Anne Peterson
Davie
Summary
Salesforce Solution Architect with 13+ years of experience leading enterprise CRM transformation initiatives, designing scalable multi-cloud architectures, and modernizing legacy platforms across sales, service, experience, and revenue operations environments. Expertise in Enterprise Architecture, governance, integration strategy, process automation, and technical leadership. Proven track record delivering scalable Salesforce solutions that improve operational efficiency, accelerate revenue growth, strengthen user adoption, and support long-term business scalability.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Principal Solution Architect – Salesforce
iPipeline
Ft. Lauderdale, FL
04.2025 - Current
- Architect and optimize a Salesforce multi-cloud enterprise environment supporting 500 internal users and 500 portal users across Sales Cloud, Service Cloud, Experience Cloud, CPQ, Knowledge, Omni-Channel, and Einstein AI, driving scalable Enterprise CRM capabilities and Multi-Cloud Architecture initiatives.
- Architect and implement scalable Salesforce business processes and end-to-end implementations that transformed business operations, contributed to 22% sales growth from 2024–2025, and support more than $15M in GTM projected sales in 2026.
- Provide technical and strategic leadership for Salesforce solution delivery teams, driving platform roadmap execution, technical strategy alignment, and operational excellence initiatives.
- Design and manage enterprise integrations between Salesforce and third-party enterprise applications including Conga Composer, Conga CLM, ZoomInfo, Replicon, and Jira, enabling streamlined operations and a centralized source of truth across business systems.
- Establish Salesforce governance frameworks, intake processes, change and release management standards, and User adoption strategy initiatives that improved department efficiency by 30% and accelerated response times for business requests and enhancements.
- Lead implementation and integration strategy initiatives for Replicon time management solutions as part of broader Enterprise CRM and system modernization programs, reducing operational costs by 30%.
- Architect and deliver custom Salesforce enterprise applications that automated procurement and vendor security workflows, increasing vendor visibility by 100% and improving approval efficiency by 50%.
- Lead system modernization initiatives by replacing outdated code-based automations with scalable Salesforce Flow solutions, improving maintainability, system performance, and platform flexibility across the enterprise environment.
- Direct technical debt remediation, platform audits, and Salesforce security architecture initiatives, including enterprise-wide MFA compliance, governance enforcement, and long-term platform optimization strategies.
- Partner cross-functionally with Sales and Professional Services leadership to optimize customer lifecycle processes, improve solution delivery, and drive a 50% increase in customer upgrades to newer product offerings.
- Implement data governance standards, validation frameworks, and automation guardrails to improve data integrity, reporting accuracy, platform reliability, and enterprise-wide operational excellence.
Salesforce Solution Architect / Senior Salesforce Administrator
Breezeline (formerly Atlantic Broadband)
Miami, FL
03.2020 - 03.2025
- Architected, optimized, and governed a Salesforce Enterprise CRM environment supporting 415 enterprise users across multiple business units.
- Reduced operational and implementation costs by $150K in 2024 through vendor optimization, strategic resource allocation, and process efficiency initiatives aligned with operational excellence.
- Led Salesforce platform delivery teams, including administrators, developers, and consulting partners, to support Enterprise CRM initiatives, platform roadmap execution, and long-term technical strategy planning.
- Coached and mentored team members on Salesforce best practices and certification pathways, increasing department productivity by 10% year over year while supporting organizational user adoption strategy goals.
- Developed statements of work (SOWs), aligned cross-functional stakeholders, and presented business cases to senior leadership to secure funding for strategic Salesforce solution delivery initiatives.
- Directed end-to-end implementations for major enterprise initiatives, including two org merges, a corporate rebrand, onboarding of new sales channels, and Lightning migration projects.
- Architected scalable business process automations that increased direct sales engagement by 20% and improved residential sales performance by 15%.
- Designed and executed system modernization initiatives to improve platform performance, replacing legacy code with scalable platform automation and Salesforce Flow solutions.
- Created Conga merge documents for Conga Composer, Conga Sign, and Conga Contracts, while maintaining integrations between AdobeSign, Conga Composer, ITA, Salesforce Maps, and Salesforce Enterprise Applications.
- Directed budget planning and vendor resource allocation for Salesforce development initiatives, supporting scalable solution delivery and platform roadmap execution.
- Led cross-functional support operations for five enterprise applications, overseeing user provisioning, access management, and platform support processes.
- Developed user enablement and user adoption strategy programs through scalable training initiatives, stakeholder engagement, and cross-functional collaboration.
- Architected and implemented Enterprise integrations between Salesforce and platforms including Gong, Pardot, Salesforce Marketing Cloud, ZoomInfo, and Salesforce Maps to support enterprise-wide technical strategy initiatives.
- Negotiated contracts for new integration projects and renewal agreements, resulting in $250K licensing savings during 2024 while supporting long-term platform scalability objectives.
Salesforce Administrator
Kira Labs
Pompano Beach, FL
10.2019 - 03.2020
- Architected all automation and deployed Rootstock ERP System through flow automation and other platform development tools to increase efficiencies by 25%.
- Developed technical documentation, governance standards, and process workflows to support scalable platform operations and knowledge transfer.
- Deployed user adoption strategies to align with internal training programs.
- Architected Einstein Analytics for more dynamic dashboards and increased transparency.
Salesforce Specialist
Unified Women’s Healthcare
Boca Raton, FL
09.2018 - 10.2019
- Architected and optimized a Salesforce Lightning and Experience Cloud environment supporting 3,500 internal and external users across 11 markets during a period of hypergrowth.
- Collaborated cross-departmentally with senior level executives to innovate automation and workflow within the program.
- Designed and implemented scalable Experience Cloud onboarding processes to accelerate affiliate integration and improve operational efficiency.
- Architected processes and new departments utilizing Salesforce flow automation, and other platform development tools to create a more efficient environment for end users.
- Configured and optimized TaskRay integrations within Salesforce to streamline project management workflows and improve cross-functional collaboration.
Consultant
Momentum Funding • Smashed Media • Atlantic Coast Enterprises • U.S. Pave
01.2017 - 2026
Education
Master of Science - Lean Six Sigma Black Belt, Green Belt, Advanced Lean Principles
Purdue University
MBA - Management
Nova Southeastern University
B.S. - Fashion Merchandising
Florida State University
Skills
Salesforce Architecture & Strategy:
Salesforce Solution Architecture Enterprise Architecture CRM Strategy Business Transformation Platform Scalability Solution Design Automation Strategy Governance Frameworks Solution Governance
Salesforce Clouds & Platform:
Sales Cloud Service Cloud Experience Cloud CPQ Einstein AI Lightning Experience Salesforce Flow CRM Analytics Salesforce Maps Marketing Cloud Pardot Salesforce Knowledge Omni-Channel
Tools & Platforms:
Conga Composer Conga CLM Jira ZoomInfo Gong Docusign AdobeSign TaskRay HubSpot Replicon Projector
Technical & Integration Expertise:
API Integrations Integration Architecture Data Modeling Security & Compliance DevOps SDLC Release Management Platform Optimization SSO/MFA Sandbox Management Data Loader SOQL Enterprise Applications Technical Strategy End-to-End Implementations
Leadership & Delivery:
Stakeholder Management Agile Methodologies Change Management Vendor Management Technical Leadership Revenue Operations Lean Six Sigma Black Belt
Websites
Certification
- Salesforce Certified Platform Administrator (ADM 201)
- Salesforce Certified Platform Data Architect (In Progress)
- Lean Six Sigma Black Belt
- Lean Six Sigma Green Belt
- Lean Six Sigma Yellow Belt
- Conga Certified
- Five9 Certified
- HubSpot Certified
Timeline
Principal Solution Architect – Salesforce
iPipeline
04.2025 - Current
Salesforce Solution Architect / Senior Salesforce Administrator
Breezeline (formerly Atlantic Broadband)
03.2020 - 03.2025
Salesforce Administrator
Kira Labs
10.2019 - 03.2020
Salesforce Specialist
Unified Women’s Healthcare
09.2018 - 10.2019
Consultant
Momentum Funding • Smashed Media • Atlantic Coast Enterprises • U.S. Pave
01.2017 - 2026
MBA - Management
Nova Southeastern University
B.S. - Fashion Merchandising
Florida State University
Master of Science - Lean Six Sigma Black Belt, Green Belt, Advanced Lean Principles
Purdue University
SALESFORCE SUPERBADGES
- Business Administration Specialist
- Lightning Experience Rollout Specialist
- Lightning Experience Specialist
AI ENABLEMENT TOOLS
- OpenAI/ChatGPT
- MidJourney
- Jasper AI
- DALL-E
- Copilot
ADDITIONAL LEADERSHIP & COMMUNITY INVOLVEMENT
- Women in Technology Leadership Initiatives
- Lean Six Sigma Black Belt nonprofit optimization project resulting in $75K+ savings
- Community volunteer leadership and mentorship initiatives