Jen M.
Salesforce Administrator, Business Systems Analyst @EP Wealth Advisors
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WORK HISTORY
Salesforce Administrator, Business Systems Analyst @EP Wealth Advisors
Collaborate with functional leaders, users, and vendor teams to develop and deploy new business processes.Handle basic administrative functions, including user account maintenance, reports, dashboards, workflows, and routine tasks.Ensure the successful operation of Salesforce applications, integrations, and tools, making improvement recommendations aligned with best practices.Conduct regular internal system audits and prepare for upgrades.Manage Salesforce data feeds and integrations with core systems, establishing and maintaining new integrations as needed.Coordinate the evaluation, scope, and completion of new development requests.Establish suitable processes to support administrative, development, and change management activities.Assist in training new users and enhance the Salesforce skill set across the organization.Act as a liaison between users, vendors, and the application development team.Oversee technical aspects of development and configuration performed by external vendors.Hands-on development, testing, and deployment of new solutions; maintenance and troubleshooting of existing solutions.Troubleshoot production issues and propose effective solutions.
EDUCATION
University of California, Santa Cruz
Bachelor of Arts (BA), Psychology
University of California, Santa Cruz
Women's Indoor Volleyball, NCAA
Associação de Cultura Brasil Estados Unidos
EAP, Language & Culture Immersion
University of California, Santa Cruz
Bachelor of Arts (BA), Philosophy
ABOUT JEN M.
Strategic Salesforce Administrator and Business Systems Analyst with extensive experience leading the design, implementation, and optimization of enterprise CRM and SaaS platforms. Adept at aligning technology solutions with business strategy, driving innovation, and enabling scalable growth across all functions of the organization. Proven enterprise systems strategist with a track record of delivering transformative, user-centric solutions that enhance performance, streamline processes, and elevate the customer experience. Recognized for fostering collaboration, building trusted relationships, and guiding cross-functional teams with integrity, transparency, and a results-driven mindset.
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