Summary
Overview
Work History
Education
Skills
Accomplishments
Work Availability
Work Preference
Software
Programming Languages
AI & EMERGING TECHNOLOGY
Timeline
SoftwareDeveloper
Josh Anderson

Josh Anderson

Mesa,AZ

Summary

Dynamic AI and engineering leader with 12 years architecting enterprise Salesforce solutions and 3+ years building production AI systems at scale. Deployed 10+ AI implementations including 3 Agentforce solutions in live production and 3 production-ready accelerators delivering measurable ROI. Scaled engineering teams from 0 to 27+ experts, established consistent delivery standards achieving 95%+ client satisfaction across 50+ complex implementations, and drove 25% YoY practice growth through repeatable AI methodologies, modern engineering practices, and trusted C-suite advisory on AI strategy and technical architecture.

Overview

17
17
years of professional experience

Work History

Founder & Principal Salesforce Architect

Rule27 Design
Scottsdale, AZ
11.2013 - Current
  • AI Practice Leadership & Innovation: Built and scaled AI-enabled CRM practice from concept to 10+ production implementations over 3 years. Deployed 3 Agentforce solutions to production (Sales Copilot, Lost Deal Intelligence, Case Triage) with measurable ROI, plus 3 production-ready accelerators for rapid deployment.
  • Engineering Team Building & Scaling: Grew technical organization from solo consultancy to 27+ certified Salesforce experts across multiple geographies, implementing structured hiring processes, technical interview frameworks, and career development paths. Established engineering standards and quality gates achieving 82% on-time delivery rate and 95%+ client satisfaction across 50+ engagements.
  • Agentforce & Einstein Expertise: Deployed Agentforce solutions to production since platform launch (Oct 2024) including Sales Execution Copilot (improved forecast accuracy 25%+, reduced deal review time 40%), Lost Deal Intelligence Engine (converted loss data into actionable strategy), and Service Triage Bot (reduced first-response time 35%, improved CSAT 20%). Built production-ready accelerators for Revenue Risk Analyzer, CPQ Intelligence Assistant, and Internal Admin Agent.
  • Delivery Excellence & Engineering Process: Implemented Agile/Scrum methodologies, established CI/CD pipelines, Git-based version control, and code review standards improving delivery velocity 40% and reducing production defects 60%. Created technical governance frameworks including architecture review processes, design patterns library, and engineering best practices documentation.
  • Custom AI Product Development: Architected enterprise AI solutions including Brand Analysis Engine (LLM-powered brand intelligence and sentiment analysis), AI-driven Design System Generator (automated design workflow optimization), Performance Auditor (AI-based analytics and recommendations), and conversational AI engines using OpenAI API and custom integrations.
  • Technical Mentorship & Talent Development: Developed comprehensive training programs for Salesforce development, AI implementation, and architectural patterns. Mentored 10+ junior developers to senior-level roles, conducted code reviews and pair programming sessions.
  • Executive AI Advisory: Served as trusted AI advisor to C-suite executives (CTOs, CIOs, CDOs, VP Sales/Service/Marketing) across 10+ client engagements, conducting AI readiness assessments, prioritizing use cases aligned to business KPIs (pipeline growth, win rates, service efficiency, retention), building ROI models, and guiding clients from uncertainty to confident, repeatable AI-enabled outcomes.
  • Salesforce Architecture & Enterprise Solutions: Designed and optimized 50+ end-to-end Salesforce implementations across Sales Cloud, Service Cloud, Marketing Cloud, CPQ, and Commerce Cloud, performing system audits, architecting complex integrations (MuleSoft, Heroku, custom APIs), and delivering solutions improving operational efficiency 30-50% and revenue productivity 20-35%.
  • Business Development & Thought Leadership: Drove 25%+ YoY revenue growth through strategic business development, proposal writing, and client relationship management. Established market presence through regular presentations at events, publishing technical articles, and active participation in community forums.

VP, Technology & Product

United Pet Care
Tempe, AZ
12.2022 - 11.2023
  • Enterprise Architecture & Optimization: Architected and optimized complex software systems, significantly boosting performance, stability, and alignment with strategic goals.
  • Cloud Migration & Infrastructure: Led an enterprise-wide migration to cloud infrastructure, achieving major cost savings, scalability improvements, and system reliability. Salesforce & Automation Solutions: Engineered integrated Salesforce ecosystems (Sales, Service, Marketing Cloud) with advanced automation and reporting, streamlining business operations.
  • Data Governance & Security: Instituted strict data governance, access controls, and continuous monitoring; conducted security audits and penetration testing to ensure regulatory compliance.
  • Agile Leadership & Product Strategy: Championed Agile methodologies and directed full product lifecycle management, leveraging market and user insights to guide roadmaps. Technology Innovation & Analytics: Spearheaded adoption of emerging technologies and implemented advanced analytics to identify system risks and support data-driven decisions.
  • Cross-Functional Collaboration & Vendor Management: Acted as liaison across business and technical teams, managed vendor transitions, and negotiated contracts to improve efficiency.
  • Team Development & Business Continuity: Mentored team members, promoted industry best practices, and developed continuity plans to safeguard operations and drive consistent delivery.

VP, Product & Engineering

AiAdvertising
Tempe, AZ
07.2021 - 05.2022
  • AI Product Leadership: Led engineering and product for AI-powered advertising platform, architecting machine learning-driven ad optimization, targeting systems, and predictive analytics delivering 30%+ improvement in campaign performance and 25% reduction in cost-per-acquisition.
  • Engineering Team Building & Velocity: Built and led cross-functional engineering team across multiple geographies, implementing Agile/DevOps practices that accelerated release cycles 50% while maintaining 99.5% uptime. Established engineering hiring process, onboarding programs, and technical interview standards that improved team quality and retention.
  • Rapid AI Product Deployment: Architected and launched full-scale AI-enabled SaaS product from concept to production in 4 months, including ML model integration, real-time bidding optimization, audience segmentation algorithms, and comprehensive analytics dashboard.
  • Technical Architecture & Engineering Excellence: Designed enterprise integration ecosystem and scalable system architecture featuring predictive analytics, algorithmic optimization, robust data modeling, and API-first design patterns. Implemented code quality standards, automated testing frameworks, and CI/CD pipelines reducing production incidents 70%.

Director, CRM Product

Meritage Homes
Phoenix, AZ
09.2019 - 09.2021
  • Global Engineering Team Leadership: Managed cross-regional team of 14+ Salesforce professionals across multiple geographies, overseeing Agile delivery, technical mentorship, and performance management achieving 99% on-time delivery rate, 92% team retention, and consistent promotion of team members to senior technical roles.
  • Salesforce Architecture Innovation: Created and facilitated Architecture Review Board establishing technical governance, design standards, and best practices across enterprise Salesforce ecosystem. Designed complex custom solutions (Apex, VisualForce, Lightning Web Components, JavaScript) and advanced integrations with external systems and customer portals.
  • DevOps & Quality Engineering: Built comprehensive CI/CD pipelines, implemented Git-based version control, and led architectural review processes ensuring high-quality, scalable, and standardized deployments reducing production defects 65%.
  • Data Optimization & Analytics: Directed enterprise data governance initiatives, optimized SOQL queries and platform performance, and delivered custom executive reporting and analytics enhancing data integrity 40% and providing strategic insights to C-suite.

Director, Business Operations

Integrate
Phoenix, AZ
09.2018 - 08.2019
  • Technology & Operations Leadership: Led onshore/offshore technology teams, architected CRM and platform integrations (Salesforce, Gainsight, internal systems), ensuring seamless data flow, interoperability, and improved operational efficiency 35%.
  • Compliance & Risk Management: Overhauled technology systems to meet regulatory compliance standards (SOX, ISO), enhanced internal controls, and implemented proactive risk mitigation frameworks reducing compliance issues 80%.
  • Data Governance & Strategic Analytics: Directed enterprise-wide data governance initiatives and built advanced reporting dashboards providing strategic insights to executive leadership and improving data-driven decision making.

Salesforce Solutions Manager

Televerde
Tempe, AZ
09.2014 - 06.2018
  • Leadership & Team Management: Led cross-functional global teams, including 14 Salesforce experts and a Data Warehouse engineering team, enhancing collaboration, employee development, and retention.
  • Technical Strategy & Architecture: Acted as lead architect for complex Salesforce ecosystems with deep integrations, and implemented best practices improving data accuracy, efficiency, and system performance.
  • Project Delivery & Global Rollouts: Directed high-impact CRM and marketing automation projects across regions like APAC and South America, meeting compliance, timelines, and quality standards.
  • Client & Stakeholder Engagement: Strengthened client relationships through proactive communication, user-feedback initiatives, and strategic vendor negotiations, improving satisfaction and cost-effectiveness.
  • Innovation & Strategic Planning: Evaluated and integrated emerging technologies, led strategic planning sessions, and conducted data-driven reviews to align initiatives with business growth and client goals.

Salesforce Developer

Alliance Residential
Phoenix, AZ
04.2009 - 06.2014
  • Salesforce Architecture & Customization: Engineered end-to-end Salesforce solutions, including custom applications, workflows, approval processes, and tailored UI elements to streamline operations and enhance user experience.
  • System Integration & Data Management: Integrated Salesforce with external applications using REST and SOAP APIs, and improved data quality through rigorous validation and optimized SQL Server integrations.
  • Analytics & Reporting: Built advanced dashboards and reports using Salesforce tools and SQL Server Reporting Services, empowering strategic decision-making across departments.
  • Technical Support & Change Management: Led troubleshooting efforts, supported enterprise-wide change initiatives, and ensured smooth adoption of Salesforce enhancements with minimal disruption.
  • Documentation & Continuous Improvement: Maintained detailed technical documentation, stayed current on emerging Salesforce trends, and provided strategic recommendations for ongoing system optimization.

Education

Bachelor of Science - Chemistry

University of Arizona
Tucson, AZ
05.2011

Bachelor of Science - Physiology

University of Arizona
Tucson, AZ
05.2011

Skills

  • Salesforce Agentforce
  • Salesforce Einstein / Einstein GPT
  • Salesforce Data Cloud
  • OpenAI API / GPT-4
  • Claude API (Anthropic)
  • LLama (Open Source LLMs)
  • Prompt Engineering
  • Conversational AI Architecture
  • AI Governance & Compliance
  • Machine Learning Fundamentals
  • Python (AI/ML Development)
  • Salesforcecom CRM
  • Salesforce Sales Cloud
  • Salesforce Service Cloud
  • Salesforce Marketing Cloud
  • Salesforce CPQ
  • Salesforce Commerce Cloud
  • Forcecom Development
  • Apex
  • Visualforce
  • Lightning Web Components (LWC)
  • SOQL/SOSL
  • Salesforce APIs (REST/SOAP)
  • Salesforce DX / CLI
  • MuleSoft
  • Heroku
  • AWS (Lambda, S3, EC2, RDS)
  • Azure (Cloud Services, Functions)
  • Serverless Architecture
  • Docker / Containerization
  • Cloud Architecture Design
  • Disaster Recovery
  • Infrastructure as Code
  • Python (AI/ML, Backend, Data Engineering)
  • JavaScript (ES6)
  • TypeScript
  • React
  • Nextjs
  • Nodejs
  • HTML5
  • CSS3
  • Java
  • C#
  • PHP
  • Apex
  • Visualforce
  • SQL
  • SOQL/SOSL
  • ETL / Data Integration
  • Data Warehousing
  • Data Modeling
  • RESTful APIs
  • SOAP APIs
  • API Design & Architecture
  • Microservices
  • Enterprise Integration Patterns
  • Agile / Scrum
  • DevOps / GitOps
  • CI/CD Pipelines
  • Git / Version Control
  • Code Review & Quality Assurance
  • Test Automation
  • Technical Documentation
  • Enterprise Architecture
  • System Design & Scalability
  • Security Best Practices
  • Engineering Team Building & Scaling
  • Technical Mentorship
  • Delivery Excellence
  • Stakeholder Management
  • Practice Growth & Development
  • Business Development
  • Change Management
  • Cross-Functional Collaboration
  • Performance Management
  • Thought Leadership
  • Visual Studio Code
  • Git / GitHub / GitLab
  • Salesforce DX
  • Jenkins
  • GitHub Actions
  • Docker
  • Postman / API Testing Tools
  • Adobe/Microsoft Office Suite

Accomplishments

  • Winner of Salesforce #AwesomeAdmin Award (12.2016)
  • Salesforce Marketing Cloud Email Specialist Certification
  • Creator/Facilitator of Architecture Review Board (Meritage Homes)

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Work Preference

Work Type

Full TimeContract Work

Location Preference

RemoteHybridOn-Site

Important To Me

Work-life balanceTeam Building / Company RetreatsCareer advancement

Software

Adobe AEM

Salesforcecom CRM

Forcecom Development

Salesforce Sales Cloud

Salesforce Service Cloud

Salesforce Marketing Cloud

Salesforce Partner Cloud

Salesforce CPQ

Salesforce Commerce Cloud

MuleSoft

Heroku

Disaster Recovery

Technology Evaluations

Git

Cloud Hosting

Technological Alignment

Azure

SOAP/RESTful APIs

Process Management

Versioning Control

Data Warehouse

Web Development

IT Architecture

CI/CD

Versioning Control

Agile

DevOps

IT Project Management

AWS

Mentorship

GUI

HRIS

Enterprise Architecture

E-Commerce

Big Data Management

Cloud Architecture Design

Programming Languages

  • HTML5
  • CSS3
  • JS ES6
  • PHP
  • C#
  • Java
  • Apex
  • VisualForce
  • SOQL
  • AngularJS
  • NodeJS

AI & EMERGING TECHNOLOGY

  • Salesforce Agentforce
  • Salesforce Einstein / Einstein GPT
  • Salesforce Data Cloud
  • OpenAI API / GPT-4
  • Claude API (Anthropic)
  • LLama (Open Source LLMs)
  • Prompt Engineering
  • Conversational AI Architecture
  • AI Governance & Compliance
  • Machine Learning Fundamentals
  • Python (AI/ML Development)

Timeline

VP, Technology & Product

United Pet Care
12.2022 - 11.2023

VP, Product & Engineering

AiAdvertising
07.2021 - 05.2022

Director, CRM Product

Meritage Homes
09.2019 - 09.2021

Director, Business Operations

Integrate
09.2018 - 08.2019

Salesforce Solutions Manager

Televerde
09.2014 - 06.2018

Founder & Principal Salesforce Architect

Rule27 Design
11.2013 - Current

Salesforce Developer

Alliance Residential
04.2009 - 06.2014

Bachelor of Science - Chemistry

University of Arizona

Bachelor of Science - Physiology

University of Arizona
Josh Anderson