Strong digital transformation leader with a focus on leveraging the Salesforce platform to deliver top-tier solutions. Proficient in sales, project management and delivery, bringing strategic vision and a collaborative spirit to foster growth and efficiencies for the organization.
Overview
17
17
Years of experience in the Salesforce ecosystem
6
6
Salesforce Certifications
Work History
Director, Services Lead
Silverline
08.2022 - Current
Management of a portfolio of clients representing nearly $6M in annual revenue
Advise clients on financial industry best practices and recommend processimprovements to gain workflow efficiencies
Responsible for discovery, scoping and all presales activities for new business aswell as additional project phases for existing clients
Develop new go to market strategies and product offerings to attract variedindustry segments
Lead the project team to ensure successful delivery implementation of elegantlydesigned solutions
Serve as an escalation point for client's executive leadership teams
Continually exceed a utilization goal of 50% billable hours
Develop and maintain the FINS internal demo org
Director, Principal Consultant
Silverline
07.2021 - 08.2022
Work with customers or prospective customers to develop integrated solutions and lead detailed architectural dialogues to facilitate delivery of large-scale SaaS projects
Foster strong relationships with executives and key decision makers as a trusted partner
Creation and documentation of complex data models, external integration, business process automation and other custom functionality
Present roadmap and technology infrastructure to customers, demonstrating deep familiarity with APIs, platform infrastructure, security and integration capabilities
Manage project planning, resource allocation, scope, change orders and timeline
Continually exceed a utilization goal of 75% billable hours
Manager, Solution Architect
Silverline
03.2018 - 07.2021
Engage customer stakeholders to understand desired business outcomes and define success criteria and key performance indicators
Verbalize complex concepts in simple terms to articulate to customer stakeholders the value of a recommended solution and approach
Lead Discovery and requirement refinement sessions to uncover customer's business, functional, and technological requirements
Synthesize requirements to create clear and comprehensive user story backlog and solution design documentation
Design innovative Salesforce solutions involving configuration of multi-cloud Salesforce instances as well as managed packages
Develop and deliver technical training designed to enable and educate the customer's business end-users
Guide and influence existing customers on recommended upgrades and enhancements to integrated solutions
Continually exceed a utilization goal of 85% billable hours
Manager of Salesforce Products
Love's Travel Stops & Country Stores Inc.
02.2017 - 03.2018
Digital transformation solution architect of an end-to-end Salesforce implementation for a $26B family of companies with 21,000 employees
Provided the CEO and Executive team with a vision and strategy around increased business efficiencies, transparency and collaboration while creating a platform that will scale for future growth
Orchestrated the first-ever Accelerated Digital Transformation engagement in partnership with Salesforce C-level executives resulting in an elegant Heroku, Service Cloud and Marketing Cloud integrated solution
Facilitated the growth of the Salesforce footprint by 2,000+ users and the launch of custom solutions for all Love's business units
Management of the Marketing Cloud deployment with 1.5 million subscribers and monthly campaigns responsible for $700K in monthly revenue
Negotiation of Salesforce contracts resulting in a 66% reduction of the unit licensing cost
Salesforce Architect
Love's Travel Stops & Country Stores Inc.
02.2016 - 02.2017
Digital transformation solution architect of an end-to-end Salesforce implementation for a $26B family of companies with 21,000 employees
Provided the CEO and Executive team with a vision and strategy around increased business efficiencies, transparency and collaboration while creating a platform that will scale for future growth
Orchestrated the first-ever Accelerated Digital Transformation engagement in partnership with Salesforce C-level executives resulting in an elegant Heroku, Service Cloud and Marketing Cloud integrated solution
Facilitated the growth of the Salesforce footprint by 2,000+ users and the launch of custom solutions for all Love's business units
Management of the Marketing Cloud deployment with 1.5 million subscribers and monthly campaigns responsible for $700K in monthly revenue
Negotiation of Salesforce contracts resulting in a 66% reduction of the unit licensing cost
Business Systems Analyst III
Williams
01.2014 - 02.2016
Worked with C-suite executives to define sales goals and activity tracking metrics to better manage business development activities
Implemented the CRM solution for the business development team to drive sales revenues of $7.5B
Development of custom objects, workflows and approvals to provide the engineering and finance teams with a commercial project management tool that significantly streamlined business processes
Project manager and liaison between multiple internal departments and department heads to facilitate project collaboration
Data migration of existing engineering and construction project database to Salesforce
AVP, Community Engagement Manager
Tinker Federal Credit Union
01.2007 - 01.2014
Managed the Community Engagement/Business Development division of a credit union with $3B in assets and over 260,000 members
Responsible for annual strategic planning, budgeting and execution of a $3M marketing plan
Led the business development team to achieve member growth of 8.67% in 2012 to a goal of 2%, in an industry with an average membership growth rate of 1.2% nationwide
Design and implementation of the Salesforce CRM platform to manage and report on business development activities and marketing initiatives