Gesa Gleue - Salesforce Consultant

Recommended expert

Frankfurt, Germany

Experience

Sep 2024 - Present

1 year 5 months

Salesforce Consultant

DEKRA Certification GmbH

Supporting Salesforce applications and development within DEKRA Certification
Optimizing lead and opportunity processes for sales
Preparing and conducting Salesforce training
Creating reports and dashboards for different user groups
Advising on and implementing processes in Salesforce

Jul 2024 - Present

1 year 7 months

IT Product Owner

GesundHeits GmbH

IT Product Owner for the development and implementation of Salesforce
Process optimization within the development team and end-to-end IT planning and execution of the product roadmap in coordination with sales and other IT teams
Backlog maintenance, sprint planning
Setting up and coordinating UAT tests
Requirements management
Supporting project rollouts and communication

Jul 2024 - Present

1 year 7 months

Rollout Consultant

Stadtbild Deutschland e.V.

Consulting for the Microsoft Office 365 rollout
Setting up the project including defining target groups and timeline
Supporting communication and training
Documentation and concept development

Jun 2021 - Jan 2024

2 years 8 months

Adoption Manager

DEKRA SE

Change and adoption management in a global Salesforce rollout (Sales Cloud)
Building and maintaining the master and key user community
Measuring and improving user adoption including defining metrics and creating reports and dashboards
Preparing and delivering general and specific online training
Creating a sustainable learning environment
Internal process documentation
Preparing training materials
Supporting rollouts and request management
Responsible for the annual global CRM user survey (preparation, execution, analysis, presentation)

Jul 2020 - Mar 2021

9 months

Project Manager

Privatbank

Project manager for implementing Salesforce Financial Service Cloud and replacing the old CRM system
Project and budget management
Requirements management
Testing
Training

Mar 2020 - Jul 2020

5 months

Project Manager

Asset Management

Project manager for implementing the Salesforce Sales Cloud
Took over for the last two sprints
Project and budget management
Testing
Report and dashboard support

Feb 2020 - Mar 2020

2 months

Project Manager

Insurance Company

Project manager for setting up showcases in the Salesforce Sales Cloud for an insurance company
Prepared two showcases in Sales Cloud with schedule management

Apr 2019 - Feb 2020

11 months

Product Owner

Velvon GmbH

Product Owner for the development of a front-end system for customer service at an online retail bank
Defined core processes and requirements with other product owners
Sprint planning, prioritization, backlog grooming, testing, documentation in JIRA and Confluence
Created training concepts & conducted trainings

Feb 2016 - Mar 2019

3 years 2 months

Project Manager Customer Service

Concardis GmbH

Project manager for the Salesforce Service Cloud implementation as a ticketing system for customer service and adjacent departments within the company-wide Salesforce rollout
Requirements management
Documentation
Test planning and execution
Training design and delivery
Process optimization in customer service and adjacent departments (sales, finance)

Jun 2014 - Feb 2016

1 year 9 months

Senior Consultant

Osthaven GmbH

Participated in the EC transaction fee negotiation project for a large issuer group in Berlin
Contributed to the paydirekt project at a major banking group in Stuttgart
Helped create a market study
Developed banking concepts for a major bank in Hamburg
Created a business plan including a financing concept for a floristry company

Jan 2013 - May 2014

1 year 5 months

Head of European Payment Services

easycash GmbH

Supported national acquiring merchants in all commercial matters
Reviewed contracts, managed merchant onboarding and provided commercial support to merchants in Austria, Belgium and the Netherlands
Led 3 intercultural teams (27 people) in Eschborn and Brussels
Implemented special requirements from internal and external merchants in acquiring operations
Improved existing national and international processes
Developed KPIs to manage daily operations and forecast planning
Created training materials and conducted training sessions

Aug 2012 - Dec 2012

5 months

Head of Acquiring Backoffice

easycash GmbH

Reviewed contracts, managed merchant onboarding and provided commercial support to merchants in Austria, Belgium and the Netherlands
Led 2 intercultural teams (18 people) in Eschborn
Implemented special requirements from internal and external merchants in acquiring operations
Conducted training sessions

Sep 2010 - Jul 2012

1 year 11 months

Manager Acquiring Backoffice

easycash GmbH

Supported national acquiring merchants in all commercial matters
Reviewed contracts, managed merchant onboarding and provided commercial support to merchants in Austria, Belgium and the Netherlands
Built and led 2 intercultural teams (12 people) in Eschborn
Implemented special requirements from internal and external merchants in acquiring operations
Conducted training sessions

Sep 2009 - Aug 2010

1 year

Acquiring Business Support and Marketing

easycash GmbH

Dec 2008 - Aug 2009

9 months

Sales and Marketing Support (Acquiring Business)

The Royal Bank of Scotland, RBS WorldPay GmbH

May 2007 - Nov 2008

1 year 7 months

Marketing Manager

OEG GmbH

Feb 2007 - Apr 2007

3 months

Buyer

OEG GmbH

Jun 2006 - Jan 2007

8 months

Strategic Marketing Assistant

Vogeley GmbH

Summary

Self-employed since 04/2019 20 years of professional experience 13 years of training experience 8 years of Salesforce experience Freelance instructor at TA Bildungscampus Hameln

Skills

Salesforce (Sales Cloud / Service Cloud / Health Cloud / Financial Service Cloud)
Salesforce Marketing Cloud (User)
Salesforce Feedback Management (User)
Jira
Confluence
Ms Office
Agile Project Management (Scrum / Safe)
Design Thinking
Zrm / Systemic Coaching
Group / Team Coaching