• 11 years +7 full life-cycle implementations
  • Featured Admin Keynote Speaker at Dreamforce '15, Houston User Group (co-leader) & Dreamforce 2013 session speaker
  • Certified Developer (401) & Administrator (201)
  • SFDC Partners: Apttus CLM certified, Pardot, ExactTarget, The Conga Suite
  • Microsoft: Project, Visio, and Office with expertise in Excel (+10 years)

Duff & Phelps – Houston, TX
Vice President, Legal Management Consulting
04/2015 - Present

  • Details Coming soon

ION Geophysical – Houston, TX Specialist
09/2010 - 03/2015

  • Managed the +1200 user EE SFDC environment, including priority-setting for the Administrator’s assignments

  • Directed multiple implementations of SFDC for segmented teams across the company including requirements gathering, process re-engineering, customizations, training, data-mining, and post implementation support

  • Oversaw the SFDC integration with the on-premise ERP system 

  • Initiated the company SFDC Champions Team of power users representing each of the five business units for driving adoption

  • Initiated “SFDC Power Hour” training courses, including designing, developing, executing and maintaining the training curriculum and materials

  • Represents the Information Technology team on the Steering Committee with the executive level SFDC Sponsors

  • Consolidated three separate instances of SFDC into one in order to provide one global sales database system

  • Identifies ways to use SFDC’s scalable platform to create applications for non-sales related teams such as Telecom wireless reporting, and Employee Active Directory change files

  • Established the bi-monthly release process for enhancements, including authoring release notes

  • Translated requirements from the business to developers for custom code work

  • Acted as the point of contact for CRM-related vendors like Conga, BigMachines, EscapeNotes, Cloudingo, Eloqua and Pardot

Chevron Corporation (contractor) – Houston, TX CRM Analyst
09/2007 – 9/2010

  • Facilitated reflective team discussions on business needs to revamp existing applications or customize applications needed to best support business needs

  • Business process work-flow documentation

  • Design and enhance configurations to best meet business needs

  • Created QA test-scripts and facilitate User Acceptance Testing

  • Designed, developed, executed and maintained the training curriculum and materials

  • Authored the monthly Release Notes as a supplement for each release

Dekolink, Inc. – Montgomery, TX
CRM Program Analyst
06/2007 – 09/2007

  • Gathered business process information for re-engineering in order to enhance productivity

  • Customized the company’s instance of tailoring it to fit the company’s needs and enhance productivity.

  • Authored the operations manual for business processes for Engineering and Sales teams

  • Created business-process workflows to correlate with the operations manual for Engineer and Sales departments

  • Streamlined sales processes, commissions, and project management in

  • Developed custom applications to support the Human Resources, Engineering Services, and Customer Service departments

  • Created templates for running custom reports and dashboards for the Sales and Engineering Services Team.

MedServe, Inc. – Houston, TX
Marketing Administrator and Project Coordinator
05/2005 – 05/2007

  • Customized to fit the specific needs of the company; creating custom objects, applications, and formula fields

  • Created curriculum for in-house training: develop training materials for as it relates to company-specific goals and objectives.

  • Administered CRM program: setting up new users, password resets, assigning tasks to active users, and database clean-up.

  • Developed formulas for commission calculations and created departmental form templates.

  • Analyzed and strategically assigned sales territory lines for Regional Account Executives.