Salesforce Digital Strategist

• Nov 2020 - Present

Senior Salesforce Consultant

• Apr 2018 - Oct 2020

Engages with client to properly scope complex implementations by aligning customer needs and vision with industry-leading best practices. Serves as the overall program manager responsible for project delivery and customer satisfaction. Responsible for scope, schedule and cost management along with ensuring the right resources are assigned for success. • Strong business acumen and strategic orientation to profitability • Understanding of solutions and their value added to the… Show more Engages with client to properly scope complex implementations by aligning customer needs and vision with industry-leading best practices. Serves as the overall program manager responsible for project delivery and customer satisfaction. Responsible for scope, schedule and cost management along with ensuring the right resources are assigned for success. • Strong business acumen and strategic orientation to profitability • Understanding of solutions and their value added to the customer • Manage and develop multi-discipled team of project resources to support Client project goals • Identify, manage and escalate project risks to proactively resolve customer issues • Strong executive communication skills • Collaborate with Subject-Matter-Experts (SMEs) in order to understand and satisfy customer needs • Support Sales in both pre-sales and post-sales activities, as needed • Facilitate requirements gathering workshops, generate requirements documentation, map current and future-state business process flows, document user stories • Responsible for weekly project status reports and maintaining project governance deliverables including: Project Plan, Resource Plan, Resource allocation forecast, and Sprint Plan Show less Engages with client to properly scope complex implementations by aligning customer needs and vision with industry-leading best practices. Serves as the overall program manager responsible for project delivery and customer satisfaction. Responsible for scope, schedule and cost management along with ensuring the right resources are assigned for success. • Strong business acumen and strategic orientation to profitability • Understanding of solutions and their value added to the… Show more Engages with client to properly scope complex implementations by aligning customer needs and vision with industry-leading best practices. Serves as the overall program manager responsible for project delivery and customer satisfaction. Responsible for scope, schedule and cost management along with ensuring the right resources are assigned for success. • Strong business acumen and strategic orientation to profitability • Understanding of solutions and their value added to the customer • Manage and develop multi-discipled team of project resources to support Client project goals • Identify, manage and escalate project risks to proactively resolve customer issues • Strong executive communication skills • Collaborate with Subject-Matter-Experts (SMEs) in order to understand and satisfy customer needs • Support Sales in both pre-sales and post-sales activities, as needed • Facilitate requirements gathering workshops, generate requirements documentation, map current and future-state business process flows, document user stories • Responsible for weekly project status reports and maintaining project governance deliverables including: Project Plan, Resource Plan, Resource allocation forecast, and Sprint Plan Show less

Manager, Business Systems and Projects

• Jan 2014 - Apr 2018

Work directly with executive-level leadership to define the strategy and vision for Salesforce and other business systems. Responsible for driving corporate business systems strategic initiatives and operations. Collaborated closely with business management, sales, marketing and IT to develop, document, maintain and enforce data processes and procedures designed to improve and maintain a high level of data quality and integrity. Directly responsible for teams implementing and maintaining… Show more Work directly with executive-level leadership to define the strategy and vision for Salesforce and other business systems. Responsible for driving corporate business systems strategic initiatives and operations. Collaborated closely with business management, sales, marketing and IT to develop, document, maintain and enforce data processes and procedures designed to improve and maintain a high level of data quality and integrity. Directly responsible for teams implementing and maintaining authoritative master data for ERP, Salesforce and other Sales systems. Provide thought leadership, solution clarity, strategy refinement and tactical plans. Manages operations to ensure proper planning, coordinating and monitoring of activities to ensure ongoing alignment w/ business goals & projects. Manages operations and project budgets, forecasts and teams. PROJECTS: • NetSuite ERP: Implementation as part of digital strategy towards process automation, operational efficiencies & expanded channel enablement. • Salesforce CPQ: Enabled seamless submission of orders from SFDC to NetSuite leveraging iPaaS solution to replace previous manual process. Better enabled Zix to grow and scale as newly acquired products and services are integrated into bundled solution offerings. • Sales Team Enablement: On-boarded and integrated newly formed Sales Development Team into SFDC and Marketo lead flow & lead life cycle which helped frame further sales restructuring to better align resources in pursuit of profitability. • Predictive Analytics: Implemented an advanced predictive analytics sales & marketing forecasting system which provides Executive Leadership, Sales and Marketing Management greater insights and early indicators of sales & marketing trends. OPERATIONS: • Salesforce, NetSuite ERP and SharePoint system support and ownership • SOP management for business systems data quality and workflow rules • API management ensuring seamless integration across systems Show less Work directly with executive-level leadership to define the strategy and vision for Salesforce and other business systems. Responsible for driving corporate business systems strategic initiatives and operations. Collaborated closely with business management, sales, marketing and IT to develop, document, maintain and enforce data processes and procedures designed to improve and maintain a high level of data quality and integrity. Directly responsible for teams implementing and maintaining… Show more Work directly with executive-level leadership to define the strategy and vision for Salesforce and other business systems. Responsible for driving corporate business systems strategic initiatives and operations. Collaborated closely with business management, sales, marketing and IT to develop, document, maintain and enforce data processes and procedures designed to improve and maintain a high level of data quality and integrity. Directly responsible for teams implementing and maintaining authoritative master data for ERP, Salesforce and other Sales systems. Provide thought leadership, solution clarity, strategy refinement and tactical plans. Manages operations to ensure proper planning, coordinating and monitoring of activities to ensure ongoing alignment w/ business goals & projects. Manages operations and project budgets, forecasts and teams. PROJECTS: • NetSuite ERP: Implementation as part of digital strategy towards process automation, operational efficiencies & expanded channel enablement. • Salesforce CPQ: Enabled seamless submission of orders from SFDC to NetSuite leveraging iPaaS solution to replace previous manual process. Better enabled Zix to grow and scale as newly acquired products and services are integrated into bundled solution offerings. • Sales Team Enablement: On-boarded and integrated newly formed Sales Development Team into SFDC and Marketo lead flow & lead life cycle which helped frame further sales restructuring to better align resources in pursuit of profitability. • Predictive Analytics: Implemented an advanced predictive analytics sales & marketing forecasting system which provides Executive Leadership, Sales and Marketing Management greater insights and early indicators of sales & marketing trends. OPERATIONS: • Salesforce, NetSuite ERP and SharePoint system support and ownership • SOP management for business systems data quality and workflow rules • API management ensuring seamless integration across systems Show less

PMO Analyst | Global Corporate Services | Bank of America Account | Project Management Office

• Sep 2013 - Jan 2014

CBRE Group, Inc. (NYSE:CBG), a Fortune 500 and S&P 500 company, is the world’s largest commercial real estate services and investment firm, with leading full-service operations in major metropolitan areas throughout the world. They offer a full range of services to occupiers, owners, lenders and investors in office, retail, industrial, multifamily and other types of commercial real estate. CBRE offers strategic advice and execution for Property Sales and Leasing; Corporate Services; Property… Show more CBRE Group, Inc. (NYSE:CBG), a Fortune 500 and S&P 500 company, is the world’s largest commercial real estate services and investment firm, with leading full-service operations in major metropolitan areas throughout the world. They offer a full range of services to occupiers, owners, lenders and investors in office, retail, industrial, multifamily and other types of commercial real estate. CBRE offers strategic advice and execution for Property Sales and Leasing; Corporate Services; Property, Facilities and Project Management; Mortgage Banking; Appraisal and Valuation; Development Services; Investment Management; and Research & Consulting. In 2012, our client roster included approximately 80 of the Fortune 100 companies. Bank of America Account: 20+ year relationship encompassing 45+ MM sq. ft. across 48 countries including: Strategic Planning, Transactions & Investment, Project Management, Property Management, Engineering, and Supply Chain Management services. Responsibilities: • Provided analysis in support of the Project Management Office (PMO) • Prepared and presented analysis results for projects overseen by PMO • Analyzed project schedules to identify slippage or other related issues • Conveyed impact of related issues to Program Managers / Project Teams • Designed, generated, reviewed and understand PMO processes • Collected aggregate data from multiple sources to create a complete analysis, improvement and/or recommendations • Reviewed accuracy of information provided and responded to requests from management, client and project teams • Created, maintained and distributed PMO reports • Acted as subject matter expert for key PMO systems/processes • Accountable for project close out process, including collecting/auditing project documentation • Coordinated involvement of personnel from other groups to facilitate successful project implementations or process improvement Show less CBRE Group, Inc. (NYSE:CBG), a Fortune 500 and S&P 500 company, is the world’s largest commercial real estate services and investment firm, with leading full-service operations in major metropolitan areas throughout the world. They offer a full range of services to occupiers, owners, lenders and investors in office, retail, industrial, multifamily and other types of commercial real estate. CBRE offers strategic advice and execution for Property Sales and Leasing; Corporate Services; Property… Show more CBRE Group, Inc. (NYSE:CBG), a Fortune 500 and S&P 500 company, is the world’s largest commercial real estate services and investment firm, with leading full-service operations in major metropolitan areas throughout the world. They offer a full range of services to occupiers, owners, lenders and investors in office, retail, industrial, multifamily and other types of commercial real estate. CBRE offers strategic advice and execution for Property Sales and Leasing; Corporate Services; Property, Facilities and Project Management; Mortgage Banking; Appraisal and Valuation; Development Services; Investment Management; and Research & Consulting. In 2012, our client roster included approximately 80 of the Fortune 100 companies. Bank of America Account: 20+ year relationship encompassing 45+ MM sq. ft. across 48 countries including: Strategic Planning, Transactions & Investment, Project Management, Property Management, Engineering, and Supply Chain Management services. Responsibilities: • Provided analysis in support of the Project Management Office (PMO) • Prepared and presented analysis results for projects overseen by PMO • Analyzed project schedules to identify slippage or other related issues • Conveyed impact of related issues to Program Managers / Project Teams • Designed, generated, reviewed and understand PMO processes • Collected aggregate data from multiple sources to create a complete analysis, improvement and/or recommendations • Reviewed accuracy of information provided and responded to requests from management, client and project teams • Created, maintained and distributed PMO reports • Acted as subject matter expert for key PMO systems/processes • Accountable for project close out process, including collecting/auditing project documentation • Coordinated involvement of personnel from other groups to facilitate successful project implementations or process improvement Show less

Revenue Analyst

• Jul 2012 - Sep 2013

Promoted to new position interacting directly with the CFO and Corporate Controller Process Improvement: • Advise on team best practices for data governance • Drive inter-departmental training • Develop internal audit processes to ensure accuracy Technical Support: • Direct master data governance policies driving business intelligence for business analytics Support the automation of paper and email-based processes moving them to a cloud-based… Show more Promoted to new position interacting directly with the CFO and Corporate Controller Process Improvement: • Advise on team best practices for data governance • Drive inter-departmental training • Develop internal audit processes to ensure accuracy Technical Support: • Direct master data governance policies driving business intelligence for business analytics Support the automation of paper and email-based processes moving them to a cloud-based solution Monthly / Quarterly: • Revenue Recognition/Tax Policies • Provide technical product knowledge for guidance in revenue recognition, Sales & Use Tax • Provide new product knowledge to determine product hierarchy and revenue recognition priorities • Accounts Receivables Duties - Cash Application, Invoice Management, General Ledger and sub-ledger Revenue entries • SOX Compliance around contracts, purchase orders, terms/discounts, approvals, etc. • SOX Audits - Prepared and performed quarterly financial analysis for financial auditors to ensure compliance on all related procedures • Monthly & Quarterly close of revenue accounts, Revenue Analysis and Forecasting • Financial Statement Analysis

CRM Specialist

• Jun 2009 - Jun 2012

• Ad-Hoc Reporting - performed as required: (Data Alignment & Reconciliation) • Order fulfillment - enter customer orders for email encryption solution • Implementation Management - coordinate with IT to ensure on-time customer deployments • Contracts management – review customer contracts for completeness and proper approvals • Customer database management - ensure customer information is entered in appropriate databases and financial systems • Ad-hoc project assignments… Show more • Ad-Hoc Reporting - performed as required: (Data Alignment & Reconciliation) • Order fulfillment - enter customer orders for email encryption solution • Implementation Management - coordinate with IT to ensure on-time customer deployments • Contracts management – review customer contracts for completeness and proper approvals • Customer database management - ensure customer information is entered in appropriate databases and financial systems • Ad-hoc project assignments - support User Acceptance Testing, Data Mapping, Report Building, etc.