
Philip Frederick
Sales Recruiter

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About me
Director of Support Services
Education

Marian University
2009 - 2013B.A. in Psychology Psychology 3.5 GPAActivities and Societies: Psi Chi, Knights for Life, Students Taking Active Reflective Roles Majoring in Psychology familiarized me with the research development process, including developing surveys, analyzing data and presenting the results in a concise and effective way. I worked well in individual as well as group settings to develop the most robust research methods. Learning the tools to develop key insights during my time in school has prepared me well for future endeavors.

Lebanon High School
2005 - 2009
Experience

Total Quality Logistics
May 2013 - Oct 2013Sales Recruiter
Lebanon Public Library
Oct 2013 - Sept 2014Technology Assistant
Schaeffer's Investment Research
Sept 2014 - Oct 2017- Responsible for the development of email marketing segmentation using T-SQL and SSIS.- Develops SQL code to create solutions for streamlining otherwise tedious processes.- Gathers requirements for new SQL reports and supported the development of SSRS reports.- Trains end users on the use of Microsoft Dynamics CRM and other enterprise applications.- Facilitated a user advisory board focused on Dynamics CRM improvement.- Creates custom CRM workflows and dialogs to streamline or automate business processes.- Supports end user issues and difficulties with Dynamics CRM.- Leads data integration tasks utilizing Scribe Insight and SSIS.- Self-studied to earn the Microsoft MB2-704 certification in Microsoft Dynamics CRM. Show less - Responsible for overseeing the creation and completion of email marketing campaigns.- Marked up over 3,000 emails in HTML and CSS.- Automated the development of marketing emails utilizing VBA Macros for Microsoft Word.- Eliminated redundant tasks in email development process, leading to greater efficiency.- Increased marketing email sends by 25% from 2014 to 2015.- Grew average daily click sales by 17% from 2014 to 2015 as a result of increased email sends.- Developed relationships with third party clients and handled their email marketing needs. Show less
CRM Administrator
Aug 2016 - Oct 2017Email Operations Specialist
Sept 2014 - Aug 2016

TrellisPoint
Nov 2017 - now- Manages the TrellisPoint technical support department- Handles elevated support requests- Ensures technical support cases are completed promptly- Coordinates resources and assigns support tickets appropriately - Develops complex applications using the Dynamics 365 platform.- Utilizes a broad range of tools to manage customer needs, including entity customization, SQL Server integration, and client-side JavaScript.- Deep exposure to a variety of data integration methods with D365, including Scribe Insight, Kingsway Soft, and CozyRoc SSIS.- Hands on experience with migrating data between systems effeciently and successfully.
Director of Support Services
Feb 2025 - nowClient Support Manager
Jul 2021 - Feb 2025Technical Consultant
Nov 2017 - Jul 2021
Licenses & Certifications

MCSE: Business Applications - Certified 2017
MicrosoftDec 2017- View certificate

Exam 715: Microsoft Dynamics 365 customer engagement Online Deployment
MicrosoftDec 2017 - View certificate

Exam 717: Microsoft Dynamics 365 for Sales
MicrosoftDec 2017 - View certificate

MCPS: Microsoft Certified Professional
MicrosoftNov 2015 - View certificate

Microsoft Certified: Dynamics 365 for Sales Functional Consultant Associate
MicrosoftSept 2019 - View certificate

Exam 716: Microsoft Dynamics 365 Customization and Configuration
MicrosoftDec 2017 
MCSA: Dynamics 365 - Certified 2017
MicrosoftDec 2017- View certificate

MB-210 Microsoft Dynamics 365 for Sales
MicrosoftSept 2019 - View certificate

MB-200 Microsoft Dynamics 365 Customer Engagement Core
MicrosoftAug 2019 - View certificate

MS: Microsoft Dynamics CRM Application
MicrosoftNov 2015
Volunteer Experience
Group Facilitator
Issued by New Day on Dec 2012
Associated with Philip Frederick
Languages
- enEnglish
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