Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Nathan Whipple

Gilbert,AZ

Summary

Seasoned technology implementation leader with a 5+ year track record of exceeding client expectations and optimizing processes for efficiency. Possesses a proven ability to spearhead high-performing teams, motivating them to achieve impactful results. Expertly juggles multiple projects concurrently, consistently hitting

deadlines, and delivering beyond quality standards. A passionate innovator and problem-solver, thrives in dynamic environments, that continuously expands skillsets and embraces emerging technologies, ensuring initiatives benefit from the latest advancements.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Senior Professional Services Consultant

AZ Premier Consulting
06.2015 - Current
  • • Managed projects, negotiated with vendors, and conducted data
  • migrations, ensuring successful application and system administration.
  • Provided operational support and best practice advice, leading to a 20% increase in client satisfaction.
  • Enhanced operational performance for clients by sourcing applications, administering integrations (e.g., Nice inContact IVR & Salesforce), and automating workflows with tools like Zapier and Monday.com, reducing manual work by 30%.

Senior Product Specialist

LPL Financial
09.2024 - 11.2024
  • Addressed and resolved technical issues spanning application bugs, browser compatibility, mobile and PC networking, security configurations, and credential management.
  • Supported the training and onboarding of new team members and clients, providing SME guidance and direct support to senior management, facilitating team development and process consistency.
  • Delivered expert support across Smartsheet, Nice inContact, SharePoint, Microsoft 365, Microsoft Exchange, and other core business applications, enhancing user productivity and troubleshooting complex issues.
  • Spearheaded user role assignments and profile setup in Microsoft Exchange and CRMs to manage access protocols for new users, role changes, and terminations.

Engagement Manager

CloudBlazer
01.2024 - 11.2024
  • Led full-cycle CRM and client engagement projects for diverse clients, managing all stages from initial requirements gathering to final product delivery, ensuring timely and high-quality implementations.
  • Acted as Data Manager and CRM Administrator for platforms including Salesforce and Monday.com maintaining data integrity and overseeing cross-departmental use
  • Collaborated with stakeholders across all levels—from executive to support staff—to identify business needs, define CRM requirements, and create customized CRM solutions that align with strategic goals.
  • Conducted in-depth business analysis to capture business, technical, legal, and compliance requirements, ensuring CRM database structures and user permissions aligned with regulatory policies.

Senior Salesforce Administrator

Foundations Investment Advisors
03.2023 - 06.2023
  • Spearheaded stabilization of two Salesforce orgs with 3000+ users during a leadership transition, ensuring reliability for Sales, Service, Financial, and Marketing Clouds.
  • Built Tableau dashboards and Salesforce reports that provided actionable insights into sales trends, marketing campaigns, financial advisor performance, and API usage, driving strategic decisions.
  • Led comprehensive org cleanups, identifying and resolving unused fields, profiles, and roles, optimizing system efficiency and enhancing user experience.
  • Proactively identified opportunities for process improvement within the Salesforce environment by staying current on industry trends and best practices.

Implementation Manager

MuniBilling
12.2022 - 03.2023
  • Designed and administered Monday.com for internal project and implementation workflows, designing custom boards and automations to streamline team tracking and project visibility.
  • Served as Confluence Administrator, managing acomprehensive knowledge base to support internal resources and maintain consistent information across client-facing materials.
  • Developed and managed detailed training materials for client onboarding, guiding public, private, and government entities through MuniBilling systems to ensure proficiency and confidence in using the platform.
  • Designed and managed project and implementation plans, as well as SOP documentation tailored to unique client requirements, facilitating seamless implementations for public, private, and government clients.

Professional Services Manager

Equiant Financial Services Inc
09.2019 - 11.2022
  • Directed cross-functional teams (Implementations, Product, Training, etc.), delivering 50+ projects on time and within budget, increasing client retention and efficiency by 30%.
  • Provided expert consultation on data quality, system integrations, and data migration, focusing on analytics and process improvement, achieving a 15% cost reduction.
  • Led sales pitches, discovery sessions, and defined integration scopes, collaborating on sales and marketing materials, ensuring technical accuracy and increasing sales by 25%.
  • Managed and optimized the full lifecycle of business applications and integrations, including sourcing, selection, implementation, administration, and decommissioning across a diverse portfolio of critical platforms such as Salesforce, Nice inContact, Chargeback911, TSYS, DocuSign, TalentLMS, and Atlassian. Delivered streamlined processes and enhanced operational efficiency by aligning solutions with business needs.

Education

Certificate - Project Management

Arizona State University
Tempe, AZ
05-2025

Certificate - Information And Cyber Security

Rio Salado College
Tempe, AZ
02-2025

Certificate - Computer Networking

Rio Salado College
Tempe, AZ
01-2025

Certificate - Computer Systems And Configurations

Rio Salado College
Tempe, AZ
12-2024

Certificate - AZNext - IIBA Business Analysis

Arizona State University
Tempe, AZ
07-2024

Skills

  • CRM Administration and Optimization (Salesforce, Mondaycom)
  • Data Analysis & Visualization (Tableau, Power BI, Salesforce Reports)
  • System Integration & API Management (Salesforce, Mondaycom, Zapier)
  • Project Management & Agile Methodologies (Mondaycom, Jira, Confluence, Scrum)
  • Vendor Sourcing, Selection, and Negotiations
  • Change & Risk Management
  • Strategic Planning and Roadmap Development
  • Leadership and People Development
  • Account & Client Relations
  • Process Improvement & Documentation (SharePoint, Lucidchart, Notion, Zapier)

Certification

• Scrum Alliance: Certified

Scrum Master & Certified

Scrum Product Owner

• Salesforce: Certified Business

Analyst, Certified AI Associate,

Certified Associate & Trailhead

Salesforce Admin and

Advanced Admin Bootcamp Certified

• Monday.com: Sales CRM

Certified, Product Certified,

Dev Certified, Admin Certified

& Work Management Core

Certified

• Nice inContact: IVR Administration Certified & CCaaS Design and Implementation Certified.

• International Business

Machines (IBM): Certified

Enterprise Design Thinker -

Practitioner

• Institute of Certified

Professional Managers (ICPM):

Certified Supervisor

Timeline

Senior Product Specialist

LPL Financial
09.2024 - 11.2024

Engagement Manager

CloudBlazer
01.2024 - 11.2024

Senior Salesforce Administrator

Foundations Investment Advisors
03.2023 - 06.2023

Implementation Manager

MuniBilling
12.2022 - 03.2023

Professional Services Manager

Equiant Financial Services Inc
09.2019 - 11.2022

Senior Professional Services Consultant

AZ Premier Consulting
06.2015 - Current

Certificate - Project Management

Arizona State University

Certificate - Information And Cyber Security

Rio Salado College

Certificate - Computer Networking

Rio Salado College

Certificate - Computer Systems And Configurations

Rio Salado College

Certificate - AZNext - IIBA Business Analysis

Arizona State University

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