Cassandra Jones

Experience

• 

  CorePath Wealth Partners

  Sept 2020 - May 2024

  Perform Salesforce Admin and Business Analyst responsibilities in FSC⚙️ Administrative Configuration - Implementing Cases and Interest Tags currently. Schedule, configure, and implement quarterly rollouts of new features and configurations. Test rollouts to ensure successful deployment. Work with developers to implement automation and customization.📊 Business Analysis - Collaborate often with management and internal stakeholders to create and maintain a relevant Salesforce instance📈 Reports & Dashboards - Created custom reports and dashboards within Salesforce for multiple departments. Reduced the time for each client service team member to track and follow up on client service items by 150+ hours annually.📖🚀 Salesforce Training and Adoption - Create and maintain end-user training documentation, videos, and guidance paths to ensure understanding and propel user adoption. Train new and existing users on Salesforce platform.🏆 Excellence - Proactively identify and provide recommendations for process and system improvements. Develop solutions to automate inefficient manual processes. Ensure data quality in both the front and back-end of the system.🎨 UI Customizations - Configure lightning layouts and page layouts to facilitate intuitive user navigation. Create custom theme and branding. Create custom home pages for each profile/department.Client Service Director Achievements• Developed and implemented a comprehensive 3-week training program for the client service departments; executed on 2 new hires• Assumed responsibilities for servicing over 200 client households and supporting 5 advisors, that make up $200M+ in AUM• Developed, documented, and implemented 30+ processes related to client service and operations• Restructured client folders to improve organization and intuitiveness, completing the sorting and reorganization of 200+ client folders within a span of 3 months Show less • Demonstrate a strong sense of responsibility in tracking prospects, onboarding new clients, and cultivating ongoing client relationships through effective daily communication, scheduling, meeting prep, and management of client service items• Serve as a pivotal liaison between advisors and internal departments; facilitating seamless coordination to ensure the timely fulfillment of client needs for approximately 150 client households and 2 advisors• Develop, document, update, and implement comprehensive processes for both advisor and client service advisor roles, promoting consistency and efficiency throughout the organization• Maintain accurate and up-to-date client data within Salesforce and six additional systems, ensuring data integrity and accessibility for seamless operations Show less • Collaborated closely with the Hospitality department, undertaking various responsibilities such as drafting agreements, onboarding clients, managing schedules, organizing files and data, and coordinating thoughtful gestures like sending gifts and birthday greetings• Exhibited versatility by cross-training across multiple departments within the RIA, including advisor, admin, hospitality, and operations, to contribute to overall organizational effectiveness• Demonstrated proactive initiative by identifying and successfully completing projects focused on data organization• Displayed a rapid learning ability by swiftly acquiring proficiency in Salesforce, Fidelity Wealthscape, and RightSignature Show less

  • Client Service Director

    Jan 2023 - May 2024

  • Client Service Advisor

    Jul 2021 - Dec 2022

  • Relationship Development Intern

    Sept 2020 - Jun 2021
• 

  Talent Stacker | Salesforce Career Development Program

  May 2023 - May 2024

  Salesforce Certified Administrator

  • Member of the Talent Stacker Professional Development Program• Team of Individuals learning best practices around Salesforce and the broader Salesforce ecosystem• Participate in Live Workshops surrounding key Salesforce Professional Topics to become a high-quality Salesforce Professional and Employee• Salesforce Study Programs for Certification and Certification Prep• Professional Development Topics such as Business Requirement Gathering, Solutioning, and Best Practices for Implementations Show less

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  RWA Wealth Partners

  May 2024 - now

  Salesforce Administrator