Riley L

Independent Salesforce Projects

Salesforce • Autônomo

Aug 2025 - Present • 1 yr 2 mos

* Process Automation: Automated administrative tasks using AI-driven and declarative tools within Salesforce. Built record-triggered flows for complex lead assignment routing with automated cross-brand email alerts, as well as interactive screen flows for end-users. * Business Analysis/Platform Implementation: Designed a Multi-Industry CRM Solution for a mock conglomerate managing different retail, tech, and subscription business models. * Security/Data Management: Created a strict private access sharing model using OWD, Role Hierarchies, and criteria-based Sharing Rules to isolate company data while providing pipeline visibility to executive leadership. * User Management: Monitored and troubleshot Salesforce Environments for access-related security vulnerabilities and built effective sharing solutions to provide the correct level of access to records. * Reporting & Analytics: Developed reporting applications featuring filtered dashboards for brand-level visibility and executive-level aggregate reports. Created customized reports and dynamically filtered list views that helped users monitor pipelines, identify follow-up needs, and prioritize high-value prospects.

CRM Power-User & Realtor

Keller Williams Realty

Sep 2021 - Jan 2025 • 3 yrs 4 mos

* Daily CRM User & Business Support: Extensive hands-on experience using CRM systems as a core daily business tool, supporting employees, managing customer and prospect information, monitoring sales activity, and modifying CRM functionality to meet evolving operational needs. * CRM Customization & Process Improvement: Adapted CRM systems to support business workflows by creating and modifying fields, validation rules, list views, filters, and reporting structures. Translated user and business requirements into practical CRM improvements that increased usability, efficiency, and data reliability. * Data Quality & Governance: Managed data quality within a high-volume CRM database by establishing data-entry standards, implementing validation rules, identifying duplicate records, and supporting ongoing data cleanup and governance. * Licensed Realtor, Communication, Negotiations, Contractual Knowledge, Managing Pipelines, Optimizing Client Interactions

Inside Sales Agent

Knowledgeable | Experienced | Not Weird

Aug 2021 - Mar 2023 • 1 yr 7 mos

* User Training & Change Management: Conducted onboarding training sessions for new hires on CRM best practices and sales techniques to enhance platform adoption. * Converted multiple leads into sales, contributing to revenue growth. Over 1000 unique leads created.