TECHNICAL SKILLS:

Toastmasters International: Distinguished Toastmaster (DTM)

Application Packages: MS Office Suite, MS Project, MS Access, SAP Business Intelligence/Objects, SAP Business Explorer, SAP, Salesforce.com Sales Cloud, Service Cloud, Force.com

Recently used programming languages: Apex, Visualforce, SOQL, VBA, PERL, SQL

EXPERIENCE:

Confidential, Lubbock, TX

CRM Manager/Architect

Responsibilities:

• Started at the Bank during the requirements gathering phase for a new Salesforce org as the Project Manager & Administrator. Initial configuration for Lending Opportunities and Accounts was done by external consultants during the initial six months. The bank cut the consulting budget to 0, and I took ownership of the entire system (solo resource)
• Gathered requirements, architected/designed, developed, tested, deployed, trained and supported Salesforce Sales Cloud for Wealth, Lending, and Treasury Management teams based upon input from each teams’ leadership and end users. Each team required customization of Leads, Accounts, Contacts, Opportunities, Cases, and the creation of multiple custom objects. This required the creation of role hierarchy, profiles, list views, workflow rules, record types, sales processes, validation rules, reports, page layouts, custom objects, visualforce pages, apex triggers, apex visualforce controllers, apex batch jobs, & sharing settings
• Gathered requirements, architected/designed, developed, tested, deployed, trained and supported Service Cloud for Treasury Management call center team
• Gathered requirements, architected/designed, developed, tested, deployed, and supported all integrations to Salesforce. These include multiple banking cores ( Confidential Bankway & Confidential IBS), wealth management core (SunGard Charlotte), credit exception reporting (LQAS), and Accounting G/L. These systems are integrated with Salesforce standard (Accounts & Contacts) and multiple custom objects (Bank/Wealth Accounts, Exceptions, Junction objects, etc.). All data is updated daily (insert, update, hard delete - depending on record status) in Salesforce with automated processes using batch/cli Salesforce data loader connected to MS SQL Server. The core integration assists in giving users a true 360 view of their customer
• Gathered requirements, architected/designed, developed, tested, deployed, trained and supported Lending budgeting/goal setting and bonus system, referred to as the Matrix, in Salesforce for all users from Loan Officer to Bank President and trained all users on its usage and reporting. Each user has quarterly goals and results for multiple loan, deposit, credit, and accounting metrics. The Matrix is a custom object that contains aggregated data from 3 external systems and Opportunities. External data integrations are automated with command line/batch Salesforce data loader directly connected to MS SQL DB, and Opportunity data is updated through triggers and apex batch jobs
• Created Visual Force dashboard component, custom controller, and test class, so every Matrix user has a custom dashboard that is always up to date
• Created near real-time integration of Salesforce Opportunities and internal credit approval system ( Confidential ) the integration is done using Pragmatic works task factory, MS SQL Server, and uses Salesforce workflow rules to perform business logic and send email notifications to users of the credit status of their Opportunities
• Led data conversion project for ancillary lending and credit systems for the bank’s core conversion from Confidential Bankway to Confidential IBS. Also, developed data conversion programs and data feeds for Salesforce and Credit systems
• Wrote multiple triggers on standard and custom objects using SFDC best practices of one trigger per object and bulkification
• Created visual force opportunity new/edit override page with apex controller extension and test class. Recently removed and replaced with standard page layouts to prepare for Lightning roll out
• Fully tested Lightning UI to prepare for planned 2018 Lightning roll out
• Created video training series, delivered in-person training regularly to each regional market, and implemented WalkMe on screen training. These efforts combined with enthusiastic end user support led to over 80% system adoption
• Document automation with Conga Composer. Implemented multiple documents using Conga Composer. Most significant document to date is the Loan Setup Sheet. It utilized data in Salesforce and reduced the completion time from the prior manual process by up to 45 minutes per Loan
• Created complex formula on Bank Account custom object to determine the future year end balance of all monthly term loans to assist with budgeting and forecasting
• Automated creation of Salesforce metadata for custom objects, security profiles, and integration configuration based upon table data structure in MS SQL database. Also, scripted deployment from Sandboxes to Production using ANT Migration tool

Confidential, Lubbock, TX

SAP Program Manager

Responsibilities:

• Managed Corporate Level Super User Program

Director of Business Resources

Confidential

Responsibilities:

• Organized quarterly sales regional prospecting/blitz events: prepared tactical market research and marketing materials for blitz teams, post blitz customer product shows, and developed web based blitz tracking reporting system. This process generated approximately 80 to 100 qualified new customer account leads per event
• Created sales blitz website using PERL Confidential Application framework and Jquery (AJAX) for automated weekly Sales lead activity input and management reporting. Also, wrote automated email reminders for the sales team and email reports for management
• Supplies On The Fly (Supply & Equipment website) project manager: Worked closely with Sales, Accounting, IT and Confidential to ensure a smooth implementation. Supply and Equipment sales were increased by over 50% with the successful implementation of Confidential

Business Review Manager

Confidential

Responsibilities:

• Developed menu project management & print billing system in MS Access (reporting, UI for graphic artist, billing), MySQL and Web (PERL Confidential Application framework) for end user (Sales dept.) to submit requests, track status, and review past customer jobs.
• This system allowed us to increase menu department output by 4x and was implemented by other Confidential operating companies

Confidential, San Antonio, TX

Unix Systems Architect

Responsibilities:

• Designed scalable fault tolerant IT infrastructure solutions for multiple projects
• Worked with multiple development teams wrote scripts to automate the testing, packaging, and deployment of internally developed software
• Created internal UNIX Systems team ticket reporting system using PERL CGI & MySql for ticket creation and reporting

Confidential, Grapevine, TX

UNIX Systems Engineer

Responsibilities:

• Member of IT/CSD systems support team responsible for the management of Unix/Linux systems that supported the needs of over 5 Million DSL customers

Confidential, Dallas, TX

Consultant

Responsibilities:

• Part of Warehouse Management Systems (WMS) implementation team for Confidential .
• Worked on multiple projects for American Airlines as part of the Project Management Office (PMO)

Confidential, Lubbock, TX

Linux Systems Admin/Developer

Responsibilities:

• Developed Tray Card application for the managed care industry using Borland C++ Builder and Paradox
• Developed Sales activity reporting system using PERL CGI, Interbase, and integrated data from IBM AS/400