Solutions Engineer

• Jun 2022 - Present

Principal Solutions Architect

• Feb 2022 - Jun 2022

Responsible for growing GearsCRM's footprint through fostering strategic partnerships, scoping, designing, estimating and ultimately delivering solutions for our Customers. Responsibilities include: - Establishing new relationships and maintaining existing relationships with sales teams at external partners, such as Salesforce, Dell Boomi, and Cloud Coach.- Partnering in joint sales cycle to provide scope, timeline and budget for professional services engagements in conjunction with licensing sales.- Able to identify use cases and scope multi-cloud solutions across Pardot, Sales, Service and Experience Clouds.- Facilitating discovery with prospects and clients around their desired business outcomes in my areas of expertise - sales, marketing, service process and technologies.- Formulating proposals including potential scope, timeline, budget, resourcing proposals, object architecture diagrams, process flows, and build strategies.- Excels at presenting proposals and sales artifacts to executive stakeholders.- Composing SOWs for professional service engagements including scope, timeline, budget, build strategy, and assumptions/exclusions.- Managing Post-Sales Activities that include:o Completion of knowledge transfer activities to execution teams.o Facilitate/co-facilitate deeper discovery sessions with the goal of formulating build strategy, further identify in scope and out of scope activities.o Maintain customer executive sponsor relationship and partner relationship throughout the project lifecycle.o Execute Change Orders around changes to project that impact scope and timeline.o Mentor execution teams around out of scope requests and management of scope creep.o Seek customer surveys and potential prospect referrals and write customer success stories/case studies post implementation.o Broker hand off to Customer Success team. Show less

Solutions Architect

• Sep 2020 - Feb 2022

Solutions Architect

• Sep 2019 - Sep 2020

- Partners with the Appirio sales team to drive new services revenue. - Provides technical support in sales calls, solution presentations, and assists the Enterprise Account Executive with managing the deal cycle. - Translates customer business objectives and requirements into solutions and level-of-effort estimates to implement those solutions. - Provides input for RFI and RFP responses, including the effort estimate, project team, timeline, implementation methodology and solution components. - Delivers excellent services sales presentations to the customer in support of the sales process. - Acts as trusted advisor to customers by anticipating customer needs and identifying appropriate solution alternatives. - Responds to customer questions and objections on technical issues. - Validates technical recommendations against customer requirements and assists with preparing statements of work. - Provides informal training and mentoring skills to customers and other Appirio employees. - Manages a high volume of deals with a variety of industries and functions. Show less

Senior Manager

• Jun 2017 - Sep 2019

Professional Services Senior Manager leading a team of industry-leading Project Managers, Business Analysts & Salesforce Admin, Process Architects, Knowledge Base specialists and Reporting Engineers, responsible for Salesforce-based implementations, migrations and enhancements.

Staff Solution Architect

• Jan 2016 - May 2017

- Responsible for Salesforce-based system implementations, migrations, and enhancements.- Engages in executive and senior-level technology discussions.- Ability to apply strong solution and data design skills to transform raw data into relational data structures.- Performs financial due diligence and creates estimates for clients’ technology requirements.- Ensures effective communication and coordination on assigned projects between all disciplines and parties.- Manages the ongoing sustain and maintain data services and customer management.- Monitors trouble tickets to identify recurring issues and recommend product modifications. Show less

Principal Consultant

• Nov 2013 - Dec 2015

Senior Consultant

• Apr 2011 - Nov 2013

Associate Consultant

• May 2010 - Apr 2011

Account Manager

• Jan 2009 - May 2010

- Managed a handful of teams varying in sizes from 2-3 reps to 20 reps for different clients.- Set quarterly quotas for teams and held Territory Reviews to assist reps in reaching their weekly, monthly, and quarterly goals.- Owned the business relationship with the main client point of contacts.- Conducted Quarterly Business Reviews with client executive contacts.- Delivered semi-annual performance review evaluations to employees.

Team Lead

• Aug 2007 - Dec 2008

- Supervised teams of reps to ensure quota attainment both for the rep and the team.- Responsible for data scrubs and loads into the CRM system, along with overall data integrity by the team.- Provide weekly and ad-hoc reports articulating statistics in a clear manner.- Work in conjunction with Account Manager to identify methods and goals in developing process flow documents.- Responsible for delivering client specific training to new hires.

Sales Representative

• May 2006 - Jul 2007