Taylor Pollard
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Senior Salesforce Administrator
Georgia, United States
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Résumé
Jobs
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Senior Salesforce Administrator - Senior Business Systems AdministrationAurora SolarFeb 2022 - Current (4 years 9 months)Salesforce System Administration Working with an advanced team of program managers to oversee seamless integration of managed systems including; Chilipiper, Hubspot, Gainsight, Zinfi, ect.. Delivered Advanced Approval and CPQ Implementation into production Org. -Discount Schedules -Contract and Subscription Management -Quote Experience -Product Features, Product Options, Product Rules -Approval Rules, Conditions, Dynamic Approvers Responsible for: -Workflow/Flow/Process Builder automation design and maintenance. -Solution Design and Development -User workflow process improvements. -End user training and presentation of user workflows. -CPQ implementation maintenance and enhancement. -Error handling and bug fixes. -Service request project ma- BSalesforce Business AnalystBankers Insurance GroupApr 2021 - Feb 2022 (11 months)Salesforce duties:
• Determine Business needs within the Insurance Vertical for process improvements
• Develop customized solutions within Salesforce platform
• Testing the functionality of the application
• Create timelines and development goals
• Maintain communication with project managers on scope of projects
• Troubleshooting and fixing bugs
• Writing documents and providing technical training for Salesforce users
• Salesforce Pardot knowledge, building and maintaining prospect databases and sending marketing emails when needed
• Salesforce Conga Solution process implementation Analyst duties:
• Obtain and analyze information for all relevant sources. Maintain current information on cur - BBusiness Development ManagerBankers Insurance GroupMar 2019 - Apr 2021 (2 years 2 months)Secondary role as Salesforce liaison for department to identify and facilitate key process and workflow improvements. Identify territory market trends, define appropriate product(s) and work with agents to perform competitively. Nurture a trusted partnership with agents so that they can rely on you as a dependable resource and a support for profitable growth. Evaluate potential leads for new partnerships and assist during the contracting process. Assist with agent segmentation and analyzing agent production and loss ratio reports. Assist agents during the onboarding process and with ongoing education surrounding Bankers products and systems, using varying communication channels/technologies. Assists with the coordination of agent events, tr
- BInsurance AgentBankers Insurance GroupJun 2016 - Mar 2019 (2 years 10 months)Independent Insurance Agency
- HCustomer Service RepresentativeHeritage Insurance House IncJan 2016 - Jun 2016 (6 months)Independent Insurance Agency
- Office AssistantCOUNTRY Financial®Nov 2015 - Jan 2016 (3 months)
- WFlood ClerkWright FloodAug 2011 - Nov 2013 (2 years 4 months)The duty of this position was to sort process work items for further processing, review documents submitted for compliance, and process endorsements, all to maintain the workflow of the company. I maintained a rate of 300% Productivity at 100% quality rating. Further breakdown:
• Categorized and indexed documents via imaging and workflow system
• Processed endorsement policy changes and cancellations
• Coordinate team building events for the unit
• Researched issues for resolution
• Data entry of policy information changes Show less
Education
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- NNortheast High School (Information Technology Academy) — High School Diploma, Information TechnologyNortheast High School (Information Technology Academy)Jan 2008 - Dec 2011 (4 years)
- Georgia Southern University — Credits, Information TechnologyGeorgia Southern University