 Pilot Company

● Conduct scope discovery meetings to elicit detailed requirements (e.g., user
stories and acceptance criteria) from Product Managers, Business Sponsors and
Project Managers
● Facilitate discussions and assist business units with producing business and
technical process documentation
● Collaborate with stakeholders to identify opportunities for products and
determine plans for how to exploit them
● Work with the Product Manager to organize and prioritize the backlog of requests
● Participate in Scrum ceremonies, serve as Scrum Master on applicable products
and help facilitate any additional meetings
● Assist Project Managers (where applicable) with compiling project updates to
present to senior leadership
● Support the quality assurance team and product users during testing and
validation by performing acceptance testing where applicable and helping to document
test cases
● Develop plans and strategies for ongoing communication with PFJ leadership
and stakeholders to help direct and manage business expectations throughout
product lifecycles
● Work with vendor and third-party business analysts to maintain requirement
integrity and ensure PFJ retains all relevant knowledge
● Model behaviors that support the company’s common purpose; ensure guests
and team members are supported at the highest level
● Ensure all activities are in compliance with rules, regulations, policies, and
procedures
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● Salesforce Certified Professional
● Certified SAFe® Product Owner/Product Manager & Practitioner
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● Member of the Pilot Company - Emerging Leaders Business Resource Group
● Member of the Pilot Company - BRIDGE BRG Core Committee Team
● Participated in the two-day Innovate 23 & 24 hack-a-Thon at the University of Tennessee

Product Owner

● Worked as a Product Manager II, Business Integration with the S&D Wholesale Salesforce team in partnership with Publicis Sapient, PricewaterhouseCoopers (PwC), and Cognizant for two workstreams in Salesforce on the Wholesale Elevate project: 
● Sales & Onboarding - Salesforce Sales Cloud design and development
● Customer Portal - Salesforce Experience Cloud design and development
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Product Manager II, Business Integration - Responsibilities
● Drove the vision and definition of the Pilot product
● Represented the voice of the client in all activities
● Ensured the development team worked on the proper priority items (from the stakeholder's perspective)
● Understood the business, technology, and process context in which a product delivered value
● Reviewed all completed user stories ensuring that acceptance criteria are met to meet the end-user's needs
● Shared insights throughout the company regarding the product
● Managed product backlog and work daily with the delivery teams to ensure alignment on the vision, goals, and priorities of the product
● Worked with stakeholders to create and maintain objectives
● Cultivated and optimized the communications of the teams to the rest of the orginization
● Coordinated across workstreams to identify and manage interdependencies
● Led requirement gathering efforts on epics and features
● Led establishment of team objectives
● Created sprint goals that achieve business value objectives for each sprint
● Developed feedback loops to validate critical product changes prior to implementation and solicit ideas for new functionality
● Added new functionality ideas to the backlog
● Was a core contributor during sprint planning and sprint review meetings as well as participate in other ceremonies

Product Manager II, Business Integration

Apex Systems

● Worked as an Apex Systems contractor for Pilot Company b.k.a. Pilot/Flying J - as a Product Owner in Salesforce for Sales Cloud projects
● Maintained prioritization of the Product roadmap
● Led User Story refinement with the team
● Participated in Sprint planning which is aligned to goals
● Participated in all Agile ceremonies
● Delivered business value which aligns with Business Owner Product KPIs

SFDC Consulting

● Consulted the real estate startup Staycating https://www.staycating.com

Salesforce Consultant

Spekit

● Was an integral part of the SaaS startup team that earned us two venture capital rounds of $12.7M Series A in 2021 and $45M Series B in 2022
● Was a member of the Customer Success team on calls with customers pre-sales to go live
● Worked directly with project leaders from Southwest Airlines, Uber Freight, Wolters Kluwer, JLL, Ownbackup, Outreach, and more
● Met with customers to help with technical product questions and best practices
● Managed and created current and new technical documentation and content for all products
● Managed all technical issues and worked closely with the product and development teams to resolve outstanding issues in three Jira Kanban projects and communicated fixes to customers
● Attended Salesforce Community Dreamin' events and presented at the Demo Jam
● Worked on a partnership team with Geneia, theCodery to create content for Geneia's Theon® Platform for Care Management, a workflow solution offered for six months for free during the height of the COVID-19 pandemic.

Technical Support Engineer

TEKsystems

● Worked as a TEKsystems contractor for U.S. Bank/Elavon - as a Product Owner on the Elavon Customer Service Platform Refresh [CSPR] as part of the Scaled Agile Framework® (SAFe®) - Technology Operation Services (TOS) product teams with the European Union and North America to identify, design, prototype, configure and implement new product features and capabilities for Salesforce - Service Cloud instance.

● Earned Certified SAFe® Product Owner/Product Manager (POPM) (4.5) Certification
In this two-day course, you will learn how the roles of Product Owner, Product Manager, Solution Manager, and Epic Owner drive the delivery of value in the SAFe® enterprise based on SAFe® 4.5

● Earned Certified SAFe® Practitioner (SP) - SAFe®  for Teams (4.5) Certification
This two-day course teaches members of Agile Release Trains how to work in a SAFe®  environment using Scrum, Kanban, and XP. Based on SAFe® 4.5

Salesforce Product Owner

● Interfaced with business and technical resources to ensure business requirements could be met following Salesforce design and usage best practices.
● Provided ongoing evaluation and guidance of Salesforce feature designs and development against business asks.
● Built prototypes and models to support final implementation business asks.
● Worked with the business to document, identify, and analyze needs/gaps in the business processes.
● Participated in program increment (PI) planning and wrote technical user stories to describe exactly what needed to be configured by the developers in Salesforce to achieve the business's requests.

Salesforce Business Systems Analyst

Alternative Solutions Consulting

● Worked with Bridgestone Tire on their Salesforce Lightning implementation
● Recreated complex legacy reports, and dashboards in the Lightning Experience (LEX) interface, uploaded data sets, uploaded change sets, set up validation rules, created HTML email templates, set up data categories, created status updates in process builder, set up email-to-case, tested all changes in the orgs
● Installed and configured the Survey Force managed package
● Learned about Financial Services Cloud Data Modeling
● Learned about General Data Protection Regulation (GDPR)
● Set up a Field Service Lightning (FSL) org, and provided Salesforce administrator functions

Salesforce Analyst

Cirrus Insight

● Worked with customers on the Cirrus Insight Google Chrome extension that worked in Google G Suite, Microsoft Office 365, and Microsoft Exchange
● Contributed articles to all Cirrus Insight product line knowledge bases
● Was the single support point of contact for the following products: 

● Cirrus Insight Flight Plans
● Inbox Apps™
● Google Cloud App
● Cirrus Insight Mobile for iOS 
● Cirrus Insight Mobile for Android

● Worked with iOS and Android engineers to resolve customer mobile issues
● Used email for all written communication with customer cases in the Salesforce Service Cloud
● Established and maintained executive relationships for all product lines
● Did customer analysis of products used and handled the strategic account management 
● Worked and attended Dreamforce 2014 and 2015 in San Francisco, California

● Inc. 500 - Cirruspath/Cirrus Insight #41 - (2016)
● Inc. 5000 - Cirrus Insight #546 - (2017)
● Inc. 5000 - Cirrus Insight #1775 (2018) - 2017 Revenue: $12.8 Million / 3-Year Growth: 255%
https://www.inc.com/profile/cirrus-insight

Customer Success Manager

● Was the end-to-end Product Owner for the Cirrus Files - Salesforce managed package that was an Agile Kanban project
● Was the single point of contact for hands-on technical support
● Wrote, published, and maintained the entire Cirrus Files product knowledge base
● Performed all quality assurance testing for the Software Development Life Cycle (SDLC)
● Updated Salesforce AppExchange Cirrus Files version as the final package was made available
● Worked with in-house Force.com engineer to resolve all escalated Cirrus Files code issues
● Used email for all written communication with customer cases in the Salesforce Service Cloud
● Established and maintained C-Suite relationships
● Handled all account management for the Cirrus Files managed package on the Salesforce AppExchange
● Managed payments through Stripe for all customers
● Performed customer analysis of products used and handled the strategic account management
● Attended Dreamforce 2014 and 2015 to represent Cirrus Files to speak with existing and prospective customers

Managed Package Product Owner

AOL | TUAW.com - The Unofficial Apple Weblog​

Tested and wrote reviews for iOS game apps on the AOL | TUAW.com - The Unofficial Apple Weblog​

Aol Open Contributor

Worldwide Equipment, Inc.

● Led company conversion from Microsoft Dynamics to a brand-new Salesforce org.
● Was an integral part of the team during the Salesforce discovery planning meetings.
● Worked with Sonoma Partners in Chicago on Salesforce org customization.
● Worked and resolved technical issues for employees in office locations in six states.
● Traveled and trained sales reps during Salesforce implementation in different states.
● Cleaned up data export from Microsoft Dynamics that was imported into Salesforce.
● Attended the Administration Essentials for New Admins (ADM-201) (03/24/2014-03/28/2014) in Chicago.

Microsoft Dynamics Administrator / Salesforce Administrator

The White Stone Group

● Started working in Salesforce daily March 2009
● The White Stone Group was acquired in 2015 and is now known as Vyne Medical
● Provided tier one Microsoft Server 2000, Microsoft Server 2003, and Microsoft Server 2008 server support via phone and email to users to over four hundred contracted hospital facilities across the country
● Provided Cisco WebEx remote desktop support to end users
● Created Cases for each point of contact in Salesforce.com CRM resolved and closed cases in a timely manner, escalate to technical specialists as needed
● Telecommuted (as needed) via VPN using a Mitel 5212 ip phone
● Worked the Network Operation Center (NOC) desk weekly
● Responsible for monitoring servers and resolving issues while taking queue calls from customers
● Worked in Windows 7 Enterprise, Office 2010, SQL Server Management Studio 2008
● Assisted engineering with QA testing our products using selenium browser testing

IT-Account Specialist-Tier I

Certified SAFe® Product Owner/Product Manager 
Salesforce Certified Administrator | Trailhead Triple Star Ranger
salesforce.com/trailblazer/jasonroberts

I've been working for the past 15 years in the Salesforce ecosystem
I worked with two SaaS startups (Cirrus Insight & Spekit) Salesforce ISVs for a combined 6.5 years

Proficient with Scaled Agile Framework® (SAFe®), VersionOne, Microsoft Office, Slack, Jira, Confluence, Zendesk, Trello, VersionOne, Google G Suite, Woopra, Sentry, New Relic, Mail Chimp, Mandrill, SendGrid, Salesforce Sales Cloud, Salesforce Service Cloud, and Salesforce AppExchange managed packages, Spekit Certified Digital Learning Administrator, Single-Sign-On (SSO), Okta, SAML, SCIM 2.0, OneLogin, Aha, Figma, TABS by DTN,

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