
Matty Bell
Customer Service Assistant

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About me
Consultant at Futureform | 11x certified FS Salesforce Consultant
Education

Banbridge Academy
2008 - 2015Activities and Societies: A Levels: Business Studies: A Maths: B ICT: B

Queen's University Belfast
2015 - 2019Bsc Business Management Business 2:1
Experience

Tesco
Sept 2014 - Jul 2017Customer Service Assistant• Providing excellent customer service through the building of rapports with customers• Entrusted with a high level of responsibility involved in the handling of money• Working as part of a team in the largest retailer in the UK• Using communication skills to promote new products to customers

Banbridge Academy
Sept 2016 - Apr 2017Rugby Coach• Responsible for coaching young children on how to improve their rugby playing skills• Planning and organising fun, structured training sessions • Taking on a leadership role through managing the team

Aurion Learning
Jul 2017 - Oct 2019Client Services Assistant• Excellent communication skills; Presented at several Aurion events of up to 100 people as well as effectively managed sales processes in individual settings.• Working within and across multiple teams (Marketing, Sales, Development and Testing), both locally and geographically dispersed throughout the UK.• Provided first level technical support to end clients and assisted with testing of our digital learning products ensuring products adhered to defined process.• Excellent time management having met deadlines and escalated when potential issues arose.• Worked to the Aurion Sales Methodology, ensuring adherence to our client commitments and value proposition.• Responsible for managing and updating the CRM ensuring accuracy and adherence to detail. (Salesforce)• Attended presales and discovery sessions with end users and decision makers with the Client Services Director• Due to my success throughout the placement year, I was offered a Part Time role within Aurion to work alongside my studies. Show less

PwC
Oct 2019 - Jun 2024As a Salesforce Functional Consultant within the Financial Services sector, I have been responsible for leading functional teams throughout multiple phases of large-scale engagements, working towards tight deadlines and client expectations. My key responsibilities have included:• Functional Discovery Lead – Responsible for managing a team to turn the client’s business requirements into technical user stories. This process involves running client workshops, writing high-level requirements and turning these requirements into technical user stories, writing technical solution design documents, whilst managing a team of junior members to support this process.• Salesforce Configuration Lead – Experience in leading a team of UK and Croatian resources to configure technical solutions into Salesforce (Sales Cloud, Service Cloud, Financial Services Cloud, CPQ). Using an AGILE methodology working through build sprints to deliver technical solutions within time and budget. This involved mentoring and upskilling junior members of the team, new to the Salesforce practice.• Test Lead – Using JIRA/Confluence to lead testing throughout the UAT phase of a project. This involved managing a team of internal testers to work to completing UAT within a defined timeline, tracking defects raised both internally and externally and working with an external testing team to align processes and knowledge share.• Stakeholder Management – Working closely with client Product Owners and Business Analysts throughout each phase of the project to develop a bond of trust and understanding of their business process. This involved extracting requirements, explaining technical solutions through to client demonstrations of the end solution and working through Early Life Support. Show less Working as a Functional Salesforce Consultant within the Financial Services sector, I have been involved in the entire delivery lifecycle of a Salesforce implementation (Design, Build, Testing, UAT/SIT Support, Delivery) with numerous clients on large scale front-end transformations.Roles and Responsibilities include:• Managing build teams - Responsible for managing build teams to meet client deadlines, alongside upskilling junior members of the team• Solution configuration build – Building and delivering large scale, flagship engagements to FS clients• Leading discovery workshops - Delivering workshops and capturing technical and business requirements from senior stakeholders and turning these into user stories• Solution design - Designing technical Salesforce solutions through transforming requirements into tangible outputs• Stakeholder management - Running client demonstrations, working with senior stakeholders to capture designs, upskilling clients through knowledge shares• Deployment - Working with Azure DevOps, SourceTree, Visual Studio Code, Github, Copado to commit and deploy changes between sandboxes• Issue management – Triaging bugs raised during testing and fixing issues in Salesforce• Mentoring – Creation of a Salesforce buddy scheme to help mentor junior members of the firm Show less Working both internally and with flagship clients, my key responsibilities have included:Internal:• Quality Assurance – Responsible for creating user stories in Azure DevOps, writing acceptance criteria and executing test scripts, identifying any bugs/issues.• Salesforce Development – After conducting Quality Assurance, I transitioned into a development role where I created a front-end Salesforce application for an internal team.• Mentoring – Using my skills and experience to help upskill both junior and senior members of the team.Client:• RAID Management – Responsible for managing, maintaining and conducting bi-weekly reviews of the risks, issues, assumptions and dependencies with the client.• Planning – Maintaining a programme plan that included both PwC and client milestones, leading to the production of deliverables such as an integrated plan and plan on a page (PoaP).• Governance – Production of weekly documentation to be used in key client meetings, alongside producing process maps to help visualisation.• AGILE – Developed a good knowledge and understanding of an AGILE process to support delivery through working with the SCRUM team. I have also achieved my Professional SCRUM Master 1 certification.• Automation – Responsible for the creation and maintenance of a feedback tracker to be used with the client, whilst using automation such as COUNTIF statements to analyse data and make informed decisions.• Stakeholder Management – Ability to quickly engage with the client and create trust to gain an understanding of the business problem at hand. Show less
Manager, FS Salesforce Consultant
Jul 2023 - Jun 2024Senior Associate, Technology Consulting
Jul 2021 - Jul 2023Associate, Technology Consulting
Oct 2019 - Jul 2021

Futureform
Jul 2024 - nowConsultant
Licenses & Certifications
- View certificate

Financial Services Cloud Accredited Professional
Salesforce PartnersJul 2022 
Professional Scrum Master 1
Scrum.orgDec 2020
Salesforce Certified Marketing Cloud Email Specialist
SalesforceJan 2022
Salesforce Certified Service Cloud Consultant
SalesforceFeb 2022
Microsoft Certified Azure Fundamentals
MicrosoftDec 2019
Salesforce Certified Administrator (SCA)
SalesforceAug 2020
Salesforce Certified Platform App Builder Certification
SalesforceNov 2021
Salesforce Certified Business Analyst
SalesforceJul 2022
ITIL Foundation Level
AXELOS Global Best PracticeDec 2019
The Online Marketing Fundamentals
GoogleSept 2017
Honors & Awards
- Awarded to Matty BellBanbridge Academy First XV Captain Banbridge Academy May 2015
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