SUMMARY

• Salesforce.com specialist designing, building, and implementing business processes and solutions that will drive business growth with a demonstrated track record of establishing vision, driving change and transforming organizations toward “faster, better, cheaper”.
• Strong background in defining global strategies and implementing best practices inclusive of IT governance, supply chain management, project management, application development, contact center management, change management, quality, testing, and outsourcing approaches to reduce costs, decrease time to market and improve quality.
• A proven transformation executive, organizational leader, mentor and coach with experience in implementing IT services aligned with business objectives in multiple International locations.
• Recognized by managers, peers, and subordinates for leadership, innovation, talent development and implementing change while partnering with the business and clients to deliver results.

TECHNICAL SKILLS

• Salesforce.com/Heroku/Communities implementation administration maintenance
• Group
• Professional
• Enterprise
• Unlimited and Developer Editions of Salesforce.com implementing Sales Cloud
• Service Cloud
• Campaigns
• Marketing Cloud
• Cases
• Commerce Cloud/CPQ
• Health Cloud
• Einstein and various AppExchange applications (DocuSign
• Veeva
• Vlocity
• Apttus
• Oracle CPQ
• Steelbrick
• Lightning Components
• Apex Coding
• CTI
• API

PROFESSIONAL EXPERIENCE

Senior Developer

Confidential

Responsibilities:

• 40 Salesforce Orgs with over 200 applications spanning all lines of business globally
• Sales Cloud, Service Cloud, Marketing Cloud, CPQ, Wave/Einstein, Heroku, Apttus (CLM/CPQ), Quip, etc., Mobile Application Development and customization on Salesforce Mobile (previously Salesforce 1)
• Helped stand up new Salesforce Center of Excellence
• Wrote and published all Salesforce Principles and Standards as it applies to Architecture, Apex Coding Standards, Org Strategy, etc.
• Program Lead of major transformational initiatives employing Lean/Six Sigma methodologies and approaches to define value/data - driven change to automate, optimize, streamline and standardize
• Distribution
• IP Rights
• Contract Lifecycle Management
• Master Data Management

Confidential

Managing Director

Responsibilities:

• Responsible for resource hiring, management and utilization
• Managed relationship and established SI Partnership with Salesforce.com
• Responsible for acquisition, closing deals
• Sold and implemented the largest Health Cloud Salesforce deal of 2018 for a new MedAdvantage Payer
• Sold and implemented one of largest B2B (Cloud Craze) Salesforce deals of 2018 for a large manufacturer

Confidential

Salesforce.com Consultant

Responsibilities:

• Build out Salesforce automation functionality in support of Sales, Service, Internal Workflow, Document Supply Chain Management, etc.
• Salesforce Solution Architect/Onshore Production Support Dev Ops Team Lead, Small Group Sales, Vlocity application
• Lead team of 2 Salesforce Developers and an Integration Developer
• Liaise with business to capture issues and requirements
• Flag design issues and report to Architecture team to refactor
• Responsible to team hitting goals and redesigning application to be able to scale to 14 States to support Small Group Sales Automation
• Mobile Application Development and customization on Salesforce Mobile (previously Salesforce 1)

Confidential

Salesforce.com Consultant

Responsibilities:

• Manage oversight on dedicated support team that maintains and upgrades systems (Salesforce.com and Veeva) with an average of 400 Change Requests and 5 major releases annually
• Manage an average of 2 projects myself doing Salesforce.com enhancements, for example:
• Communities implementation for users in 56 countries
• Service Cloud implementation for 5500 users
• Manage Onshore and Offshore resources including, but not limited to
• Project Consultants
• Project Analysts
• Manage project planning phase including, but not limited to:
• Business Requirements
• Process Mapping
• Meeting facilitation
• Timeline and Status Updates
• Value Approach Presentation

Confidential

Project, Sourcing, Support and System Development Manager

Responsibilities:

• Lead major sourcing/implementation projects of business solutions and capabilities
• Work closely with internal and external cross functional areas, vendors and strategic partners to identify new ways to leverage assets in an effort to expand into new markets and industries/diversify revenue sources
• Provide sales and marketing operational support in the planning and execution of strategies enabling the business to achieve their goals based on their scope of work
• Provide regular reporting to senior leadership on all key performance indicators (KPI)
• Conduct/lead RFx processes
• Devise and implement sourcing/vendor management strategies
• Map current vs. future state processes to identify gaps and synergies to gain efficiencies and eliminate waste
• Negotiate/redline vendor contracts
• Maintain vendor relationships in the support of sourced business solutions and capabilities
• Work closely with vendors and IT on integrated capabilities and solutions based on value add processes derived from process mapping with a focus on Salesforce.com and integrated systems
• Act as a Salesforce.com Subject Matter Expert on all business solutions and capabilities including, but not limited to integrations and ensuring business value/financially justifying spend
• Manage team of Analysts and Project Consultants

Owner

Responsibilities:

• Responsible and accountable for Document Supply Chain Management for all of Florida Confidential with a focus on Print and Digital Marketing ( Confidential Cross Confidential Shield of Florida)
• Responsible for improving and streamlining processes to realize over $2M in annual savings
• Engineering and creating standardized processes and systems to control print cost and variation
• Work closely with Procurement to establish SRM guidelines and strategy
• Enhance and reconfigure PeopleSoft request intake capability/software
• Integrate data between SAS Marketing Operations Management tool and PeopleSoft purchasing and budgeting system
• Manage team of Print Coordinators and Buyers in partnership with Procurement Management
• Vendor Manager responsible for financial approvals and reconciliation of spend well above $10M annually
• Create Digital Marketing cataloguing and archiving system to
• Manage legal rights to assets
• Track assets from creation/purchase through usage
• Calculate impression valuation and ROI
• Report to Senior Executive Committees who care for the Operations of the Enterprise and the Financial Strategy of the Organization
• Create print buying strategy to realize money saving elements of scale across multi-functional areas of the organization
• Engineer and create disaster recovery plan

Manager & SFDC/SAS Systems Administrator

Confidential

Responsibilities:

• Responsible for process improvement
• Manage Salesforce.com with integrated Marketing Automation system (Marketo) and Marketing Database (SAS)
• Enterprise Owner - Document Supply Chain Management
• Accountable for identifying improvement/cost saving opportunities and executing to realize improvement/savings
• Responsible for research and implementation of Marketing Operations Management system across all of Confidential
• Collect data and create presentations for senior leadership to use to make data-driven business decisions
• Lobby across multi-functional areas to get backing and funding for initiatives my leadership tries to get approved by OC and EPC
• Project Leader/Owner:
• SAS MOM development and implementation eCommerce NetSuite capability
• Seminar/Event Management tool with integrated web forms on BCBSFL Websites and custom mail server integration
• Responsible for enabling the company to transform Marketing department into Agency model
• Build and support SAS Marketing Operation Management tool to support the five major areas of Marketing in the transition to an Agency model
• Create Digital Asset Management capability, processes and procedures to be the system of record for the entire company
• Create training and reference materials
• Conduct user training
• Create communications plan and strategy
• Build and maintain reporting and dashboards

Lean Integrator and Mentor

Responsibilities:

• Responsible for utilizing Lean and Six Sigma methodologies and exercises in the pursuit of continuous improvement
• Work across multi-functional areas to realize synergies eliminating waste and generating enhanced analytics translating into cost savings, cost avoidance and profit
• Mentor for Lean students working to earn Lean Level I and Lean Level II certifications
• Use knowledge of Salesforce.com and other integrated systems to enable CI activities in the company

Manager

Responsibilities:

• Work closely with system Project teams to ensure ease of use of integrated systems for both the Agent as well as the Customer (UX design)
• Work closely with both internal Legal and Compliance as well as outside consultants to ensure that we are always being compliant in our policies and procedures
• Ensure that data is landing properly for maximum reporting/auditing potential
• Build, Analyze and Maintain regular and ad hoc reporting and dashboards as it relates to Call Center KPI, Auditing use of Call Center Sales tools, Lead Management, and Sales/Sales Conversion statistics
• Manage a team of seven (7) Analysts and Project Consultants to run day-to-day operations and support Agents and Managers on an as-needed basis
• Works strategically across multiple business areas/channels to achieve business objectives and provide quick issue resolution as it pertains to Salesforce.com/ Call/Sales Center Technology
• Build and maintain relationships with business vendors/partners to recommend and implement Technical Sales Tools
• Acts as an Agent of Improvement and Productive Change identifying processes that may be broken or have gaps and improving them in a manner that best benefits the business
• Support Agents on a day-to-day basis fixing technical issues that may arise on the fly
• Train Agents and Management on Technical changes and improvements to Sales tools
• Build scripting infrastructure in Salesforce.com CRM tool
• Provide leadership instances of risk, impacts to Sales metrics and business process gaps in an effort establish a consistent infrastructure
• Provide process standardization in an effort to make Confidential Direct more scalable to allow for fast growth with little change to support infrastructure
• Act as a Subject Matter Expert as it relates to projects that impact Confidential Direct Sales Contact Center
• Create Standard Operating Procedure documents to enforce best practices
• Write and/or approve Scope, Business Requirement, System Requirement documents
• Organize and conduct Regression Testing, User Acceptance Testing as well as IVP testing upon implementation

Confidential

VP

Responsibilities:

• Managed a team of 12
• Responsible for bringing in new business and maintaining current client relationships
• Manage team of inside marketing consultants
• Exceed annual quotas for total US sales as well as new business revenue numbers
• Report directly to CEO/President

Director

Responsibilities:

• Responsible for bringing in new accounts to build a book of clients
• Consult on system enhancements and configuration of Salesforce.com CRM tool
• Maintained current accounts
• Found new segments and initiatives in my territory
• Maintained monthly and annual budget targets
• Customized solutions for corporations with international accounting problems and risk exposure
• Network with local organizations to promote our services
• Specialized in international law firms based in New York City
• Developed relationships with business leaders in many industries
• Attended trade shows, seminars, conferences and networking events to increase business
• Worked closely with CFO’s, Treasurers, Controllers and Accounting departments to identify issues and solve them
• Responsible for submitting weekly and monthly Salesforce.com reports analyzing prospects sales stages and estimated closing dates with relation to revenue and budget

Senior Foreign Exchange (Currency) Trader

Responsibilities:

• Built Million dollar (profit) a year book of corporate clients in less than 2 years
• Configured Salesforce.com CRM software replacing Matrix and ACT
• Acted as SME with regard to the design and workflow of Salesforce.com org
• Traded every major currency, most minors, and gold for corporate clients
• Wrote daily market updates to database of over 10,000 subscribers every morning
• Sought out new segments and strategic relationships to increase business and exposure

Confidential

Director of Purchasing, Equipment Dept.

Responsibilities:

• Responsible for all purchasing of dental equipment
• Kept just-in-time ordering model
• Worked closely with suppliers
• Managed $20M inventory and warehouse
• Expert in dental equipment
• Managed team of over 20 sales reps on all equipment sales
• Reduced warehouse costs by $120,000 per year in my first 3 months