Jordan Kurth
Solution Architect at Practifi- Claim this Profile
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Topline Score
Bio
Dawn Coglianese
Jordan provided excellent client service to our team during implementation of Fusion for risk and control self-assessments! She is efficient, easy to work with, and gets the job done well! She is also highly organized and responsive, all of which made us feel secure knowing she was working on our team. Highly recommend!
Dawn Coglianese
Jordan provided excellent client service to our team during implementation of Fusion for risk and control self-assessments! She is efficient, easy to work with, and gets the job done well! She is also highly organized and responsive, all of which made us feel secure knowing she was working on our team. Highly recommend!
Dawn Coglianese
Jordan provided excellent client service to our team during implementation of Fusion for risk and control self-assessments! She is efficient, easy to work with, and gets the job done well! She is also highly organized and responsive, all of which made us feel secure knowing she was working on our team. Highly recommend!
Dawn Coglianese
Jordan provided excellent client service to our team during implementation of Fusion for risk and control self-assessments! She is efficient, easy to work with, and gets the job done well! She is also highly organized and responsive, all of which made us feel secure knowing she was working on our team. Highly recommend!
Credentials
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Salesforce Certified Platform Developer I
SalesforceNov, 2022- Nov, 2024 -
Salesforce Certified Advanced Administrator (SCAA)
SalesforceMar, 2022- Nov, 2024 -
Salesforce Certified Administrator (SCA)
SalesforceSep, 2021- Nov, 2024 -
Salesforce Certified Platform App Builder Certification
SalesforceAug, 2020- Nov, 2024
Experience
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Practifi
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Australia
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Financial Services
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1 - 100 Employee
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Solution Architect
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Nov 2022 - Present
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Senior Technical Consultant
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Jan 2022 - Nov 2022
• Currently work with Financial Advice Firms to help customize and solution within Practifi for each firm’s unique business practices• Work with Business Analysts to gather requirements, design solution, scope out work estimate and resource plan to get the projects over the finish line• Helping lead and resource team for Caribou project and continue to improve processes• Leading a team of Technical Consultants with an emphasis on training, mentoring and career development• Continuing to grow my Salesforce developer skills by servicing Financial Advisor Firms on a Service Subscription or SOW basis
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Technical Consultant
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Jun 2021 - Jan 2022
• Worked with clients to understand customization needs, built out POC’s and documented changes to client platform within JIRA • Development occurred within various environments, including Practifi, Experience Sites and Sandboxes• Development also included migrations from Sandbox to Production• Performed and helped document migration steps for Caribou project (project to migrate clients from Salesforce Classic with a Skuid overlay onto our new Lightning product consisting of a different data model)
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Fusion Risk Management
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United States
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Software Development
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200 - 300 Employee
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Senior Implementation Consultant
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Feb 2021 - Jun 2021
• Worked with Enterprise clients to analyze, design and configure solutions within the Fusion Framework System• Gathered requirements from client use cases and translated those into data models and platform solutions on the Force.com platform• Project model consists of creating test cases, system automation documentation and performing migrations from environment to environment• Taught/mentored other Implementation Consultants and Configuration Analysts in various areas of the Salesforce system, consultative and troubleshooting skills• Held Office Hours every week for Professional Services members to join and ask questions• Actively engaged in the recruiting/hiring process within Professional Services to ensure that new employees have a valuable skill set, area culture fit and drive to make Fusion successful• Reviewed Sales Ops Requests/SOW’s during the Sales Process to ensure that projects are accurately scoped and requirements from clientshave been accurately depicted
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Business Analyst II
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Mar 2020 - Feb 2021
• Gathered requirements from clients and configured solutions within small project teams, working with upwards of 10 clients at a time• Worked with clients across various industries such as Financial Services, Hospitality, Pharmaceuticals, Retail, and Media• Studied outside of work hours to take and pass Salesforce Platform App Builder certification• Won the Fusion S.T.A.R. Award in 2020 which honor employees that meet and exceed the 4 components (Spirit, Teamwork, Accountability and Results) on a daily basis.
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Business Analyst I
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Jun 2019 - Mar 2020
• Worked on enhancement cases with various clients to learn the different areas of system and client engagement skills• Worked on LEX Upgrade projects to move clients from the Classic version of Salesforce into the Lightning version of Salesforce• This involved training clients on new functionality, moving existing configuration and enhancing the user experience• Performed System Administration Training during project implementation to teach our clients how to perform admin functions withinour system
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Western Michigan University
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United States
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Higher Education
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700 & Above Employee
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Student Athlete
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Aug 2015 - Jun 2019
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Inte Q
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United States
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Advertising Services
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1 - 100 Employee
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Data Analyst Intern
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May 2018 - Aug 2018
-Wrote SQL queries to create datasets that were then used to create models -Wrote and modified SAS code for modeling and manipulating customer data into useful tables to be further analyzed in Excel -Worked in a group setting to help brainstorm new ideas for a score that portrayed overall customer loyalty -Wrote SQL queries to create datasets that were then used to create models -Wrote and modified SAS code for modeling and manipulating customer data into useful tables to be further analyzed in Excel -Worked in a group setting to help brainstorm new ideas for a score that portrayed overall customer loyalty
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Ralph Lauren
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United States
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Apparel & Fashion
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700 & Above Employee
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Sales Associate
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Dec 2015 - Aug 2017
-Assisted customers, sold product, operated and handled the cash register, answered phones and stocked product -Assisted store management in training and development of other retail associates -Assisted customers, sold product, operated and handled the cash register, answered phones and stocked product -Assisted store management in training and development of other retail associates
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Education
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Western Michigan University - Haworth College of Business
Bachelor's degree, Computer Information Systems, Minors: Business Analytics and Data Analysis -
Waubonsie Valley
High School Diploma