Jacquelyn Roberts

Atlanta, Georgia

t: 404.590.0574 

jacquelyn@thejrggroup.com

www.thejrggroup.com

 

 

OVERVIEW

Experienced Salesforce.com (SFDC) Architect with strong interpersonal and time management skills.  Over 6 years experience as a Salesforce Administrator/Developer. Possesses skills that allow for an understanding of management’s vision for CRM implementation and deliverance of the end product. Core competencies include:

 

●        Reporting/ Data Analysis	●        Project Management
●        Database Management	●        Sales/ Operations Support
●        Risk Management	●        CRM Integration

SKILLS

Microsoft Office Suite	QuickBooks Pro	Force.com IDE	GovWin Connector
Microsoft Access	Salesforce.com	Jitterbit	Pardot
Eclipse IDE Marketo ClearSlide	AppExchange Installations	DropBox Workbench	VisualForce Light Apex

EDUCATION & TRAINING

Salesforce Advanced Developer 5 Day Course May 2011

Salesforce Administrator 4 Day Course May 2007

Certified Microsoft Office Specialist September 2006

GA MLS Real Estate Course 2000

United States Air Force: 1990-1995

 

PROFESSIONAL EXPERIENCE

 

Cox Automotive-  Atlanta,GA                                        July  2014 to Present

Sr. Solutions Specialist (Architect)

●        Designed and worked with delivery team (5 members) to implement Enterprise Dealer Group transition from Microsoft Dynamics to Salesforce (Unlimited)

●        Designed and worked with delivery teams (10 members) to implement automated communication for Enterprise Dealer Group

●        Collaborated with Offshore teams  to design and implement proprietary territory management integration with Salesforce

●        Designed and worked with delivery teams (10 members) to implement multiple automated processes across the Enterprise (Sales/Service)

 

 

AutoTrader Group-  Atlanta,GA                                        Mar. 2014 to July 2014

Salesforce Consultant

●        Configure, administer, and support Salesforce.com to create/update page layouts, record types, standard/custom fields, validation rules, and customize to meet specific business needs.

●        Defining and creating custom reports- using function analysis to determine which fields are necessary for various level reporting- assisting managers better utilize SFDC as a sales and efficiency tool.

 

 

GreenSky Credit- Atlanta,GA                                              Jan. 2013 to Apr. 2014                                 

Salesforce Consultant

●        Designed and implemented Merchant Monitoring System

●        Designed and implemented automated welcome information to onboard new merchants

●        Designed and implemented automated workflow and triggers to monitor fraud activity

●        Designed and implemented automated process to ensure credit limit increases were processed and implemented in one call resolution

●        Designed and implemented Web Services Integration

●        InContact/Salesforce Implementation

●        Five9/Salesforce Implementation

●        Marketo/Salesforce Implementation

●        Transformation jobs daily for sftp batch jobs

●        Bulk updates to custom objects scheduled for data scheduled from sftp

 

 

Clearview Group – Atlanta,GAOct. 2012-Dec.2012                           

Salesforce Consultant

●        Interacting with Executive Management Team to customize SFDC for the unique needs of Healthcare Brokerage Firm.

●        Creating custom objects and fields- using Force.com IDE, Jitterbit and Workbench to develop custom business logic.

●        Defining and creating custom reports- using function analysis to determine which fields are necessary for various level reporting- removing several redundancies.

●        Defining and creating custom workflow to define lifecycles for customer interactions and updates.

●        Defining and creating custom visualforce pages to generate client ready reports via custom buttons.

 

Rasmus Real Estate – Atlanta,GASept. 2012-Oct.2012                           

Salesforce  Consultant

●        Interacting with Executive Management Team to customize SFDC merged with Property Base for unique needs of Real Estate company.

●        Creating custom objects and fields- using Force.com developer toolkit as well as App Exchange to develop custom business logic.

●        Defining and creating custom reports- using function analysis to determine which fields are necessary for various level reporting- assisting managers better utilize SFDC as a sales and efficiency tool.

●        Defining and creating custom workflow to replicate multiple scenarios of various real estate deals

●        Defining and creating custom action plans to implement based on the multiple scenarios of various real estate deals

 

 

Jaipur Rugs, Inc – Norcross,GAJune-October 2012                           

Salesforce Implementation Consultant

●        Configure, administer, and support Salesforce.com to create/update page layouts, record types, standard/custom fields, validation rules, and customize to meet specific business needs.

●        Responsible for the functional and technical implementation from Custom Excel Workbooks to Salesforce.com (Enterprise Edition) and ensuring all necessary users are fully functional.

●        Interacting with Executive Management Team to customize SFDC for unique needs of  B2B Rug company.

●        Creating custom objects and fields- using Force.com developer toolkit as well as App Exchange to develop custom business logic.

●        Defining and creating custom reports- using function analysis to determine which fields are necessary for various level reporting- assisting managers better utilize SFDC as a sales and efficiency tool.

 

 

Vortala – Sydney AustraliaApril –June 2012                           

Salesforce Consultant

●        Configure and develop interface with Vortala website for customers to log cases within Salesforce.com to create/update page layouts, record types, standard/custom fields, validation rules, and workflow to auto assign cases based on 5 different metrics.

●        Creating custom objects and fields- using Force.com developer toolkit as well as App Exchange to develop custom business logic.

●        Defining and creating custom reports- using function analysis to determine which fields are necessary for various level reporting- assisting managers better utilize SFDC as a sales and efficiency tool.

 

 

NSite LLC – Fredericksburg,VAApril 2012– Present                           

Salesforce Implementation Consultant

●        Configure, administer, and support Salesforce.com to create/update page layouts, record types, standard/custom fields, validation rules, and customize to meet specific business needs.

●        Responsible for the functional and technical implementation from Custom Excel Workbooks to Salesforce.com (Professional Edition) and ensuring all necessary users are fully functional.

●        Interacting with Business Development Team to customize SFDC for unique needs of  defense contracting company.

●        Creating custom objects and fields- using Force.com developer toolkit as well as App Exchange to develop custom business logic.

●        Defining and creating custom reports- using function analysis to determine which fields are necessary for various level reporting- assisting managers better utilize SFDC as a sales and efficiency tool.

 

 

Reed-Elsevier CDS - Atlanta, GeorgiaApril 2011– October 2012                           

Manager, CRM System (SFDC)

●        Configure, administer, and support Salesforce.com to create/update page layouts, record types, standard/custom fields, validation rules, and customize to meet specific business needs.

●        Interacting with cross-functional management within multiple business units including Sales, Delivery, Production, Accounting, and Management at each business unit to customize SFDC for unique needs of healthcare information technology company.

●        Creating custom objects and fields- using Force.com developer toolkit as well as App Exchange to develop custom business logic.

●        Using field level security to manage access to certain fields; designing and deploying validation rules, custom tabs.

●        Point of contact for all sales territory changes and realignments in Salesforce Hierarchy. 

●        Maintaining system metrics to track trends in user adoption and data integrity

●        Maintaining current knowledge and documentation of all Salesforce.com new releases as they relate to updates and revisions including suggestions for improved functionality and usability.

●        Develop and deliver user training on applications and processes as they relate to the systems including new functionality, configuration, and workflow.

 

New Heights Manufacturing/ICx Technologies/FLIR - Atlanta, Georgia2005–07/2011                           

SalesForce.com Administrator

●        Configure, administer, and support Salesforce.com to create/update page layouts, record types, standard/custom fields, validation rules, and customize to meet specific business needs.

●        Responsible for the functional and technical implementation of multiple acquired companies’ CRM platforms from various database software to include: ACT, Microsoft Access as well as Excel to Salesforce.com (Enterprise Edition) and ensuring all necessary users (max. 125 to min. 66) are fully functional.

●        Interacting with cross-functional management within multiple business units including Sales, Delivery, Production, Accounting, and Management at each business unit to customize SFDC for unique needs of advanced technology product based defense contracting company.

●        Creating custom objects and fields- using Force.com developer toolkit as well as App Exchange to develop custom business logic.

●        Defining and creating custom reports- using function analysis to determine which fields are necessary for various level reporting- assisting managers better utilize SFDC as a sales and efficiency tool.

●        Using field level security to manage access to certain fields; designing and deploying validation rules, custom tabs.

●        Monitoring, managing and improving Sales database quality by leveraging third party tools (APEX Dataloader, People Importer) to consolidate, standardize, update, and mass import/delete data as required

●        Point of contact for all sales territory changes and realignments in Salesforce Hierarchy. 

●        Maintaining system metrics to track trends in user adoption and data integrity

●        Key liaison with Salesforce Premier Support to address open areas of concern as they related to sales initiatives and user issues. Responsible for full case cycle – from case submittal, escalation to case closure

●        Maintaining current knowledge and documentation of all Salesforce.com new releases as they relate to updates and revisions including suggestions for improved functionality and usability.

●        Develop and deliver user training on applications and processes as they relate to the systems including new functionality, configuration, and workflow.

●        Served as the POC to collaborate with senior management for development of sales and revenue forecasting reports/dashboards.

●        Served as primary POC with Third Party vendor to design and implement creation of custom quote tool (2008) to allow multiple business units to create quotes utilizing over 20 unique product price books with a cohesive appearance.