Sophia Henry
Salesforce Admin | Product Consultant
LinkedIn.com/in/sophianicole1
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Technical Skills
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Salesforce Solutions: Financial Services Cloud, Service Cloud, Experience Cloud
Automation & Optimization: Flow Automation, Workflow Efficiency, Custom Solutions
Sales & Technical Consulting: Solutioning, Product Demos, Stakeholder Collaboration
Data Analysis & Reporting: Dashboards, KPI Tracking, Business Intelligence
Soft Skills
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Problem-Solving & Critical Thinking
Stakeholder & Client Engagement
Leadership & Cross-Functional Collaboration
Effective Communication & Training
Objective
Salesforce-certified Product Consultant with expertise in solutioning, process automation, and client
enablement. Adept at delivering product demonstrations, technical strategy, and business process
optimization. Industry experience in Financial Services, Healthcare & Nonprofits, leveraging Salesforce
solutions to drive customer engagement and operational efficiency.
Experience
Salentica Elements Product Consultant | SS&C Technologies – May 2023 – Present
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Delivered 60+ product demonstrations, showcasing Salesforce-powered solutions for Financial
Services firms.
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Partnered with clients & Account Executives to tailor solutions that address business challenges.
Designed 40+ Salesforce Flows, streamlining operations and increasing adoption.
Resolved 1000+ client support tickets, ensuring efficient issue resolution & SLA compliance.
Created 30+ Confluence knowledge articles, improving internally and client-facing support.
Led Salesforce Release Training, documenting impact for clients & internal teams.
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Provided post-implementation service and support overviews, educating clients on SLAs, support
processes, assistance channels, and points of contact.
Project Manager | Tech Forward Solutions | – March 2023 – July 2024
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Led Salesforce Nonprofit Cloud projects, integrating Give Lively, Zapier, and MailChimp.
Developed 10+ custom Flow automations & process maps, reducing implementation time.
Managed budgets, timelines, and Salesforce org customization to optimize project execution.
Deployed Experience Cloud to enhance customer engagement and service capabilities.
Customer Experience Professional | Lowe’s | – January 2022- March 2023
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Actively supported software updates and platform testing in the Learning Lab, contributing to the
identification and resolution of warehouse productivity issues while optimizing call center
efficiency through detailed feedback and process testing.
Collaborated with customers, warehouse staff, and vendors in the Learning Lab to significantly
enhance the order and delivery management systems, ensuring streamlined operations and
improved stakeholder satisfaction.
Streamlined Salesforce integration tool testing to enhance application navigation and user
experience, efficiently processing over 25 daily claims in a call center, thereby improving
customer support and providing solutions for order-related issues.
Patient Access | Community Health Network | – September 2019 – May 2020
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Optimized workflows and customer experience by implementing pre-registration strategies,
reducing patient intake time.
Conducted data validation & integrity checks, ensuring compliance in patient records and
insurance claims.
Collaborated with physicians, insurance companies, and patients to enhance claim processing
efficiency.
Applied ICD-10/CPT coding & revenue cycle management, aligning with industry compliance
requirements for accurate payment.
Patient Registrar | Saint Joseph Regional Medical Center| – July 2018 – September 2019
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Managed data accuracy and verification for patient records, supporting regulatory compliance.
Created initial patient charts, ensuring data accuracy and regulatory compliance.
Verified insurance authorization streamlining billing processes, reducing claim denials, and
supporting seamless medical documentation.
Partnered with cross-functional health care teams, to enhance process efficiency using datadriven decision-making.
Identified ambulance patients upon arrival, ensuring proper documentation of underlying health
conditions to optimize patient care.
Education
Indiana University | B.S. in Health Science
Salesforce | Certified Salesforce Administrator
Salesforce | Certified Salesforce Associate
