Alexander Hjelm
Encinitas,CA
Summary
Technical Consultant with over 4 years of experience in implementing CRM integrations for financial institutions. Proficient in REST APIs, SQL, Python, HTML, Dataverse, and Power Platform. Expertise in conducting discovery sessions, defining requirements, and designing scalable solutions through effective cross-functional collaboration.
Overview
5
5
years of professional experience
Work History
Technical Consultant II
Envestnet, Inc.
Del Mar, USA
05.2021 - Current
- Led data migration projects for financial services clients utilizing SQL, Power Platform, and CRM tools.
- Conducted discovery sessions to establish requirements and define integration specifications.
- Developed reusable data mapping frameworks and UAT documentation to enhance implementation efficiency.
- Designed CRM automations leveraging Power Apps, Power Automate, and business rules.
- Collaborated with Product and Engineering teams to identify integration needs and prioritize roadmap initiatives.
- Utilized AI tools for documentation enhancement, SQL optimization, and process standardization.
Education
B.B.A. - Finance & Management Information Systems
Gonzaga University
Spokane05-2020
Skills
- REST APIs
- SQL
- Python
- Dataverse
- Power Automate
- CRM Migrations
- Data Mapping
- JIRA
- Confluence
- Financial Services
Timeline
Technical Consultant II
Envestnet, Inc.
05.2021 - Current
B.B.A. - Finance & Management Information Systems
Gonzaga University