Experience

RFDM Solutions

• Canada
• IT Services and IT Consulting
• 1 - 100 Employee

• Senior Salesforce Consultant

  • Aug 2021 - Dec 2021

  British Columbia, Canada



Rosetree Solutions

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

• Senior Salesforce Consultant

  • Feb 2021 - Sep 2021

  British Columbia, Canada



Nubik

• Canada
• IT Services and IT Consulting
• 1 - 100 Employee

• Senior Consultant

  • Feb 2021 - May 2021

  British Columbia, Canada

• Lead Salesforce Consultant

  • Sep 2019 - Feb 2021

  Vancouver, British Columbia, Canada - Lead end-to-end implementation of mid-market & enterprise Salesforce projects (design, build, training, deployment, post-go live support) - Coordinated with internal and client project resources (business analysts, developers, technical architects) to design and implement Salesforce according to desired functionality industry best practices - Utilized Salesforce features and third-party apps to deliver upon business requirements (E.g. FormAssembly, Conga Composer, Conga Sign, DocuSign… Show more - Lead end-to-end implementation of mid-market & enterprise Salesforce projects (design, build, training, deployment, post-go live support) - Coordinated with internal and client project resources (business analysts, developers, technical architects) to design and implement Salesforce according to desired functionality industry best practices - Utilized Salesforce features and third-party apps to deliver upon business requirements (E.g. FormAssembly, Conga Composer, Conga Sign, DocuSign, Einstein Bots, Salesforce Messaging) - Gathered and documented requirements and translated into project deliverables - Utilized Trello to manage project stories for each sprint - Maintained deployment trackers to keep track of what has been created/modified/deployed in different client environments - Utilized flows, workflows and process builder to automate clients’ business processes - Deployed metadata from development and UAT environments using changesets and Gearset - Inserted and updated large client data set into standard and custom objects using Salesforce’s Apex DataLoader



Shift CRM

• Canada
• IT Services and IT Consulting
• 1 - 100 Employee

• Senior Business Analyst

  • May 2018 - Sep 2019

  Vancouver, British Columbia, Canada - Gathered and documented requirements and translated into project deliverables - Utilized JIRA to manage project tickets for each sprint - Maintained deployment trackers to keep track of what has been created/modified/deployed in different client environments - Utilized workflows and process builder to automate clients’ business processes - Deployed metadata from development and UAT environments using changesets and Gearset - Traveled to client sites to train end users to… Show more - Gathered and documented requirements and translated into project deliverables - Utilized JIRA to manage project tickets for each sprint - Maintained deployment trackers to keep track of what has been created/modified/deployed in different client environments - Utilized workflows and process builder to automate clients’ business processes - Deployed metadata from development and UAT environments using changesets and Gearset - Traveled to client sites to train end users to utilize Salesforce instance according to designed solution - Implemented Shift CRM’s IP to extend Salesforce’s quote, product scheduling for media clients - Inserted and updated large client data set into standard and custom objects using Salesforce’s Apex DataLoader - Created record types, workflows, processes, sharing rules, page layouts, profiles and permissions sets in accordance with client’s recommended security model Show less


Personal
• Compassionate Leave

  • Feb 2018 - May 2018


Belmar Consulting Group

• Canada
• IT Services and IT Consulting
• 1 - 100 Employee

• Salesforce Consultant

  • Oct 2017 - Feb 2018

  Burnaby, British Columbia, Canada - Gathered requirements and translated into project deliverables - Maintained deployment trackers to keep track of what has been created/modified/deployed in different client environments - Utilized declarative Salesforce functionality to implement and automate clients’ business processes - Deployed metadata from development and UAT environments using changesets - Trained client super-users to utilize Salesforce instance according to designed solution - Inserted and updated… Show more - Gathered requirements and translated into project deliverables - Maintained deployment trackers to keep track of what has been created/modified/deployed in different client environments - Utilized declarative Salesforce functionality to implement and automate clients’ business processes - Deployed metadata from development and UAT environments using changesets - Trained client super-users to utilize Salesforce instance according to designed solution - Inserted and updated client data into standard and custom objects using Salesforce’s Apex DataLoader - Created record types, workflows, processes, page layouts, profiles and permissions sets in accordance with client’s recommended security model Show less



Traction on Demand

• Canada
• IT Services and IT Consulting
• 100 - 200 Employee

• Cloud Technologist (Salesforce Consultant)

  • Jan 2017 - Aug 2017

  Burnaby, British Columbia, Canada - Managed Salesforce instances to be used by over 300+ users - Utilized declarative Salesforce functionality to implement and automate clients’ business processes - Deployed metadata from development and UAT environments using changesets and Gearset’s deployment resources - Cleaned client data utilizing Data.com Clean; managed duplicate client data using CRMFusion’s DemandTools service - Worked with in-house developers to test and troubleshoot custom components in client org… Show more - Managed Salesforce instances to be used by over 300+ users - Utilized declarative Salesforce functionality to implement and automate clients’ business processes - Deployed metadata from development and UAT environments using changesets and Gearset’s deployment resources - Cleaned client data utilizing Data.com Clean; managed duplicate client data using CRMFusion’s DemandTools service - Worked with in-house developers to test and troubleshoot custom components in client org - Gathered client business requirements and converted them into actionable declarative deliverables - Trained client super-users to utilize Salesforce instance according to designed solution - Configured customer and partner communities allowing users to access articles and records - Performed quality assurance to validate implemented changes against prioritized requirements - Created record types, workflows, page layouts, profiles and permissions sets in accordance with client’s recommended security model - Uploaded client data into standard and custom objects using Salesforce’s Data Loader - Designed process maps and ERDs to show relationships between objects and client’s future state Show less



Frontier Financial Services

• United States
• Financial Services
• 1 - 100 Employee

• Business Analyst (Contract)

  • Jun 2016 - Jul 2016

  Bermuda - Worked with Financial Controller and Senior Financial Accountant at client site to proofread data and formulas in crucial workbook utilized for annual financial business planning - Suggested ways that client could improve workbook and business planning process - Uncovered that workbook unallocated large sum of funds based on formula errors found within workbook - Assisted client to create Powerpoint template to use for monthly financial reporting meetings



Amlin

• United States

• Underwriting Management Information Analyst

  • Jul 2013 - Mar 2016

  Bermuda Sharepoint Administration - Administered Sharepoint access and created Sharepoint sites/pages for business team(s) - Demoed my proposed Sharepoint solution for senior members of the Underwriting Management team to show the site structure and capabilities of Sharepoint - Created Powerpoint guide to answer FAQs for how to navigate through Sharepoint site, find and edit documents and share files Data Reporting & Data Quality - Compiled and analyzed large… Show more Sharepoint Administration - Administered Sharepoint access and created Sharepoint sites/pages for business team(s) - Demoed my proposed Sharepoint solution for senior members of the Underwriting Management team to show the site structure and capabilities of Sharepoint - Created Powerpoint guide to answer FAQs for how to navigate through Sharepoint site, find and edit documents and share files Data Reporting & Data Quality - Compiled and analyzed large data sets for annual business planning project working with business and underwriters to suggest changes - Acted as subject-matter-expert for Microstrategy reporting/business solutions within Bermuda office - Compiled key metrics and figures for CEO's quarterly board papers - Provided monthly management information reporting on key data metrics to Amlin Group - Created data quality tool in Excel to identify data quality issues in data entry system and improve data quality standards for Underwriting team - Ran weekly reports and data quality tool to inform Technical Assistants (data inputters) and Underwriters (salespeople) on incorrect data in data entry system affecting management reports - Gathered requirements to create and amend database reports via Microstrategy reporting system for Underwriting department; liaised with Underwriting staff regarding policy data, underwriting system changes and testing - Monitored data compliance monthly and identified gaps to Underwriting Management manager Project Management - Utilized Microsoft Visio to create floor plan and company organization chart later used by company for human resource purposes - Supported the Underwriting Management team with project management and process mapping - Acted as Underwriting data steward on Amlin project to liaise with underwriting department regarding data records that are not flowing into new data store Show less



The Government of Bermuda - Accountant General Department

• Temporary Investment Administrator (Contract)

  • Jan 2013 - Jun 2013

  Bermuda - Manage Government bank account transfers - Auditing and reconciling financial statements and spreadsheets - Create associated journal entries in ERP system - Investment management & financial reporting



Appleby

• Cayman Islands
• Law Practice
• 400 - 500 Employee

• Marketing Intern - Co-op

  • Apr 2011 - Sep 2011

  Bermuda



HSBC Bermuda

• Student Trainee - Marketing

  • Sep 2010 - Dec 2010

  Bermuda