• Jul 2023 - Present

As a Senior Salesforce Solution Architect, I guide my clients in leveraging the power of Salesforce to enhance their business processes, streamline operations, and achieve their strategic objectives. I am responsible for understanding my clients' unique business requirements, analyzing their existing processes, and designing Salesforce solutions that align with their goals. My expertise lies in business process mapping, Salesforce architecture, process automation, and data management.I am proficient in designing scalable and flexible Salesforce architectures that meet clients' specific needs. I ensure that the Salesforce solution is well-structured, adheres to best practices, and can accommodate future enhancements. My architectural expertise encompasses data modeling, security configurations, integration strategies, and platform optimization. With my deep understanding of Salesforce automation capabilities, I identify opportunities to streamline processes and eliminate bottlenecks using Salesforce automation tools. By automating workflows, approvals, and notifications, I empower clients to enhance productivity, reduce errors, and improve overall efficiency.I work closely with clients' stakeholders, including executives, business analysts, developers, and administrators to gain a comprehensive understanding of their workflows, pain points, and opportunities for improvement. I translate business requirements into technical specifications, provide guidance to development teams, and ensure seamless coordination throughout the implementation lifecycle. I communicate complex technical concepts in a clear and concise manner, bridging the gap between business needs and technical solutions. Show less

• Jan 2022 - Jul 2023

Salesforce Solution Architect

• May 2021 - Dec 2021

• Jan 2019 - Apr 2021

• By demonstrating thought leadership and consistently delivering quality solutions to the business as a Salesforce Developer, I was promoted to Team Lead within 11 months of my tenure at American Equity.• I analyzed the team backlog and compared it to the team’s capacity in order to create metrics for a business case proving the need for another full time Salesforce Administrator and Developer.• I mentored several individuals in the Business Analysis and Marketing departments to assist them in becoming Certified Salesforce Administrators and ultimately bringing them into Information Systems to be a part of my team.• Because of my track record in delivering quality solutions, I grew the Salesforce footprint at American Equity from just Sales Cloud to Financial Services Cloud, Service Cloud, and two Communities to support all of Sales, Marketing, Customer Excellence, and Operations. Show less

• Feb 2018 - Jan 2019

• As the sole Salesforce expert in the company, I managed the technical delivery of custom development including architecting data models, creating custom objects and fields, creating Lightning Components, and writing batch Apex for all requested enhancements in our Lightning-exclusive Salesforce org.• I spearheaded the implementation of our multi-business unit Marketing Cloud org including creating and maintaining SQL automations that provide the most accurate data to my business partners every morning.• In order to meet a tight deadline, I stepped in to implement the integration between Qualtrics, an enterprise survey tool, Salesforce and Marketing Cloud. I also created documentation and training for all the end users.• I implemented Informatica Cloud as our ETL solution and reduced our nightly cycle feed from SQL into Salesforce from 6 hours down to 45 minutes utilizing Bulk API best practices. I maintained SQL Stored Procedures in order to transform legacy data into an acceptable Salesforce format. Show less

Salesforce Success Manager

• Nov 2015 - Feb 2018

Orchestrate was an ISV on the Salesforce AppExchange with products designed to enhance and revolutionize business process automation and document generation. Orchestrate was acquired by Conga in 2018. • I effectively led projects to integrate and implement Orchestrate's apps into client’s process automation strategies while building positive, professional relationships with client teams. • Consulting with clients, I defined objectives, requirements, and assumptions necessary to structure appropriate solutions. • I planned, built, and documented complex process automation in Salesforce using Orchestrate’s apps, Process Builder, Flow, Visualforce Pages, and Apex. I delivered solutions that made my client’s teams, and ultimately their business, more efficient. • I led the development and organization of all product documentation. Using an XML-based authoring tool called MadCap Flare, I created and launched Orchestrate's online product help site. Show less

• Sep 2013 - Nov 2015

• Working closely with the sales, support, and marketing teams, I maintained and customized the sales process utilizing Salesforce. I identified and developed both process and system solutions to meet business objectives.• I customized objects, fields, record types, and page layouts as well as managed users, data, and org security. I also created and maintained all reports and dashboards for sales leadership.• I gathered business requirements and then translated them into user and functional requirements.• I organized and ran change management meetings to set direction for organization improvements and increased adoption of Salesforce as the company’s subject matter expert. Show less

• Jul 2012 - Sep 2013

• Developed and maintained databases and data systems necessary for projects and department reporting using business intelligence software called QlikView• Acquired and abstracted primary or secondary data from existing data sources• Developed and implemented data collection systems and other strategies that optimized statistical efficiency and data quality

Engraver, Sales, Customer Service and IT

• Aug 2010 - Jun 2012

• Performed custom engraving, helped with marketing, graphic design, overall IT assistance, customer service, sales, and general office tasks • Project management from start to finish; taking the order, checking inventory, quality control, delivering the final product to the customer • Performed custom engraving, helped with marketing, graphic design, overall IT assistance, customer service, sales, and general office tasks • Project management from start to finish; taking the order, checking inventory, quality control, delivering the final product to the customer

Graphic Designer

• Feb 2010 - Jul 2010

• Developed, maintained, and updated client websites using HTML, CSS, jQuery, and JavaScript • Produced web marketing through graphic design using the Adobe Creative Suite • Developed, maintained, and updated client websites using HTML, CSS, jQuery, and JavaScript • Produced web marketing through graphic design using the Adobe Creative Suite

Website Manager/Graphic Designer

• Jul 2008 - Feb 2010

• Developed, maintained, and updated website using HTML/CSS and Flash • Served as a marketing assistant to the sales team, including all graphic design work for print and web • Managed online inventory and online orders • Answered the phone and helped customers in the store • Customer service • Developed, maintained, and updated website using HTML/CSS and Flash • Served as a marketing assistant to the sales team, including all graphic design work for print and web • Managed online inventory and online orders • Answered the phone and helped customers in the store • Customer service