Peter Cook

Owned Salesforce and Tray.ai administration and delivery of automations, customizations, and workflow improvements across Sales, Finance, Marketing, and Customer Support. Built Salesforce Flows and Tray.ai integrations to improve approvals and data quality, increasing sales efficiency by 50% and Finance team efficiency by 10–20 hours/week.

Served as Salesforce product owner for pre-sales and post-sales workflows, translating requirements into platform improvements in partnership with Data, Product, and Risk teams. Streamlined commissions and usage reporting by creating Salesforce Flows and Objects, reducing effort by up to 10 hours/week.

Administered and designed Salesforce and marketing/sales system solutions including Marketo, DocuSign, Outreach, and RingLead. Evaluated and implemented integrations and tooling, including 6Sense, improving scalable systems support through vendor management, roadmaps, and release practices.

Managed Salesforce administration and built scalable workflow automations using Tray.ai, APIs, and webhooks. Developed integrations across Salesforce and tools like DocuSign, Outreach, Zendesk, Gong, Slack, and Marketo, and built an in-house quoting workflow that reduced reliance on a paid CPQ tool.

Identified sales and business operations process inefficiencies and drove implementation across workflows and data movement between internal systems and Salesforce. Built automated reporting and operational metrics using SQL to support performance management and decision-making.

Enhanced Anaplan planning and forecasting modules in partnership with Finance to improve KPI visibility. Strengthened finance workflows by validating and reconciling reporting data with SQL, and reducing manual effort via Google Apps Script and Python automations.

Built Tableau dashboards for senior management using Salesforce and PeopleSoft data to improve operational visibility. Managed Salesforce special projects, including integrations and Steelbrick CPQ planning/implementation, and supported KPIs and end-user workflows.

Provided global Salesforce user support via email, Chatter, and service desk channels, and delivered reports/dashboards for weekly sales management reviews. Managed core Salesforce configuration (custom objects/fields, workflows, validation rules) and supported sprints, UAT, deployments, and integration troubleshooting including Jitterbit and Marketo.

Earned an M.Ed. in Instructional Leadership with a focus on Policy Studies at the University of Illinois Chicago.

Earned a B.A. in Political Science with concentrations in International Relations, Human Rights, and Global Economy at the University of California, Irvine.