June 2021 – Please join us in welcoming Will Casido to our HoyleCohen family.
We are pleased to announce that Will Casido has joined our San Diego office as a much needed Salesforce Administrator. Will brings with him 5+ years of Salesforce Development and Design experience, most recently at Axos Bank.
In his role, Will is responsible for collaborating with the Director of Systems & Integration and others in operations and IT, in guiding digital transformation by bridging the gap between business & technology through Hoyle Cohen’s Salesforce platform. As Salesforce project lead, Will works closely with key stakeholders to understand business needs, architects scalable software systems, automates complex business processes, building testing and auditing the right product features to maximize business value, provides valuable insights by visualizing data in Reports and Dashboards, manages integrations between other software systems and Salesforce and maintains comprehensive and relevant documentation of all Salesforce Processes.
He is also responsible for implementing new business processes and procedures, managing our company’s client data, providing regular training to users on new and existing Salesforce functionality, onboarding all new users, helping our teams stay efficient and advocating for best practices that create frictionless client experiences
We are grateful to have Will as part of our growing HC family!
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