Jacob Cohen
Jacob Cohen

Senior Business Systems Administrator

Actively looking · Member since 17 Oct 2026
Location
Miami, United States
Desired salary
from 110k USD/yearly
Work preference
Remote Only / Full Time
Experience level
Mid

About

Professional summary

I am a Business Systems and Sales Enablement leader with more than eight years of experience improving CRM ecosystems, sales operations, and business processes. I specialize in translating operational needs into scalable technical solutions that improve adoption, efficiency, and decision-making.

My core expertise is Salesforce administration and architecture, including Sales Cloud, Service Cloud, CPQ, Flow, Apex, automation, reporting, security, user roles, and data governance. I have led enterprise-scale platform enhancements, migrations, integrations, and organizational redesigns for global user populations.

I have extensive experience partnering with Sales, Business Operations, IT, enterprise architecture, Customer Success, and external vendors. I am comfortable leading requirements gathering, solution design, UAT, documentation, project tracking, and stakeholder communications across complex initiatives.

I use analytics and reporting to turn GTM and operational data into actionable recommendations. My background includes Tableau, Power BI, Oracle Analytics, KPI frameworks, data modeling, and executive-facing dashboards.

I have delivered measurable workflow improvements, including automated approvals and DocuSign generation that reduced time-to-sign by 60%. I also bring experience with global sales processes, partner selling models, onboarding, provisioning, order management, and customer-success operations.

I value scalable systems, clear documentation, strong user experiences, and practical automation. I leverage tools such as AI/LLMs, GitHub, Jira, and Confluence to accelerate troubleshooting, delivery, and continuous platform improvement.

Notice period: Immediately

Skills

29 capabilities

Tech stack & tools

Working toolkit

Application Hosting

Collaboration

Development

Languages & Frameworks

Marketing and Sales Tools

Experience

Career history

Senior Business Systems Administrator Resonate

Led an end-to-end Salesforce Classic-to-Lightning migration in five months, improving the platform experience for more than 120 users and enabling the long-term development roadmap. Managed Salesforce configuration and enhancement work across Sales and Business Systems, converting operational requirements into scalable workflows and user-focused solutions.

Redesigned CRM product configurations, pricing rules, and quote templates to reduce technical debt and simplify operational processes. Built a one-click Salesforce Flow approval and DocuSign generation workflow that reduced time-to-sign by 60%, coordinated integrations with internal and external stakeholders, and refactored legacy Apex using GitHub-managed deployments.

Senior Business Operations Analyst Oracle

Led global Sales and Business Operations process design across North America, EMEA, LATAM, and APAC, supporting direct and complex two-tier and three-tier partner selling models. Partnered with IT and enterprise architects to map data flows for a major Oracle Fusion Cloud ERP integration and managed requirements and project tracking in Jira and Confluence.

Created playbooks for Account Management and Integrations teams that standardized onboarding and provisioning workflows. Developed quantitative frameworks and performance matrices for executive recommendations, while owning application design, automation, process design, and technical project delivery within Business Operations.

Sales Operations Analyst Oracle

Served as lead Salesforce Administrator for a global CRM ecosystem with more than 500 active users. Owned territory management, role hierarchies, validation logic, forecasting configurations, and scalable sales processes, including an organizational redesign that maintained continuity for reporting and operations.

Built Salesforce Flow, Process Workflow, Workflow Rule, and integration solutions to automate recurring sales activities and improve productivity. Centralized customer-tracking infrastructure across international markets and developed Salesforce and Tableau dashboards, KPI reporting, and Confluence documentation for Sales and Operations leadership.

Technical Success Analyst DISCO

Helped scale the Customer Success organization from 5 to more than 100 employees by establishing standardized operational processes, KPI collection, reporting, and support workflows. Developed Salesforce and Zendesk reporting and dashboards that supported daily operations and executive decision-making.

Partnered with Sales Operations and Account Management on reporting, client-pitch materials, and QBR analysis. Designed and implemented a Salesforce-based company-wide Client Conflict Check process to replace a manual workflow, accelerate onboarding, and support administration, documentation, and user needs in a rapidly scaling SaaS environment.

Education

Learning history

Ithaca College, School of Business

Bachelor of Science in Business Administration, International Business, Minor in Economics

Completed a Bachelor of Science in Business Administration with a concentration in International Business and a minor in Economics.

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