Frank Primerano

Salesforce Certified Administrator & Consultant
Newark, US.

About

Certified Salesforce Administrator with over 4 years of experience, Frank specializes in optimizing CRM systems for high-growth SaaS environments. He excels at designing scalable, future-ready solutions and automating complex workflows across Sales and Service Cloud, significantly improving data integrity, reporting accuracy, and operational efficiency for GTM teams.

Work

Swift Insights
|

CRM Analytics Developer/Consultant (Freelance/Contract)

Remote, N/A, US

Summary

Architected and implemented complex CRM analytics solutions, enhancing data integrity and delivering actionable insights for diverse clients.

Highlights

Architected complex dataflows and dashboards for clients, implementing nested query bindings within JSON objects using SAQL and JavaScript.

Oversaw full implementation and architecture responsibilities, ensuring data integrity across multiple revenue streams and sales divisions.

Appended time trending data to enhance historical context and analytical insights for stakeholders, improving strategic decision-making.

Jitterbit
|

Salesforce Admin/Data Analyst

Remote, N/A, US

Summary

Led Salesforce administration and data analysis initiatives, optimizing CRM systems and driving efficiency for GTM teams within a high-growth SaaS environment.

Highlights

Designed and implemented a customized delegation of authority approval process, eliminating costly multi-approval rules and CPQ bundles, resulting in approximately $40K monthly savings.

Developed an intuitive survey platform that automated 95% of manual tasks, significantly improving data quality and reducing annual costs by over $100K.

Engineered advanced dataflows and dynamic dashboards in Analytics Studio with SAQL and JSON bindings, enhancing executive decision-making capabilities.

Managed cross-platform integrations (Salesloft, Salesforce, Ringlead) and maintained workflow efficiencies through outbound change sets and bulk API updates.

Partnered with RevOps and Marketing teams to identify system bottlenecks, improving data visibility and increasing reporting accuracy by 40%.

Automated custom object reporting processes through comprehensive dataflow designs, reducing manual report generation time from 3 hours per week to under 30 minutes.

Implemented validation rules and leveraged iPaaS to ensure accurate assignment of NetSuite IDs to Salesforce accounts, critical for invoicing accuracy and preventing incorrect data syncing to quotes.

Built advanced triggered, scheduled, and auto-launched Flows with invocable actions and on-screen flows, including complex Loops iterations, to streamline operations.

Fullfunnel
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CRM Ops Administrator / List Operations Analyst

Remote, N/A, US

Summary

Administered CRM operations and managed list processes, streamlining workflows and enhancing client onboarding efficiency for a diverse client base.

Highlights

Managed automated workflows and processes across diverse CRMs (Salesforce, Hubspot, Outreach), dramatically reducing client onboarding times.

Streamlined data processes using Google App Scripts and Zapier, integrating Google Forms and Sheets to push dynamic updates.

Created a custom package to streamline and automate the Salesforce onboarding process, reducing client onboarding time from 3 hours to just 10 minutes for Enterprise clients.

SalesWorks/FullFunnel
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Revenue / Sales Operations Consultant

Remote, N/A, US

Summary

Consulted on revenue and sales operations, optimizing Salesforce orgs, developing reporting, and automating processes to enhance sales enablement and efficiency.

Highlights

Optimized client Salesforce orgs by creating role hierarchies, performing data cleansing, and implementing advanced validations and deduplication rules.

Developed insightful reports and dashboards across Salesforce and Hubspot to enhance metric tracking and sales enablement.

Automated Lead and List request processes using Google App Scripts and Zapier, facilitating dynamic dropdown selections and pushing data to Slack channels.

Managed all org-wide changes for newly created automated processes and software, ensuring seamless integration and functionality.

Education

Rowan University
Glassboro, New Jersey, United States of America

Bachelor's Degree

Business Administration

Courses

Apex Triggers/Classes

Lightning Experience

Workflows

Flow Builder

Creating Scopes of Work

LWC

Certificates

Salesforce Certified Administrator (201)

Issued By

Salesforce

Skills

CRM Platforms

Salesforce, Hubspot, Outreach, Salesloft, Zoominfo, Ringlead, Meet Alfred, Marketo.

Data Analytics & Reporting

CRM Analytics, SAQL, Data Analysis, Dashboard Development, Custom Reports, Executive Decision-Making.

Automation & Integration

Workflow Automation, API, Google App Scripts, JSON, Flow Builder, iPaaS (Integration Platform as a Service), Process Builder, Outbound Change Sets, Bulk API Updates.

Data Management & Governance

Dataflow Design, UAT Testing, Change Management, Data Loader, Workbench, RingLead, NeverBounce, Deduplication Rules, Data Cleansing, Data Integrity, Geographical Data Standardization.

Sales & Revenue Operations

Territory Assignment, Lead-to-Opportunity Conversion, Sales Enablement, CPQ Bundles, GTM Teams Support, RevOps Platforms.

Technical Tools & Languages

Excel, JavaScript, SAQL, JSON, Apex Triggers/Classes, Lightning Experience, LWC.

Frank Primerano