2019 – Present Experience
ImplementationIntegrationCustomizationAdministrationTraining
JensenPrecast
CRM Adoption & Troubleshooting
- Implemented AI (Copilot, ChatGPT, Claude) across Salesforce, Eloqua, SharePoint, Zendesk, PowerBI, Klue.ai, Zapier, RingCentral and more.
- Rolled out 119,457 SKU bidding system across 22 Western U.S. locations.
- Increased leads by 24% and Quotes from Q3–Q4 25 $60M to Q1–Q2 26 $2.1B through adoption.
- Integrated acquired company (Champion Precast) and trained teams.
119,457
SKUs
22
Locations
130
Users
$60M – $2.1B
25 vs 26 Q1–Q2
SFDC Quote Volume
SFDC Quote Volume
AFN
Mortgage Operations CRM
- nCino, Jungo, Salesforce, FollowUp Boss, Tech Stack Integration.
- Compliance integration between Salesforce, Jungo & nCino.
- Built loan deadline tracking application.
- Setup & trained team Vonage, RingCentral, PhoneBurner.
- Ad Managers: Facebook & Google – Integration resulting in 49% open rate, 23% CTR.
$2B
Organization
Escrow Time Tracker
Improved close rates
49%
Open rate per 1000
QuanataA State Farm® Company
Data-Driven Insurance Platform
- Built and optimized SFMC, CRM, FSL, Einstein, Social Studio and Tableau.
- Increased daily leads from 2 to 1,081 (Jan – Apr 2020).
- Improved open rates from 2.5% to 35% (Datorama integration).
- Created 160+ marketing journeys (SQL, SOQL, REST APIs).
- Built Salesforce Tech Stack: Qualtrics, Snowflake, FiveTran, LiveRamp, Ad Managers, Audience Builders, Attribution, Omni-Studio 360, Datorama.
2 → 1,081
Leads per Day
35–37%
Email Open Rate
160+
Marketing Journeys
Reduced CAC$2,600 → <$247
in 4 years