Nathaniel Bridgeman
Salesforce Administrator|Consultant| Flow + Data Automations | Helping Orgs Optimize Their CRM | Open to Freelance Projects
- Role
- Salesforce Consultant at Okapi
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
Experience
Salesforce Consultant
Jan 2025 — Present · New York, NY, US
Led user access/security improvements, including new SysAdmin setup, duplicate user deactivation, and record ownership cleanups.Designed and implemented data quality playbooks, standardizing fields (e.g, country codes, lead sources) and improving consistency across Accounts and Contacts.Built and deployed custom automations (before-save Flows, picklist defaults, ownership rules) to streamline case logging and reduce manual errors.Delivered executive dashboards and reports highlighting data quality, adoption, and team activity to drive visibility and decision-making.Scoped and executed Salesforce enhancements such as Practice Area picklists, address validation, and state/country standardization to strengthen reporting accuracy.Partnered with leadership and users to gather requirements, troubleshoot errors, and optimize workflows, ensuring the CRM supports both business development and client service.
Education
Farmingdale State College
Bachelor's degree, Business Administration and Management, General
2015 — 2021
Deer Park High School
High School Diploma
2011 — 2015
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.