Jennifer Montez
Senior Revenue Systems Administrator
- Role
- Sr Salesforce Administrator at Provenir
- Location
- Atlanta, GA, US
- LinkedIn followers
- 500 followers
About Jennifer Montez
Senior Salesforce Administrator & RevOps Strategist | CEO of JM CRM Solutions Consultant LLCOver the past decade, I’ve configured Salesforce for enterprise-scale organizations, delivering solutions that reduce manual processes, improve data integrity, and accelerate revenue cycles. Highlights include:Streamlined quoting with CPQ automation, cutting cycle time by 40%Led multi-cloud integrations for Sales, Service, and Marketing systemsDeveloped user training and adoption programs, boosting Salesforce engagement across teamsAs CEO of JM CRM Solutions Consultant LLC, I also provide Salesforce consulting services, helping SMBs and growth companies implement best practices, optimize adoption, and align CRM systems to business strategy. My work spans Sales Cloud, Service Cloud, Marketing Automation, and Revenue Operations solutions.Let’s connect if you’re looking to improve Salesforce efficiency, data integrity, or team adoption—or need an expert to guide your next Salesforce project.
Experience
Sr Salesforce Administrator
Jul 2025 — Present
Provenir is a global fintech company who helps fintechs, financial institutions, and payment providers make smarter decisions, faster. We are passionate about technology and empowering businesses to become industry leaders. As a leading provider of decisioning and analytics products for financial services and other industries, we empower businesses to create digital-first decisioning solutions that drive business growth- Administered, configured, and maintained Salesforce org to support evolving business processes and 200+ end users- Managed user access, profiles, roles, and security settings, ensuring compliance with corporate and industry standards.Designed and optimized reports, dashboards, workflows, and Flows to deliver actionable insights and reduce manual work- Partnered with cross-functional stakeholders to gather requirements and deliver system enhancements that improved sales and service efficiency- Led data integrity initiatives, including migrations, deduplication, and scheduled maintenance, improving CRM data accuracy- Developed and delivered user training and adoption programs, increasing active Salesforce usage across teams- Troubleshot system issues, engaged Salesforce support when necessary, and minimized downtime to maintain business continuity- Supported and enhanced integrations with third-party applications (e.g, marketing automation, ERP), streamlining data flow across systems- Created and maintained system documentation, process guides, and audit reports to support compliance and scalability.
Education
California State University, Monterey Bay
BA, Social and Behavorial Science
2005 — 2006
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