Experience

Penrod

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Senior CPQ Solution Architect

  • Aug 2023 - Present

  Fresh Implementation of Salesforce Health Cloud, and CPQ for global distribution of Medical Devices. Fresh Implementation of Salesforce Health Cloud, and CPQ for global distribution of Medical Devices.



Neocol

• United States
• Information Services
• 1 - 100 Employee

• Senior Salesforce CPQ Architect

  • Apr 2023 - Aug 2023

  Complex CPQ Solution Design and Implementation. Complex CPQ Solution Design and Implementation.



Forsys Inc

• United States
• Business Consulting and Services
• 300 - 400 Employee

• Salesforce CPQ / Conga CLM Solutions Architect

  • May 2022 - Mar 2023

  Client: NOKIA  Conga CLM Implementation  Highly Customized Integration with CPQ Core System  Highly Customized Integration with WTL System  Run Customer Workshops to gather requirements  Design Process Improvement Solutions  Re-Structure Client Engagement Process Client: NOKIA  Conga CLM Implementation  Highly Customized Integration with CPQ Core System  Highly Customized Integration with WTL System  Run Customer Workshops to gather requirements  Design Process Improvement Solutions  Re-Structure Client Engagement Process



TEKsystems

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Senior Solutions Architect

  • Aug 2021 - May 2022

  Client: SPLUNK Renewals Automation for all SPLUNK Products, Renewal Forecasting, and Renewals Compensation Automation. Extensive Systems Integration between Salesforce, SAP, Stripe, Snowflake, and Xactly. I Provide End 2 End system flows and architectural Design Documents to facilitate global solutions development impacting Sales, Operations, Finance, Fulfilment and Compensation organizations across the company. Client: SPLUNK Renewals Automation for all SPLUNK Products, Renewal Forecasting, and Renewals Compensation Automation. Extensive Systems Integration between Salesforce, SAP, Stripe, Snowflake, and Xactly. I Provide End 2 End system flows and architectural Design Documents to facilitate global solutions development impacting Sales, Operations, Finance, Fulfilment and Compensation organizations across the company.



Jade Global

• United States
• IT Services and IT Consulting
• 700 & Above Employee

• Sr. Salesforce CPQ BSA / Solutions Architect

  • Mar 2021 - Aug 2021

  Customer UDEMY Re-Implement CPQ for the global enterprise. Align CPQ with Sales Operations, Correct system operational misalignment. Improve operational productivity across Sales, Legal and Finance. re-design reporting and forecasts to reflect best practices and detailed real-time actuals across all global revenue channels. Customer UDEMY Re-Implement CPQ for the global enterprise. Align CPQ with Sales Operations, Correct system operational misalignment. Improve operational productivity across Sales, Legal and Finance. re-design reporting and forecasts to reflect best practices and detailed real-time actuals across all global revenue channels.



Wilco Source

• United States
• IT Services and IT Consulting
• 200 - 300 Employee

• Senior Salesforce CPQ BSA / Solutions Architect

  • Feb 2020 - Nov 2020

  Client: CEPHIED - Requirements Gathering, User Story Documentation, Solution Design and Development management. UAT support and deployment management with ongoing support for enhancements. Salesforce CPQ Test Pilot releases and Global Rollout for highly complex Medical Testing Instrument and Reagent sales. Multi Tiered Client Hierarchy structure, Pricing Snapshots and Discounts with regulatory constrictions in SAP, SAP to Salesforce Integration for real-time price modeling. Client: CEPHIED - Requirements Gathering, User Story Documentation, Solution Design and Development management. UAT support and deployment management with ongoing support for enhancements. Salesforce CPQ Test Pilot releases and Global Rollout for highly complex Medical Testing Instrument and Reagent sales. Multi Tiered Client Hierarchy structure, Pricing Snapshots and Discounts with regulatory constrictions in SAP, SAP to Salesforce Integration for real-time price modeling.



Malwarebytes

• United States
• Computer and Network Security
• 700 & Above Employee

• Senior Salesforce CPQ Consultant

  • Sep 2019 - Jan 2020

  Solving deep rooted problems causing system failures and slowdowns. A hyper complex implementation suffering from API overloads and user slowdowns and lockouts. Was able to uncover and solve several long standing critical issues as well as assist with development projects over loads that were hampering departmental output. Testing , Coding, Data Management, Solution design and development with detailed project management in Jira. Solving deep rooted problems causing system failures and slowdowns. A hyper complex implementation suffering from API overloads and user slowdowns and lockouts. Was able to uncover and solve several long standing critical issues as well as assist with development projects over loads that were hampering departmental output. Testing , Coding, Data Management, Solution design and development with detailed project management in Jira.



Infoblox

• United States
• Computer and Network Security
• 700 & Above Employee

• Senior Salesforce CPQ Consultant

  • Mar 2019 - Sep 2019

  Managing Enhancements across the Infoblox Global Salesforce CPQ Production environment. Managing external Vendors and internal development teams through Sprint Cycles from Design to Build, Test and Deployment. Partnering with Project Management to define and scope upcoming Sprint Cycles to maintain workflow and cost effective use of internal and external resources. Hands on testing of new development for validation of design and function with management of pre and post internal business testing for revisions or deployment to the production environment. Show less



Computer Futures

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Salesforce Business Analyst / Solutions Architect

  • Jun 2018 - Jan 2019

  Client: University of San Francisco - USF, provided architecture subject matter expertise, solution design, and gathered requirements to create a request for proposal (RFP), functional solution mockups, and a functional requirements document (FRD) for the USF Student 360 Lightning Community project. This project encompassed CASA the Center for Academics and Student Achievement as well as LWSC the Language, Writing, and Speaking Center. I also designed the internal metrics and analytics solution to be used by USF to measure the impact of the solution within CASA, LWSC, and ITS. Show less



Droisys

• United States
• Software Development
• 300 - 400 Employee

• Senior Solutions Architect / Business Systems Analyst

  • Apr 2018 - May 2018

  Client: EJ Gallo - Salesforce security design and configuration (Roles, Profiles, Record Types and Sharing rules for Global Multi-Billion dollar retail wine club membership sales, BRD, FRD, Test Plan as well as assisted with Apex development validation and QA. Client: EJ Gallo - Salesforce security design and configuration (Roles, Profiles, Record Types and Sharing rules for Global Multi-Billion dollar retail wine club membership sales, BRD, FRD, Test Plan as well as assisted with Apex development validation and QA.



Addison Group

• Salesforce - Senior Solutions Architect / Business Systems Analyst

  • Jan 2018 - Apr 2018

  Harmonic Inc. - Partner Portal Implementation, Apttus Contract Management, Apttus Approvals Management, and Apttus CPQ with Pricing and Configuration Implementation. Harmonic Inc. - Partner Portal Implementation, Apttus Contract Management, Apttus Approvals Management, and Apttus CPQ with Pricing and Configuration Implementation.



Applied Astrophysics

• San Francisco Bay Area

• Principal / Partner - Lead Physicist

  • Jul 2015 - Apr 2018

  Based in the San Francisco Bay Area at Applied Astrophysics we work to define new technologies and products based on principles of Astrophysics and Mechanical Engineering to achieve product outcomes that impact billions of people worldwide. Based in the San Francisco Bay Area at Applied Astrophysics we work to define new technologies and products based on principles of Astrophysics and Mechanical Engineering to achieve product outcomes that impact billions of people worldwide.



Hireforce

• United States
• Staffing and Recruiting
• 1 - 100 Employee

• Salesforce - Senior Solutions Achitect / Business Systems Analyst

  • Mar 2017 - Jan 2018

  Saint-Gobain - Lightning Migration and rollout as well as managed the final stage of global delivery for 169 vertical assignment rules and Wave Analytics for the global management team. Saint-Gobain - Lightning Migration and rollout as well as managed the final stage of global delivery for 169 vertical assignment rules and Wave Analytics for the global management team.



Third Wave Analytics

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Senior SFDC BSA / Solutions Consultant

  • Dec 2016 - Aug 2017

  A Master of the Salesforce Universe. I bring the power of the one to bear to create superior solutions within the Health and Life Sciences realm. I optimize operations, bring startups into the way of the enterprise, then educate and enlighten with bountiful best practices and best in class solutions. I specialize in taming the toughest challenges and creating simplified and quickly adopted solutions that boost productivity and drive bottom line results. A Master of the Salesforce Universe. I bring the power of the one to bear to create superior solutions within the Health and Life Sciences realm. I optimize operations, bring startups into the way of the enterprise, then educate and enlighten with bountiful best practices and best in class solutions. I specialize in taming the toughest challenges and creating simplified and quickly adopted solutions that boost productivity and drive bottom line results.



Lirik.io

• San Francisco Bay Area

• Senior SFDC BSA / Solutions Consultant

  • Jan 2016 - Jul 2016

  Lirik.io specializes in utilizing Cloud Services to solve complex business problems. In day to day operations I analyze complex business challenges to define and design cloud solution prototypes for Global 500 companies, I then manage global development teams through the full development lifecycle. Insuring a successful implementation and roll out that fully meets the business needs and goals. Lirik.io specializes in utilizing Cloud Services to solve complex business problems. In day to day operations I analyze complex business challenges to define and design cloud solution prototypes for Global 500 companies, I then manage global development teams through the full development lifecycle. Insuring a successful implementation and roll out that fully meets the business needs and goals.



Simplion Technologies

• United States
• Software Development
• 1 - 100 Employee

• Senior SFDC BSA / Solutions Consultant

  • 2015 - 2016

  Manged implementation and custom solutions development for multiple clients as a adjuct consultant through http://www.SalesforceConsultingServices.com Manged implementation and custom solutions development for multiple clients as a adjuct consultant through http://www.SalesforceConsultingServices.com



Adobe

• United States
• Software Development
• 700 & Above Employee

• Business Systems Analyst - Salesforce

  • Nov 2014 - May 2015

  Adobe Systems Headquarters in San Jose California has engaged my services for Legal Contract Management System and Data Migration from a legacy in house system to Salesforce and Apttus Contract Management. Then managed implentation of Apttus CPQ with X-author. The project requires Agile Scrum management of 80+ user stories with 3 week sprint cycles. The Adobe Salesforce Solution serves over 5000 users and supports over 10,000 employees worldwide. Adobe Systems Headquarters in San Jose California has engaged my services for Legal Contract Management System and Data Migration from a legacy in house system to Salesforce and Apttus Contract Management. Then managed implentation of Apttus CPQ with X-author. The project requires Agile Scrum management of 80+ user stories with 3 week sprint cycles. The Adobe Salesforce Solution serves over 5000 users and supports over 10,000 employees worldwide.



Carbonite

• United States
• Software Development
• 100 - 200 Employee

• Salesforce/Pardot Consultant

  • Oct 2014 - Nov 2014

  Complete functional specifications documentation for a custom Pardot implementation with full Salesforce integration and closed loop marketing automation. Work was completed on a five day timeline to present to the client. Complete functional specifications documentation for a custom Pardot implementation with full Salesforce integration and closed loop marketing automation. Work was completed on a five day timeline to present to the client.



GPM Corp is now Netsmart - Follow us @Netsmart

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Salesforce Consultant

  • Aug 2014 - Nov 2014

  Full Business Analysis and Salesforce solution design with end to end implementation and change management. Full Business Analysis and Salesforce solution design with end to end implementation and change management.



TechNet: The Voice of the Innovation Economy

• United States
• Public Policy Offices
• 1 - 100 Employee

• Salesforce Consultant

  • Aug 2014 - Sep 2014

  Business Analysis, Business Operations Alignment, Custom Salesforce Development, and Data Management, Training. Business Analysis, Business Operations Alignment, Custom Salesforce Development, and Data Management, Training.



Salesforce Consulting Services

• Information Technology and Services
• 1 - 100 Employee

• Senior Salesforce BSA / Solutions Consultant

  • Jan 2010 - Sep 2014

  Take Salesforce to the next level, align sales and marketing, enable world class customer service, and create closed loop marketing automation with campaign-to-close reporting. Get personal service and support from a Certified SalesForce professional. Let us show you how to get the maximum return on your Salesforce.com investment. Take Salesforce to the next level, align sales and marketing, enable world class customer service, and create closed loop marketing automation with campaign-to-close reporting. Get personal service and support from a Certified SalesForce professional. Let us show you how to get the maximum return on your Salesforce.com investment.



JTI Electric

• San Francisco Bay Area

• Salesforce Consultant

  • Jun 2014 - Aug 2014

  Business Analysis, Business Operations Alignment, Custom Salesforce Development, and Data Management, Training. Business Analysis, Business Operations Alignment, Custom Salesforce Development, and Data Management, Training.



Disqus

• Technology, Information and Internet
• 1 - 100 Employee

• Salesforce Consultant

  • Jul 2014 - Jul 2014

  Business Analysis and Salesforce Customization Business Analysis and Salesforce Customization



BigJoeLifts

• San Francisco Bay Area

• Salesforce Consultant

  • Jul 2014 - Jul 2014

  Business Analysis, Salesforce Implementation and Customization Business Analysis, Salesforce Implementation and Customization



United Contractors

• United States
• Construction
• 1 - 100 Employee

• Salesforce Consultant

  • Jul 2014 - Jul 2014

  Business Analysis, Salesforce Implementation and Customization, Project Management, Vendor Management Business Analysis, Salesforce Implementation and Customization, Project Management, Vendor Management



Ninja Metrics

• IT Services and IT Consulting

• Salesforce Consultant

  • Jul 2014 - Jul 2014

  Business Analysis, Salesforce Implementation and Customization Business Analysis, Salesforce Implementation and Customization



Blossom Valley Interiors

• San Francisco Bay Area

• Salesforce Consultant

  • Jun 2014 - Jul 2014

  Salesforce Custom Development - Referral Business Tracking Solution Salesforce Custom Development - Referral Business Tracking Solution



YouEye—a UserZoom company

• United States
• IT Services and IT Consulting
• 1 - 100 Employee

• Salesforce Consultant

  • Jun 2014 - Jul 2014

  CRM Business Analysis, Salesforce Customization and CRM business alignment. CRM Business Analysis, Salesforce Customization and CRM business alignment.



Snowflake Software

• San Francisco Bay Area

• Salesforce Consultant

  • Jun 2014 - Jul 2014

  Business Analysis and Salesforce Customization Business Analysis and Salesforce Customization



Unknown

• United States
• Human Resources Services
• 1 - 100 Employee

• Salesforce Consultant

  • Jun 2014 - Jul 2014

  Business Analysis and Salesforce Customization Business Analysis and Salesforce Customization



NEXT Village San Francisco

• Civic and Social Organizations
• 1 - 100 Employee

• Salesforce Consultant

  • Jun 2014 - Jul 2014

  Business Analysis and Salesforce Implementation Business Analysis and Salesforce Implementation



MIPS

• United States
• Semiconductor Manufacturing
• 100 - 200 Employee

• Director Global Web Operations

  • Jan 2007 - Jun 2008

  • Salesforce Architecture Design and Functional Specifications Development • Build-out SalesForce Solutions to US, Israel, Japan Teams • Custom Force.com Solution - Multi-Contract Royalties Tracking • Eloqua Marketing Automation deployments in US, China, Taiwan, Japan • Salesforce Architecture Design and Functional Specifications Development • Build-out SalesForce Solutions to US, Israel, Japan Teams • Custom Force.com Solution - Multi-Contract Royalties Tracking • Eloqua Marketing Automation deployments in US, China, Taiwan, Japan



Objectivity, Inc.

• United States
• Software Development
• 1 - 100 Employee

• Webmaster

  • Feb 2006 - Jun 2007

  • SalesForce Architecture and Functional Specifications Development • Rollout of SalesForce to regional US sales/support organization • Eloqua and SalesForce.com Integration • Complex Marketing Automation System Development • SalesForce Architecture and Functional Specifications Development • Rollout of SalesForce to regional US sales/support organization • Eloqua and SalesForce.com Integration • Complex Marketing Automation System Development



Kingsrealm LLC

• Sr Solutions Consultant

  • 1992 - 2006

  Clients: Expedia, Shoretel, Apptera, Socket Communications, Blueprint Ventures, Kineto Wireless, Access Mortgage Banc, Velodyne, CopperCom, L-3 Communications, Devicescape, Mail Frontier • Implement sales and marketing automation systems • Provide Internet Marketing Management services. • Interface with customers to optimize strategic e-marketing campaigns. • Scope the cost and risk of software systems projects. • Provide analysis of data for strategic segment marketing. Clients: Expedia, Shoretel, Apptera, Socket Communications, Blueprint Ventures, Kineto Wireless, Access Mortgage Banc, Velodyne, CopperCom, L-3 Communications, Devicescape, Mail Frontier • Implement sales and marketing automation systems • Provide Internet Marketing Management services. • Interface with customers to optimize strategic e-marketing campaigns. • Scope the cost and risk of software systems projects. • Provide analysis of data for strategic segment marketing.