Senior Salesforce Solution Architect

• Jul 2023 - Present

Member

• Apr 2023 - Present

Wizards of Ops is the best Slack community for operations professionals to gather, question, and share their expertise. With over 800 members and 350 companies represented, WizOps functions as a community to get advice, accolades, and dive into the sorcery of everyday operations conundrums. As a bonus, the WizOps community is ops-only, making it easier for our members to do good work and get the job done. Wizards of Ops is the best Slack community for operations professionals to gather, question, and share their expertise. With over 800 members and 350 companies represented, WizOps functions as a community to get advice, accolades, and dive into the sorcery of everyday operations conundrums. As a bonus, the WizOps community is ops-only, making it easier for our members to do good work and get the job done.

Senior Salesforce Consultant

• Nov 2022 - Jul 2023

• Serve as the key leadership link between business needs and technology solutions • Serve as a RevOps and Salesforce expert • Design ERDs, Workflow, Lucidcharts • Actively configure and/or develop solutions within client’s Salesforce environment • Gather and translate business requirements to functional design, use cases, and business process flows by leading discovery calls and project scoping • Oversee relevant research, data analysis, and create reports • Perform impact analysis for scope change requests, document changes to requirements, configuration, and data mapping • Identify efficiencies and innovative approaches, groom and create tickets • Manage resource requirements on each project, create customer deliverables and implementation plans along with training to the client as needed • Manage implementation projects from post-sale to post go-live • Provide technical and functional expertise through leadership and training for junior resources Show less

Implementation Specialist

• Apr 2022 - Nov 2022

• Develop and execute comprehensive security architecture strategies, ensuring the protection and integrity of enterprise-user projects. Proficient in designing and implementing security measures such as Profiles, Permission Sets, OWD, Sharing Rules, and Communities.• Provide on-site support during implementations, proactively addressing and resolving issues to enhance user adoption and cultivate a positive product perception. Effectively troubleshoot and provide dynamic solutions to optimize project outcomes.• Drive seamless data transitions by conducting mass updates, migrations, and conversions from legacy systems to Salesforce ERP/CRM solutions. Leverage technical expertise to ensure smooth and successful data integration.• Lead User Acceptance Testing sessions and employ user storytelling techniques to engage and empower users. Skillfully design and deliver training programs that enhance user proficiency and maximize system utilization.• Facilitate requirements gathering processes, acting as a liaison between clients and internal teams. Translate client demands into comprehensive product requirements, ensuring effective communication and alignment throughout the product development lifecycle.• Customize Salesforce environments to meet specific customer needs, leveraging advanced features such as Design Flows, Process Builders, Workflow Rules, and Layouts. Craft tailored solutions that enhance user experience and drive operational efficiency. Show less

Technical Support Manager

• Jun 2020 - Apr 2022

• Develop and maintain a comprehensive internal Knowledge Base, ensuring accurate and up-to-date documentation of processes, best practices, and system configurations. Foster knowledge sharing and enable efficient information retrieval across the organization.• Lead and manage a remote team by providing training, technical expertise, and guidance. Foster a collaborative and high-performing team environment, empowering team members to excel in their roles.• Oversee the deployment of updates to customers' production and sandbox environments, meticulously managing the release process to minimize disruptions and maintain system stability.• Act as a Tier 3 resource, offering expert troubleshooting, debugging, and escalation support. Analyze complex issues and provide efficient resolutions to maintain system functionality and user satisfaction.• Conduct comprehensive Training Sessions during subject matter expert (SME) and user onboarding, delivering engaging and informative sessions to equip individuals with the necessary skills to leverage Salesforce effectively.• Monitor and track Key Performance Indicators (KPIs) to assess system performance, identify areas for improvement, and provide insights for data-driven decision-making. Utilize analytics tools and reporting mechanisms to gather and analyze meaningful metrics. Show less

Salesforce Support Specialist

• Mar 2020 - May 2020

• Ensure support tickets were addressed appropriately in a timely manner• Ensure SLAS were met• Evaluate helpdesk platforms and lead migration from WordPress to Salesforce Cases• Troubleshoot, diagnose, and document bugs, errors, and work stoppages• Formalize procedures

System Administrator

• Oct 2018 - Mar 2020

• Led the Data Analysis, SQL, and business reporting team • Administrate 150 workstations across 2 sites (DC/File Servers/HyperVisor Server Administrator; Component Control Quantum ERP Administrator; Active Directory maintenance) • Support critical business applications to ensure continuous availability • Led the Data Analysis, SQL, and business reporting team • Administrate 150 workstations across 2 sites (DC/File Servers/HyperVisor Server Administrator; Component Control Quantum ERP Administrator; Active Directory maintenance) • Support critical business applications to ensure continuous availability