Solution Architect

• Jan 2021 - Present

Salesforce.com Solution Architect Consultant

• Jul 2018 - Present

Salesforce.com Solution Architect and CRM consulting services provided. Industry agnostic with focus on solution design and deployment support. Short to mid-term team augmentation role is ideal. GDPR expertise to help your organization manage exposure and compliance. Salesforce.com Solution Architect and CRM consulting services provided. Industry agnostic with focus on solution design and deployment support. Short to mid-term team augmentation role is ideal. GDPR expertise to help your organization manage exposure and compliance.

Solution Architect

• Apr 2019 - Nov 2020

Solution Architect for Service Cloud deployment servicing global operations for a large Construction ERP software organization. Customer Community deployment with several complex integration points and large legacy data migration initiative. Solution Architect for Service Cloud deployment servicing global operations for a large Construction ERP software organization. Customer Community deployment with several complex integration points and large legacy data migration initiative.

Solution Architect

• Jul 2018 - Apr 2019

Chief Architect for strategic Sales Cloud deployment for key customers for large public utility. Chief Architect for strategic Sales Cloud deployment for key customers for large public utility.

Managing Partner

• Nov 2016 - Jun 2018

Responsible for the development of all aspects of a cutting edge Salesforce.com Professional Services organization focused on the underserved Higher Education market. Elevation Solutions provides a campus-wide technology solution for the higher education industry. Platform Elevate is a single platform providing an optimized user experience for all Higher Ed user groups with flexibility to expand and evolve. Platform Elevate's integration hub with a data model that mirrors the Salesforce solution and pre-built connectors for core Higher Education data sources provides unified, campus-wide system integration, process management, Master Data Management (MDM), and Business Intelligence (BI). Core modules include Advancement, Prospecting & Admissions, and Campus CRM for Student Services, with add-ons for specific business processes such as International Admissions, Board and Committee Management, Agent Management, and Grading & Attendance. Show less

Salesforce.com Solution Architecht

• Dec 2012 - Nov 2016

Architect and deploy Salesforce.com-centric cloud solutions for small and medium sized clients. Solutions architect and PM from project inception through discovery/design, deployment, training and support. Coordinate deployment of functional and technical expertise as required for projects ranging from simple CRM configuration to complex systems integrations. Successful deployments for more than 45 clients across most industry verticals. Experience working through most thorny CRM deployment and system integration issues. Bring best practices to bear in the development of custom SFDC applications, integration frameworks, and SFDC deployment/optimization efforts. Areas of Proven Expertise -------------------------------------------- - Project management (Jira/Smartsheet/Slack) - Broad range of Salesforce.com custom functionality (Process Wizards, Apex/VisualForce) - Systems integration (Heroku Connect/Informatica) - Cloud document creation & delivery (Conga Composer/Conductor) - eSignature (DocuSign/EchoSign) - Data integrity management (Ringlead, various appexchange apps) - SMS/phone integration (SMS Magic, Twillio, InContact, Five9) - Q2C (custom development, Steelbrick, Zuora) - Sales/marketing automation (Marketo, Pardot, ExactTarget) - Email management (Mailchimp, Constant contact, Riva, Cirrus Insights) - Data management & migration (Informatica, Dataloader.io) Show less

Salesforce.com Implementation Consultant/Architect

• Sep 2013 - Oct 2016

Client-facing/PM/Architect role focusing on Bay Area tech startups and traditional SMEs. Demanding clients. Diverse industry verticals. High level of solution complexity. Aggressive deliverable timelines. Client-facing/PM/Architect role focusing on Bay Area tech startups and traditional SMEs. Demanding clients. Diverse industry verticals. High level of solution complexity. Aggressive deliverable timelines.

Senior Consultant/Architect

• Oct 2014 - Jul 2016

Client-facing/PM/Architect role. Global media clients. Deploy SFDC to support diverse media businesses and external integrations (ie. Doubleclick). Client-facing/PM/Architect role. Global media clients. Deploy SFDC to support diverse media businesses and external integrations (ie. Doubleclick).

Salesforce.com Implementation Consultant

• Sep 2013 - May 2015

Client-facing/configuration/light customization. US Non-profit clients. Three week Salesforce Foundation Non-Profit Starter Pack (NPSP) Quick-start deployments. Client-facing/configuration/light customization. US Non-profit clients. Three week Salesforce Foundation Non-Profit Starter Pack (NPSP) Quick-start deployments.

Co-founder

• Aug 2012 - Jan 2015

Gaia Global Wellness is an online holistic natural pharmacy (www.GaiaGlobalWellness.com) which provides the very best nutraceutical and homeopathic products to our customers as an alternative/supplement to the big-pharma approach to healthcare . Most of our products are medical grade and are primarily distributed through doctors or naturopathic practitioners so we are pretty excited to offer them to the public. TECHNOLOGY: Designed and implemented multi-store Magento eCommerce site with drop ship functionality and API connection to custom Salesforce application. Show less

Co-founder

• Dec 2012 - Jul 2013

In 2012 Blood Metrics entered the Health and Wellness market proving health coaching and educational services under our Blood Metrics brand (www.BloodMetrics.com). TECHNOLOGY: Built a custom app and business process to support a health coaching & Live Cell Blood Analysis business. Several cloud services collect field data with signature from clients using an iPad, converts that data to customized PDFs, distributed and data automatically uploaded into a custom Force.com application to be further managed using Chatter and workflow. Show less

Vice President Operations

• Jan 2011 - Jul 2012

Taurean Global Properties owns and actively manages a portfolio of residential units in various markets throughout Canada with an additional 11,000 square feet of commercial space. Investments are in some of the most attractive secondary markets in Canada where capitalization rates are between 8% and 10% of operating income generated by residential units. As VP Operations, my responsibilities include managing the Taurean real estate portfolio from an operations perspective, and the development/management of internal governance. Project managed on budget and to completion the $15.6M flagship Princess Condo project, with 60 Class A condos and with main floor retail in Winnipeg MB. Received occupation permits May 1, 2012 and property currently averages better than $100,000/month in revenue. Show less

Co-founder and Chief Operating Officer

• Feb 2010 - Dec 2010

As cofounder and COO of ETS Avia, I developed an innovative EU Emission Trading Scheme (EU ETS) compliance model based upon a custom developed, pre-verified Salesforce.com application designed to remotely support aircraft operators with EU ETS compliance. This remotely managed one-stop shop to support aircraft operators through the entire compliance cycle from Monitoring plan administration through to verification and carbon credit purchase/surrender. TECHNOLOGY: Co-architected and built custom cloud based Salesforce Force.com application for audit-able management of aircraft emissions using operational data in compliance with EU ETS regulations. Show less

Co-founder and Emission Trading/Strategy Consultant

• Oct 2008 - Dec 2009

Independent consultancy services providing environmental business development support primarily to alternative energy and aerospace clientele. Major projects included the Development of an EU ETS service offering for Bombardier Aerospace (6 months) and airport/airline offset program development support as Subject matter expert for CarbonZero (4 months). Independent consultancy services providing environmental business development support primarily to alternative energy and aerospace clientele. Major projects included the Development of an EU ETS service offering for Bombardier Aerospace (6 months) and airport/airline offset program development support as Subject matter expert for CarbonZero (4 months).

VP Business Development

• Jul 2007 - Dec 2008

Structured and managed a real estate Limited Partnership (LP) overseeing investments in the United States, Canada and Argentina. Structured and managed a real estate Limited Partnership (LP) overseeing investments in the United States, Canada and Argentina.

Aftermarket Program Specialist

• Jul 2004 - Jul 2006

Held a leadership role in many high visibility cross-functional projects covering all aspects of the customer support & aftermarket business development for the new CSeries New Aircraft Program (NCAP). New aftermarket strategy to culminate in an innovative “Power-by-the-hour” lifecycle cost management offering. As an interesting side project, I also volunteered to lead the divisional United Way campaign, raising 12% of Bombardier Aerospace total campaign contributions from only 2% of the total 13,600 employees. Show less

Pilot - Airbus A320

• Jan 1999 - Jun 2002

Pilot second-in-command on Airbus A320 fleet based in Zurich serving demanding European operations. Pilot second-in-command on Airbus A320 fleet based in Zurich serving demanding European operations.