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Jason Roberts

  • Tennessee

Salesforce Analyst | Salesforce Certified Administrator


Salesforce Certified Administrator (ADM 201)
Salesforce, License 7787383

Work experience

Feb 2018Present

Salesforce Analyst | Salesforce Certified Adminstrator

Alternative Solutions Consulting

Alternative Solutions offers a full suite of consulting services to ensure our clients maximize the return they expect on their Salesforce investment. Our team of certified professionals are experienced in every Salesforce edition and our company specializes in projects of all shapes and sizes. From initial startup implementations to advanced second and third order issue resolutions, Alternative Solutions not only increases your expectation in an integration partner, we exceed it.

Apr 2014Dec 2017

Customer Success Analyst

Cirrus Insight

Cirrus Insight is a Software as a Service (SaaS) bootstrapped startup headquartered in Irvine, California.
Worked in the east coast office located in Knoxville, Tennessee.
Worked to support the Cirrus Insight flagship product that works in concert with Google G Suite, Office 365, and Microsoft Exchange.
Contributed articles to all Cirrus Insight product line knowledge bases.
Was the single support point of contact for the Cirrus Insight Flight Plans, Inbox Apps™, Google Cloud App, Mobile iOS, Android products.
Worked with iOS and Android engineers to resolve customer mobile issues.
Wrote entire Cirrus Files product knowledge base.
Regularly performed quality assurance testing for the Cirrus Files product.
Updated Salesforce AppExchange Cirrus Files versions as needed.
Was the single point of contact for hands-on customer technical support for the Cirrus Files product.
Worked with in-house engineer to resolve all escalated Cirrus Files issues.
Worked and attended Dreamforce 2014 and 2015 in San Francisco, California.
Worked in our Irvine, California, office headquarters for a week in September 2015.

Inc. 500 - Cirruspath #41 - (2016)
Inc. 5000 - Cirrus Insight #546 - (2017)

Oct 2013Apr 2014

Microsoft Dynamics Administrator / Salesforce Administrator

Worldwide Equipment, Inc.

Hired to lead company conversion from Microsoft Dynamics to Salesforce.
Was part of the team during the Salesforce discovery planning meetings.
Worked with Sonoma Partners in Chicago on Salesforce org customization.
Worked and resolved technical issues for employees in office locations in six states.
Traveled and trained sales reps during Salesforce implementation.
Cleaned up data export from Microsoft Dynamics that was imported into Salesforce.
Attended the Administration Essentials for New Admins (ADM-201) (03/24/2014-03/28/2014) in Chicago.

Mar 2009Oct 2013

IT-Account Specialist-Tier I

The White Stone Group, Inc.

Provide tier one Microsoft Server 2000, Microsoft Server 2003, and Microsoft Server 2008 server support via phone and email to users to over four hundred contracted hospital facilities across the country. Provide Cisco WebEx remote desktop support to end users. Create a case for each point of contact in CRM resolve and close cases in a timely manner, escalate to technical specialists as needed. Telecommute (as needed) via VPN using a Mitel 5212 ip phone. Worked the Network Operation Center (NOC) desk weekly until 4/1/11, was responsible for monitoring servers and resolving issues while taking queue calls from customers. Work in Customer Relationship Management (CRM), Windows 7 Enterprise, Office 2010, SQL Server Management Studio 2008.

Nov 2008Mar 2009

Medicare Data Analyst


After acquisition of PHP/Cariten Healthcare by Humana Inc., on November 1st, 2008, continued to perform the duties of the Medicare Data Analyst. I resigned amid the mass layoff situation before our new job roles were redefined so I could take my current position at The White Stone Group Inc.

Oct 2007Oct 2008

Medicare Data Analyst

Cariten Healthcare

Transmitted from the Centers of Medicare and Medicaid Services for the Eligibility department. Medicare Data Analyst also worked numerous coordinated tasks that are required to be completed in a timely manner per the Centers of Medicare and Medicaid Services guidelines and schedule.

Download & upload numerous weekly & monthly files from the Centers of Medicare & Medicaid Services Gentran email system. 

Submitted enrollment data to Centers of Medicare & Medicaid Services, per guidelines and regulations.

Responsible for all facilitated enrollments & automatic fully dual eligible enrollments. 

Knowledgeable regarding all Centers of Medicare & Medicaid Services enrollment election types.

Assigned by manager & CFO, to work 2006 & 2007 multi-million dollar reconciliation Prescription Drug Event errors on deadline for submission to pharmacy vendor before CMS deadline.

Submitted access to the MARx database, & the Gentran email system for submitting and downloading weekly and monthly files that were processed by CMS for enrollment and Covenant Health's IT department.

Submission access to SouthData third party payment coupon vender. Approved payment coupon proofs for 46,000 + membership & sent them to my manager for final approval.

Met once per week with Covenant Health’s IT business analyst & senior programmers to discuss end user issues that require CMS quarterly updates to remain compliant.

Submitted to third party IntegriGuard Company to adjust enrollment data for retro enrollments, pbp changes, and enrollment cancellations.

Assisted IT / programmers with the design and development of the .NET / SQL based Lead Tracking Maintenance System upgrade.

End user tester for IMAXSOFT/amisys01 release

Led departmental team in preparation for company wide Medicare audit.

Established departmental training procedures & guidelines per Medicare guidance.

Proficient SharePoint 2007, Amisys02, SunGard EXP, Lead Tracking Maintenance System (LTMS)