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@kalebghilardi
Process-driven CRM developer and business analyst with proven efficiency.
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.
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Work history, roles, and key accomplishments
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.
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.
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.
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.
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.
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.
Degrees, certifications, and relevant coursework
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.
Software and tools used professionally
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