Daniel Preece
Senior Salesforce Solution Architect
Port Saint Lucie,FL
Summary
Certified Salesforce Professional with over 4 years Enterprise experience in Sales, Service and Marketing Cloud environments for 2500+ users. Enthusiastic individual with superior skills working in both team-based and independent capacities. Excited to begin a new challenge with a successful team.
Overview
4
4
years of professional experience
Work History
Senior Salesforce Solution Architect
Booz Allen
Remote
01.2023 - Current
- Provide ongoing solution leadership in form of design, guidance, reviews, and decisions for both declarative and programmatic components
- To include updating and maintenance of technical documentation packages
- Ongoing client-facing solution leadership for team to support requirement gathering and translation into actionable development objectives
- Technical status updates to stakeholders as necessary
- Stays current on new functionality within Salesforce platform and industry in general
- Designs application security for solutions and ensures proper creation/implementation
Salesforce Consultant
Coastal Cloud
Remote
08.2022 - 01.2023
- Worked effectively individually and with Coastal Cloud and client team members to achieve customer success
- Took direction from project team members and immediate supervisor but takes initiative and shows leadership when appropriate
- Exercised independent judgment on small and medium sized client engagements or take lead role on key components of larger project
- Demonstrated ability to perform Salesforce.com administration/configuration/data migration/integration duties as directed.
Platform Success Guide
Salesforce
Indianapolis, IN
06.2021 - 08.2022
- Helped grow value and improve adoption for Salesforce Platform
- Engaged with Customers across all Account segments, delivering success engagements to Salesforce Premier & Signature customers
- Provided right recommendations at right time, enabling customer value realization at scale
- Used product knowledge to deliver value to both customers and internal teams in 1-on-1 and group settings
- Established position as domain and platform expert through delivery of engagements and other ad-hoc requests to support clients and their goals
- Translated strategic ideas and programs into clearly defined action steps specific to clients’ custom solution.
Salesforce/Marketing Cloud Business Systems Analyst
Lippert
Remote
11.2020 - 06.2021
- Designed, built, tested, deployed, and maintained solutions on Salesforce.com platform, with focus on Marketing Cloud and Sales Cloud journeys
- Evaluated business processes, anticipated requirements, uncovered areas for improvement, and developed and implemented solutions
- Lead ongoing reviews of business processes and developed optimization strategies
- Effectively communicated insights and plans to cross-functional team members and management
- Gathered critical information from meetings with various stakeholders and produced useful reports
- Managed projects, developed project plans, and monitored performance.
Platform Engineer
Seven Corners
Carmel, IN
01.2019 - 11.2020
- Delivered successful CRM solutions through partnership with business and technology groups, elicited requirements and delivered required functionality
- Worked closely with third-party vendors including software providers, implementation partners, and consultants
- Configured existing and anticipated CRM functionality, including cloud- based offerings, that met business demand
- Assisted team with user acceptance testing requirements for existing and new CRM systems and modules
- Partnered with key CRM partners for small- and large-scale projects to help develop vision of technology service
- Analyzed CRM system activity by assessing system utilization, employee productivity, and trending amongst key quality attributes.
Skills
Critical thinker and analytical personAbility to communicate effectivelyAdaptive learnerAgile experienceProvider of quality trainingUtilizes 3rd party applications when required
Certifications
- Salesforce Administrator
- Salesforce Advanced Administrator
- Salesforce Platform App Builder
- Salesforce Sales Cloud Consultant
- Salesforce Service Cloud Consultant
- Salesforce Experience Cloud Consultant
- Salesforce Marketing Cloud Administrator
- Salesforce Marketing Cloud Email Specialist
- Salesforce Platform Developer I
- Salesforce Sharing and Visibility Architect
- Salesforce Data Architect
- Salesforce Application Architect
- Salesforce Business Analyst
- Salesforce UX Designer
- Salesforce Associate
- Salesforce Security & Privacy Accredited Professional
- Salesforce Strategy Designer
- Salesforce Integration Architect
- Salesforce Sales Representative
- Copado Certified Fundamentals I
- Copado Certified Fundamentals II
Accomplishments
- Designed & Implemented Einstein Bots for Chat, SMS, and WhatsApp within Service Cloud, driving a 50% increase in Customer interactions.
- Created ‘Salesforce Central’ O365 user group with 100+ members, publishing updated technical features and training material for planned Salesforce releases.
- Launched Salesforce mobile experience with a 75% adoption rate.
- Published training documentation and videos, hosted live sessions on a team-by-team basis, increasing user adoption rates by 60%.
- Actively involved in Lightning transition and migration project to entire corporate user base of 250+ users.
- Joined Trailhead as a credential SME and helped create 12 new super badges focused on security in the Salesforce ecosystem.
- Customized Salesforce Knowledge including Lightning Knowledge migration for over 200+ articles.
- Managed Salesforce requests/issues for 250+ end users.
- Implemented transactional security for org Standard Objects, alerting on large exports of Data enhancing business compliance protocols.
- Designed and Implemented Behavioral Trigger for Abandoned Carts in Marketing Cloud, resulting in an average of an additional revenue of $500 dollars per month from abandoned carts.
- Lead Implementation of Blackthorn Events and Payments software applications, managing testing in Sandbox environments before moving to Production, Event creation and Registration time overheads reduced by 50%.
- Maintained 45% CSAT response rate while working at Salesforce, which was the highest rate among the Platform Success Guide team during my tenure.
Timeline
Senior Salesforce Solution Architect
Booz Allen
01.2023 - Current
Salesforce Consultant
Coastal Cloud
08.2022 - 01.2023
Platform Success Guide
Salesforce
06.2021 - 08.2022
Salesforce/Marketing Cloud Business Systems Analyst
Lippert
11.2020 - 06.2021
Platform Engineer
Seven Corners
01.2019 - 11.2020