- 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
09/2010 - 03/2015
Managed the +1200 user EE SFDC environment, including priority-setting for the Salesforce.com 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 Salesforce.com 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
Salesforce.com 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 Salesforce.com 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 Salesforce.com 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 Salesforce.com
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 Salesforce.com to fit the specific needs of the company; creating custom objects, applications, and formula fields
Created curriculum for in-house Salesforce.com training: develop training materials for salesforce.com as it relates to company-specific goals and objectives.
Administered Salesforce.com 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.