• Advocated for and led project to migrate thousands of users globally across multiple organizations to the Salesforce Lightning Experience platform.

• Conducted UX interviews, solicited feedback, and developed/tested design prototypes.

• Worked with a group of early adopters to get early feedback on a proof-of-concept.

• Created change management plan allowing phased deployment approach whereby users could toggle between classic and lightning experience.

• Optimized platform to increase tool productivity of sales and marketing users by ~20%.

• Interviewed key stakeholders on their existing end-to-end business processes, recommending changes to streamline and conform to industry standards where appropriate.

• Built auto-generating subscription & asset management databases, leveraging a combination of out-of-the-box Salesforce Configure, Price, Quote (CPQ) functionality and custom advanced logic to support specialized business use cases.

• Improved ease-of-use of many Salesforce CPQ manual processes to reduce the amount of training required compared to a standard CPQ implementation.

• Converted many years of historic CPQ data into the new databases, correcting for data irregularities in legacy data.

• Developed the solution using a combination of standard Salesforce automation technologies, standard Salesforce CPQ customizations, and a JavaScript-based Quote Calculator Plugin.

• Rearchitected an existing custom presale resource request process in Salesforce with mixed adoption to make it scalable to 2,000 sales and presales users globally.

• Identified and interviewed dozens of stakeholders from multiple business groups across the globe to understand business processes and identify areas of process alignment.

• Accommodated regional variances in processes using an architecture that supports rapid changes and enhancements.

• Developed solution using mostly Flow-based configuration.

• Worked with stakeholders in each business unit to develop individual change management plans that would work well for each region.

• Architected a custom automated functionality to automatically add the correct overlay salespeople to opportunity teams.

• Accounted for complex real-world variables such as product line, geography, route to market, and customer type.

• Built requirements such that change management would be minimal and not require anything new from sales people in order for automation to “just work”.

• Oversaw development and performed thorough testing for all complex scenarios.

• Consulted and advised IT and customer data master team on the implementation of an integration from Salesforce to an Oracle Customer Data Master, providing a cross-platform single source of truth of customer data.

• Integration ensured that customer account data changes, deduplication efforts, and new customer and prospect onboarding were kept in sync across Salesforce and multiple other tools.

• Led numerous merger and acquisition (M&A) projects to migrate acquired companies to a single instance of Salesforce.

• Analyzed acquired companies’ instances of Salesforce, Microsoft Dynamics, or other CRMs to map business processes between the acquired and the primary organization.

• Advocated on behalf of both companies and negotiated compromises to find solutions that would allow the company to conform to the same business processes.

• Provided project management, business analysis, and change management for each acquired company as well as the primary organization.

• Oversaw data migration and archival activities to ensure that data was migrated properly and not duplicated.

• Built out requirements for a custom automated data migration tool within Salesforce to handle the more complex data migration activities.

• Architected a custom tool in Salesforce to allow users to be able to see and modify what internal or competitive vendors supply each customer for all products of interest and auto-populate it where possible.

• Identified and interviewed key stakeholders to understand real-world frameworks of different products and what are the most important types of information to build out the optimal scalable data model.

• Specified custom Lightning components to be built out by Javascript developers (first in Aura, then later in LWC) in order to maintain a simple user interface on top of a more complex data model.

• Ensured that the solution was 100% configurable, even though custom Apex and Javascript code was used.

• Prioritized and oversaw development within 3-week Agile sprints.

Consulted and advised on the implementation of a lead and opportunity sharing mechanism between two instances of Salesforce using a Salesforce Connect integration.