About me

I'm a Certified Salesforce Administrator passionate about optimizing business processes and creating user-friendly CRM experiences. I specialize in turning complex operational challenges into simple, automated, and intuitive solutions.

My role is to build systems that are functional, efficient, and easy to use—while ensuring they align with each company’s unique goals. I focus on clean data design, scalable automation, and a seamless user experience across the Salesforce platform. My aim is to help teams work smarter, improve visibility, and drive growth through well-designed solutions.

What I Do

  • Automation & Process Optimization

    I design Salesforce automations using Flow, Validation Rules, and Approval Processes to streamline workflows, reduce manual effort, and improve data accuracy across departments.

  • Data Management & Reporting

    I build dashboards, reports, and data structures that help businesses gain real-time insights and make smarter, data-driven decisions.

  • System Customization

    I tailor Salesforce orgs to fit unique business processes — configuring objects, record types, page layouts, and Lightning apps to enhance usability and performance.

  • User Training & Support

    I provide user training, documentation, and continuous admin support to ensure adoption, scalability, and a smooth Salesforce experience for every team.

Resume

Experience

  1. Globe Life: CRM Manager & Producer

    2025 — Present

    • Designed and managed CRM processes: created custom objects, user profiles, and automation workflows to streamline sales and recruiting operations.
    • Imported/exported lead data across the CRM and external platforms, ensuring high data integrity and reporting accuracy.
    • Trained over 15 sales/recruiting team members on CRM best practices, improving adoption and daily usage across the team.
    • Led CRM optimization project that cut annual expenses from $30K to $6K by consolidating tools and workflows.
    • Supported recruiting team with dashboards and automated reports, enabling a 125% increase in candidate onboarding.
    • Maintained personal production quota as a producer with 300+ dials per day.

  2. EXP Realty: Realtor

    2023 — 2025

    • Prospected and qualified homebuyers and investors through CRM-driven campaigns, social media engagement, and direct outreach strategies.
    • Logged 50–100 daily client interactions in Salesforce CRM, ensuring accurate pipeline tracking and transparent deal visibility.
    • Developed templated email and SMS follow-up workflows to increase engagement, showings, and listings across the sales team.
    • Collaborated with team leads to analyze conversion data and improve CRM automation, reducing response time and boosting client satisfaction.
    • Utilized market insights and MLS data to create tailored property solutions, enhancing client trust and repeat business.

  3. Decimal: Sales Development Rep

    2022 — 2023

    • Recognized as top-performing SDR for consistent lead generation, pipeline growth, and quota attainment.
    • Averaged 200+ outbound calls daily through a strategic mix of cold outreach, automation, and CRM workflows.
    • Achieved 100%+ of monthly quota every month by executing personalized multichannel prospecting campaigns.
    • Managed pipeline and engagement automation using HubSpot, Salesforce, and Outreach, ensuring seamless handoff to Account Executives.
    • Partnered with RevOps Manager to design, test, and implement improved workflow automations for the sales team.
    • Collaborated effectively with a fully remote team using Slack, Zoom, and Notion to maintain communication and hit team goals.

Salesforce & Professional Skills

  • Automation & Process Design

    Skilled in building Flows, Validation Rules, and Approval Processes to streamline operations and eliminate manual work.

  • Data Management & Reporting

    Experienced in data imports, deduplication, report creation, and dashboard visualization for actionable insights.

  • User Management & Security

    Proficient in creating and managing Profiles, Permission Sets, and Role Hierarchies to maintain system security and compliance.

  • System Customization

    Adept at configuring Objects, Record Types, Page Layouts, and Lightning Apps to support unique business requirements.

  • Cross-Team Collaboration

    Works closely with stakeholders to translate business needs into scalable, user-friendly Salesforce solutions.

  • Continuous Improvement

    Passionate about learning new Salesforce features, Trailhead modules, and best practices to improve system efficiency.

Contact

Contact

Have a project, role, or question? Send me a note—I'm quick to reply.