c
cjkelley01

Charles K

@cjkelley01

Certified Salesforce Administrator, CRM Optimization and Automation

United States
English
About me
Certified Salesforce Administrator with multiple certifications and hands on experience improving CRM systems. I help businesses configure Salesforce to support their sales processes, reporting, and daily operations. I specialize in CRM setup, pipeline optimization, flow automation, data cleanup, and dashboards. My focus is on practical solutions that make Salesforce more efficient, organized, and aligned with how your business works. If you are unsure what you need, feel free to message me.... Read more

Skills

c
cjkelley01
Charles K
Offline • 
Average response time: 4 hours

See my services

CRM Management
I will setup and configure your salesforce CRM for your business
From$45 / projectMore details
CRM Management
I will clean and organize your salesforce data
From$45 / projectMore details

Work experience

Product Specialist

Acucote

Nov 2023 - Present • 2 yrs 6 mos

Manage data, reporting, and operational processes across sales and product teams in a fast paced manufacturing environment. Regularly build and maintain Excel dashboards and tools to track pricing, product specifications, and sales activity, ensuring accurate and accessible data for decision making. Work closely with sales, operations, and customer service teams to improve workflows, streamline quoting and order processes, and reduce inefficiencies. Support pricing and quoting functions by analyzing cost structures, margins, and product configurations. Translate business needs into structured data and reporting solutions, improving visibility, consistency, and usability of information across teams. Identify gaps in processes and implement improvements to increase efficiency and reduce manual work. Maintain a strong focus on data accuracy, system organization, and building processes that support scalable operations and better business decision making.

Salesforce Administrator

Council for Entrepreneurial Development

Feb 2022 - Nov 2023 • 1 yr 9 mos

Served as the Salesforce Administrator, managing and supporting the organization’s CRM system to align with business processes and operational needs. Responsible for user setup, permissions, data management, and system configuration. Built and maintained forms using FormAssembly and integrated them with Salesforce to automate data collection and improve data accuracy. Assisted in improving internal workflows through automation, process enhancements, and better data structure. Created and maintained reports and dashboards to provide visibility into key metrics, supporting leadership and operational decision making. Worked with internal stakeholders to understand requirements and translate them into effective Salesforce solutions. Provided ongoing user support and guidance, improving system adoption and usability across the organization. Focused on improving CRM efficiency, data integrity, and ensuring Salesforce functioned as a reliable system for managing business processes.