Corey Cook

Salesforce & Operations Leader | Driving Digital Transformation, Efficiency, and Team Empowerment Across Financial Services

Role
Salesforce Administrator (Sales & Revenue Operations Lead) at Affiliates Management Company
Location
West Des Moines, IA, US
LinkedIn followers
500 followers

About Corey Cook

Affiliates Management Company (AMC) is a leading provider of financial services and solutions to credit unions and their members. As a Salesforce Administrator, I am responsible for managing and maintaining the Salesforce platform, ensuring data quality and integrity, and providing training and support to various teams. I have over 4 years of experience in sales operations and database management, and I hold the Salesforce Certified Administrator (SCA) credential.My core competencies include sales process optimization, employee training, cross departmental collaboration, and problem solving. I am passionate about leveraging technology to streamline and automate sales workflows, generate insights and reports, and enhance customer relationships. I have successfully implemented several Salesforce projects, such as creating custom objects and fields, designing dashboards and reports, and integrating third-party applications. I also enjoy collaborating with other departments and stakeholders, and empowering the sales team with the best practices and tools to achieve their goals.

Experience

  1. Salesforce Administrator (Sales & Revenue Operations Lead)

    Affiliates Management Company

    Jul 2019 — Present

    Promoted from Sales Operations Consultant to Certified Salesforce Administrator; support 3 operating companies grossing $8M+ annually in a single Salesforce organization; including a financial services compliance and GRC (SAAS) company, a DEI consulting company, and a government affairs and public relations company. • Serve as Salesforce SME, proactively training 50+ staff members and 14 different functionality teams on Salesforce best practices around their specific roles’ interests, contributing to a more adept and empowered team.• Integrated and helped manage 3+ major platforms into the Salesforce org leading to improved client and lead response time, smoother input for 80+ prospects and 250+ clients, and dramatically improved contract accuracy by 40%.• Consistently drive process improvements, resulting in a 25% increase in efficiency, data reliability, and user adoption.• Created and improved 25+ automations in Salesforce, improving sales and data analysis, sales manager data entry, and end-user efficiencies for 7+ departments. • Planned and established 10+ operational processes for contract management and client services tracking, ensuring teams scheduled and completed all client-purchased services in accordance with each contract.

Education

  • University of Iowa

    Bachelor of Arts - BA

Skills

  • Career Development Coaching
  • Employee Training
  • Leadership
  • Interpersonal Skills
  • Customer Service
  • Fitness
  • Event Planning
  • Veterans
  • Leadership Development
  • Retail
  • Team Leadership
  • Microsoft Excel
  • Inventory Management
  • Coaching
  • Team Building
  • Management
  • Time Management
  • Public Speaking
  • Training
  • Microsoft Office
  • Sales

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Corey Cook — Salesforce Administrator (Sales & Revenue Operations Lead) at Affiliates Management Company in West Des Moines, IA, US | Unifers