Morgan C.

About Morgan C.

Sales Enablement & Operations Consultant with a solid track record of 8 years at Kaiser…

Experience

1. Consultant, Sales Enablement & Operations

   Kaiser Permanente

   Nov 2022 — Present

   Serve as part of a Consulting Team to ensure the alignment, buy-in, and coordination of diverse stakeholders to drive the implementation of successful business initiatives and Salesforce projects- Project Manager for all system enhancements: feasibility evaluation, business case creation, process design, business liaison to programming team and stakeholders, user acceptance testing, job aid creation, and user training- Produce predefined sales reports and dashboards using Salesforce and Microsoft excel, with metrics related to sales activity and pipeline by the line of business- Analyze pre-defined reports and dashboards for gaps in data and make recommendations on findings- Produce, analyze, and write actionable recommendations related to salesforce metrics and monthly Business Performance Review data- Provide insight and support the development and implementation of business initiatives, systems, and processes to a desired future state- Support strategic planning and organizational alignment and prioritization of business initiatives- Participates in change management activities, and performs data analyses supporting business initiatives- Monitors compliance with work activities by ensuring business plans and team members adhere to relevant policies and procedures- Supports vendor management as required.

Education

• Salesforce Talent Alliance Career Cohorts

  Salesforce Administration Bootcamp

• Trailhead by Salesforce

  Salesforce Administrator, Platform App Builder, Sales Cloud Consultant

• Western Governors University

  Bachelor of Business Administration, Information Technology Management

Skills

• Non-Profit Volunteering
• Mailchimp
• Accounts Receivable
• 10 Key
• Management
• Microsoft Crm
• Imis
• Microsoft Word
• Account Reconciliation
• Sharepoint
• Accounts Payable
• Illustrator
• Invoicing
• Volunteer Management
• Multitasking Skills
• Microsoft Excel
• Social Media Marketing
• SEO
• Mail Merge
• Training
• Web Content Management
• Microsoft Office
• Travel Arrangements
• Social Media
• Photoshop
• Volunteer Training
• Editing
• Eto
• Data Entry
• Records Management
• Office Management
• Bulk Mailing
• Executive Support
• Rms