Summary
Overview
Work History
Education
Skills
Certifications
Timeline
Generic

Toby R. Schau

Clive,IA

Summary

Dynamic IT leader with a proven track record in operations technology strategy, Salesforce optimization, and cross-functional integrations. Expertise in delivering large-scale technology implementations that drive operational alignment, streamline processes, and maximize ROI. Skilled at leading high-performing teams, aligning technology with business goals, and driving continuous improvement in fast-paced environments.

Overview

26
26
years of professional experience

Work History

Solution Architect - Salesforce

Salesforce
06.2020 - Current
  • Company Overview: the pioneer of cloud computing, focusing on cloud architecture best practices and spearheading digital transformations for Fortune 500 firms
  • Spearheaded integration of Salesforce with critical business systems to enhance data accuracy and reporting efficiency
  • Facilitating communication between onshore and offshore teams, clarifying requirements and providing guidance on project goals
  • Responsible for the offshore team in project execution, defining work and ensuring alignment with project objectives
  • Led Salesforce optimization for the 401k advisory channel, implementing automation and cross-functional integrations that increased productivity by 20%
  • Directed Salesforce solution optimization across cross-functional teams, implementing process automation and aligning platform capabilities with business objectives to increase productivity by 20% and enhance data flow across integrated systems
  • Delivered a full-scale Service and Sales Cloud transformation, overseeing end-to-end project management for a Medicare shop, buy, and enroll solution on Salesforce for one of the largest healthcare carriers in the US
  • Managed cross-functional teams, ensuring alignment with objectives and operational efficiency
  • The pioneer of cloud computing, focusing on cloud architecture best practices and spearheading digital transformations for Fortune 500 firms
  • Managed end-to-end software development life-cycle, from initial requirements gathering to post-implementation support and maintenance.

Solution Architect - Vlocity

Vlocity
11.2019 - 06.2020
  • Company Overview: one of the most innovative cloud startup software development companies in the world building industry specific solutions on the Salesforce platform
  • Pioneered digital transformation initiatives for Unum’s disability insurance group, leveraging Salesforce to create industry-specific solutions that boosted operational efficiency by 40%
  • One of the most innovative cloud startup software development companies in the world building industry specific solutions on the Salesforce platform

Director & Product Development Manager

Berkley Technology Services
07.2008 - 11.2019
  • Company Overview: partnered with commercial property & casualty leaders on the creation of a policy administration system for niche specialty insurance companies from scratch, the system is currently processing over $1 Billion in premium annually.
  • Led the development of key operational systems for niche specialty insurance companies, managing technology teams and building scalable solutions to streamline cross-departmental processes
  • Collaborated with executive leadership to create a 3-year roadmap for operational enhancements, resulting in a 35% efficiency boost using data analytics and process automation
  • Led enterprise billing system redevelopment, managing project roadmaps and executing high-impact deliverables that met business goals and supported long-term scalability
  • Tasked with turning around a struggling software development project to build a web based insurance claims system
  • Success was achieved through multiple approaches including software development best practices, quality improvement measures, more effective use of the agile/scrum methodology, and overall improvements to the competency and attitude of the team
  • Trusted and tasked with bringing talented technology resources into the company for multiple divisions and teams through our interview process
  • Annual budget and compliance responsibility
  • Partnered with commercial property & casualty leaders on the creation of a policy administration system for niche specialty insurance companies

Sr. Software Engineer

Berkley Technology Services
01.2005 - 06.2008
  • Responsible for system architecture, design and development initiatives for Insurance systems
  • Highlights include a guided business workflow, a business rules framework, an insurance policy print solution, and a persistence framework for reliably storing transactional data using .NET technologies
  • Designed and created the relational databases for insurance systems
  • Designed and developed financial transaction framework and functionality
  • Designed and developed enterprise system integrations including billing, claims processing, business process management, document storage and policy print
  • Significant web application development responsibility

IT Specialist

Iowa Credit Union Division
07.2003 - 01.2005
  • Implemented technology solutions for risk assessment and operational efficiency, focusing on cross-functional integration and improved business workflows
  • Built and supported an ACH solution to automate the collection of examination fees from Iowa Credit Unions
  • Developed and implemented a Time Management System capable of measuring the effectiveness of our shift in paradigm to risk focused examinations of Iowa credit union
  • Performed IT examinations of Iowa credit unions to ensure confidentiality, integrity and availability of information and information systems

Systems Integrator

Wellmark Blue Cross Blue Shield of Iowa
01.2002 - 07.2003
  • Tech-lead for a project that involved implementing an enterprise content management solution
  • Liaison between Corporate Communications and IS/Applications teams

Systems Administrator

Iowa Division of Banking
05.1999 - 01.2002
  • Oversaw regulatory technology implementations, focusing on web-based automation to streamline banking processes
  • Developed new enhancements using the Microsoft ASP web platform
  • Designed and developed an ACH application that automated the collection of over two million dollars worth of fees annually from Iowa banks

Education

Bachelors of Arts - Computer Information Systems

Simpson College
Indianola, IA
05.2004

Associate of Applied Science - Computer Systems/Networks

Indian Hills Community College
Ottumwa, IA
05.1999

Skills

  • Operations Technology Leadership
  • Salesforce Optimization and Integration
  • Cross-functional Technology Solutions
  • Data Analytics and Process Automation
  • Technical Architecture and Systems Integration
  • Agile Methodologies and Project Management

Certifications

Artificial Intelligence in Health Care Certificate

Massachusetts Institute of Technology - MIT (October 2024) Cambridge, MA

10x Salesforce Certified

Salesforce/Trailhead - San Francisco, CA

  • Salesforce Certified Administrator, Advanced Administrator, AI Associate, Data Cloud Consultant, Platform App Builder, Sales Cloud Consultant, Service Cloud Consultant, OmniStudio Developer, and OmniStudio Consultant.

Timeline

Solution Architect - Salesforce

Salesforce
06.2020 - Current

Solution Architect - Vlocity

Vlocity
11.2019 - 06.2020

Director & Product Development Manager

Berkley Technology Services
07.2008 - 11.2019

Sr. Software Engineer

Berkley Technology Services
01.2005 - 06.2008

IT Specialist

Iowa Credit Union Division
07.2003 - 01.2005

Systems Integrator

Wellmark Blue Cross Blue Shield of Iowa
01.2002 - 07.2003

Systems Administrator

Iowa Division of Banking
05.1999 - 01.2002

Associate of Applied Science - Computer Systems/Networks

Indian Hills Community College

Bachelors of Arts - Computer Information Systems

Simpson College

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Toby R. Schau