Philip Frederick

Philip Frederick

Sales Recruiter

Followers of Philip Frederick606 followers
location of Philip FrederickCincinnati, Ohio, United States

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  • Timeline

  • About me

    Director of Support Services

  • Education

    • Marian University

      2009 - 2013
      B.A. in Psychology Psychology 3.5 GPA

      Activities 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 2013
      Sales Recruiter
    • Lebanon Public Library

      Oct 2013 - Sept 2014
      Technology 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 2017
      • Email 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 - now
      • Client Support Manager

        Jul 2021 - Feb 2025
      • Technical Consultant

        Nov 2017 - Jul 2021
  • Licenses & Certifications

    • MCSE: Business Applications - Certified 2017

      Microsoft
      Dec 2017
    • Exam 715: Microsoft Dynamics 365 customer engagement Online Deployment

      Microsoft
      Dec 2017
      View certificate certificate
    • Exam 717: Microsoft Dynamics 365 for Sales

      Microsoft
      Dec 2017
      View certificate certificate
    • MCPS: Microsoft Certified Professional

      Microsoft
      Nov 2015
      View certificate certificate
    • Microsoft Certified: Dynamics 365 for Sales Functional Consultant Associate

      Microsoft
      Sept 2019
      View certificate certificate
    • Exam 716: Microsoft Dynamics 365 Customization and Configuration

      Microsoft
      Dec 2017
      View certificate certificate
    • MCSA: Dynamics 365 - Certified 2017

      Microsoft
      Dec 2017
    • MB-210 Microsoft Dynamics 365 for Sales

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

      Microsoft
      Aug 2019
      View certificate certificate
    • MS: Microsoft Dynamics CRM Application

      Microsoft
      Nov 2015
      View certificate certificate
  • Volunteer Experience

    • Group Facilitator

      Issued by New Day on Dec 2012
      New DayAssociated with Philip Frederick