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Kaleb Ghilardi

@kalebghilardi

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Process-driven CRM developer and business analyst with proven efficiency.

United States

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What I'm looking for

I am looking for a role that values innovation and collaboration, where I can leverage my CRM expertise to drive business success.

I am a process-driven CRM business analyst with a proven track record of leveraging technology to improve efficiencies and streamline procedures. My experience spans various roles, including CRM Product Owner and Project Manager, where I excelled at finding solutions that guide projects towards business goals while working within existing limitations of data and systems integration.

Throughout my career, I have led teams in developing custom CRM solutions tailored to meet specific business needs. My role as a CRM Product Owner at Magaya Corporation involved gathering requirements and designing a CRM that integrated seamlessly with their Supply Chain software. I thrive in agile environments, adapting quickly to changing business needs while ensuring that project objectives are met efficiently.

My technical expertise includes a wide array of programming languages and tools, allowing me to manage complex CRM implementations effectively. I have a strong background in project management, having coordinated tasks between multiple internal and external resources, and I am passionate about implementing data-driven solutions that enhance organizational performance.

Experience

Work history, roles, and key accomplishments

CRM Product Owner

Magaya Corporation

Mar 2022 - Sep 2023 (1 year 6 months)

Led the development of a custom CRM integrated with the Magaya Supply Chain software. Collaborated with internal teams to gather requirements and design a CRM that meets customer needs.

CRM Project Management Requirements Gathering Agile Methodologies Team Leadership Customer Liaison Software Design

CRM Project Manager

US Claims OpCo, LLC

Jan 2021 - Oct 2021 (9 months)

Served as the main designer and technical lead for CRM enhancements post company split. Managed a team of developers to implement custom Dynamics CRM solutions.

Team Management Project Coordination Technical Leadership Reporting SQL Agile Methodologies

Development Lead

DRB Capital, LLC

Jan 2019 - Jan 2021 (2 years)

Led a team to build CRM implementations for Dynamics CRM and Salesforce, ensuring technical operations during organizational restructuring.

CRM Team Leadership Salesforce Project Management Technical Support

CRM Developer

DRB Capital, LLC

Apr 2016 - Jan 2019 (2 years 9 months)

Supported a call center by enhancing CRM functionalities and leading a redesign project for Microsoft Dynamics CRM to improve efficiency.

CRM Microsoft Dynamics Project Management Call Center Support Scrum SQL

CRM Analyst

Florida Panthers

Nov 2014 - Mar 2016 (1 year 4 months)

Managed lead assignments and activity monitoring for a call center, automating reporting procedures and improving commission reporting systems.

SQL Data Management Call Center Operations Performance Tracking Microsoft Dynamics Data Visualization

Business Analyst / Compliance Supervisor

Great HealthWorks, Inc

Oct 2009 - Oct 2014 (5 years)

Managed a team of analysts, ensuring data accuracy and developing systems for product tracking and return processing to enhance operational efficiency.

Business Analysis Team Management Data Reporting SQL QR Code Systems Compliance Process Improvement Inventory Management

Education

Degrees, certifications, and relevant coursework

California State University, East Bay

Bachelor of Science, Criminal Justice Administration

2022 - 2024

Studied Criminal Justice Administration while developing a custom CRM integrated with the Magaya Supply Chain software suite. Worked with internal teams to gather requirements and design a CRM that met the needs of the organization and its customers.