Jillian Palmer

Business Intelligence Manager @ Connecticut Center for Advanced Technology (CCAT)

About

Throughout my 15+ year career as a Sales and CRM Operations professional, I have developed proficiency in a wide range of CRM applications including Salesforce, Gainsight, and partner relationship (PRM) tools. I have supported up to 350 global management and staff users and have contributed to Salesforce re-launch projects, in addition to supporting these platforms on a day-to-day basis. I am experienced at delivering results throughout the project life cycle, from developing business requirements and documentation to testing, communications, and user training. I consistently demonstrate data-driven decision-making and focus on high-quality results, having earned a reputation as a collaborative team player.

Country

United States

City

Glastonbury

Industry

Computer Software

Skill

Salesforce.com Consulting, Salesforce Sales Cloud, Salesforce.com Administration, Customer Relationship Management (CRM), Business Systems Analysis, Salesforce.com Implementation, Partner Relationship Management, Requirements Gathering, Salesforce Reporting, Salesforce Training, Channel Partner Development, Pardot, Gainsight, Salesforce.com System Administrator, Microsoft Excel, Report Writing, Data Analysis, Salesforce.com, Financial Analysis, Sales Operations

Experience

Business Intelligence Manager

Connecticut Center for Advanced Technology (CCAT)

2025-4 - Present · 1 yr 6 mos

Salesforce Consultant

EverService Holdings, LLC

2024-8 - 2025-4 · 9 mos

CRM Operations Specialist

Bitsight

2021-6 - 2024-2 · 2 yrs 9 mos

Supported up to 6 Directors/VPs and 350 Salesforce, 125 Gainsight, and 12 Impartner end users in a CRM subject matter expert (SME) capacity Played critical roles on project that re-launched Gainsight for 125 users on Customer Success and Account Management teams Performed business analysis tasks, gathering business needs around Salesforce enhancements, translating them into requirements documents

Senior Salesforce.com Administrator

Gerber Technology, a Lectra Company

2017-4 - 2021-6 · 4 yrs 3 mos

Supported global sales organization, including 9 Directors and 75 staff organized across North America, EMEA, and APAC and 50 support staff, totaling 125 active users Provided day-to-day Salesforce support Post-launch, served as technical administrator for Pardot and RealZips

Manager - Financial Reporting & Salesforce.com Administrator

Fiserv

2014-4 - 2017-4 · 3 yrs 1 mo

Served as subject matter expertise in project that re-launched company's Salesforce.com instance Supported ~25 management team users and 150+ staff users with administrative tasks and ongoing requests Managed 1 Sales Operations Specialist

Sales Reporting Specialist & Salesforce.com Administrator

Open Solutions is now part of Fiserv. Please follow Fiserv at LinkedIn.com/company/Fiserv

2008-6 - 2014-4 · 5 yrs 11 mos

- Main contact for Sales, Account Management, Marketing, Finance and Senior Leadership to create custom reporting from Salesforce.com. This included monthly, quarterly, and yearly deal closing, client tracking and pipeline monitoring.