Josh Ortiz

About Josh Ortiz

Skilled and experienced professional with track record of managing complex operations in…

Experience

1. Salesforce Administrator

   BioLife Solutions, Inc.

   Apr 2023 — Present

   Leads the User Management process, encompassing licensing, permissions, and tailored requirements for over 170 users. This meticulous approach guarantees swift and efficient user integration while upholding stringent security and compliance standards. • Elevates user experience by effectively translating stakeholder input into technical solutions. This proactive approach minimizes downtime and empowers end-users to operate at peak efficiency. • Manages the meticulous organization and management of Salesforce CPQ Quoting Templates, pricebooks, and configurations. This meticulous oversight has translated into precision-driven quotes, reducing the workload for sales representatives while elevating the accuracy of proposals. • Drives informed decision-making at the executive level by delivering comprehensive quarterly reports to the board of directors. This data-driven insight provides the leadership team with a holistic view of organizational performance. • Led the implementation of a tailor-made Help Desk solution within Salesforce, leveraging email-to-case integration. This strategic move catalyzed swift responses to organization-wide IT issues, significantly enhancing IT process efficiency. The initiative garnered multiple accolades for streamlining IT workflows. • Successfully negotiated an innovative backup and restoration solution for Salesforce, resulting in substantial savings of over $6k across a 3-year span. This foresighted approach not only safeguarded critical data but also delivered noteworthy financial benefits. • Enhanced the effectiveness of Salesforce record tracking protocols, ensuring meticulous documentation of critical record changes. This enhanced tracking mechanism bolsters compliance efforts and fosters data accuracy, further reinforcing the integrity of organizational data.