SUMMARY

• Over 18 years extensive business, ERP, CRM and IT experience in the business processes of Broker Dealers and Financial Services systems as Project Manager, Senior Business Analyst, and Technical Support wif exceptional problem solver and leadership skills. 7 years of Salesforce.com experience.

TECHNICAL SKILLS

ETL: Extracted and imported data using both Salesforce exporting tools, CRM Fusion DemandTools, work wif technical teams on Jitterbit and Informatica

Business Processes: Responsible for establishing system policies, understanding and management of daily tasks, vendor management, license management, user management, project management

Reporting: Using Reports and Dashboards to utilize system data to give real - time reporting for pipeline management, custom and executive reporting.

Technical: Demand Tools, SharePoint, Visio, SQL

Process: Business process modeling, Project Management, Engagement Management, SDLC

PROFESSIONAL EXPERIENCE

Confidential

Solution Architect

Responsibilities:

• Investigate, documents and analyses key client organizational processes
• Member of the project management team, determines required resources and create realistic timelines, communication and governance plans
• Lead requirement gathering sessions and team updates, translate business goals and drives into technical solutions in collaboration wif product or change delivery teams
• Balance multiple deliverables simultaneously while beating the scheduled timeline for all deliverables
• Develop documentation, conceptualized design, models, wireframes and data mapping for technical solutions and impacts
• Maintained an effective client follow-up system to ensure dat clients are contacted in regards to project progress and overall satisfaction
• Maintains an effective client follow-up system to ensure dat clients are contacted in regards to project progress and overall satisfaction
• Declarative development in Salesforce
• Working wif offshore teams
• End User support

Confidential

Senior Salesforce Consultant

Responsibilities:

• Investigate, documents and analyses key client organizational processes
• Lead requirement gathering sessions and team updates, translate business goals and drives into technical solutions in collaboration wif product or change delivery teams
• Balance multiple deliverables simultaneously while beating the scheduled timeline for all deliverables
• Develop documentation, conceptualized design, models, wireframes and data mapping for technical solutions and impacts
• Maintained an effective client follow-up system to ensure dat clients are contacted in regards to project progress and overall satisfaction
• Coordinates and client training
• Declarative development in Salesforce
• Working wif offshore teams
• End User support

Confidential Scottsdale, AZ

Global Salesforce.com Manager

Responsibilities:

• Manage team of 3 Administrators, 2 Business Analysts and 2 Developers.
• Migrating new business units onto Salesforce.com and designing objects for better adoption of the system. Maintaining roles, profiles and licenses.
• Manage vendor relationships, renewals and issues management.
• Engagement Management to help business owners define needs, scope and deliverables.
• Industry knowledge expert, System Architect and Program Manager on Salesforce.com.

Confidential Scottsdale, AZ

IT Operations Manager - Salesforce Solution Architect

Responsibilities:

• Successfully manage an IT helpdesk.
• Administration, Business Analyst and Project Management duties on both IT and Salesforce.com projects.
• Integrations wif Concurforce.com, IR20/20 and a Fulfillment center.
• Managing data quality wif DemandTools.
• Manage vendor relationships for new and current projects.
• Manage IT budget and reducing operational costs by 60%.
• Work wif other Senior Managers and employees across the Walton network on different projects both Salesforce and IT related.

Confidential Scottsdale, AZ

Senior Business Analyst

Responsibilities:

• Integrate and manage Back Office System IR20/20, Hummingbird document management application, project management on Salesforce enhancements, system design on SharePoint and relationship manager between Walton and our technology service providers.
• Investigate business processes currently in use, documenting the process’ interaction wif the current technologies.
• Understand and document the technology requirements in the future state business processes, including system requirements, data usage and system integration points.
• Perform stakeholder, end-user and impacted party analysis, including organizing and facilitating workshops, to determine, validate, and obtain sign-off on business and functional requirements.
• Anticipate, quantify and resolve problems and issues wif requirements.
• Define, manage and track the tasks required to get the solution into production, including the requirements definition, development work, business readiness, infrastructure related activities, support readiness.
• Developed auditing and surveying documentation for Broker Dealers.
• Auditing operations methodologies and helping identify growth potential opportunities in technology, procedures and personnel.

Confidential, Newport Beach, CA

Senior Business Systems Analyst - Implementation

Responsibilities:

• Gather and document business and functional requirements, use cases and user interface specifications.
• Negotiate final requirements wif clients and offshore development team.
• Knowledge expert on Broker Dealer operations for building Advisor Connect Back Office System.
• Create and review test plans.
• Support feature deployment wif field documentation and training.
• Partner wif Broker Dealer Management and staff to address new feature requests and deployments issues.
• Provide ongoing input to PSG management regarding client needs and feature priorities.
• Mentored and trained other Business Analysts in New Business, Registration and Licensing and Commissions processes and practices.
• Managed a very hectic travel schedule. 85% travel.

Confidential

Project Manager - Implementation

Responsibilities:

• Managed multiple simultaneous clients and projects (new installs, upgrades and/or enhancements) for some of the nation's top Broker Dealers.
• Managed client relationships and product features.
• Conducted project de-briefings to resolve issues during deployment phase to ensure successful completion.
• Created SQL ad hoc reports for clients and other staff members.
• Analyzed software business requirements to understand, identify, and document problems in processes and workflows.
• Supported integration project teams in multi-site implementations of systems and processes by managing team decision-making process, stakeholder buy-in, issue resolution and facilitating team meetings which resulted in completed and successful projects.