Andy Coy

About Andy Coy

I’m a Salesforce Consultant with a passion for designing and implementing scalable, efficient, and user-friendly Salesforce solutions. I\'m highly skilled in streamlining business processes, automating workflows, performing complex data analysis and reporting, building sophisticated solutions with third-party platforms (like Stripe, Conga, and DocuSign), and optimizing org architecture and user experience to drive operational success, all within the larger strategic context of the organization. That being said, I think my biggest strength is my ability to problem solve. There\'s no challenge too big or too complex. I’m super friendly, and I work extremely well with people at all levels of an organization. I love working with people, and I strive to provide exceptional customer service to my clients.A few areas of expertise include: Salesforce Administration & Solution Design: Configuring and optimizing Salesforce environments tailored to business needs. Process Automation: Building complex flows and other declarative solutions to save my clients time and enhance productivity. Data Analysis: Writing complex SOQL queries and performing advanced analysis in Excel to provide deep actionable insights outside of standard Salesforce reporting. Salesforce Reporting: Creating custom reports and dashboards to provide actionable insights for stakeholders and leadership. Discovery & Requirements Gathering: Leading stakeholder sessions to uncover pain points and craft tailored solutions. User Training & Adoption: Leading training sessions and ensuring teams have thorough documentation on everything I build. Custom Salesforce Integrations: Proven experience building custom integrations with popular third-party platforms like Stripe and DocuSign. Conga Expert: Highly skilled in implementing and maintaining the Conga suite of products.

Experience

1. Salesforce Consultant

   Northbound Consulting - A Kicksaw Company

   Jan 2023 — Present · Denver, CO, US

   My expertise includes: Salesforce Administration & Solution Design – Configuring and optimizing Salesforce environments tailored to business needs. Process Automation – Building complex flows and other declarative solutions to save my clients time and enhance productivity. Data Analysis - Writing complex SOQL queries and performing advanced analysis in Excel to provide deep actionable insights outside of standard Salesforce reporting. Salesforce Reporting - Creating custom reports and dashboards to provide actionable insights for stakeholders and leadership. Discovery & Requirements Gathering – Leading stakeholder sessions to uncover pain points and craft tailored solutions. User Training & Adoption – Leading training sessions and ensuring teams have thorough documentation on everything I build. Custom Salesforce Integrations - Proven experience building custom integrations with popular third-party platforms like Stripe and DocuSign. Conga Expert - Highly skilled in implementing and maintaining the Conga suite of products.

Education

• Dakota State University

  Bachelor of Science - BS

Skills

• Strength & Conditioning
• Personal Training
• Program Management
• Microsoft Excel
• Powerpoint
• Molecular Biology
• Qualitative Research
• Technical Writing
• Newsletters
• Program Development
• Atlas.ti
• Web Content Writing
• Microsoft Word
• Team Leadership
• Customer Service
• Cscs
• Youth Development
• Public Speaking
• Cell Biology
• Computer Information Systems
• Group Training