You will get Salesforce Basic Administration and Support
Project details
This Basic Salesforce Administrator Service ensures a well-structured, secure, and optimized Salesforce setup tailored to your business needs. From user management and security configurations to workflow automation and custom reports, this service enhances efficiency and streamlines operations.
What sets this project apart is a personalized approach—ensuring smooth role-based access, automation, and CRM optimization while providing clear documentation and training for long-term success. With expertise in Salesforce administration, I guarantee a reliable and scalable solution that aligns with your business goals.
What sets this project apart is a personalized approach—ensuring smooth role-based access, automation, and CRM optimization while providing clear documentation and training for long-term success. With expertise in Salesforce administration, I guarantee a reliable and scalable solution that aligns with your business goals.
Project Type
Customer Support, OtherWhat's included $50
These options are included with the project scope.
$50
- Delivery Time 3 days
- Number of Revisions 1
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RM
Richard M.
Nov 27, 2025
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RM
Richard M.
Nov 13, 2025
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RM
Richard M.
Nov 13, 2025
Test
RM
Richard M.
Nov 13, 2025
Test
RM
Richard M.
Oct 27, 2025
Test
About George
Management Professional in IT Support and PM
100%
Job Success
Panama, Panama - 9:05 pm local time
financial services and professional services sectors. Track record of reducing operational costs,
strengthening cybersecurity posture, and delivering CRM and process automation initiatives
that directly improve revenue performance. Experienced engaging C-level stakeholders — CIOs,
CTOs, and board members — to align IT investment with strategic business goals. (English /
Spanish/Romanian), based in Panama with international exposure across Europe and Latin
America.
CORE MANAGEMENT COMPETENCIES:
⮚ Productivity improvement, being able to transform idea into actions;
⮚ Client management: sales and offering custom solutions;
⮚ Training and leading the team members;
⮚ Project management, strategic planning and development;
⮚ Resolution of emerging problems that require immediate action.
TECHNICAL KNOLEDGE:
⮚ Microsoft Office Advanced, Office 365 administration
⮚ Installing Software, Hardware and Networking
⮚ Cyber security
SKILLS:
Analytical thinking, fast problem solving, focus on the task at hand even under pressure, team player as well team leader, flexible and receptive to new trends, firmness in decision- making with calculated risk, results orientated, ambitious enterprising person, persuasive, good listener, relationship-builder.
EDUCATION:
Bachelor Degree: Electronic Engineering
Major: Industrial Robots
Polytechnic University Timisoara, Romania 2003
Professional Experience:
IT Manager – SweetWater Securities Inc. (2021 – Present)
- Define IT and cybersecurity roadmap aligned to corporate growth strategy, advising on
technology investment priorities
- Negotiated vendor contracts across hardware, SaaS and managed services, achieving 15% cost
reduction without service degradation
- Implemented Salesforce CRM and DocuSign e-signature platform, digitizing the full client
onboarding and sales workflow
- Designed layered cybersecurity framework reducing exposure across endpoints, cloud assets
and third-party integrations
- Manage relationships with 8+ technology vendors, owning evaluation, selection and contract
lifecycle
International Clients & Logistics Manager – MIRAME (2019 – 2021)
- Increased revenue by 20% through B2B client acquisition.
- Managed full sales cycle, prospecting, negotiation, closing.
- Built long-term client relationships and partnerships.
Senior File Engineer / Consultant – Lingo24 (2015 – 2019)
- Worked with international clients delivering technical solutions.
- Collaborated with project teams to solve complex challenges.
- Improved client satisfaction through efficient service delivery.
Project Manager – ATOS IT Solutions (2014 – 2015)
- Managed enterprise IT projects aligned with business objectives.
- Identified clients need and proposed scalable solutions.
- Led budget planning and cost control for various projects.
- Conducted negotiations with vendors and stakeholders to optimize project outcomes.
- Delivered executive-level presentations to board members and senior leadership.
- Ensured alignment between technical delivery and strategic business goals.
Technical Support Manager / Project Manager – Lingo24 (2007 – 2014)
- Handled client-facing technical operations, ensuring timely resolution of complex issues.
- Diagnosed and resolved technical challenges, improving overall client satisfaction.
- Optimized workflows and processes to enhance delivery efficiency.
- Coordinated with international stakeholders to ensure smooth project execution.
- Managed project timelines, resources, and deliverables to meet client expectations.
- Supported pre-sales efforts by helping translate technical issues into practical solutions.
Steps for completing your project
After purchasing the project, send requirements so George can start the project.
Delivery time starts when George receives requirements from you.
George works on your project following the steps below.
Revisions may occur after the delivery date.
Requirement Gathering & System Assessment
Discuss client needs and business objectives for Salesforce. Review the existing Salesforce setup (if applicable). Identify key areas for user management and security settings
User Management & Security Configuration
Create, update, and manage user roles, profiles, and permissions. Configure access settings to ensure data security and compliance.