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Rachael Walrath

Executive Administrative Assistant @ Business Innovations Plus

Senior Business Analyst at Tata Consultancy Services

San Jose, California

Ranked #1,193 out of 23,860 for Executive Administrative Assistant in California

Section title

Rachael Walrath's Email Addresses & Phone Numbers

Rachael Walrath's Work Experience

Business Innovations Plus

Executive Administrative Assistant

January 2000 to January 2002

Tata Consultancy Services

Seniour Business Analyst

San Jose, CA

CardioDx

Senior Salesforce Administrator

August 2015 to December 2017

Rachael Walrath's Education

University of Nevada-Las Vegas

Marketing

2002 to 2005

Rachael Walrath's Professional Skills Radar Chart

Based on our findings, Rachael Walrath is ...

Inspirational
Competent
Self-critical

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56% Left Brained
44% Right Brained

Rachael Walrath's Estimated Salary Range

About Rachael Walrath's Current Company

Business Innovations Plus

Frequently Asked Questions about Rachael Walrath

What company does Rachael Walrath work for?

Rachael Walrath works for Business Innovations Plus


What is Rachael Walrath's role at Business Innovations Plus?

Rachael Walrath is Executive Administrative Assistant


What is Rachael Walrath's personal email address?

Rachael Walrath's personal email address is r****[email protected]


What is Rachael Walrath's business email address?

Rachael Walrath's business email addresses are r****[email protected], and r****[email protected]


What is Rachael Walrath's Phone Number?

Rachael Walrath's phone (213) ***-*346


What industry does Rachael Walrath work in?

Rachael Walrath works in the Information Technology and Services industry.


About Rachael Walrath

đź“– Summary

Executive Administrative Assistant @ Business Innovations Plus From January 2000 to January 2002 (2 years 1 month) Seniour Business Analyst @ Tata Consultancy Services • Instrumental in gathering business requirements and scheduling for a $4 million-dollar project for a high-profile utilities’ client. • Conducted Service Cloud demos for client stakeholders.• Managed the schedule of the business analytics team members. Communicated and coordinated the schedule with the client. • Influenced the initial scrum development schedule. Communicated and coordinated with internal team members and client stakeholders to sign off on changes. This led to a greater success for implementation. San Jose, CASenior Salesforce Administrator @ CardioDx • Responsible for planning the high-level design of several projects across several departments. • Provided leadership a strategic Salesforce development plan for the entire ecosystem of users; Customer Service, Reimbursement, Sales, and IT.• Thought leader is strategic cross-departmental meetings regarding major development with integrated platforms. • Investigate issues to determine root cause and development fixes.• Utilized Jira for project management tracking.• Implemented HubSpot Marketing System• Migrated a few users to Lightning platform• Conducted end user training for all implementations.• Conducted all sales onboard Salesforce training.• Conducted meetings with Stakeholders from executive level to users, to gather requirements including pain points and requirements From August 2015 to December 2017 (2 years 5 months) Salesforce.com Development Manager - Consultant @ Accellion • Revamped and optimized the Lead page layout for better user experience and reporting analytics• Changed the opportunity page layout to reflect the company's new sales methodology including 3 new pagelayouts for the various products, validation rules, and workflows. • Implemented and trained the Collaborative Forecast including deploying opportunity splits• Implemented various business processes for automation and analytics• Implemented and trained the Channeltivity Partner portal - a third party partner portal that integrates into SFDC• Implemented Territory Management• Supported users from Sales, Marketing, and Support• Activated and deactivated users - Support 150 international users From July 2014 to July 2015 (1 year 1 month) Palo Alto, CACRM Salesforce.com Solutions Manager @ 1800Registry ● Implemented a new project management system: Worked closely with Stakeholders to discern business requirements and critical success factors, guiding architectural decisions, and conceptualizing and communicating alternative solution approaches. Worked on all phases of development including definition, design, implementation, and testing.● Implementation Expert: Restructured Salesforce from the ground up. Transform an existing implementation of Salesforce.com Sales Cloud to adhere to best practices. Developing a scalable CRM strategy for rapid expansion.● Aligned technology with business process: Drove the direction of defining the sales process. Worked with stakeholders and managers to bench mark opportunities as they progressed through sales cycle for both B2B and B2C departments● AppExchange Implementation Experience: CRM Fusion tools.● Created custom objects and custom code to process complex data that tracked customers' activities such as email and phone communications, vendor searches, appointment requests, and bookings made with vendors. ● Integration Experience:○ Oracle – Assisted in changing existing vendor sign up process which included complex process of classes, triggers, customer objects and visualforce pages. Worked with developers oversees to update Oracle schedulers.○ Oracle – Set up a complex opportunity process using custom objects, triggers, classes to process data queried from Oracle and loaded into SFDC using the Data loader. Working with developers to create Oracle schedulers to automate. ○ Netsuite – Worked with developers to create an iframe that was inserted into visualforce pages to collect credit card information. ○ Liveops ○ Custom Docusign – Custom Docusign integrationusing Web Services API integrated into Visualforce. ● Project Management: Project prioritization and resource management across three outsourcing consultants and an in house developer. From October 2011 to May 2012 (8 months) Las Vegas, Nevada AreaSystems Analyst @ Strategic Telecom Solutions • Analyst: Implemented new business processes to increase customer service efficiency including working with Softphone and Call Center features.• Worked on a case entry wizard developed using custom classes, extended class, and triggers working with both Apex and Ajax. The wizard is a step by step process through Visualforce pages used to create a streamline process for the technical support team to search for required information across several objects while creating a case.• Created several custom objects with custom fields and workflows such as Travel, Expenses, Marketing, and Project Management.• Downloaded several applications from the App Exchange to assist with duplication issues, case time reporting and tracking, and customer surveys.• Employed the use of automated emails, record types, and mass edits.• Collaborated directly with business development team to track marketing activities such as webinars, events, business presentations, social media, and tradeshows. Developed and maintained an online marketing calendar and implemented the Campaigns object. From November 2010 to December 2011 (1 year 2 months) Las Vegas, Nevada AreaAssistant Supervisor/Salesforce.com Administrator @ Arroweye Solutions • Salesforce administrator for 100 users plus 50 seasonal users• 20 Partner Portal Users• Responsible for training materials and assisting seasonal employees with SFDC help during busy holiday season.Accomplishments• Customer Portal: Initiated and implemented a customer portal for top 5 business clients to submit cases and follow up on cases during holiday busy time. The portal became the main point of contact and expanded to all corporate clients. • Efficient Improvement: Implemented new business processes which increased customer service efficiency.• Application Integrations: Utilizing API to move data from C#.NET database to Salesforce working with the IT department.• Technical Skills: Created Visualforce pages utilizing Classes and Triggers to streamline processes.• Complex Solutions: Analyzed complex case flows to ensure cases provided the proper information, easy to use for customer service, and would be approved and assigned to the proper department with consideration how each department would handle these cases. Collaborate with cross functions teams: Software, IT, Development, Accounting, Security, and Sales.• Administration: Created new users and profiles for all newly hired employees. Point of contact for all changes required by other departments. Conducted all training for seasonal and hired employees on all levels and in all departments.• Security: Maintained security through roles, sharing rules, field level security, and list views.• Gathered requirements and suggestions from all departments and all levels of management across the organization – Executive Management team, Client Services Team, Production, Sales, and Customer Support. From November 2007 to October 2010 (3 years) Freelance Graphic Design and Marketing Professional @ Customer Marketing Solutions - Develop, design, and manage direct mail campaigns- Develop corporate identity and marketing collateral for entrepreneurial businesses- Prepared proposals, presentations and reports for new and existing clients- Personalized Act Databases- Outlined marketing plans for realestate professionals- Accomplished $20,000 in sales the first year- Coordinated, designed and developed marketing materials to participate in various conferences, professional networking events, and booth displays at events- Won a contract to develop all the material for a major symposium for Creative Marketing Group which featured the Major of Las Vegas- Client list included: Global Resorts Inc., Centennial Real Estate, Flaming Real Estate, Milt Doyle and Associates, First Horizon, Medical Marts, Lee and Associates, and Creative Capital From April 2006 to November 2007 (1 year 8 months) Marketing Administrator @ Republic Mortgage • Administrative management position leading the strategic corporate marketing and advertising initiatives• Pioneered a corporate system for distributing support materials to sales personnel• Executed the creation of communications for targeted audiences for both individual Sales personnel and the corporate brand• Created a dynamic sales culture to support the introduction of new product portfolios• Created material for trade shows and the company's first Billboard From May 2004 to 2006 (2 years) Marketing Assistant @ Countrywide Home Loans • Responsible for facilitation of all loan processing documents• Assisted with closings on multi-million dollar loans• Led the sales and marketing efforts aimed at increasing results through cold calls, direct mail campaigns, and client presentations• Organized networking events with local realtors• Responsible for all marketing material distribution to realtor partners From January 2002 to April 2004 (2 years 4 months) Salesforce.com Solutions Architect @ Orion3 Consulting LLC • • Managed and mentored 5 team members; 1 Inside Sales rep, 1 Marketing Intern, 3 beginning Salesforce Administrators. • Leadership for all Salesforce projects implementing Lead to Quote process for two major clients to increase analytics and process efficiency. • Responsible for bringing in $20k a month from two clients. • Integrations: Marketo and Hubspot From August 2017 to August 2018 (1 year 1 month) San Jose, CASr. Salesforce Business Analyst @ A10 Networks Managing a complex Salesforce.com environment which included several appexchange applications as well as integration with Oracle. My areas of responsibility included day to day questions and requests, identify areas for improvement, create scalable solutions, and gain stakeholder approval.• 200 International user base with multi-currency - Created training material and conducted training sessions• Territory management and changes for Accounts, Opportunities, and Leads. Coordinated Account maintenance activities with Oracle team including Account merging and name changes• Document and maintain operational processes working with Visio for business process mapping.Accomplishments:• 1 year after being hired, I grew the Salesforce.com team and became lead. Responsible for creating the job posting, reviewing resumes, and interviewing for a Junior Salesforce.com administrator. Implemented an SFDC ticketing system for requests. Implementations:• Developed a custom Territory management tool to automatically change ownership of record on Accounts, Opportunities, Leads, and Activities based on changes to the territory. The territory tool included 5 levels of territory. Starting at Super Region to Zip Codes.• Custom Partner registration process to be integrated into the company’s homegrown partner portal. The company needed to move away from the Word document but did not want to move to the Salesforce product. • Sales leaders wanted to see the actual quarterly numbers in Salesforce. They wanted their forecast to show RMAs and Cancellations. Thought leader in connecting Salesforce and Oracle to accomplish this project. From June 2012 to March 2014 (1 year 10 months) San Jose, CA


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In a nutshell

Rachael Walrath's Personality Type

Introversion (I), Intuition (N), Thinking (T), Judging (J)

Average Tenure

1 year(s), 9 month(s)

Rachael Walrath's Willingness to Change Jobs

Unlikely

Likely

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