Youri dos Santos
Microsoft Dynamics 365 Administrator | Salesforce Administrator | Product Consultant | Certified AI Agent Developer
- Role
- Salentica Product Consultant at SS&C Technologies
- Location
- Palm Beach Gardens, FL, US
- LinkedIn followers
- 500 followers
About Youri dos Santos
Highly skilled and results-driven Salesforce and Dynamics 365 Consultant with experience…
Experience
Salentica Product Consultant
May 2023 — Present
As a Salentica Product Consultant with extensive experience in Salesforce and Microsoft Dynamics 365, I specialize in helping financial services firms implement and optimize Salentica’s suite of solutions, tailored to the unique needs of Wealth Management, Asset Management, and other financial services industries. With a deep understanding of both Salesforce and Dynamics 365, I collaborate with clients to design, configure, and deliver customized CRM solutions that enhance client relationship management, improve business processes, and drive operational efficiency.
Education
William Penn University
Master’s in Sports Management (MSM)
2019 — 2021
William Penn University
Master’s in Business Leadership
2019 — 2021
Grand View University
Kinesiology
2014 — 2018
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