Apex


Salesforce Technical Lead with 12+ years of enterprise CRM delivery across communications, logistics, high tech, and financial services. Expert in Apex, Python, LWC, Flows, SOQL, Data Models, and both hub-spoke and event-driven integrations using Platform Events and CDC. Design highly resilient, performant, fault-tolerant, secure, and scalable multi-cloud architectures aligned to Salesforce’s Well-Architected. Agile practitioner who converts strategy into requirements, epics, stories, acceptance criteria, and releases, and drives sprint planning, backlog refinement, reviews, retrospectives, and release management to maximize throughput and quality. Leads global teams delivering CPQ, Revenue Cloud, Service Cloud Voice, Experience Cloud, Omni-Channel,CTI,and data governance programs.
Agile delivery: Client-facing Scrum/Kanban hybrid with PI planning, async ADR documentation, definition of ready/done, and backlog triage through Confluence/Jira.
Spearheaded migration strategy to unify 12 nonprofit entities into a single Salesforce Nonprofit Cloud instance, consolidating disparate data models, processes, and grant management workflows.
Directed a 7-member Agile squad across 10 Salesforce orgs, balancing feature delivery and tech debt remediation, while enforcing velocity targets and story refinement
Architected a real-time dispatch and qualification engine that processed 300K+ reservists, resolving a Workday import failure with regex-driven Apex parsing and address diffing.
Designed modular trigger handler patterns, ensuring fault-tolerant, bulk-safe logic with field change detection and FEMA region matching to drive downstream Qualification.
Automated ZIP code–based qualification creation/removal using Apex + Flow orchestration, with triggers aligned to address updates on Contact records.
Collaborated with executive stakeholders on the Salesforce roadmap, aligning CRM, volunteer dispatch, and compliance modules under one platform.
Tech stack: Salesforce Nonprofit Cloud, Apex, Flow, Platform Events, Workday Integration, Regex, Custom Metadata, Named Credentials, Shield Platform Encryption, Jira, Confluence, Lucidchart.
Telephony & Agent UI Customization | Service Cloud Voice | LWC | Event-Driven UX
Revenue Cloud | Code Optimization | Cross-Cloud Delivery | Compliance Automation
Nov 2020 – Feb 2021 (contract or short-term engagement, assumed)
Agile delivery: Multi-team Scrum-of-Scrums, cross-stream dependency board, async hand-offs via interface contracts, nightly CI, branch policies, golden tests.
Data Architect – (Confidential) Pharmaceutical
Supported global CPQ deployments involving Revenue Cloud, aligning pricing schema and product hierarchy with Deloitte client’s ERP and billing architecture.
Led the refactoring of complex Apex automation involving quote approval, legal clause logic, and amendment versioning — applying handler classes, test factories, and Platform Cache to stabilize multi-step processes.
Tech Lead – (Confidential) Global Financial Services Firm
Rewrote legacy flows as hybrid Apex + Flow orchestration, allowing admin extensibility while retaining performance safeguards for record-heavy quoting scenarios.
Collaborated with QA and RevOps to automate compliance validation using Apex triggers, custom metadata, and field-level enforcement of commercial rules (e.g., quote expiration, PO required flags).
Created reusable LWC components to unify quote line editor enhancements and quote summary visualization across multiple Experience Cloud portals.
CPQ Implementation | Apex Refactoring | MuleSoft | Enterprise Sales Enablement
Agile delivery: Acted as technical SME in multi-stream Scrum teams, refining stories, authoring acceptance criteria, and facilitating dev spike sessions; documented designs and refactors in ADRs and internal wikis.
Delivered Salesforce CPQ implementations for global B2B clients, customizing product bundles, discount schedules, and approval chains to support localized pricing and contractual nuances.
Refactored and modularized legacy Apex controllers tied to opportunity and quote workflows, replacing monolithic triggers with decoupled handler frameworks, improving debuggability and bulk performance.
Developed custom Apex-based validators and quote calculators to enforce real-time compliance with client-defined revenue rules, usage tiers, and fulfillment SLAs.
Integrated SAP pricing and inventory via MuleSoft (OData + RAML APIs) to enable quote accuracy, reservation syncing, and seamless order fulfillment visibility.
Led code audits across 3 client orgs to align custom objects and CPQ extensions with Salesforce platform best practices, including governor-safe DML handling and CRUD/FLS checks.
Tech stack: Salesforce CPQ, SAP S/4 (OData), MuleSoft, Platform Events, Apex/LWC, Platform Cache, Shield, Copado, SonarQube, Jira.
Tech stack: Sales/Service Cloud, Apex, LWC, Flows, Platform Events, Async Apex, REST/SOAP, OAuth/JWT, SFDX, Jest/Mocha, GitHub/GitLab CI, Data Loader, SOQL tuning.Solutioned, developed and successfully deployed a custom email handler, its class methods and related custom settings necessary to control routing to queues, error handling, looping, and truncation as well as incorporate regex patterns to capture key data into fields
Apex Design Patterns
undefinedLed a Health Care lift and shift project at risk requiring a quick pivot to tackle data duplication by implementing unique identifiers (UIDs), resulting in a 98% reduction in duplicate records. This streamlined customer management and boosted cross-selling by 15% in the first quarter
Apex
Lightning Web Components
Python
Salesforce Service Cloud Voice
Salesforce Sales Cloud
Integration Architecture
Code Refactoring & Unit Testing
ISV Development
Solution Design - Requirements, Design Docs, Technical & Functional