Professional Summary

Highly accomplished transformational leader with 20+ years of experience driving successful global IT projects and initiatives. Expert in aligning technology with business strategy, delivering innovative CRM and Incentive Compensation solutions, and building high-performing teams. Proven ability to lead full lifecycle Salesforce implementations, resulting in significant revenue growth and operational improvements.

Core Skills & Technologies

• Salesforce & CRM: Salesforce (Sales Cloud, Service Cloud, Experience Cloud, CPQ, Manufacturing Cloud, OmniStudio, Public Sector Solutions), CRM Strategy, Requirements Gathering, System/Solution Design, System/User Testing
• Project & Delivery Management: Project Delivery, Client/Project Acquisition, Project Management, Process Alignment, Product Roadmaps, Human-Centered Design
• Sales & Operations: Sales/Pre-Sales, Proposals & SOWs, Contracts & Negotiation, Sales Operations, Services Operations, Sales Compensation, Modeling, Forecasting, Budgeting
• Technology & Tools: FinancialForce (PSA), Gemini, Dataloader.io, Microsoft Office, Microsoft Dynamics, SQL, Google G Suite, Lucidchart, Little Green Light, Polytomic, Zoominfo, Outreach, HubSpot

Work Experience

Salesforce Business Architect | MTX Group, Inc January 2023 – Present | Remote, US

• Led multiple functional workstreams for a large public sector Salesforce implementation, supporting 90,000+ users and processing $2.8M of monthly revenue for the client.
• Conducted project discovery sessions, analyzed current processes, and developed future state processes with detailed user stories and acceptance criteria.
• Served as the functional lead for a foundational Salesforce project that successfully established four additional derivative projects.

Delivery Manager | Uptima, Inc June 2022 – January 2023 | Remote, US

• Revitalized two at-risk projects, transitioning them from “red” to “green” through proactive engagement and effective escalation management.
• Drove strategic alignment and expedited decision-making by facilitating executive steering committee meetings.
• Successfully managed project scope adjustments and guided clients through process changes, resulting in over $1M in executed change orders.

Salesforce Solution Architect | RSM US LLP May 2021 – June 2022 | Remote, US

• Spearheaded the development and implementation of a high-margin (60%) Salesforce Assessment Project offering, providing clients with rapid, high-value insights while minimizing firm risk.
• Drove significant revenue by personally closing and delivering eight Salesforce assessment projects, generating over $400K.
• Conducted thorough scoping sessions, crafted compelling proposals, and ensured successful project delivery, consistently exceeding client objectives.

Director, Consulting – Salesforce Business Architect | CGI October 2017 – May 2021 | Remote, US

• Delivered 30+ projects for 16 clients, including four full lifecycle Salesforce implementations.
• Led scoping sessions, architected solutions, and created proposals and SOWs for transformational Salesforce projects.
• Configured and delivered solutions across Salesforce Sales Cloud, Service Cloud, Experience Cloud, CPQ, and Mobile Publisher.
• Managed a team of 9 solution architects, ensuring revenue and utilization goals were met.
• Utilized human-centered design techniques to improve client discovery sessions.

Management Consulting, Manager | Accenture February 2015 – June 2017 | Remote, US

• Led functional teams for global Salesforce implementations, ensuring successful Service Cloud releases.
• Gathered and analyzed requirements, presented solution proposals, and conducted design reviews and demos.
• Mentored consultants and analysts, enhancing project performance.

Sr Director, Global Operations (and multiple consulting roles) | OpenSymmetry January 2007 – August 2014 | Austin, TX

• Delivered 16 projects for 13 clients globally and led a team of Solution Architects delivering complex solutions.
• Contributed to company growth from a small consultancy to 100+ employees and $20M+ annual revenue.
• Reduced month-end closing time from 60+ days to five business days.
• Led and delivered expansion of Salesforce.com/Force.com implementations and managed a global operations team of 13 employees.

Education & Certifications

Education

• Master of Business Administration – National University (San Diego, CA)
• Bachelor of Arts in Economics – California State University, Fullerton (Fullerton, CA)

Salesforce Certifications

• Administrator
• Advanced Administrator
• Platform App Builder
• Sales Cloud Consultant
• Service Cloud Consultant
• Experience Cloud Consultant
• Field Service Consultant