SUMMARY:

• Salesforce CPQ principal consultant, solutions architect, and project leader with over 17 years of professional experience. Industries include: Banking, Communications, Enterprise Software (Cloud - SaaS, PaaS), Industrial Machinery Manufacturing, Insurance, IT Consulting, Retail, and Steel
• I’ve led 20+ full-lifecycle CRM/CPQ/ECommerce projects with teams ranging from 25 - 75 people, budgets from $500K to $50M+, and timelines from 2 months to 2+ years.
• My Salesforce experience includes 7 Sales Cloud CPQ projects (4 Confidential, 3 SteelBrick) for global companies over the past 5 years. I’ve helped businesses around the world discover and deploy new sales technologies that allow them to sell in new ways.
• For the past three years I have specialized in advising customers and winning new business in the area of CPQ (Configure, Price, Quote) and enterprise billing solutions native to the Salesforce platform. Otherwise termed the 'quote to cash' lifecycle of a business, this can cover the improvement of many disciplines such as effective product configuration, faster quoting and speed of sale, order and contract management through to automated billing in areas such as invoicing, payment collection and revenue recognition.
• Also experienced as Salesforce Consultant/Developer/Analyst/Administration delivering cutting edge Salesforce.com solutions; projects include various domains and worked on two of the largest Salesforce deployments for The Fortune 200 Companies. Good at configuration, development, administration and integration of Salesforce.

TECHNICAL SKILLS:

Salesforce Sales Cloud + SteelBrick CPQ: Opportunities, Quotes, Guided Selling, Quote Line Editor (QLE), Custom Actions, Bundles, Dynamic Bundles, Constraints, Product Rules, Pricing Rules, Lookups, Contract Pricing, Multi-Dimensional Quoting (MDQ), Advanced Approvals, Discounting, Contracting, Amendments, Renewals, Quote Templates, Localization

Salesforce App Cloud: Apex, AppExchange, Application Lifecycle Management, Approvals, Chatter, Cloud Flow Designer, Data Loader, Developer Console, Force.com, Force.com IDE, Lightning App Builder, Lightning Components, Lightning Design System, Managed Packages, Process Builder, Report Builder, Salesforce1 Mobile App, Schema Builder, SOSL, SOQL, Triggers, Workbench, Workflows, Visualforce

CPQ Discovery: Helping leadership teams prepare for new Salesforce Sales Cloud and CPQ projects by crafting visions, creating strategies, building roadmaps, preparing business cases, securing buy-in, redesigning processes, writing RFPs, and evaluating vendors

CPQ Quick Start: Building CPQ Proof of Concepts (POCs) and Minimum Viable Products (MVPs) to get customers up and running quickly and to prepare them for Pilot releases

CPQ Implementation: Leading Salesforce CPQ activities including planning, budgeting, requirements gathering, design, development, testing, and rollout using Agile best practices

Other CPQ: SAP VC (Variant Configuration), SAP MM (Materials Management), SAP SD (Sales and Distribution), SAP IPC (Internet Pricing and Configurator), Confidential /Cameleon, PeopleSoft Order Management

E-Commerce: Amazon Pro, Magento, OsCommerce, WooCommerce

Marketing Tech: AWeber Email Marketing, Facebook Ads, Google Ads, Google AdSense, Google Analytics, Google Keyword Planner, Search Engine Optimization (SEO), WordPress

Microsoft Office: Access, Excel, MS Project, Outlook, PowerPoint, SharePoint, Word

Web: Axure RP7 UI/UX, CSS, ETL, Git, HTML5, Java EE, Java, JavaScript, jQuery, JSP, MySQL, PaaS, PHP, SaaS, SOA, SQL, Web Services, WebLogic, XML

Agile Tools: Jira, Salesforce Agile Accelerator, Rally / CA Agile (Flowdock, Rally Insight Analytics, Rally Portfolio Manager, Rally Unlimited)

Project Management: Clarity, MS Project, NetSuite OpenAir, Visio, Roadmunk

PROFESSIONAL EXPERIENCE:

Confidential, Denver, CO

Salesforce CPQ Solution Consultant

Responsibilities:

• Currently expanding consulting businesses ($5M-$15M annual revenue) in emerging markets quickly implement Salesforce Sales Cloud
• Completed projects for enterprise clients including Confidential Healhcare, Confidential, and Confidential .

Confidential

Salesforce CPQ (SteelBrick) Subject Matter Expert

Responsibilities:

• Advised VPs and senior directors in critical CPQ / Quote-to-Cash areas including vendor selection, product vision / roadmap, and global rollout strategy for 900+ CPQ users
• Coached PMs and BAs on Salesforce CPQ implementation and Agile best practices
• Led workshops with sales, marketing, and finance teams to set scope and gather requirements for configuration, pricing, quoting, contracting, ordering, amendments, renewals, and integration to Oracle EBS, Salesforce Communities, and Zuora

Confidential

Scrum Master & Agile Coach

Responsibilities:

• Coached multiple teams within PMO on Agile (Scrum, Scrumban, Kanban, and SAFe)
• Served as a Scrum Master on big data analytics projects to improve call quality in a global contact center with 50K+ customer support representatives

Confidential

Senior Salesforce Project Manager & Advisor

Responsibilities:

• Led sales transformation consulting project to define vision, build business case, outline roadmap, determine requirements, secure buy-in, write RFPs, evaluate vendors, verify SOWs, and plan Salesforce Sales projects.
• Built Salesforce CPQ (SteelBrick) proof of concept to evaluate underlying technology
• Leveraged Agile Scrum framework to manage all consulting activities and deliverables

Confidential

CPQ Project Manager

Responsibilities:

• Led 3 full-lifecycle Salesforce Sales Cloud CPQ projects with a 10-person implementation team including 3 direct reports and with $750K+ budgets. Customers included Accelrys, TransUnion, and Siemens BT. Largest rollout was designed to ramp up to 1500+ users.
• Served on PMO Advisory Council and rolled out Agile Scrum framework to CPQ PS team • Served as Scrum Master and guided product visioning, product and sprint backlog creation, sprint planning, daily stand-ups, burndowns, demos, and retrospectives
• Served as the Delivery Executive on escalated projects and helped new project managers improve customer relationships and get engagements back on track

Confidential

Principal & CPQ Project Manager

Responsibilities:

• Built and managed a 45+-person consulting team that spanned Asia, USA, and Europe
• Led numerous $10K+ B2C E-commerce and projects for online retailers using Agile.
• Completed projects for enterprise customers including Cisco, Wells Fargo, and Confidential

Confidential

CRM Configurator Lead & Solution Architect

Responsibilities:

• Built proof-of-concept systems to get everyone from end-users to C-level execs on board
• •Led $700K+ PeopleSoft CRM / B2B E-Commerce platform projects for 3 power transmission business including flat-top chain / sprockets, couplings, and gear drives
• Leveraged Agile (Kanban, TDD) framework to manage communications, develop project management plans, gather requirements, define scope, create WBSs, develop schedules, estimate costs, manage risks, manage app development and QA

Confidential

Senior Business Analyst

Responsibilities:

• Improved B2C retail lending product configuration, pricing, and underwriting processes
• Served as subject matter expert on rules-based management systems and rules engines

Confidential

CRM Guided Selling Team Lead

Responsibilities:

• Led two $1M+ CPQ/ B2B E-Commerce Guided Selling projects to support 8 product lines
• Gathered requirements and rules from product experts, sales teams, and service teams

Confidential, Denver, CO

Senior Salesforce Developer/Administrator

Responsibilities:

• Salesforce Implementation for multiple users in partner portal and customer portal.
• Data migration and synchronizing the accounts from Oracle to Salesforce. Involved in Design and development of Workflow rules, triggers, and validation rules, Profiles, Custom Buttons, Custom links, Custom Pages, Extended controllers, and Apex classes to drive the functionality.
• Created Email templates, approval processes Auto response Rules and Multi-Step Approval Processes as per the requirements and defined approval actions on them to automate the processes.
• Creating the Lead queues and configuring the custom settings.
• Monitoring the Apex Schedule jobs and Batch jobs.
• Querying data and manage data using Apex Explorer and Apex Data Loader. Migrating data and configuration changes from test to Production environment.
• Data Validation from different applications like Oracle 11i, DXP, CXP.
• Resolving the Issues related to Corporation’s CRM and PRM.
• Code deployment from Sandbox to Production and involved in release activities and UAT.
• Gathered business requirements, analyzed and provided them with solution on Force.com platform
• Involved in architecture designing and planning, application design and development.
• Developed Visual Force pages as per requirement.
• Used the Sandbox for testing and migrated the code to the deployment instance after testing.
• Developed and maintained security and sharing control settings as per Requirement.
• Handled critical customer requirements and provided solutions.
• Developed the system to take the full Leverage of Force.com platform.
• Developed Triggers and Test Classes in Apex.
• Created Workflows and Approval process, validation rules.
• Generated Extensive reports and Dashboards.
• Data Management using Data Loader tool.
• Support Sales Cloud and Service Cloud users and maintain Customer Portal
• Extensive use of Data Loader;
• Gathering of requirements and implementation of new functionalities, both internally and externally available, mainly with point-and-click functionalities;
• Additionally from March 2013, troubleshoot issues on existing APEX and Visualforce code and develop new custom functionalities.
• Technical Support by phone, email… In Support, General Troubleshooting, in Tier 2 I focused on Clients (Iphone, Ipad, BlackBerry, Android Mobile applications) and Analytics (Report and Dashboard)
• Extensive use of SLA, Escalation and Special Handling Instructions;
• In Administration, Data & Users management, creation of Workflow and Approval Processes, Sharing Rules, Validation Rules, Formulas, Reports, Dashboards.