Owner, Managing Partner Resume
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Dallas, TX
SUMMARY
- Dynamic IT professional, solutions engineer, and project consultant with 20+ years experience across a number of industries including Healthcare.
- Proven ability to develop innovative designs and solution architecture that address customer needs across new and existing platforms and accounts.
- Demonstrated experience in solution innovation and leadership with ability to translate business requirements into compelling software designs through demonstrations and implementations.
- Excellent communication skills with ability to articulate company vision and foster customer relationships across the entire design and development lifecycle.
- In - depth knowledge of Salesforce.com, CRM, and Siebel industry applications.
TECHNICAL SKILLS
- Sales Cloud, Service Cloud, Health Cloud, Einstein Analytics
- Salesforce: Configuration (multi-verticals, multi-industries), Force.com development (VisualForce/ Apex); SOQL/SOSL; Apex Data Loader; Eclipse IDE, Lightning Components, Apex Classes & Triggers, VisualForce (pages, components and controllers), MuleSoftSpecial packages: Healthcare, Field Service, CPQ, eCommerce
- Apttus CPQ, Apttus x-Autor, Vlocity
- General Packages & Databases: MS SQL Server; Oracle DB; PL/SQL; MS Access; Oracle 7, 8, 9.2; Actuate Reports; PeopleSoft; Visual Test; Auto Tester; Front Page, Crystal Reports, Microsoft Office Tools
- C/C++; Visual Basics 5/6; Java; SQL; PL/SQL; VB Scripting; JAVA Scripting
PROFESSIONAL EXPERIENCE
Confidential, Dallas, TX
Owner, Managing Partner
Responsibilities:
- Independent consultant with 5+ clients in the Dallas, Austin and Los Angeles, CA areas.
- Salesforce SME who understands customer needs to support product selection, system design, and system implementation.
- Ability to remedy project issues stemming from poor contract execution or suboptimal project management oversight.
- Simultaneously support 5+ clients. Ability to manage multiple competing priorities to successfully support all clients.
Confidential, Los Angeles, CA
Solutions Architect / Pre-Sales Solution Engineer
Responsibilities:
- Work closely with Sales Director/CEO to prioritize opportunities and evaluate requirements, design, briefs, and price.
- Evaluate and recommend third party applications and/or customer solution on the Salesforce platform.
- Developed estimates, strategized project plan, assigned resources, and refined ROMs and SOWs.
- Utilized various applications: salesforce.com (Sales/Service, Healthcare, Field Service, Marketing & Salesforce CPQ), enterprise applications, app exchange, various middleware to implement solutions and extend the business.
Confidential, Dallas, TX
Technical Solution Architect / Product Manager
Responsibilities:
- Reverse engineered and migrated the organization from the existing non-profit package into Salesforce non-profit licenses.
- Presented solutions and project roadmaps to Board of Directors. Developed action items based on funding and needs.
- Established the integration process between Salesforce, the internal portal, and the company billing system.
Confidential
Associate Director, Solution Engineer
Responsibilities:
- Led sales activities and ensured “technical win.” Managed customer relationships with interdisciplinary project teams.
- Managed team of 5 Sales Engineers (Salesforce). Mentored and trained team. Contributed to high-performance culture.
- Independently designed and architected pre-sales solutions with cross-industry applications (e.g. healthcare, finance, Apttus CPQ, Field Services, Marketing, Sales & Service)
- Performed project efficiency initiatives like deep dives and current state/future state comparisons to develop technology improvement plans and design sales solutions that support business transformation goals.
- Managed customer expectations and relationships. Developed RFI and RFP responses. Technical SME and key Sales member.
- Utilized feedback and system evaluations/reverse engineering to recommend system enhancements.
- Developed high-quality presentations, proposals, and software customer demonstrations for customer.
Confidential, Dallas, TX
Solution Architect, Product Manager, Independent Consultant
Responsibilities:
- Delivered 10+ Salesforce projects and 100+ enhancements in Sales/Marketing. Built custom solutions for 10+ sales teams.
- Managed team of four technical associates in the development and implementation of complex projects.
Confidential, Richardson, TX
Solution Architect, Product Manager
Responsibilities:
- Facilitated vendor requirements packages and recognized integration points with external systems.
- Performed gap analysis to improve existing system processes, documented results, presented to Board of Directors.
- Created architectural solution for new system to capture all functionality requirements for future enhancements.
Confidential, Dallas, TX
Solution Architect, Independent Consultant
Responsibilities:
- Developed application to consolidate the donor tracking process, improving speed and reducing error rate and improved upselling and cross selling. Created project plan, tasks, assignments, and met with the end users for detailed requirements and enhancements requests. Developed final product, workflows, reports, dashboards and Outlook integration rules. Trained administrator on system.
Confidential, Austin, TX
Solution Architect, Independent Consultant
Responsibilities:
- Designed user interface and integrated with Electronic Health Record (EHR) system to synchronize patient medical data.
- Created business processes with cross-functional groups EHR developers and integration specialists.
- Designed data model for billing system and subsequent requirements for claim processing.