Jodi Azevedo
Salesforce Solutions Manager at Creative Planning Inc.
- Role
- Salesforce Solutions Manager at Creative Planning
- Location
- Kansas City, MO, US
- LinkedIn followers
- 500 followers
About Jodi Azevedo
I am part of a dynamic team that works together to provide solutions and support to 1200+ users🤝 With 13+ years as a District Manager in the Hospitality Industry, leadership, teamwork, and clear communication are my strong interpersonal skills Used Salesforce CRM for 5 years, prior to becoming an administrator, to grow sales through lead conversion and analyzing reports Experienced at organizational setup, security access, data management, sales and marketing, reports and dashboards, app exchange, and mobile administrationKnowledgable about Einstein Activity Capture and Gmail/Outlook integration Has participated in a Salesforce Professional Development Program to fully understand the Salesforce Ecosystem and has built valuable relationships in the Salesforce space Loves being part of a dynamic team where I listen to requirements and find solutions to reach our goals faster Outside of my passion for Salesforce, I enjoy running, cooking and spending time with my family and German Shepard. In addition, I love listening to podcasts about personal finance Salesforce Certified AdministratorMy Trailhead Profile: https://trailblazer.me/id/azevedoo SuperbadgesSecurity SpecialistLightning Experience Reports and DashboardsBusiness Administration SpecialistProcess Automation Specialist
Experience
Salesforce Solutions Manager
Jun 2022 — Present · Overland Park, KS, US
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