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Cheryl Jackson

@cheryljackson

I improve CRM data, quote-to-cash workflows, and contract renewals for SaaS teams.

At Fortra, I process sales quotes and opportunities across Salesforce and Microsoft Dynamics 365, maintain CRM data integrity, and build audit reporting for leadership. My deduplication protocols reduced duplicate CRM records by 30%, improving reporting accuracy across the organization.

I've spent 15+ years supporting sales operations, customer contracts, renewals, compliance, payroll, and billing across technology and medical-equipment environments. I partner with Sales, Legal, and Compliance teams to create accurate, scalable workflows and audit-ready records.

Experience

Work history, roles, and key accomplishments

Current

Sales Operations CRM Specialist

Current

Fortra LLC

Jul 2024 - Present (2 years 2 months)

Process sales quotes and opportunities in MS Dynamics 365 and Salesforce, ensuring order accuracy and data completeness. Own CRM data integrity through recurring audits and deduplication protocols, reducing duplicate records by 30%.

Salesforce Microsoft Dynamics 365 Wrike Jira Smartsheet Oracle BI SharePoint CRM Administration Data Integrity Audit Reporting

Customer Operations Specialist

Fortra LLC

Jan 2021 - Jun 2024 (3 years 5 months)

Managed end-to-end order and opportunity processing in Salesforce and MS Dynamics, maintaining data accuracy across the full sales lifecycle. Resolved CRM data discrepancies and intake requests, sustaining high data-quality standards.

Salesforce Microsoft Dynamics 365 CRM Administration Data Quality Order Processing

Compliance Assistant

Southwest Medical Resources

Jan 2019 - Jan 2021 (2 years)

Drafted and managed service agreements for medical imaging equipment in alignment with ISO 13485 standards. Conducted internal contract audits for pricing accuracy and compliance risk.

ISO 13485 Contract Management Compliance Audit

Payroll & Operations Manager

Kimco Staffing / Mercedes-Benz

Jan 2018 - Jan 2019 (1 year)

Administered payroll and contract billing for 140+ employees under Mercedes-Benz PCD operations. Reconciled vendor invoicing and resolved billing discrepancies proactively.

Payroll Contract Billing Vendor Reconciliation Operations Management

Product Support Associate

Verint Systems, Inc.

Feb 2006 - Jun 2018 (12 years 4 months)

Managed a portfolio of customer support contracts and renewals, verifying entitlement agreements for accuracy. Standardized support processes that reduced processing time and errors over 12 years of progressive advancement.

Contract Management Renewals Customer Support Process Improvement