Cheyne Stepanski
- Role
- Senior Salesforce Business Analyst at Bitwise Asset Management
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Cheyne Stepanski
Whether you think you can, or you think you can\'t. you\'re right.” — Henry…
Experience
Senior Salesforce Business Analyst
Aug 2022 — Present
Actively transforming a previously-unmanaged and underutilized chaotic Salesforce org into a streamlined system by: unifying disparate picklists into global value sets, establishing country/state values and writing validation rules for data hygiene, establishing branding, creating custom homepages and dashboards for entire user base, introducing record types, account teams, streamlining page layouts. • Built and maintain custom objects to house product suite and related metadata; devised a metro area custom object to empower salespeople to better visualize and manage their territories. • Host weekly training sessions to drive user adoption and comfort with Salesforce, create brief training videos for new features or to share tips and tricks, created and actively maintain libraries of documentation to memorialize processes and institutional knowledge for both admins and users. • Manage relationships with outside consultants and data vendors that enrich our data, enable deduplication and provide additional tools for the sales team (external feeds of investment transactions, marketplace app configuration, etc.). • Perform testing and evaluation where necessary and appropriate to ensure quality and consistency.
Education
General Assembly
Data Analytics
2020 — 2020
Université catholique de Lille
Non-degree study abroad experience, Médiation culturelle et communication
Texas A&M University
Bachelor, International Studies
New York University
Non-Degree Program: French to English Translation Program, Language Interpretation and Translation
Trailhead by Salesforce
n/a, Salesforce Administrator
2018
Skills
- Sales
- Microsoft Excel
- French to English
- Salesforce.com Administration
- Marketing Communications
- Marketing
- Lightroom
- Risk Management
- Social Media
- Market Research
- Alternative Investments
- Proposal Writing
- Investor Relations
- Salesforce.com
- Excel
- French
- Customer Service
- Marketing Strategy
- Investments
- Customer Relationship Management (Crm)
- Photoshop
- New Business Development
- Due Diligence
- Translation
- Equities
- Word
- Asset Management
- Powerpoint
- Hedge Funds
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