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

SouthState Bank

● Assist customers in navigating the Bank’s website and online and Mobile Banking applications.
● Aid customers with the Online Account Opening process utilizing Salesforce.
● Diagnose and provide solutions to technical issues.
● Prioritize and manage tasks in a fast-paced work environment.
● Share technical or complex information with an unfamiliar audience.

Digital Support Specialist

● Delivers exceptional customer service and technical support to clients by promptly addressing and resolving technical difficulties, answering inquiries, and providing accurate information.
● Builds and maintains strong relationships with clients by providing consistent and timely support and service, increasing customer satisfaction and retention.

Customer Care Representative II

Parker Dewey

● Create and optimize complex formulas in Excel for data analysis and reporting.
● Collaborate with cross-functional teams to understand data requirements and ensure successful data
migration.
● Communicate effectively with stakeholders, providing regular updates and addressing any issues or
questions related to data migration.

Salesforce Professional

Talent Stacker | Salesforce Career Development Program

● Leading client sessions, gathering/prioritizing requirements, and creating solution documentation with Jira, Confluence, Slack, and Miro.
● Configuring data integration and automations.
● As a leader, I facilitated weekly sprint review meetings to review enhancements and prioritize the sprint backlog.
● Provided end-user training documentation and workshops.

State Farm Agent

● Utilized Salesforce to manage customer account profiles, opportunities, and cases effectively
● Applied a culture of needs-based selling during every customer interaction through thorough conversations and assessments of customers' needs.
● Built and strengthened consumer and business account relationships by consistently providing exceptional service and support through daily customer contact phone calls, follow-ups, and sales of products and services.

Agent Team Member

VyStar Credit Union

● Acted as a Notary Public for the State of Florida, providing additional value to members.
● Demonstrated flexibility in acting as a Teller and Banker while achieving sales goals.
● Created Excel spreadsheets to assist in organizing daily, weekly, and monthly tasks, keeping track of investment services referrals, business lending referrals, auto loan leads, and applications, credit card leads and applications, sales performance, and errors to resolve.
● Trained branch staff on new software using my ability to present new concepts understandably.

Senior Member Relationship Specialist

Wells Fargo

● Delivered exceptional customer service by providing financial solutions and advice.
● Acted as an advocate for the Wells Fargo at Work program, building relationships with business entities and providing on-site financial education.
● Built and maintained long-term relationships with consumers and businesses through sales of financial products and services.
● Conducted account openings and maintenance to increase client retention and satisfaction.

Personal Banker

GoWireless, Inc.

Wireless Consultant

Fuse Satellite

Sales Representative

As a Salesforce Administrator, I lead client sessions, configure data integration and automations, conduct end-user training, and maintain Salesforce security. My hands-on experience in the Salesforce platform, backed by my Salesforce Administrator certification, and streamlined processes for my employers and co-workers. ensures efficient and effective solutions. 

My passion for Salesforce drives me to continuously learn new features and functionalities, enabling me to find innovative solutions for my employer. Additionally, I am actively involved in a Salesforce Professional Development Program, expanding my network and building valuable relationships within the Salesforce community.

With 8 years in the financial industry and over a decade in sales, I bring a robust skill set in customer relationship management and sales strategy. As a Salesforce user, I have increased sales and improved customer satisfaction.

taplio

The Battle

Phillip Patterson

Kyle Cochenour

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