Salesforce
Vivienne Morgan
Ottawa,ON
Summary
Dedicated and meticulous Business Analyst with a proven track record of analyzing complex business processes, identifying areas for improvement, and implementing strategic solutions to drive operational efficiency. Skilled in data interpretation, trend analysis, and problem-solving, with a keen eye for detail and a strong commitment to delivering high-quality results. Possessing excellent communication skills and a collaborative approach to working with cross-functional teams to achieve project goals. Adept at translating business requirements into actionable insights. A motivated professional who thrives in fast-paced environments and is committed to continuous learning and professional development
Overview
8
8
years of professional experience
Work History
Revenue Analyst
Fresche Solutions
05.2024 - Current
- As the first person to ever hold this role, I made substantial improvements within the first three months, driving significant impact organization-wide.
- Achieved 100% replication accuracy for all data recipes, ensuring consistency with their source data.
- Developed sophisticated, automated data workflows in CRM Analytics to unify multiple systems within Salesforce, focusing on ease of use and automation to drive increased adoption.
- Assisted in the preparation of presentations, data tables, and other documents for board meetings.
- Designed and implemented a CRM component on all Account record pages, serving as a centralized hub for representatives, which improved usability and efficiency.
- Created a whitespace module on Account record pages, enabling sales reps to easily identify potential sales opportunities.
- Initiated the migration of data from fragmented Excel sheets into shared, dynamic data spaces, eliminating human error and streamlining processes.
Salesforce Data Analyst and Complex Reporting
Ross Video
12.2021 - 04.2024
- Developed and implemented data visualization dashboards using tools like Tableau and Power BI to effectively communicate data findings to stakeholders
- Conducted comprehensive data mining and cleansing processes to ensure data accuracy and integrity for analysis purposes
- Contributed to the continuous improvement of data analytics processes by staying updated on industry trends and best practices in data analysis techniques
- Developed and maintained interactive dashboards in Tableau for business stakeholders to visualize and analyze company data
- Implemented best practices for data visualization and dashboard design in Tableau to deliver actionable insights and drive data-driven decision-making
- Developed and maintained data standards and guidelines to ensure consistency and accuracy of all company data
- Developed and implemented data cleansing strategies to improve data quality and integrity
- Identified process improvement opportunities to enhance operational effectiveness and improve team productivity, resulting in greater value gained from tools and programs.
Sales Operations Specialist
Ross Video
08.2021 - 12.2021
- Identified process improvement opportunities to enhance operational effectiveness and improve team productivity, resulting in greater value gained from tools and programs
- Worked collaboratively with Regional Sales Mangers and Inside Sales Specialists to drive specific sales activity
- Executed Sales related Administrative Activities
- Proactively identify and solve order issues prior to receiving a customer purchase
- Performing Data Management & Analysis Adding new clients and prospects to the customer database
- Ensured all existing data was both complete and current
Account Manager and Social Media Coordinator
Mindgeek (Pornhub)
04.2020 - 03.2021
- Excellent communication
- A passion for data
- Extensive research and critical thinking skills
- Being able to see the big picture while not losing focus on the small details
- Strong team player.
Reseller Sales Support/ Senior Sales Support Specialist
StarTek
08.2016 - 12.2018
- T-Mobile Frontline Pain Point Ambassador for Business Care (2017-2018)
- Business Sales Support
- Operated and maintained applicant tracking and candidate management system
- Analyzed account data such as usage, sales data and ranking to create custom reports providing clients with personalized growth strategy
- Worked with team members to determine areas of CRM were in need of improved usability
- Managed social media accounts on day-to-day basis to increase company recognition by creating engaging content
- Used Canva to create and print marketing materials, including product reviews, press releases, and ads
- Reorganized and optimized leads management by implementing multiple Zoho CRM solutions
- Responded to customers via social media, email, and Zendesk
- Managed 280 accounts by reviewing and mitigating discrepancies and collaborating with account holders
- Pioneered queue due to continuous high KPI ranking
- Worked with complex billing issues for accounts over 500 separate lines
- Excelled in multi-account challenging issues
- Stayed continuously up to date on new policies and procedures to ensure customer satisfaction
- Completed upwards of 1,000 lines of data entries, updates, and verification depending on the task
- Represented Business Care line of business at international work events and meetings
- Created and edited impacting policy that was adapted companywide
- Brought system and customer impacting issues to the company focus in aim to provide efficient resolutions
- Provided sales quotes to both Inside Sales and Store representatives to ensure correct information
- Experienced with Salesforce and Oracle customer relationship management (CRM) system
- Developed working knowledge of CRM to track sales leads and activities effectively
- Ensured that all completed work was completed under correct representative codes
- Placed and verified sales orders when unable to be completed via representative.
Education
Salesforce Associate Certification -
Salesforce
04.2024
Revenue Operations -
Hubspot
2024 - 2024
Business Analyst Certification -
Salesforce
10.2024
Skills
- Excellent communication
- Passionate for data
- Extensive research and critical thinking skills
- Being able to see the big picture while not losing focus on small details
- Strong team player
- Lightning Experience Specialist Salesforce Superbadge
- Business Administration Specialist Salesforce Superbadge
- Security Specialist Salesforce Superbadge
- Lightning Experience Reports & Dashboards Specialist Salesforce Superbadge
Accomplishments
- 4 Star Salesforce Trailhead Ranger
- 590 Badges
- 217,125 points
Software
CRM Analytics
Microsoft Office
Power BI
Power Query
Canva
Netsuite
HubSpot
Timeline
Revenue Analyst
Fresche Solutions
05.2024 - Current
Revenue Operations -
Hubspot
2024 - 2024
Salesforce Data Analyst and Complex Reporting
Ross Video
12.2021 - 04.2024
Sales Operations Specialist
Ross Video
08.2021 - 12.2021
Account Manager and Social Media Coordinator
Mindgeek (Pornhub)
04.2020 - 03.2021
Reseller Sales Support/ Senior Sales Support Specialist
StarTek
08.2016 - 12.2018
Salesforce Associate Certification -
Salesforce
Business Analyst Certification -
Salesforce
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