisions from the meetings. Reported to executives on weekly progress tracking project financials, milestones, risks, and constraints. Served in as the peer mentor for all Project Coordinators for on-boarding and coaching.

Associate Project Manager

Project Coordinator

I'm a seasoned professional with over two decades of experience in IT and healthcare industries, I serve as a catalyst for tech-driven customer success at Salesforce, leveraging a diverse skillset cultivated through roles spanning project & program management, a product owner with a business analysis mindset and sales solutions consultant.

As a former Project/Program Manager, I possess a deep understanding of orchestrating successful initiatives and guiding clients towards their goals. Leveraging my 5x Salesforce certifications and Certified Product Owner designation, I offer strategic recommendations tailored to ongoing Salesforce usage, ensuring clients derive maximum value from their investments.

Proficient in agile methodology, I specialize in optimizing projects from ideation to implementation, driving product enhancements, and maximizing technology investments through cross-collaboration. My role as a 'Conduit Connector' underscores my ability to harmonize collaboration, connecting people, places, and ideas to catalyze collective growth and innovation. This collaborative approach has consistently led to optimized outcomes and strengthened client relationships.

Driven by a passion for technology and continuous learning, I thrive on bringing divergent thinking to complex challenges. Additionally, as a podcast co-host and speaker, I actively share insights to educate and empower others, fostering personal and professional growth. Let's collaborate to redefine success together with a maverick mindset, navigating the ever-evolving landscape of technology and business for remarkable outcomes.

Gallup "Top 5" Strengths:  Strategic | Positivity | Woo | Responsibility | Connectedness

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Phillip Patterson

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