 Pilot Company

● Working as a Product Manager II, Business Integration with the S&D Wholesale Salesforce team in partnership with PricewaterhouseCoopers (PwC) in Salesforce on the Wholesale Elevate project: 
● Scrum team member for Energy Framework unmanaged package (Created and installed by PwC)
● Scrum team member for Customer Portal design and development
● Managing Jira board for business-requested Salesforce enhancements
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● Member of the Pilot Company - Emerging Leaders Business Resource Group
● Member of the Pilot Company - BRIDGE BRG Core Committee Team
● Participant in the two-day Innovate 23 hack-a-Thon at the University of Tennessee
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● Salesforce Certified Professional
● Certified SAFe® Product Owner/Product Manager & Practitioner

Product Manager II, Business Integration

Apex Systems

● Upon completion of my contract, I was offered full-time employment with Pilot Company as a Product Manager II, Business Integration
● 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
● Authored Epics to define major Product features
● Maintained ruthless prioritization of the Product roadmap
● Led authoring User Stories
● 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

Product Owner

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 work 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 is a workflow solution that was offered for six months for free during the height of 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.

● Certified SAFe® Product Owner/Product Manager (POPM) (4.5)
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

● Certified SAFe® Practitioner (SP) - SAFe for Teams (4.5)
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 on-going evaluation and guidance of Salesforce feature designs and development against business asks.
● Built prototypes and model to support final implementation business asks.
● Worked with the business to document, identify, and analyze needs/gaps in the business processes.
● Wrote technical user stories to describe exactly what was needed to be configured by the developers in Salesforce to achieve the business asks.

Salesforce Business Systems Analyst

Alternative Solutions Consulting

● Worked with Bridgestone Tire on their Salesforce Lightning implementation
● Rereated complex legacy reports, and dashboards in the Lightning Experience (LEx) interface, uploaded data sets, uploaded changesets, 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 Double Star Ranger
salesforce.com/trailblazer/jasonroberts

I have six and a half years of Software As A Service (SaaS) experience with two startups
Since March of 2009, I've worked for companies that either use or integrate with Salesforce

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,

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