Work Experience

 

CRM Data Analyst

Wells Fargo

San Francisco, California

July 2019-Present

  • Accelerated data integrity efforts using data loads and tracking user data from user-driven systems and automated data collection systems that track trade data

  • Analyzed data coming in daily from several upstream sources and pushed down to several downstream sources

  • Assisted in analyzing data for a more efficient data publishing effort to downstream sources of record

  • Handled requests from users for daily data integrity challenges such as merging duplicate records

  • Created ad hoc reports and report automations through VBA, Python, Tableau, and Salesforce

  • Cleaned and supervised monthly data loads after sprints to ensure seamless transition to new releases

 

Salesforce Consultant

JTyler Consulting

Oakland, California

February 2018-Present

  • Designed new Salesforce implementations from start to finish, including Apex code, customized Apps, business processes, mobile integrations, personalized interfaces, and validation rules

  • Trained staff on Salesforce implementations, and advised staff on current Trailheads that would benefit their understanding of Salesforce

  • Consulted and advised clients on new directions for refinements of their existing platform

  • Created communities to help organizations collect external data from new customers and maintain connections with current customers

  • Advised organizations on integrating external technologies with Salesforce, and developed strategies for unifying technologies, such as internal communications

  • Cleaned up more than 10 years of data to ensure Salesforce became the central source of data in the organization

 

Healthcare Workforce Pathways Coordinator/Data Analyst/Salesforce Administrator and Developer

Diversity in Health Training Institute

Oakland, California

October 2015-June 2019

  • Created Salesforce platform from start to finish as the primary CRM for the organization

  • Gathered requirements for tracking both quantitative and qualitative metrics, which supported Results Based Accountability (RBA) requirements for the organization

  • Developed Moodle platform from start to finish as the educational source for all courses used by participants

  • Managed and administered Microsoft Sharepoint site to unify and coordinate approaches to recruitment, data tracking, and resource collaboration

  • Presented monthly, quarterly, and yearly reports, as well as ad hoc reports

  • Assisted in grant writing and reports to grantors

 

Job Developer/Refugee Specialist,

One Stop (American Job Center of California)

Berkeley, California and Alameda, California

October 2014-October 2015

  • Maintained and tracked job placements through the Eastbay Works database

  • Developed Individual Employment Plan (IEP) for over 30 customers, and tracked progress in database to ensure customers were able to successfully obtain work

  • Developed strategic relationships with employers to help customers find more options to help them fulfill their career goals