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 personundefined
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
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