Kody Mullis
Charlotte
Summary
Experienced with Salesforce platform management and CRM optimization. Utilizes comprehensive knowledge of system customization to enhance user experience and operational efficiency. Strong understanding of process automation, data integrity, and user training techniques.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Salesforce Administrator
State Policy Network
01.2024 - Current
- Developed 40+ automations that eliminated over 1,000 manual emails across the Program department, significantly improving operational efficiency and reducing manual workload.
- Led end-to-end integration of Stripe, FormAssembly, and Salesforce using Apex Invocable Methods; analyzed JSON payloads to automate Opportunity and Contact creation, streamlining accounting workflows.
- Developed CRM Analytics Recipes and configured executive dashboards; translated business requirements into actionable insights to support strategic decision-making.
- Designed Conga Solutions to create a large scale donation interest packet for high tier donors and partners.
- Designed Conga Solutions to automate tax receipts for donations.
- Integrated FormAssembly with Salesforce to automate data capture; reduced manual entry errors and improved data integrity across business units.
- Designed “n8n” Ai workflows to combine Salesforce Data with LLM’s to give concise summaries of Grants, Bills, Political Landscape, and Contact activity data resulting in increased company workflow capabilities.
- Designed and optimized cross-object automation using Salesforce Flows; analyzed process bottlenecks to enhance operational efficiency and user adoption.
Salesforce Consultant Contractor
PruTech Solutions
Remote
08.2024 - 11.2024
- Led delivery as the primary Business Analyst and Salesforce Consultant for a pharmacy benefit manager solution for the New York State Financial Services team (3-month project)
- Translated business needs into user stories, conducted QA testing, and led end-user training to drive adoption and solution effectiveness
- Configured Salesforce (groups, profiles, permission sets, Lightning app pages) to create a scalable and user-friendly system
- Eliminated a 20-year-old paper-based approval process, modernizing operations
- Reduced over 200 manual emails and 10 approval steps, significantly improving efficiency
- Accelerated application turnaround time and streamlined end-to-end processing
Salesforce Consultant
AST LLC
01.2022 - 01.2024
- Designed and delivered a multi-million-dollar project for a state government.
- Conducted discovery sessions to understand user needs and high level goals of the organization.
- Designed Flows to eliminate manual emails between multiple departments increasing departmental efficiency for over 200 users.
- Promoted to Salesforce Lead Consultant, serving as the primary point of contact for solution design.
- Recipient of the Rising Star Performance Award, chosen from over 1,000+ employees.
Salesforce Administrator (Contract)
Cheyenne International
07.2021 - 01.2022
- Designed custom applications to generate quotes, boosting opportunity pipelines.
- Managed security applications and implemented Custom Metadata components for universal resources.
Salesforce Administrator (Contract)
Stand Together Foundation
03.2021 - 07.2021
- Led the Salesforce Quip implementation for a 200+ user base.
- Designed Jira workflows and dashboards to manage development team sprints.
Junior Salesforce Data Analyst
Biesse Group
Charlotte, NC
09.2020 - 03.2021
- Trained 120 users in Salesforce reporting and functionalities.
- Assisted in designing price books and product configurations.
Education
Bachelor of Science - Management of Information Systems
Liberty University
Associate of Arts - Spanish
Cape Fear Community College
Wilmington, NCSkills
- Transform & Collection Processing
- Flow Design
- Reactive Screen Flows
- AI-Driven Automation
- Workflow management
- Salesforce customization
- User administration
Certification
- Salesforce Platform App Builder, Salesforce Admin 201, Salesforce Associate, 2X Ranger
- FormAssembly Form Builder
Timeline
Salesforce Consultant Contractor
PruTech Solutions
08.2024 - 11.2024
Salesforce Administrator
State Policy Network
01.2024 - Current
Salesforce Consultant
AST LLC
01.2022 - 01.2024
Salesforce Administrator (Contract)
Cheyenne International
07.2021 - 01.2022
Salesforce Administrator (Contract)
Stand Together Foundation
03.2021 - 07.2021
Junior Salesforce Data Analyst
Biesse Group
09.2020 - 03.2021
Bachelor of Science - Management of Information Systems
Liberty University
Associate of Arts - Spanish
Cape Fear Community College