Joshua Ortiz
About Joshua Ortiz
Joshua Ortiz is a Sales Platforms Manager at Dstillery, where he has worked since 2022. He has a diverse background in sales and Salesforce administration, with previous roles at companies such as Chargify and Broadway Bank.
Current Role as Sales Platforms Manager
Joshua Ortiz currently serves as the Sales Platforms Manager at Dstillery, a position he has held since 2022. In this role, he is responsible for overseeing sales platforms and ensuring their effective operation. His work includes managing various sales systems and processes to enhance efficiency across teams.
Experience at Dstillery
Joshua Ortiz previously worked at Dstillery as a Salesforce Administrator from 2020 to 2022. During his tenure, he negotiated all renewals and contracts related to business systems. He also designed and implemented new automation processes that significantly reduced time for all teams. Additionally, he built and overhauled the billing process from start to finish.
Professional Background in Banking and Sales
Prior to his role at Dstillery, Joshua Ortiz worked at Broadway Bank as a Relationship Manager and Personal Banker from 2016 to 2018. He also gained experience at Chargify, where he held multiple roles including Sales Development Executive and Salesforce Administrator from 2018 to 2019. His background includes training teams and providing troubleshooting support across various systems.
Education and Certifications
Joshua Ortiz studied at The University of Texas at San Antonio, where he achieved a Paralegal Certification in 2021. He also completed Salesforce training at Trailhead, earning the Trailhead Veteran status from 2018 to 2020. His foundational education includes a High School Diploma from Samuel Clemens High School, where he focused on Health Services.
Technical Skills and System Management
Joshua Ortiz has demonstrated expertise in managing a diverse range of systems, including AWS, AdobeSign, Celigo, and MediaRadar. He has trained teams on the operation of multiple systems and provided daily troubleshooting support, showcasing his ability to handle complex technological environments effectively.