Torrey Landry

Work History

Enterprise Application Systems Analyst

Pacific Life Insurance Company

Newport Beach, CA

10.2023 - Current

Evaluate Salesforce enhancement requests from the Sales and Marketing Teams, delivering tailored recommendations through innovation and automation to streamline the Sales communication and reporting needs.
Document functional and technical requirements in Jira, review and refine with developers, track progress and test.
Virtual meetings and in-person shadowing with front line users to assess how they use the platform first-hand, providing valuable insight for design sessions.
Document and assess tribal knowledge to reduce risk and achieve a shared understanding of processes.
Led successful integration of Seismic document management platform; requirements, integration user access.

Salesforce Sr. Business Analyst

iSpace, Inc

Torrance, CA

07.2023 - 09.2023

Evaluated requests from the business and compliance partners, providing recommendations and design solutions.
Creating user stories, executing test scripts, documenting bugs within Azure DevOps and internal tracking systems.
Drafting Use Cases and Test Scripts, testing Community user experience on website with each release.
Remote, Contract

Salesforce Solution Architect

Rosetree Solutions, Inc

Dallas, TX

08.2022 - 04.2023

Consultant to SMB companies that have either purchased Salesforce or need to enhance an existing org; Sales Cloud, Service Cloud, data migration, User and Admin training.
Guided project champions and business owners in defining and documenting current processes which enabled me to highlight gaps and tailor business requirements to solve the real issues. Achieved this by building Visio process flowcharts, challenging “lift and shift” expectations by presenting system features and options (proofs of concept).
Communicate risks to project champions, e.g. lack of engagement, lack of system ownership, data integrity concerns.
Guide clients in writing use cases to be used in testing, revealing additional design requirements and awareness of testing responsibilities.
Remote

Salesforce Solution Architect

ICE Mortgage Technology (pka Ellie Mae)

Pleasanton, CA

02.2022 - 08.2022

Joined Ellie Mae, Inc in 2013 through an acquisition and grew the Sales Operations Team over 4 years to include Sales and Renewals. Learned Salesforce architecture so I could influence the development of more efficient business processes, data integrity and reporting. In 2016, I was the Business lead for successful Salesforce CPQ install, resulting in our CIO recruiting me to the IT organization. Managed 5 acquisition projects to integrate new products and support requirements into the Salesforce org. Led Service Cloud, Experience Cloud and Data migration tracks for a $32m Salesforce redesign project.
Project Lead on 3 (of 7) tracks, Service Cloud, Experience Cloud (partner portal) and Data Migration for a large scale, 3 yr SF reimplementation project. Collaborated with Sales, Service, Data and Fulfillment to design and vet new object relationships, enhancement requests and process changes. Provided executive updates related to material SF changes to support new designs or that would impact budget or timeline.
Drafted the data migration plan for each Object. Worked closely with Legal and SI partner to validate requirements and field mapping (including content documents, visibility and privacy), testing, final migration and report quality resulting in a successful data migration.
Created comprehensive Confluence pages with BRD, TDD, decision history, tools selected and why. Detailed outline of controllers, aura components, apex classes and Flows that governed each process. Ensured that our SI partner provided the same level of documentation for their work so we had cohesive master plans. (Confluence, MS Visio, MS Word)
Managed the work of 4 off-shore developers, using Agile method, as we redesigned the Partner Portal/Experience Cloud experience. Included authentication, sharing settings/reporting, form submission, approval processes, and lead creation.
Elicit and documented requirements from business owners and users of 5 product lines on all SF enhancement requests that require development work; assess ROI, prioritize and collaborate with IT Delivery Manager to assign resources.
Translated business requirements to both functional and technical requirements, wrote test scripts, executed SIT and guided business through UAT. Performed on-call when business resources were not available.
Configured proof of concept business processes in sandboxes. Experienced with using SF declarative tools.
Remote + 70% Travel

Sr. IT Business Analyst, Front Office Applications

ICE Mortgage Technology (pka Ellie Mae)

Pleasanton, CA

09.2018 - 02.2022

Collaborated with SF Admin and Developer Team to improve overall system health, access and storage needs.
Elicit and documented requirements from business owners and users (5 product lines) on all SF enhancement requests that require development work. Assess problem statements, ROI, and prioritize delivering effective, long-term solutions that were scalable and aligned with future growth potential.
Translated business requirements to both functional and technical requirements, wrote test scripts, executed SIT and guided business through UAT to keep on schedule. Created Visio flows to provide visual representation of the design.
Led Service Cloud transition from SF Classic to Lightning, including Knowledge migration and version records being used by proprietary customer portal.
Partnered with Customer Support Team to overhaul Knowledge management and reporting; working directly with the Salesforce Knowledge product owner to review the editor, file structure and outline user roadblocks. Increased Case deflection by 7.5% in the first quarter, 11% the following quarter.
Managed the successful transition of Service/Support processes for 4 acquisitions, including redefining process, unique apps and user experience (consistent record types on the backend for executive reporting), data migration, Omni-channel, reporting and end-user training. Transition from legacy platforms to Salesforce was .
Co-led training program, with Project Management Office, to develop a consistent PM methodology within the IT Applications Team. Collaborated with third party to develop materials to define stages, requirements and documentation practices to align with our use of Planview PM software.
Remote + 70% Travel

Sr. Manager, Business Process

ICE Mortgage Technology (pka Ellie Mae)

Pleasanton, CA

04.2018 - 09.2018

Designed and Documented comprehensive Order to Cash to Provisioning process flows for 3 product lines; conducted 8 hr training for 40+ colleagues from Sales Operations, Accounting, Revenue and IT. Successful transition with no impact to sales goals, reporting or Sales Operations validation. (MS Visio, Runbooks)
Remote + 70% Travel

Sr. Manager, Sales Operations

ICE Mortgage Technology (pka Ellie Mae)

Pleasanton, CA

01.2017 - 04.2018

Managed a team of 11 responsible for contracting and renewal tasks for various product lines, including SaaS subscription and non-subscription products. Duties included quality control and collaboration with Legal, Accounting, Revenue, and Financial Planning & Analysis departments.
Created SharePoint library for Sales Operations internal policies and procedures; used by staff and Governance Team.
Business Lead on CPQ implementation project (using SI partner). Documented business requirements, designed product attributes and bundles, user experience, executed extensive testing for transition to CPQ within our SF instance. Primary liaison with implementation partner. (MS Visio, Product attribute mapping)
Collaborated with Accounting and Revenue to create all applicable product attributes to support accurate financial treatments, and with platform engineers to design and implement the ETL to map the data between systems.
Worked closely with Engineering to create transparency from the contract event through to product provisioning to improve customer experience and mitigate support cases for customer success teams. (MS Word, runbooks)
Remote + 70% Travel

Sr. Business Analyst, AllRegs.com by Ellie Mae

ICE Mortgage Technology (pka Ellie Mae)

Pleasanton, CA

10.2016 - 01.2017

Documented business requirements, use cases and designed user interface for transition of the AllRegs product operations from MS Dynamics CRM to the SFDC platform.
Analyzed financial data to propose product pricing and forecasted revenue lift to executive management and oversaw the entry of all realized and future Opportunities into SFDC to generate comprehensive 2016 financial performance.
Created the product line playbook to train Account Executives on the appropriate processes to create Opportunities, Orders and manage Sales pipelines to support actionable executive reporting. Trained 32 Sales Reps.
Collaborated with Ellie Mae colleagues and a consultant team to design and tests aspects of the larger Order to Cash project.
Remote + 70% Travel

AVP, Enterprise Risk Management

PrimeLending, a PlainsCapital Company

Dallas, TX

07.2013 - 08.2013

Created a risk governance policy and methodology for the company to provide guidance and outline the benefits of effective risk management.
Led Executive Management through the task of identifying the enterprise level risks as a platform to create Key Performance Indicators, Policies and Risk Assessments. Collaborated with Director of Disaster Recovery to ensure risks and responses aligned, creating a cohesive response and RTO scenarios.
Created and championed a multi-factor risk/impact model to predict the impact that fluctuating interest rates have on staffing and finances. Ironically, the week that the executive team acknowledged the validity, I was included in a RIF.

Senior Risk Analyst, Risk Management Team

Capital One Home Loans

Plano, TX

01.2010 - 07.2011

Performed root cause analysis and impact on operational breakdowns or internal/system control failures, related to home loan compliance risk, to identify containment and remediation efforts. (Purchase, Refinance, Home Equity)
Collaborated with the Operations, Legal and Compliance departments to define and execute action plans for risk events.
Documented event details within the Governance, Compliance and Risk software and created reports for monthly executive management risk review to include trends, exposure, ratings, projections.
Liaison with IT support team to provide user experience insight, define system changes and assist with testing.

Business Process Analyst, Information Technology Internal Audit

AmerisourceBergen Specialty Group

Frisco, TX

02.2009 - 01.2010

Designed SDLC audit and compliance program (75% automation) for the IT department.
Oversaw internal audit and compliance reviews. Provided all SOC I and SOC II documentation for external audits.

Business Analyst, Operations Process and Performance

Wachovia Dealer Services

Irving, TX

12.2007 - 02.2009

Call Center Team Manager; Business Development

Capital One Auto Finance

Plano, TX

05.2003 - 11.2007

Call Center Team Manager; Data Management Manager

Experian

Allen, TX

11.2001 - 05.2003

Financial Advisor (Phone Agent), Call Center Team Manager, Database Administration Manager

Bank One

Austin, TX

12.1997 - 11.2001

Assistant Strength Coach, Graduate Assistantship

University of Iowa

Iowa City, IA

07.1996 - 07.1997

Summary

Overview

Work History

Enterprise Application Systems Analyst

Salesforce Sr. Business Analyst

Salesforce Solution Architect

Salesforce Solution Architect

Sr. IT Business Analyst, Front Office Applications

Sr. Manager, Business Process

Sr. Manager, Sales Operations

Sr. Business Analyst, AllRegs.com by Ellie Mae

AVP, Enterprise Risk Management

Senior Risk Analyst, Risk Management Team

Business Process Analyst, Information Technology Internal Audit

Business Analyst, Operations Process and Performance

Call Center Team Manager; Business Development

Call Center Team Manager; Data Management Manager

Financial Advisor (Phone Agent), Call Center Team Manager, Database Administration Manager

Assistant Strength Coach, Graduate Assistantship

Education

BA - Liberal Arts

Skills

Hobbies and Interests

Timeline