Chloe M

Systems Administrator and Developer

Jun 2024 - Present • 2 yrs 3 mos

Serve as the sole Salesforce administrator and primary CRM resource for team, managing the Apto/Buildout environment and over a decade of accumulated of client, property, transaction, and sales data. • Translate business requirements into scalable Salesforce solutions using Flow, custom objects and fields, formulas, validation logic, permissions, approvals, and customized user experiences. • Build and maintain reports and dashboards that provide leadership and sales users with insight into pipeline activity, productivity, sourcing, commissions, and overall business performance. • Manage data governance through imports, cleansing, deduplication, validation, reconciliation, access controls, and ongoing quality audits. • Partner directly with leadership and end users to identify operational gaps, prioritize enhancements, troubleshoot issues, document processes, and improve CRM adoption. • Develop SOPs and user guidance, test and deploy system changes, and provide ongoing training and technical support. • Support CRM modernization and migration planning through process mapping, data-readiness analysis, platform evaluation, vendor discussions, requirements documentation, and assessment of implementation and adoption risks.

Sales Administrator

Jun 2021 - Jun 2024 • 3 yrs

Supported a national residential solar sales organization through lead qualification, appointment setting, CRM administration, reporting, campaign operations, and coordination across multiple regional markets. • Worked directly with the National Sales Manager and sales representatives to qualify prospects, schedule consultations, manage lead flow, and support opportunities through the sales process. • Maintained an approximately 45% lead conversion rate • Heavily contributed to the adoption and management of systems supporting the sales process, including Salesforce, Podio, Constant Contact, AI outreach platforms, and external lead and project portals. • Produced pipeline, lead-source, appointment, and conversion reporting used by leadership to evaluate performance and inform operational decisions. • Created and executed recurring SMS campaigns to re-engage aged leads, generate referrals, and improve follow-up across the sales pipeline. • Maintained accurate customer and opportunity data while coordinating handoffs among prospects, sales representatives, and operational teams.