7Summits – Salesforce Technical Architect

2016  – Present
  • Led the implementation of 2 Lightning Communities and 1 custom Visualforce Community
  • Communicate technical solutions and design tradeoffs effectively to business stakeholders.
  • Work with project managers and/or clients to scope work and produce estimates to help define deliverables and timelines.
  • Interact directly with customers to review requirements, manage project delivery and obtain deliverable feedback.
  • Design and implement data structure, flows, Apex classes, Visualforce pages and Lightning components to support application build as needed.
  • Manage local and offshore development teams to ensure successful delivery of technical aspects of complex engagements.

Salesforce Consultant

2009  – 2016
  • Manage and lead multiple solo and team Salesforce projects concurrently, for SMB and Enterprise clients
  • Work directly with clients on requirements gathering, to define and prioritize clear and specific business and transition requirements
  • Work directly with clients to design and document customized business processes for end users and administrators within Salesforce
  • Participate in and lead the design and delivery of  solutions inline with business requirements
  • Clearly and effectively explain how solutions align with requirements with clients to ensure the design aligns with there needs
  • Implement and test technical soltions leveraging Salesforce and gthe Force.com Platform including point-and-click configuration, data cleansing, reporting, integration, and custom code
  • Work directly with clients to develop their Salesforce roadmap and the operational requirements necessary for success
  • Create and administer training programs for end users and administrators on Salesforce, specific to their Salesforce edition

K2 – Systems Administrator

August 2014 – June 2015
  •  Administration for 150 users worldwide on Salesforce Unlimited Edition
  • Project Manager for the implementation of an Internal User Help Site, Enterprise Territory Management, Named Account Model, Collaborative Forecasting, and the introduction of Products & Price Books
  • Implement an Enterprise Data Strategy with Event Monitoring increasing data quality while preventing loss
  • Implement a global Center of Excellence, the Salesforce Governance Board, to open communication across stakeholders, increase visibility of requirements for a unified strategy worldwide
  • Implementation of Change Management Policy increasing communication and adoption, and protecting company data
  • Deployment of 11 Visualforce pages and 7 apex classes

 Zillow  – Salesforce Systems Administrator

October 2013 – January 2014
  •  Implementation of the Zuora billing system for the Mortgage and Rentals departments
  • Discovery of over 1,000 points of existing revenue that were not being billed
  • Redesign of sales processes to capitalize on exiting Salesforce functionality and remove the need for additional applications, decreasing cost, shortening sales cycle, and simplifying the process
  • Savings of $100,000 annually by developing an ongoing process to archive data and maintain the data storage level
  • Automation of monthly commissions analysis saving over 72 man hours annually

 Expedia – Salesforce Systems Administrator

November 2012 – March 2013
  • First line of defense for over 1,000 Service Cloud users
  • Develop case management process for internal user requests including prioritization using configuration
  • Maintain integration with other internal orgs connect via Salesforce to Salesforce
  • Implement and design of data quality control process and standards

DocuSign – Sales Operations Administrator

April 2011 – October 2012
  • Led the Zuora Billing System implementation with Engineering, Accounting, Sales, and Sales Operations
  • Maintain Salesforce for Sales, Marketing, Engineering, and Customer Service
  • Implementation of assignment rules using a round robin distribution of Leads across the Sales Teams based on vertical and territory requirements
  • Work with developers to create a partner portal where DocuSign’s partners could enter Leads for the Sales Teams
  • Installation and support of One Source, Genius.com, Eloqua, Jigsaw, Hoovers, and Zuora
  • Distribution of the Book of Business for the Account Management team quarterly and as new users were hired, within the territory alignments while maintaining equal distribution of customers across users
  • Implementation of a Sales Methodology app to assist the Enterprise team in the development of Opportunities

 CSS Corp – Salesforce Administrator

January 2009 – April 2011
  • Reimplementation of a mature org, standardizing process and requiring accurate and complete data
  • Create and administer new user and on-going training for sales and marketing teams globally
  • Design of a documented, standardized sales process for 3 business units on Professional Edition, with the requirements of both sales and marketing
  • Create reports and dashboards for each geography and service line for end user and leadership teams
  • Implementation of marketing tools such as Genius.com, Jigsaw, and discoverorg
  • Administrator for over 100 users

 Salesforce.com – Customer Success Manager

June 2008 -January 2009
  • Top CSM with over 200% to goal for production with a 100% client satisfaction rating
  • Responsible for working with current Salesforce.com customers in an attempt to assist them with better use of the application
  • Develop success plans for customers that outline their critical success factors, metrics for success, potential issues and provide recommendations to assist with issues
  • Proactively support relationships with customers and partners
  • Derive CRM best practices that help drive customer adoption of salesforce.com services
  • Employee of the Month and member of the Performers League, which is made up of the top 20% of employees