Ryan Graffeo
Google-certified data analyst with Salesforce expertise in workflow automation,
dashboard design, and data visualization. Skilled in leveraging tools like Excel, R,
and Tableau to drive operational improvements in customer service and financial
services.
Fuquay-Varina, NC 27526
--linkedin.com/in/ryan-graff
eo-3b783227b
kaggle.com/ryangraffeo24
EXPERIENCE
Skills & Tools
Apex Tool Group, Apex NC — Salesforce Customer Service Administrator,
Senior Export CSR
Data Analysis &
Visualization
March 2024 - PRESENT
- Automated Salesforce workflows to enhance case routing, reducing resolution time
- Developed dashboards and reports to monitor team performance and case trends
- Analyzed case data to identify bottlenecks and optimize workflows
- Built an automated Excel tracker using advanced formulas and VBA, reducing
manual work and improving reporting accuracy
- Maintained and validated export data for compliance and operational reporting
Data cleaning, modeling,
and visualization in Excel,
SQL, Tableau, R, Python,
and Salesforce; business
intelligence (BI) reporting
and dashboarding
KPI tracking, trend analysis,
and performance reporting
New York Life, Raleigh NC— Agent, Financial Professional
August 2023 - January 2024
Salesforce & CRM
- Used Salesforce analytics to monitor client interactions, sales trends, and
marketing effectiveness
Certified Salesforce
Administrator and App
Builder
- Automated follow-ups with workflows, boosting outreach and retention
Patios Tiki Bar & Grill, Little River SC — Server, Food Runner
June 2021 - August 2022
- Trained and mentored 4 new staff and supported high-volume service operations
with consistent efficiency
EDUCATION
Binghamton University, Binghamton NY — B.A. Mathematics
September 2019 - May 2023
Workflow automation,
dashboard creation, and
CRM optimization
Case management, user
configuration, and data
integrity
Data governance,
compliance tracking, and
audit reporting within CRM
systems
CERTIFICATIONS
Google Data Analytics Certificate, (Coursera, May 2025)
Data analysis, spreadsheets, Tableau, SQL, R, and data-driven problem-solving
Salesforce Platform App Builder, (Salesforce, Dec 2024)
Platform customization, app logic, and business process automation
Salesforce Administrator, (Salesforce, June 2024)
Excel & Automation
Advanced formulas,
PivotTables, Power Query,
and dynamic dashboards
Workflow automation using
VBA scripting, macros, and
Developer tools
Workflow automation, dashboard/report building, and CRM optimization
Tools & Platforms
Google Data Analytics Capstone – Bellabeat Case Study 2025
Salesforce CRM, Microsoft
Excel, SQL, Tableau, R,
Python, Google Suite, SAP
- Analyzed Fitbit user data to identify peak activity hours and correlations between
activity intensity and calorie burn, informing data-driven wellness strategies.
Business & Communication
PROJECTS
- Created visualizations using R (ggplot2, tidyverse) to highlight behavioral trends
and support actionable marketing insights for Bellabeat’s target audience.
- Developed marketing recommendations based on quantitative analysis,
emphasizing user engagement through personalized notifications and
high-intensity activity encouragement.
Data-driven
decision-making, process
improvement, stakeholder
communication, and
cross-functional
collaboration
