PROFESSIONAL SUMMARY:

• Certified Salesforce Administrator 201
• Certified InsideSales Service Cloud Administrator
• Marketing Cloud - did a Marketo to Pardot migration of 365,000, 486,000 and 153 prospects
• Set Up & Configured a Lightning Salesforce Case Management App for 80 Users
• Set Up & Configured Service Cloud - Desk.com, InsideSales, TalkDesk
• Setup 5 Call Centers both inbound & outbound (London, Irvine, Salt Lake City, Melbourne)
• Training & Tutorials on Salesforce Marketing Cloud Pardot Setup

PROFESSIONAL HISTORY:

Confidential, San Francisco, CA

Salesforce Marketing Cloud Consultant

Responsibilities:

• Advised on Best Practices to meet timeline for 30 Journeys in 5 languages and 9 cultural codes
• Enabled first 2 Triggered Event Transaction Emails with Data Extensions & Content Builder with AWS triggers working closely with the Accenture team
• Load Testing setup for AWS - setup a “Black Hole” business unit and related automated query’s
• Setup the SOP’s, Guidance, Approvals for a brand new Marketing Cloud ( 1 billion emails a year)
• Worked closely with AWS team and Marketing Cloud Administrator to creating SOPs

Confidential, Livermore, CA

Salesforce Architect / Administrator / Analyst / Trainer

Responsibilities:

• Service Cloud Setup for Servicing Non-Qualified Compensation Plans
• Architecting & setup of LMS - Learning Management System

Confidential, San Francisco, CA

Salesforce Architect / Administrator / Analyst / Trainer

Responsibilities:

• Salesforce Lightning, Communities, Desk.com and Social Connectors, Lightning Calendar, Dashboards, Salesforce 1 Mobile, Service Cloud, Service Desk, Training, RFP Coordination improving the process and language to make it easier to get improved results from vendors like IBM or Bluewolf
• Assisted DT - Department of Technology improve the RFP process to be OOD - Object Oriented Design

Confidential, Emeryville, California

Salesforce Architect / Administrator / Analyst

Responsibilities:

• Delivered 5 month behind project in 6 weeks covering VF - Visual Force Pages, Process Builder, UI Design, Triggers, hacking a Managed Package named Job Science.
• Service Cloud Implementation of Desk.com for three agents and one administrator with Content to make it easier to onboard 1,200 new Physician Scribes per year.

Confidential, Reno, Nevada & Sacramento, California

Architect / Administrator / Analyst

Responsibilities:

• Analysis and Architecting of Mapped Path forward for Netsuite and Zuora Integration.
• Analysis and Case Study and Architect of: Email to Case, Web to Case, Case Management and related Apps
• Architect and Implement a Salesforce Rules engine for a Mobile App via AWS
• CPQ - Click to Quote Project involved creating 21 Visual Force Pages, iPad, Docusign, iPad Mobile Solution
• Enabled Chinese Salesforce for Beijing office & trained them onsite
• Implemented Pardot Marketing Cloud for 17,500 Campaign members, Desk.com Service Cloud Configuration with 3 agents, Implemented Salesforce IQ, Salesforce Lightning, Data Porting, AS400, Desk.com Service Cloud, Training, Forecasting, Price book.
• Integrated & migrated Quickbase into Salesforce with over 1,000 Fields added and 33,000 revenue records
• Master Data Management, Integration / Middleware management for Commissions, Quickbase, Forecasting, Billing and the new Call Center / Service Cloud.
• Object-Oriented Design (ODD), Software Testing, Debugging, web user interface design, software development
• Project Management with CET Vendor - Consummate Technologies (Offshore Team)
• Optimized and Architect new Reporting Structure linking the Quickbase data into a coherent Salesforce Administrator to configure, setup and train users
• Setup Survey Tool & Invoicing Project for CET Client Cloud Mountain Solutions Automated invoicing for 75 users with 50 in the field technicians linking invoicing, surveys and quality assurance

Confidential, Irvine, California

Salesforce Project Manager / Architect

Responsibilities:

• Data Migration of Custom CRM / Database written in Java into Salesforce then into a Payment Gateway handling over 51 major customers and their vendor supply chain
• Integrate Salesforce with Netsuite, Pardot and Paypal
• Master Data Management Partner Roadmap Design & Mapping for PWC, Lloyds of London, Senior Staff
• Sales Cloud Architect & Implementation using SDLC on a Salesforce Call Center with Payment Processing Gateway, invoicing, Price Books, Territory Management, Forecasting which included securing financial data while being HIPAA compliant.
• Solution Architected for the global sales and service teams.
• I used Playbooks, Service Cloud InsideSales, Conga, Drawloop, Salesforce1, x-Excel, Open CTI, MatchMyEmail, Boomi, Netsuite, Zuora, Docusign, Echosign, Marketo, Pardot, MailChimp, Lighting, Process Builder, Report Builders, Dashboards, Distribution Engine, Canvas, Google Talk, TalkDesk, Softphone, Call Center, Communities, Contracts, Pay Per Click Google and other Apps

Confidential, Irvine, California

Business Operations Analyst / Architect Salesforce

Responsibilities:

• Architected a Custom Community Portal setup for customers like Confidential .
• Propose Solutions, Implement and Train Staff, Track User Adoption, Service Cloud, Communities Chatter
• Architected and then did the Project Management, for a Boomi integration between a website & Salesforce
• C-Level Weekly Interface with stakeholders: CEO, x-CEO, Legal, EVP Worldwide Sales, CFO, Finance Director, IT, Sales Directors, Marketing (480,000+ lead Marketo instance), involving training, scoping projects, on the spot implementing, suggesting best paths forward
• Data Management / Integration roadmap creation and presentation to Sales & Marketing EVP
• Data Migration - of a Custom HTML Vendor Management Subscription website via Boomi into Salesforce
• Netsuite, Zuora team that Architected the linking and mapping between Sales Service Cloud, averaging 4,000 invoices a quarter.
• Global teams optimization including reporting, click to call, and process’s for each team according to their mission: Appointments, Demos, Field Sales, Contract Negotiation, and linking it into the Marketing Cloud via Marketo which had 486,000 active prospects / leads.
• Sales Cloud - Business Intelligence: Analyzed and or Installed: Conga, Drawloop, Salesforce1, x-Excel, Open CTI, MatchMyEmail, Boomi, Netsuite, Zuora, Docusign, Echosign, Marketo, Pardot, MailChimp, Lighting, Process Builder, Report Builders, Dashboards, Distribution Engine, Canvas, Google Talk, Talk Desk, Communities, Contracts, Pay Per Click Google and other Apps
• Service Cloud Subject Matter Expert for our current 45 users setup call centers in Provo Utah, Irvine California and London England ( increased average daily calls from 6 to 52)

Confidential, Saratoga, California

Salesforce Administrator / Business Analyst / Trainer

Responsibilities:

• Campaigns setup, Web to Lead, Cases, Libraries, Playbook, Apps - Adwords, Phonedeck
• Created the 72 Step Sales Playbook for sales, nurses, medical teams, billing practices and operating facilities.
• Data Management, Data HIPAA Compliance, Excel Connector, Dataloader, Jitterbit
• Enabled Tags, Dashboards, Reports, Data.com, Mapping, Heat Map of Opportunities
• HIPAA Compliance Guidance
• Installed managed and unmanaged packages in the Sandbox and Production, Map Anything, Backup, data loader, Reports, Dashboards, FDA reports, Xactly Mailchimp, Visual Force Pages, Page Layouts, Force.com Offline SFDC, Tquila and ForcePad
• Salesforce Content setup and management for Doctor and Operating room team training
• Setup a Service Cloud - Helpdesk
• Setup Custom Objects, Reports, Dashboards, Role Ups, Forecasting
• Site.com test deployment - pending marketing revisions and regulatory
• Team Lead on cross-functional linked teams to address business and /or systems issues
• Training of Sr. VP, Clinical Specialists, Regional Managers, Clinical Specialists

Confidential, San Diego, California

Salesforce Consultant

Responsibilities:

• App Development Project Management - Droid Location App to iPhone & Payment App
• Setup of Mail Chimp, Adwords, Analytics, Automated Quotes, Dialer, Website, CardScan with custom objects
• Campaigns, Content, Website Design, Web to Lead, Libraries, Cases, Click to Call Tools
• Service Cloud / Helpdesk creation and management for inside sales
• Reseller Campaign management, Chatter Groups
• Website creation for new payment options

Confidential, San Francisco, California

Salesforce Consultant

Responsibilities:

• Reviewed CRM and made immediate recommendation about - change management, Cases, SOP’s, Custom Objects together with the requested workflow, top apps.
• Data loading, Outlook to SFDC linking debugging, Dashboards debugging, Chatter permissions, Honda Partner Portal, Page Layout, Custom Object Design, Folder Sharing, Sandbox, Case Management61 Custom Objects, 67 Assignment Rules, 18 Custom Settings, 367 Rules, 97 Apex triggers, Workflow, 10+ Custom Apps, 39 Portal Roles. My specific achievements: implemented SOPs for: Cases / Tickets, Case Management, functional Dynamic Dashboards and Dashboard/report cleanup
• Enhanced Cases, SOP’s, Content, and suggested Best Practices