2007–2019 Salesforce Experience

2007–2019 Salesforce Experience

ImplementationIntegrationCustomizationAdministrationTrainingBusiness Enablement

Project Type & Key Achievements
Company
Industry / Impact

CPQ Implementation & System Migration

  • Migrated legacy CPQ to Apttus (now Conga)
  • Managed 2 developers; 24,000 contracts via OCR
  • Implemented Lightning Dialer; trained 172 AEs
  • Reduced tech debt; improved transaction speeds
SurveyMonkeySr. Salesforce AdministratorSan Mateo, CA
Market Research / SaaSImproved quoting efficiency and sales productivity

Shipping Automation & CPQ

  • Automated SLA-compliant shipping (FedEx)
  • 100% case automation for 20,000+ kiosks
  • Configured Salesforce CPQ (Steelbrick)
  • AWS S3 integration for large file storage
SlabbKiosksSalesforce Business
Systems Analyst / ArchitectPhoenix, AZ
Manufacturing / Kiosk SolutionsAutomated case management and global kiosk support

Marketing Cloud & Enterprise Integration

  • Ancestry.com: Marketing Cloud (ExactTarget) migration
  • 50M emails/month, 300 agents; $168K monthly savings
  • Daimler (Stuttgart): Cloud tools training (90x productivity)
  • Classic to Lightning migration, CPQ, Forecasting, Quotas
AltimetrikSr. Salesforce Administrator /
Architect / ConsultantSan Francisco, CA (hybrid)
Technology / Digital TransformationHigh-volume email automation and enterprise enablement

Financial Services Integration

  • Pen-Cal (Voya): Email & communications tracking
  • SFMTA: Integrated Salesforce with Oracle Finance
  • Custom workflows and reporting for transit operations
DppTechSalesforce Architect /
ConsultantSan Francisco, CA
Financial Services / Public SectorReduced manual processes and improved tracking

Healthcare Process Optimization

  • Delivered in 5 weeks (5 months behind schedule)
  • VF, Process Builder, Workflows, UI Design, Triggers
  • Physician Assistant onboarding reduced by 15%
MedAmericaSalesforce ConsultantEmeryville, CA (remote)
HealthcareFaster onboarding and improved user experience

Mobile App & Field Service Solutions

  • App rules engine to AWS S3 and mobile app
  • Survey & invoicing for wind power (125 users)
  • CPQ with DocuSign (21 VF pages, iPad)
  • NetSuite–Zuora roadmap; Pardot (17,500 members)
  • Quickbase connector (1,000+ fields, 33,000 records)
CET MobileSalesforce Architect /
Administrator / ConsultantReno, NV (remote)
Energy / Field ServiceIntegrated mobile and enterprise systems for field operations

Customer Community & Call Center Operations

  • Custom Community Portal for BP, Lloyds
  • 5 call centers (260 users, 8 offices worldwide)
  • Increased daily calls from 6 to 52
  • Boomi integration (4,000 invoices/quarter)
  • Marketing Cloud (480,000+ leads), Conga, Zuora, more
PICS Auditing (Avetta)Business Operations
Analyst / ArchitectIrvine, CA
Risk Management / InsuranceGlobal call center expansion and vendor portal enablement

Clinical & Regulatory Compliance

  • Medical billing and documentation workflow
  • Custom objects, reports, dashboards, role ups
  • Territories & forecasting (EMEA, North America)
  • FSL early implementation; HIPAA compliance
Visioncare Inc.Salesforce AdministratorSaratoga, CA
Medical Devices / HealthcareStreamlined clinical processes and regulatory compliance

Marketing & Service Cloud Implementation

  • Marketing campaigns, website design, Web to Lead
  • Service Cloud / Help Desk for SLA compliance
  • Demo website with 81,000+ views
Paralan Kiosk SolutionsSalesforce ConsultantSan Diego, CA
Kiosk Solutions / TechnologyImproved lead generation and customer support

CRM Optimization & Support

  • Completed 500+ cases to triage
  • Reviewed CRM with change management recommendations
  • Audited: 61 custom objects, 67 assignment rules, 367 rules, etc.
SolarCity (Tesla)Salesforce ConsultantSan Francisco, CA
Renewable EnergyImproved CRM processes and system efficiency

Salesforce Configuration & Global Sales Development

  • Salesforce configuration & consulting
  • Global sales development – embedded hardware/software
  • Technical training (VME, cPCI, PCI, ATCA, LRU)
  • Applications: Medical, Communications, Aerospace, Naval
IBDS ConsultantsSalesforce Consulting /
Business DevelopmentReno, NV
Aerospace / Defense / TechnologyGlobal business development and technical training