SUMMARY:

• Confidential has recent experience selling and implementing Salesforce CRM Classic and Lightning application projects.
• 30 plus total years of experience
• 15 years of experience in the discipline of CRM
• Determined requirements to design and architect solutions.
• Translated business requirements into well - architected solutions that best leverage the Salesforce platform.
• Lead technical design sessions; architect and document technical solutions that are aligned with client business objectives.
• Managed the technical delivery of custom development, integrations, and data migration elements of the Salesforce implementations.
• Developed custom solutions and interfaces leveraging the Salesforce platform.
• Managed technical scopes and client expectations.

TECHNICAL SKILLS:

Project ManagementCustomer Relationship Management (CRM)

Enterprise Resource Planning (ERP)

Salesforce Sales, Service, Marketing with Pardot, Health, Community Clouds

Veeva Vault Submissions Archive, Vault Registrations, Rim Suite

Business Analysis

Apttus Configure Price Quote (CPQ)

Agile and Scrum Project Methodology

Waterfall Project Methodology

Release Management

WORK HISTORY:

Confidential

Salesforce Solutions Architect

Responsibilities:

• Lead the implementation of the Customer Responsiveness Project on the Salesforce Lightning Sales and Marketing Cloud Platforms by managing Confidential Salesforce development resources.
• Determined requirements to design and architect solutions.
• Translated business requirements into well-architected solutions that best leverage the Salesforce platform with agile methodology.
• Implemented marketing tool Pardot with Confidential and Campaign Management with Salesforce Marketing Cloud.
• Lead Apttus CPQ review meetings for progress of over 250 change requests including long term CPQ - Configure Price Quote initiatives within Saint-Gobain Performance Plastics in Solon, Ohio.

Senior Manager

Confidential, Albany, NY

Responsibilities:

• Facilitated technical design sessions; architect and document technical solutions that are aligned with client business objectives with scrum methodology.
• Deliverables included: Rapid Solution Workshops, Functionality Matrix, Salesforce Fit Gap Analysis, and Salesforce Solution Architecture.

Application Software Development Principal Consultant

Confidential

Responsibilities:

• Lead the implementation of the DPS Inspections and Permitting System for the Commonwealth of Massachusetts, Department of Public Safety and Security in Boston, MA.
• Managed the technical delivery of custom development, integrations, and data migration elements of the Salesforce implementation and technical scope and client expectations with agile methodology.
• Executed extensive Salesforce testing of the 41 developed change requests which were implemented into three production releases.

Program Manager / Delivery Manager

Confidential

Responsibilities:

• Supported Veeva Vault Submissions Archive, Vault Registrations & RIM Suite within Salesforce Sales Cloud for Confidential in Waltham, MA to help pharmaceutical sales reps in the field with their iPads with Veeva on them.
• Developed custom solutions and interfaces leveraging the Salesforce / Veeva platform with agile.
• Responsibilities included gathering and writing up new business requirements in the Veeva CRM environment and supervised the customizations in the development sprints.

Confidential

Functional Project / Program Manager

Responsibilities:

• Lead the CPO - Channel Partner Operations PRM - Partner Relationship Management program Release 4 for Confidential using Salesforce Marketing Cloud with Pardot, Heroku, and Campaign Management Salesforce vendor implementation partners Appirio and Tree House using scrum methodology.
• The following functions where designed, modified and implemented: Business Planning, Lead Routing, Partner Onboard Management, Chatter Communities, eMail Templates, Content Collaboration, Partner Agreement, Opportunity Management, Basic Forecasting, POS Visibility, Pricing Exception Process, Sprint Planning, Transformation Management and Marketo interface to Salesforce.

Confidential

Senior Project / Program Manager

Responsibilities:

• Lead the Project Suite Adjustments project for Individual and Small Groups .
• Project team consisted of 35 Business Analysts, Architects, configuration Informatics software developers; Medicare Enrollment Readiness, Claims within PMO Methodology.

Internet Marketing Director / Salesforce Solutions Architect

Confidential

Responsibilities:

• Conducted a CRM and Agency Management System assessment and vendor selection for the Sales and Service platform for 14,000 Confidential Insurance agents nationwide,
• Vendor selection resulted in 5 POC’s featuring: Salesforce; MS Dynamics CRM; NetSuite CRM+; Applied Systems; and Nexsure / Xdimensional.
• Salesforce was the choice and proceeded to build the model office to stage the configuration, customization and Salesforce implementation for Confidential in Bloomington, IL.

Functional Project Manager

Confidential

Responsibilities:

• Conducted Oracle’s Siebel Sales, Service, Repair, Contracts 7.8 CRM implementation for Business Week, a division consisted of 2 contact centers with CTI implementation.

Project Manager

Confidential

Responsibilities:

• Managed servers and networked desktop infrastructure to support the MS Dynamics CRM implementation for Confidential in Boston, MA which included 5 outsourced contact centers spanning 17 states.