TECHNICAL SKILLS

Software: SalesForce, Informatica Cloud, MS SQL Server 2000, 2005, ANT, Apex Data Loader 2008, GIT, Xcode, PeopleSoft 8.x, 9.x, CaldiusCloud Clicktools

Programming: APEX, SQL (TSQL), XML, Visualforce, Objective - C, HTML, CSS

PROFESSIONAL EXPERIENCE

Confidential

Solution Architect

Responsibilities:

• Conduct solution design, system development, requirements gathering/analysis, product (app) research, for 21 offices and 800 internal and ~20,000 external users for the initial CRM design for Salesforce and Company Community licenses utilizing roles, profiles and permission sets in the Sales, Service and Marketing Clouds
• Design an initial year one system consisting of Salesforce workflows, Process Builder processes, custom APEX classes/triggers, while working with internal NIST Business Systems and/or external websites in an agile development environment
• Propose 5 additional detailed future solution designs that include: community portal, e-Commerce, e-Sign, email marketing, resource scheduling, survey management, address verification, document encryption, proposal management/comment/routing/approval processes, social marketing, large data set storage and sales, financial systems and publication management components
• Worked with the Technical Architect to design an integrated Middleware approach to integrate 3 legacy systems behind the NIST firewall with Salesforce Cloud and external cloud applications (Apptus, Qualtrics, Amazon WebServices)
• Create a plan for new systems that provide significant ROI and improved business impact for 5 NIST offices by streamlining work streams, eliminating process redundancies and the need for multiple systems
• Led the year one design and release management teams consisting of 8 team members to deploy a total of 3 major (and multiple minor) releases across 5 NIST Salesforce environments while coordinating with the QA and Technical teams
• Execute a custom agile system process used for configuration review and release management including designing a custom Salesforce tracking app to log Sprints, Epics, User Stories, Tasks, Defects and Bugs along with the associated Salesforce workflows, apex classes and triggers. Additionally, created a custom configuration tracking log and process to remedy issues as part of the initial release process
• Programmed approximately 8 apex classes and 4 custom triggers used to parse email data, create and route new records and perform complex calculations

Confidential

Lead Configurator / Developer

Responsibilities:

• Implemented a Career Review update, Executive Business Case application, GSA Labs (Community Site) and several VisualForce applications in a multi-organization (8) Salesforce environment with approximately 20,000 users that increased user productivity and had high rates of user acceptance and favorability
• Served as the internal team lead overseeing the development, configuration, and release management processes
• Ran requirements gathering, Agile sprint stand-up and solution delivery meetings used to successfully identify business needs, project requirements, team blockers and progress as well as the final solution delivery to the client
• Performed data analysis, data de-duplication, and data migration on data sets greater than one million records from SQL to Salesforce
• Created and maintained integration of Salesforce with Confidential and Confidential for approximately 15 one time only and ongoing Survey projects
• Acted as team release manager deploying the solution via GIT and ANT to the UAT and Production environments

Confidential

Senior Business Analyst / Configurator

Responsibilities:

• Conducted business process requirements sessions, solution design sessions, designed and conducted system training for 200+ users, system configuration, system testing and project documentation creation
• Migrated data from external sources including excel files and SQL Server data bases and created data cleansing processes as part of the data migration process
• Established data configuration and validation rules, configured workflows and process flows to update data on records in the system when changes occurred on associated records
• Configured Salesforce Console, standard and custom objects, reports and dashboards, system profiles, permission sets and roles to provide a common system of record for CRM needs
• Demonstrated exceptional client relations skills that the client commented were a key component to project success

Confidential

Project Manager / Business Analyst / Developer

Responsibilities:

• Managed budgets and project timelines and prepared monthly project status reports
• Architected the REC 2.0 Phase II, OGM Grants Closeout, M3 Tool 2014 and ONC Stakeholder Management CRM implementations that were successful in streamlining, replacing and improving existing processes
• Developed Apex and Visualforce code for the Grants Closeout and Stakeholder Management implementations to increase ONC Grants and Stakeholder ease of use, and increase visibility into the Grants process for Senior Management which led to a decrease in turnaround time for Stakeholder requests
• Implemented complex formulas and validation rules based on client needs to limit the editability of records based on user profile
• Designed, created and performed several data ETL processes including data cleansing, data mapping and duplicate checking as part of these projects.

Confidential

Business Analyst

Responsibilities:

• Conducted functional requirements review, business process review and project administration tasks
• Assisted both the functional and technical project teams to review agency requirements and provide a rich technical cloud CRM solution

Confidential

Associate Director of CRM Operations

Responsibilities:

• Led a team of five developers and three functional experts
• Responsible for administrating the legacy GoldMine CRM and assisting in the implementation of the new Salesforce CRM solution
• Upgraded core GoldMine CRM SQL code to comply with a PeopleSoft 9.0 upgrade
• Consolidated and migrated multiple existing ticket management applications, a data sync with PeopleSoft using Informatica Cloud, real time Web service callouts from Salesforce to PeopleSoft, and a multichannel Confidential implementation (with Live Agent for Salesforce)

Confidential

Technical Director / Senior Developer

Responsibilities:

• Maintained full knowledge of all aspects of CRM development, data storage and organization, system configuration, client/server application interactions and data flow while leading a team of 5 developers