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

ServiceMax, a PTC Technology

Product Success Manager

St. Michael's Learning Academy

I've been working with the SMLA staff to set up their education cloud managed package and handle any customization needed on Salesforce

-creating automations with lighting flows
-integration with Jotforms 
-Integration with DocuSign
-Creating new fields and Objects
-Installing the K-12 accelerator and education cloud manage package
-Data migration and loading student data via data loader 
-Creating user accounts
-Developing reports/dashboards that yield meaningful metrics
-Creating sharing rules and access privileges so records can be viewed appropriately and manipulated
-Creating flows and automating processes
-Used validation rules to require needed fields
-Process automation via process builder
-Developing an approval process for student enrollment

Salesforce Administrator/Analyst

Omnivo Digital

-Participate in discovery meetings and gather requirements.
-Configure the Salesforce.com platform per client needs and automate processes ( workflows, process builder)
-Create new reporting capabilities and respond to ad hoc requests as needed.
-Analyze and migrate data per client needs.

Salesforce Administrator - Contractor

THCP LLC

-Work closely with internal and external vendors/partners to deliver high quality and accurate benefits administration and communication materials. 
-Maintain strong working knowledge of the day to day operational challenges of a multi faceted benefits program with the ability to troubleshoot multiple issues at the same time.
-Act as the technical HRIS expert. I work closely with internal IT and external partners to ensure the HRIS data is sent timely and accurately. 
-Manage and perform analysis on various technical processes including internal payroll processes. I work closely with IT to trouble shoot and update any payroll technical issues. 
- Provide support within a larger team to develop new hire and open enrollment processes, materials, and communications.
-Process and ensure all 7000+ semi monthly employees are deducted for their elected benefits. This includes billing and tracking employees on leave.

Sr. Benefits Consultant

Empyrean Benefit Solutions, Inc.

-Create and execute project work plans and revise as appropriate to meet changing needs. 
-Manage the day-to-day benefits administration based on the established Statement of Work and contract per client
-Manage the development of team by ensuring, when possible, that project tasks are in line with each team member’s career interests. 
-Develop Open Enrollment Project Plans that include: Benefit Plan Design Changes, Dual Year Processing, System Configuration Changes, Carrier Files, Vendor Management, Payroll, Service Center Phone Line.
-Visit potential clients and discuss the benefits administration model along with the interaction between the project manager during implementation and on an ongoing basis.

Project Manager

Mercer

Previous position: Business Analyst

-Maintain a high level of professionalism and sense of urgency to ensure client and participant expectations are consistently met.
-Serve as the key resource for day to day issues.
-Ensure the team delivers quality service to our clients, that accuracy and time standards are consistently met.
-Manage client business process and identify areas for continued improvement.

Client Services Team Lead

Experienced IT professional with a demonstrated history of working in the human resources industry. Skilled in customer service, requirements analysis, employee benefits design, requirements gathering, and business process improvement. Strong IT professional with a master’s degree focused in computer information systems from University of Houston, Victoria.

taplio

The Battle

Phillip Patterson

Wassim C.

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