Salesforce

Technical Architect Director

Traction on Demand

•	Provide leadership and guidance for the overall health on all Revenue Cloud and Sales Cloud projects
•	Lead technical discussions with clients as the Subject Matter Expert for Salesforce and Salesforce CPQ / Revenue Cloud
•	Enable team success through technical support and guidance on both solving unique challenges and delivering advice through established best practices
•	Support the sales team throughout the lifecycle to ensure that we deliver an expert-designed solution
•	Create and advise content for our teams in both sales and delivery that guide our team to success
•	Nurture and support team members on the career path

Principal Strategist - Revenue Cloud

•	Provide leadership and guidance for the overall health of identified programs at Traction on Demand. Currently that focus is on CPQ
•	Lead technical discussions with clients as the Subject Matter Expert for Salesforce and Salesforce CPQ
•	Enable team success through technical support and guidance on both solving unique challenges and delivering advice through established best practices
•	Support the sales team throughout the lifecycle to ensure that we deliver an expert-designed solution
•	Create and advise content for our teams in both sales and delivery that guide our team to success
•	Nurture and support team members on the career path

Program Architect

BCE Technology

BCE is a healthcare compliance firm that uses cloud computing to assist physicians properly notate a patient's condition in the medical record. 

•	Company was using a paper-based education system along with an Access database to track customer progress
•	Created a Salesforce app to intake Medical Record data from client EMR systems, process that information through a coaching process using custom Visualforce, APEX, and other tools that physicians interact with. When complete, those suggestions are pushed back to the client EMR through integrations
•	Most clients see a 100% return on investment in 4 months after implementations

Director of Technology

Coastal Cloud

•	Assigned to primarily lead within the CPQ practice
•	Lead technical discussions with client to determine configuration requirements
•	Create SOW and design end-solutions for clients
•	Provide assistance and guidance with other team members to ensure client success
•	Delivers leadership with several direct reports
•	Create training documentation and develop best practices for managing projects and requirements gathering within all of Coastal Cloud
•	Work directly with Salesforce Account Executives to close Opportunities

Senior Solutions Architect

Salesforce Consulting firm where I specialize in understanding the customer's business operations and applying them to the Salesforce framework and app. 

On the leadership team for the firm to lead corporate goals. 

Practice Leader for CPQ, Kimble, and Field Service Lightning applications for Coastal Cloud

As Practice Leader I am asked to provide Sales, Sales Engineering, and Technical Support assistance 

Creation of tools and processes for these applications. This includes discovery, build, and deployment.

Lead technical discussions with client to determine configuration requirements in most Salesforce applications, integrations, and custom development

Solution Architect

Salesforce.com User Group

Local user group leader for the Pittsburgh area for salesforce.com. 

Check us out at: http://usergroups.salesforce.com/pittsburgh/

The groups contains both small businesses and Fortune 500 companies. We meet approximately 4-6 times a year and work on ways to improve your usage of salesforce.com in your enterprise.

User Group Leader - Pittsburgh

Information Logistics

Full-Service Salesforce.com consulting partner working in a variety of locations.

•	Started an organization with no outside funding focused on Salesforce customization
•	Grew organization to include Sales Cloud and Custom Development work within Salesforce
•	Focused the organization on highly customized solutions in manufacturing and healthcare companies. 
•	Grew the organization at least 100% year over year
•	Focused both on sales and technical delivery
•	Company built and deployed at least 200 different Salesforce Orgs
•	Merged with Coastal Cloud April 2015

Managing Partner

HarvestGold

•	Was tasked to build a Salesforce practice within a geography, Cleveland, as well as creating a practice with Salesforce SMB and GB markets
•	Closed and delivered 50 projects within a year and a half
•	Developed pricing and delivery tools to implement these projects with high quality

Sales Director and Senior Consultant

Akustica, Inc.

- Was responsible for all Sales operations and Distribution management activities
- Build necessary salesforce.com framework and processes to support a larger multi-national sales force
- Responsible for day-to-day management and oversight of the Asian distributor sales channel. Distributor channel utilizes salesforce.com to provide immediate feedback on their territories
- Work with our customers to understand their needs and feed that back to our manufacturing team.

Distribution Sales Manager

Matthews International

- Selected, designed, and trained staff across all departments on a salesforce.com sales automation implementation in 2001 
- Implementation involved members from sales, external customer service, accounting, IT, marketing, and senior management
 - Selected, installed, managed, and maintained all business intelligence, computer, network, and phone systems
- Salesforce.com used internally at Matthews IT to track IT assets, Sarbannes/Oxley compliance documentation, and internal customer support issues
- Managed timelines, budget, vendors and staff associated with the planning, selection, deployment, and training on multiple large-scale projects
- Managed all purchasing decisions and actively participate in all IT hiring

Network Administrator

After spending many years in the IT field managing large and complex networks, I now use my technical abilities to help foster strong sales processes. Instead of managing large IT networks I now manage business process and architecture.  

Also work with many organizations in my region with their salesforce.com implementations as the local user group for salesforce.com.

Specialties: salesforce.com, consulting, implementations, implementation, CRM, Cloud Computing, Small Business, Medium Business, SMB,

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