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AI & Salesforce Analyst

Taylor
Watkins

AI & Salesforce Analyst — AISymmetric

Certified Salesforce Associate with a hands-on approach to CRM operations, data quality, and process automation. Passionate about leveraging Salesforce and AI tools to streamline operations and build scalable systems.

Operations-first problem solver

Taylor Watkins

Building scalable systems from the ground up.

Taylor is a Certified Salesforce Associate with a background in CRM operations and logistics. He focuses on helping organizations improve their Salesforce data quality, reporting visibility, and process automation. With hands-on experience supporting day-to-day Salesforce operations, Taylor brings a practical, problem-solving mindset to every engagement.

He is passionate about leveraging Salesforce and AI tools to streamline operations, solve real business challenges, and build scalable systems that support growing teams. Taylor is actively pursuing his Salesforce Administrator certification to deepen his platform expertise.

AISymmetric AISymmetric — AI & Salesforce Analyst

Platform experience

Day-to-Day Operations

Supported Salesforce operations by maintaining accurate data, assisting with reports and dashboards, and following CRM best practices.

User Access & Security

Assisted with user access support including profiles, permission sets, and basic security concepts to ensure appropriate data visibility.

Data & Workflows

Worked with standard and custom objects to organize data, improve usability, and support business workflows.

Reporting & Analytics

Built and reviewed reports to help stakeholders track activity, performance, and data quality across the organization.

Professional experience

MC Line Logistics Jun 2023 — Present
Delivery Driver
  • Safely delivered packages on scheduled routes while meeting strict delivery deadlines
  • Used mobile routing and scanning tools to track deliveries and confirm completion
  • Maintained accuracy, efficiency, and customer service standards in a fast-paced environment
Metro by T-Mobile May 2020 — Jan 2022
Store Manager
  • Supervised daily store operations to ensure optimal customer service and staff performance
  • Implemented inventory management strategies to maintain stock levels and reduce waste
  • Trained and mentored team members on sales techniques and product knowledge
  • Developed promotional displays to enhance product visibility and drive sales growth
Icon Shears Feb 2022 — Dec 2022
Sales Associate
  • Assisted customers with product selection and provided knowledgeable recommendations
  • Processed transactions efficiently using POS systems, ensuring accuracy and speed
  • Collaborated with team members to achieve sales targets and improve performance

Technical expertise

Salesforce Platform

Lightning Experience Sales Cloud Service Cloud User Management Lightning App Builder

Configuration

Record-Triggered Flows Screen Flows Validation Rules Approval Processes Custom Objects & Fields

Data Management

Data Import Wizard Data Loader Validation & Cleanup Deduplication Data Model Design

Security & Access

Profiles & Roles Permission Sets OWD Sharing Rules Field-Level Security

Professional credentials

Salesforce Certified Associate

Salesforce

Academic foundation

Gallatin High School

Associate of Science
May 2012

Let's build something impactful.

Interested in working with Taylor on Salesforce and AI solutions?