Summary
Overview
Work History
Skills
Certification
Awards
Timeline
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Amy McConnell

Denver,NC

Summary

A seasoned Salesforce expert, I've elevated client success at XenTegra, LLC by leveraging deep Sales Cloud expertise and exceptional problem-solving abilities. My track record includes leading a $14m Salesforce Sales Cloud project, driving efficiency through automation, and fostering strong stakeholder relationships. My agile methodology and teamwork skills ensure project milestones are surpassed with innovation and precision.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Independent Salesforce Consultant

XenTegra, LLC
07.2023 - Current
  • Provided expert consultation, developing tailored Salesforce solutions for client needs.
  • Advised clients on Salesforce best practices using Sales Cloud and Service Cloud.
  • Achieved successful data migration from legacy systems into new Salesforce environments without loss or compromise of vital information assets.
  • Leveraged Salesforce automation tools to streamline client workflows, reducing manual efforts and increasing overall efficiency.
  • Conducted thorough analysis of client requirements, translating them into actionable plans for successful Salesforce integration.
  • Optimized reporting capabilities within the Salesforce platform by designing dashboards that provided actionable insights to support decision-making processes among clients'' leadership teams.
  • Managed multiple concurrent projects successfully while maintaining strict deadlines and high levels of client satisfaction.
  • Resolved technical issues promptly and efficiently, minimizing downtime and ensuring seamless user experiences with the Salesforce platform.
  • Implemented robust security measures to safeguard clients'' sensitive data within the Salesforce platform, ensuring compliance with relevant regulations and industry standards.
  • Built strong relationships with key stakeholders at all levels within client organizations, facilitating open communication channels throughout project engagements.
  • Served as a trusted advisor to clients, addressing concerns and offering recommendations to improve their utilization of Salesforce technologies.
  • Delivered comprehensive training sessions to help end-users maximize the benefits of using Salesforce tools.
  • Identified opportunities for process improvement, strategically implementing changes to optimize client success with Salesforce platforms.

Sr. Salesforce Engineer

Centric Consulting
05.2020 - 06.2023
  • Achieved time savings for clients by automating repetitive tasks using Salesforce flows.
  • Collaborated closely with stakeholders to gather requirements and translate them into effective Salesforce solutions tailored to their unique needs.
  • Championed agile methodologies throughout project lifecycles leading to increased flexibility adapting to evolving client requirements and priorities.
  • Strengthened data security by implementing comprehensive access controls, sharing rules, and permission sets according to industry standards.
  • Expedited project timelines through efficient task prioritization, resource allocation, and risk mitigation strategies.
  • Streamlined client workflows through the integration of third-party applications such as DocuSign, Marketo, or Mailchimp within Salesforce environments.
  • Increased Salesforce adoption by developing and implementing customized solutions for clients.
  • Delivered comprehensive training sessions to client teams, increasing proficiency in Salesforce functionalities.
  • Improved sales performance with the design and deployment of custom Salesforce reports and dashboards.
  • Spearheaded cross-functional team collaborations that fostered innovation in solution development while maintaining a focus on delivering value to clients.
  • Extended the functionality of standard Salesforce objects to meet specific business needs via custom object creation and modification.
  • Estimated work hours and tracked progress using Scrum methodology.
  • Created proofs of concept for innovative new solutions.
  • Conducted data modeling, performance and integration testing.
  • Translated technical concepts and information into terms parties could easily comprehend.

Sr. Salesforce Consultant

Captech Consulting
08.2019 - 05.2020
  • Salesforce Sales Cloud lead on $14m project for large memorabilia manufacturing company to implement Opportunities, Price Books, Product Line Items and CPQ.
  • Utilized Agile Scrum and Kanban methodologies to manage backlog and sprint planning in JIRA.
  • Facilitated daily stand-up meetings, sprint reviews and retrospectives.
  • Completed conversion form Salesforce Classic to Salesforce Lightning.

Sales Operations Specialist, Product Owner

Newell Brands
03.2018 - 08.2019
  • Collaborated with cross-functional teams for more effective communication and coordination of sales initiatives.
  • Collaborated with sales team to qualify potential leads through discussion of product and service needs, laying groundwork for selection of powerful combinations of product and service offerings.
  • Worked closely with sales management to inspect sales process quality and prioritize opportunities for improvement.
  • Provided ongoing training and support to sales team members, driving continuous improvement in performance metrics.
  • Boosted sales efficiency by streamlining processes and implementing new strategies.

Skills

  • Salesforce Sales Cloud expertise
  • Salesforce Service Cloud expertise
  • Agile methodology
  • Data migration
  • Requirements gathering
  • CPQ configuration
  • Process automation
  • Solution design
  • Task prioritization
  • Agile methodologies
  • Technical documentation and reporting
  • Requirements analysis

Certification

  • Salesforce Certified Administrator

Awards

  • Air Force Good Conduct Medal
  • Air Force Outstanding Unit Award
  • National Defense Service Medal
  • Sharp Troop Award

Timeline

Independent Salesforce Consultant

XenTegra, LLC
07.2023 - Current

Sr. Salesforce Engineer

Centric Consulting
05.2020 - 06.2023

Sr. Salesforce Consultant

Captech Consulting
08.2019 - 05.2020

Sales Operations Specialist, Product Owner

Newell Brands
03.2018 - 08.2019
  • Salesforce Certified Administrator

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Amy McConnell