Freddie Wilson

Experience

• 

  Brandes Investment Partners

  Feb 1998 - Aug 2016

  Here, I steered a dynamic ten-member Data Services team, ensuring streamlined data management and effective helpdesk support. I continuously elevated the integrity and accuracy of the company’s data systems.With a sharp focus on efficiency, I pioneered the introduction of a robust ticketing system that enabled me to address over five hundred employee tech queries. This innovative approach guaranteed prompt software installations, updates, and meticulous hardware setups, all while capturing crucial customer feedback and elevating the issue resolution timeline.Amidst the rapid technological shifts, I also championed the integration of new software applications, enhancing operational capabilities and data management precision. My initiatives were directed toward fostering accuracy, reliability, and data integrity within our management systems.The data flow within the organization was cluttered, leading to inefficiencies. Identifying this, I conceptualized and implemented a data stream gatekeeping team. This strategy filtered out redundant communication and bolstered our department's overall efficiency, ensuring only pertinent technical records reached the right teams. Show less

  • Help Desk Support Specialist

    Sept 2014 - Aug 2016

  • Data Services Team Leader

    Feb 2008 - Aug 2014

  • Key Account Specialist

    Feb 1998 - Feb 2008
• 

  BizITy

  Apr 2017 - Feb 2020

  Information Technology Support Team Lead

  Here, I oversaw diverse IT support functions, addressing multifaceted software and hardware challenges. I reinforced workstation security and connectivity. Moreover, I enhanced client communication and relationships.To ensure business continuity for the clients, I spearheaded the installation of software applications across over fifty computers, emphasizing timely and precise deployment. This initiative not only maintained workflow fluidity but also garnered commendable feedback on seamless tech transitions.Proactively engaged in the refinement of the company’s IT approach, I played a pivotal role in drafting and executing new IT policies and procedures. This not only augmented the operational efficiency but also enhanced the quality of services provided, creating a benchmark for future initiatives.Moreover, recognizing the imperative nature of IT adaptability, I took a front-seat role in liaising with third-party software vendors. I negotiated terms and conditions for agreements. Additionally, in this capacity, I deployed specialized software tailored to unique client needs. As a result, I was recognized and appreciated for my commitment to offering customized top-tier solutions and garnering organizational growth. Show less

• 

  ChiroTouch

  Apr 2018 - now

  In this capacity, I championed Salesforce adoption, replacing MS Excel and spearheading innovative initiatives. I structured activity integration, report generation, and client outreach pipeline enhancement. I collaborated closely with administrators, fostering Salesforce's optimal performance and ensuring seamless team operations.I undertook a user-oriented audit of Salesforce operations to identify inefficiencies in current displays and configurations. This led to the revamp of initial reports as the redundant data was removed and more pivotal metrics were introduced. As a result, the dashboard layouts and report designs were streamlined, allowing better insights. The data-driven decisions across the board were also significantly facilitated.I also devised an effective client outreach strategy leveraging Salesforce. I utilized advanced functionalities of Salesforce, thereby boosting the monthly revenue; filtering high-potential contacts, engineering sales opportunities, and automating quote creation. As a result of automation, a notable 65% closing rate and a surge in monthly sales by 75% were observed. Show less

  • Associate Salesforce Administrator

    Apr 2024 - now

  • Retention Sales Team Leader

    Mar 2023 - Apr 2024

  • Account Inquiry Team Lead

    Jul 2022 - Mar 2023

  • Retention Specialist

    Jul 2020 - Jul 2022

  • Sales Development Representative

    Jun 2019 - Jul 2020

  • Customer Success Associate

    Apr 2018 - Jun 2019