Scott Scholtz

• Led Platform Migration: Directed the successful transition of Customer Support (Team Love) and Field Service teams from Zendesk to Salesforce, implementing Omni-Channel routing and streamlining case-handling workflows to enhance efficiency.
• Optimized Field Service Operations: Designed workflows for managing service quote requests from field service partners, including automated notifications for declined quotes to improve partner communication.
• Enabled Collaboration and Adoption: Partnered with cross-functional teams to drive Salesforce adoption, providing triage for system bugs, prioritizing feature requests, and enhancing platform usability for internal teams and field service partners.
• Developed Scalable Systems: Built and refined Salesforce objects for homeowner account management and data tracking to support operational growth and improved reporting.
• Enhanced Customer Communication: Designed automated text messaging systems to notify customers of issues with monitored solar systems, improving transparency and engagement.
• Managed Change and Onboarding: Supported change management efforts by onboarding new team members and fostering system adoption across diverse stakeholders.
• Delivered Business Impact: Focused on aligning systems and processes to enhance operational efficiency, reduce response times, and improve the customer experience.

Key Achievements:

• Drove seamless adoption of Salesforce solutions by cross-functional teams, ensuring a smooth transition from legacy systems.
• Reduced service quote turnaround time and enhanced field service partner communication through automated workflows.
• Supported team scalability by onboarding new team members, including mentoring and delivering key operational resources.

• Launched and Scaled a Niche Marketplace: Founded Subcontractit.com, a platform connecting solar subcontractors with third-party finance companies to complete orphaned solar projects, driving adoption within the solar industry.
• Developed Strategic Partnerships: Targeted and onboarded solar companies through outbound campaigns and direct outreach, fostering relationships to expand the platform’s network of subcontractors.
• Streamlined User Onboarding: Integrated the platform with tools like Zapier to simplify subcontractor onboarding, including automated workflows for entering company information and document uploads.
• Implemented Marketing Strategies: Designed and executed email campaigns aimed at encouraging solar companies to book platform demos, resulting in increased engagement and sign-ups.
• Focused on Value-Driven Features: Highlighted competitive pricing, compliance, operational efficiency, and pipeline visibility to position Subcontractit.com as the go-to solution for solar subcontracting.
• Streamlined Operational Processes: Leveraged insights from previous experience to enhance platform usability, support client relationships, and ensure a seamless user experience.

Key Achievements:

• Built a platform that addresses a critical gap in the solar industry, facilitating faster completion of orphaned projects.
• Onboarded multiple solar companies and subcontractors, expanding the marketplace footprint.
• Achieved early success with targeted marketing and outreach efforts, driving demo bookings and user adoption.

• Strategic Leadership: Guide the technological direction of the company, ensuring alignment with business goals
• Drive innovative solutions to enhance operational efficiency and sales effectiveness
• Project Management: Lead and oversee the development and delivery of software projects focused on boosting sales and operational improvements
• Successfully manage timelines, budgets, and resource allocation to ensure project completion and quality
• Team Leadership and Development: Direct and mentor a talented team of IT professionals
• Foster a culture of continuous learning and professional growth, while ensuring team alignment with company objectives

• As a Product Manager at Salesforce, I spearheaded a global team focused on developing innovative software tools for the Customer Support Group business unit
• My role involved overseeing the design, development, and maintenance of key tools that significantly enhanced customer support operations
• Appointment Scheduling Tool: Successfully implemented a system that enables support agents to easily schedule meetings with customers, providing a seamless scheduling experience and improving customer-agent interactions
• Automated Case Routing: Developed a sophisticated case routing system that autonomously identifies necessary skills (such as language, region, case type) and efficiently routes over a million cases annually without human intervention
• Service Contracts Management: Oversaw the development and maintenance of a system that manages service contract levels, ensuring tailored support for each customer interaction with Salesforce

• At Sunrun, my role as a Staff Product Manager involved leading a team dedicated to creating software solutions to scale operations nationally
• I focused on delivering projects that streamlined operations and improved the efficiency of field services
• Field Service Lightning (FSL) Integration: Directed the integration of FSL, equipping field technicians with a mobile app for real-time appointment scheduling, work order completion, and intelligent technician dispatching
• Workflow Management System: Led the development of a custom-built project management tool
• This tool is now utilized by over 2000 employees for managing critical solar system installation tasks, including engineering, permitting, and inspections