Megan
Salesforce Analyst- Wealth Case Management @TD
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WORK HISTORY
Salesforce Analyst- Wealth Case Management @TD
Toronto, ON, CA
Supporting financial advisors and internal support teams during President\'s Club pilot roll out of Service Cloud Wealth Case Management.🧩 Training and presenting a platform overview of case creation, communication, troubleshooting user issues in real time. Collaborating with internal support teams to triage tickets and provide responsive, high-quality support. Helping accelerate the adoption of Salesforce Service Cloud Wealth Case Management across a complex banking environment.
EDUCATION
George Brown College
Theatre/Theater
ABOUT MEGAN
Salesforce Administrator and Sales Operations professional with a wide range of industry experience having made significant contributions across IT Services and Consulting, SaaS, Fin Tech, CPG and Real Estate industries. I have a positive can-do attitude and am adaptable to evolving business goals that has allowed me to grow as a Salesforce Administrator and excel as a cross-functional team member. During my professional career, I\'ve learnt the importance of resilience, collaborative team work with a focus on adaptability, emotional intelligence, critical thinking and decision-making that has enabled me to grow personally and professionally. In addition to my technical expertise, I possess the essential \'5Cs\', the crucial soft skills for thriving in an AI-driven world: curiosity, courage, creativity, communication, and compassion. I apply this knowledge and skill set when implementing business objectives with business stakeholders.# Expertise in Salesforce Administration, Salesforce Business Analyst, Sales Operations Analyst, Data Management, Revenue Generation and Sales Analysis.
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