Joey Rocha-Perez — AI & Salesforce Analyst

About

Turning data into actionable insights

Data-driven systems that scale.

Joey is a Certified Salesforce Administrator and systems professional with a strong foundation in data management, Tableau analytics, and CRM architecture. Currently pursuing his Master's in Business Analytics at Sacramento State, he brings hands-on expertise in automating workflows, building interactive dashboards, and turning raw data into actionable insights.

Joey is committed to secure, scalable, and user-focused data solutions that align with governance and business goals. He excels at translating stakeholder needs into actionable data points, creating visual dashboards that support data-informed decision-making.

AISymmetric — AI & Salesforce Analyst

Career

Professional experience

Bay Area Ridge Trail Council Jun 2024 — Present

Salesforce Administrator

Led business analysis and implementation of Tableau dashboards across departments, contributing to a 15% increase in revenue through improved financial visibility
Built and maintained scalable Salesforce Flows to automate lead assignment and task creation, reducing manual data entry errors by 40%
Developed and maintained Salesforce reporting ensuring 99% data accuracy across dashboards
Administered role-based access and permissions across Tableau and Salesforce, strengthening data privacy compliance

Bayview Hunters Point Foundation Feb 2023 — Dec 2023

CRM Database Admin

Performed systems analysis using reports and dashboards to identify process inefficiencies and improve case management
Built and maintained performance dashboards using advanced filter logic and aggregate formulas
Cleaned and processed 20,000–150,000 donor and client records, improving data accuracy for outreach campaigns
Created standardized SOPs and documentation ensuring data governance and process clarity

Cal State East Bay Aug 2022 — Feb 2023

Information Solution Specialist 2

Managed data pipelines across multiple databases including Salesforce, Blackbaud, and Oracle
Managed user access with proper licensing, permission sets, and security best practices
Developed and refined SOPs and internal documentation, reducing frequently submitted tickets

Skills & Technologies

Technical toolkit

☁ Salesforce & CRM

Salesforce Admin SOQL Flow Data Loader Apsona Classy

❖ Analytics & Data

Tableau Python Pandas R ETL / ELT Domo Google Analytics

⚙ Competencies

Systems Management Stakeholder Communication Project Management Data Governance Automation

⚖ Marketing Tools

Campaign Monitor Mailchimp Google Analytics

Certifications

Professional credentials

⚡

Certified Salesforce Administrator

Cert. #140091 — 2022

Education

Academic foundation

Sacramento State

Master's in Business Analytics

Sacramento, CA — Expected 2026

Cal State East Bay

Bachelor of Science, Management Information Technology

Hayward, CA — 2020

JoeyRocha-Perez