Jean M.
Senior Salesforce Administrator
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About
Jean M., a seasoned Salesforce Administrator, boasts over a decade of experience within the FinTech and CRM sectors. Currently operating from Schertz, TX, she manages multi-cloud Salesforce environments remotely, adeptly handling user management, licenses, and data integrity through regular audits. Jean is recognized for her ability to streamline operations by designing and optimizing Flows and automation, significantly reducing manual efforts across various departments such as Sales and Finance. Her expertise encompasses Salesforce platforms including Sales Cloud, Service Cloud, and Financial Services Cloud. At Innovative Solutions, Jean was awarded the 2024 Scaling Excellence Award, emphasizing her exceptional contributions in developing KPI-centered dashboards and leading successful migrations, such as transitioning from NetSuite to Salesforce. Recognized as a business enabler, she crafts training materials and conducts sessions to drive system adoption. Jean has notable achievements from her tenure at companies like BankFive and ClearView Healthcare Partners, including implementing a lead assignment process that enhanced conversion rates by 20% and spearheading Multi-Factor Authentication to meet banking security protocols.
Experience
Salesforce Administrator
Innovative Solutions · 2024 — PresentAdministered a multi-cloud Salesforce environment, managing users, licenses, and conducting security reviews and quarterly audits to ensure compliance and maintain data integrity. Designed and optimized Flows, automations, and custom objects for process streamlining in Sales, Finance, and Operations. Worked with stakeholders to translate requirements into configurations while providing documentation and training to enhance user adoption. Developed dashboards and reports to highlight KPIs for leadership and teams.Salesforce Administrator
ClearView Healthcare Partners · 2022 — 2023Led the migration from NetSuite to Salesforce Sales Cloud and FinancialForce, which streamlined operations by replacing legacy platforms. Built custom reports and dashboards that aligned with executive KPIs, while also conducting regular backups and data hygiene reviews. Created and facilitated training materials and sessions for multiple teams including Sales, Finance & Operations, Staffing, and ERS. Managed standard administrative tasks such as user management, security audits, and automation processes, while representing the firm at Dreamforce 2022.Salesforce Administrator
BankFive · 2021 — 2022Executed the migration from Salesforce Classic to Financial Services Cloud and drove targeted change management initiatives. Developed a lead assignment process to boost conversion rates significantly. Ensured compliance by implementing Multi-Factor Authentication (MFA) and integrated Pardot for focused email marketing, collaborating with the Marketing team on campaign setups. Maintained user profiles, permission sets, audits, and workflows, transitioning to Flows.Salesforce Administrator
Displays2go · 2020 — 2021Maintained the Lightning instance across Sales & Service Cloud, Knowledge, Einstein, and CPQ for approximately 65 users. Collaborated with IT, Web Development, and Business Systems for a custom ERP integration. Managed custom objects and fields, along with validation rules, workflows, and data integrity measures.