Planster

Make confident purchasing decisions that can reduce working capital by up to 29%. 

Accurately forecast inventory and avoid missing out on revenue by reducing stock-outs by up to 83% 

Remove the human element of planning and marry your lead times, inventory targets, and demand signal to get rid of guesswork and create accurate replenishment plans, even while you’re on vacation.

Free that cash up!

Co-Founder

Lucid Software

Designing a world-class Salesforce instance - focusing on CPQ, integrations to billing software, and improving user experience.

Architected and launched a complete overhaul of the Salesforce CPQ renewal and churn management process, resolving critical data integrity issues between sales and billing systems and establishing a single source of truth for key revenue metrics.

Engineered a robust and scalable automation framework using Apex, Flows, and Platform Events to manage high-volume system transactions, significantly enhancing data accuracy, system performance, and future development velocity.

Led the technical lifecycle for multiple strategic systems projects—from architecture and backlog creation to code review and launch—ensuring seamless execution and adoption of major process changes in collaboration with key business stakeholders.

Senior II Salesforce and Business Systems Administrator (Salesforce Application Architect)

Co-Created Development Lifecycle systems to better manage deployments with 10+ admins, speed up time-to-deploy, and reduced sandbox/production merge conflicts. 

Led out creation of consistent code review and QA processes which helped us avoid obvious bugs, upskill the team through peer Code Review coaching, and create incredible consistency on flow building and best practices.

Co-Architected and built new order management process (as a precursor to a robust billing system integration). As one of the leads including Salesforce admins, Deal Desk, and Order Management teams, we built a Salesforce Quote-to-Order system with high up-time, accurate order data, and better processes to help our Deal Desk team get out of spreadsheets for order audits. 

Led and helped with incredible Salesforce initiatives (specifically Sales and CPQ related) with Revenue Operations and Business Systems to helped get our data more accurate, drive better experiences for users, and create efficient and more scalable systems.

Senior Salesforce and Gainsight Administrator

Partnered with product engineering to re-build our data-flow that brings in self-serve sales from Product to create Salesforce Contracts and opportunities resulting in 90%+ accuracy (up from 50% accuracy)

Architected new process to help Sales convert monthly contracts to annual contracts reducing 50 clicks and 15 min. of work per conversion with 90%+ accuracy rates. 

Co-Led CPQ Implementation and integration into current system and processes including revenue forecasting, ARR calculations, and led our data migration from our billing system into Salesforce as CPQ contracts and subscriptions. 

Co-Implemented QA and Code Review process to ensure minimal bugs entering production and a mature development lifecycle.

Salesforce and Gainsight Administrator II

Converted a rusty-ole-slack channel to a fully operational zendesk support channel for our Salesforce and Gainsight users including 15+ help articles, solving 400+ salesforce help tickets (with 100% satisfaction rating)

Involved in various flow and data architecture projects including pre-CPQ implementation work, flows to assign CSMs to accounts and transition accounts from rep to rep.

Salesforce and Gainsight Administrator

Project manager and administrator over re-implementation of Gainsight (Customer Success Platform for CSMs). 

In this project, I partnered with CSMs, management, analytics teams, and SFDC administrators to re-implement Gainsight from it's broken and unused state to a fully functioning platform that CSMs rely on to manage their accounts.

- Average NPS score of the tool (by CSMs) increased by 58% in 6 months
- Organized a highly-rated org-wide Gainsight launch and training

-CSM Adoption increased by 300% (as ranked by page views of the platform and tasks completed)

Developed team workflows and reporting dashboards to decrease subscription auto-shut-offs as a result of failed credit card payments resulting in an average ROI of 1,300%

RevOps Analyst and Gainsight Administrator

Aaron Ethridge 

Project Management, Development and Architecture, app building for the Salesforce AppExchange, and consulting for clients on the Salesforce Platform which has included the past projects:

- Full Scale CRM Migrations to Salesforce

- Custom API Integrations and HTTP Requests to and from Salesforce (Snowflake integrations, etc.)

- Lightning Experience and Migration from Classic to Lightning

- Data and record security configuration projects to ensure records have correct access granted to users

- CPQ configuration and implementation of CPQ processes including implementing, training, and helping companies adopt new best practices. Includes Docusign integrations 
 
- Customer Success Systems and Tools from Gainsight to Catalyst

- Automations, flow, and data architecture builds

- Lead Routing processes and round robin record assignment automation

-Sales forecasting builds for complex use cases

Salesforce Consultant and Architect

Salesforce

Spoke at 2022 Dreamforce at the admin theater with 150+ attendees. 

My session focused on how custom permissions, custom labels, custom settings, and custom metadata types can help admins keep their org flexible and low-maintenance.

Dreamforce 2022 Session Speaker

Ethymedia

Ran my own business for a few years building websites for companies across the Northern Utah area including: 

- Peach City
- City of Corinne
- B&B Trucking
- Studio Radiate Hair Salon
- Golden Spike Burgers

Learned about the ins-and-outs of running a small business, project management, web design and experience, and had a good time in the process!

Founder/Web Designer

Pluralsight

Procured and led implementation of new collections software and strategies with Tesorio, resulting in a positive ROI within the first quarter used

Developed collections strategy which changed trajectory of invoices over 90 days past due from 2% growth in 2018 to a decrease of 1.9% in Q4 2018

Built a series of Tableau dashboards regarding receivables, billings, and cash collections that are used by senior finance management weekly, and are powered by SQL queries written by myself and our Data Science Team

Created 12-month forecast for receivables over 60 days past due in order to create meaningful goals and collections strategies based on actual data and not hunches

Successfully led the effort to change and streamline the process for B2B customer cancellation requests, coordinating between 4+ teams across Pluralsight

Accounts Receivable Analyst and Tesorio Admin

Northwestern Mutual

Ranked within the top 5% of more than 3,000 interns for sales all 4 semesters.

Modeled and built personal financial plans for over 100 clients and prospects.

Trained 20+ interns on financial planning software, time management, sales cycles and processes, and financial planning principles for multiple semesters.

Financial Representative Intern | College Team Captain

Verizon

Exceeded sales quotas for the retail store more than 95 percent of the time

Problem solved with customers in-store and out-of-store to maintain positive customer relations and find the best solutions for their needs and wants

Solutions Specialist

The Church of Jesus Christ of Latter-Day Saints

Provided training and leadership to a group of 20 volunteers on a weekly basis

Fluency in Spanish

Volunteer Missionary

Will work for pizza (or make you pizza).

-Building Planster: Inventory and Demand Planning made better. (planster.io)

-Building Competitor Insights: Better Competitor Tracking in Salesforce (https://appexchange.salesforce.com/appxListingDetail?listingId=8eb1966a-a781-43e7-b4ea-62958f816ec5)

-Building a better CRM and billing system integration at Lucid Software

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