PowerSchool

Helping lead a revenue IT infrastructure project at a billion dollar organization.

Lead Salesforce Business Analyst

Coalfire

● Completed business process review and system optimization analysis for go-to-market
teams at a $145 Million Revenue cybersecurity client as part of a CPQ readiness project
● Modernized automation, replacing Process Builder and Workflow rules with Flow
● Brought security into contractual compliance through MFA updates

Salesforce Solution Architect

Xede Consulting Group

• Delivered and deployed Salesforce sales, service, and marketing cloud across five
• Teams for an insurance provider with 300 users.
• Deployed Tableau, providing actionable insights to revenue teams.
• Designed a user interface within S using flow, apex, and API protocols to deliver data from seven disparate systems to sales and service agents in real time.
• Managed a team of developers in an agile environment.
• Facilitated whiteboarding sessions, solution reviews, and client-facing demos.

Salesforce Solutions Architect

Kronologic

Sr. Solutions Architect

● Migrated Sales and Go-To-Market teams from Hubspot CRM to Salesforce Sales Cloud
● Integrated the Hubspot Marketing Automation platform with Salesforce
● Designed client playbook to leverage the Kronologic AI, including the custom Salesforce
app and Hubspot integration
● Deployed and managed the go-to-market tech stack: outreach, Hubspot, Kronologic
(internal), Chorus, Slack, Sales Navigator, Zappier, and Zoominfo integrations
● Worked with customers to translate over 200 customer-defined user stories for the
development team

Revenue Operations Manager

Actian

(Formerly Actian)
● Optimized sales processes reducing field sales onboarding time by two weeks
● Streamlined quote and opportunity process resulting in 50% reduction in quote times and process compliance
● Transitioned revenue developer team to agile methodology, doubling output
● Managed, Designed, and Delivered Salesforce CPQ implementation, streamlining quote and order process
● Led effort to optimize and simplify new go-to-market strategies on all products as part of CPQ readiness
● Partnered with finance to deploy the NetSuite Advanced Revenue Module under 606
● Integrated Marketo and SalesLoft marketing automation platforms into Salesforce, working with multiple divisions to align messaging, process, technology, and strategy

Technical Manager, Revenue Operations

Sr. Business Analyst

Aptage

● Designed, developed, and deployed Sales models SaaS and partners
● Drafted user personas for the development team, successfully matching market demand

Salesforce Administrator/ Business Analyst

Sprinklr

● Worked closely with Customer Success and Sales to expand client contracts with more
than 80% doing an expansion within three months of implementation
● Solution Architect on first 7-figure expansion
● Documented and submitted hundreds of feature enhancements later integrated into the
tool resulting in 5MM+ ARR
● Developed automation playbook for Sprinklr's AI tool
● Reduced implementation from 16 weeks to a predictable 6-week cycle through
productization of the framework of the agile service
● Conducted business process reviews and guided F100 client's through digital
transformation priorities
● Completed first Salesforce Sprinklr integration
● Served as internal and client-facing subject matter expert (SME) for listening,
automation, and analytics

Operations Analyst -professional services

Consultant

Salesforce Marketing Cloud

Worked with Fortune 100 (F100) accounts to define, execute, and deliver strategy using the Salesforce Marketing Cloud suite. 

Designed holistic strategic level plans supported by tactics: defining, building, and measuring Social Media programs. 

Worked with client side executive leadership and operations teams to deliver social media strategy enabling the Salesforce Marketing Cloud Suite. 

Delivered consulting services to bridge the gap between social strategy and program execution - KPI development, readiness assessments, social strategy definition, initiative planning, solution mapping, and program governance.

Worked closely with internal product support and development teams to capture and identify product needs enabling customer success.

Project Management directing and managing resources to deliver technology implementations on time and on budget.

Developed KPI's using Social Media data providing predictive analysis for sales, service opportunties, and network growth areas.

Designed statistical benchmarks to identify trends, opportunities, lingusitic patterns, and correleations with external datasets.

Senior Consultant

Salesforce Solution Architect Certified x2 | Agile Certified Scrum Master (CSM) & Scrum Product Owner (CSPO) | MBA

With over 10 years of experience in revenue operations, business analysis, and solutions architecture, I am a revenue optimization expert who helps organizations leverage technology and processes to drive growth and efficiency. I am a Lead Business Analyst at PowerSchool, a leading education technology company, helping lead a revenue IT infrastructure project at a billion-dollar scale.

I am also a Certified Scrum Master, Certified Scrum Product Owner, and Certified Salesforce Administrator, with skills in Lucidchart, Salesforce Lightning, and Salesforce CPQ. I have successfully delivered and deployed Salesforce solutions across multiple teams and clients and modernized automation and security for go-to-market teams. I am passionate about solving complex business problems, enabling data-driven decisions, and empowering teams to achieve their goals.

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