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Solutions & Process Design Consultant / Business Analyst

Houston, Texas, United States
May 15, 2018

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Salesforce Certified Solutions & Process Design Consultant

**** ****** **** **** * Houston, TX 77041

713-***-**** x


Accomplished business consultant and analyst with more than ten years of experience in design thinking driven Salesforce implementations, product development, project management, change management and onshore / offshore software development. Demonstrated success in overseeing all aspects of project planning, execution and delivery as well as system analysis and development and testing of applications. Proven leadership skills, adept at developing and leading high performing teams and providing the support and direction needed to achieve key operational goals. Known for consistently exceeding deadlines and client expectations; able to prioritize competing demands and projects in fast paced, results driven environments. Areas of expertise include:

x Salesforce Certified

x Project Management

x Needs Analysis

x Business Process Improvements

x Strategic Planning

x Cloud Enablement

x Change Management

x Organizational Transformation

x Workforce Management

x UX / UI Design


x Salesforce Certified Administrator

x Salesforce Certified Sales Cloud Consultant

x Certified ScrumMaster (CSM)

x Autodesk Certified Professional

x Solidworks Certified Professional


SIX LOGS Houston, TX

Solutions & Process Design Consultant / Business Analyst – February 2014 – Present x Providing Salesforce implementation, business and cloud consulting services to clients across a variety of industries, including: software development, automotive, medical equipment, soft goods, clothing manufacturing, construction etc.

x Oversee delivery of Salesforce and E-Commerce implementation including Sales, Service & Marketing Cloud. x Coordinate with clients to improve efficiency, develop strategies for reliability, and resolve process related issues. x Manage project schedules and vendor relations to ensure achievement of time/cost efficiency. Selected Achievements:

x Delivered 23 projects on time and under budget in 2017. x Aligned technology development solutions with business goals which resulted in the achievement of desired business outcomes and generated $2.3 million in annual project revenue while working with clients in 2017. Key Projects:

Medical Equipment Manufacturing and Sales Organization (Houston, TX) x Supported the development of a comprehensive Ordering and inventory management system, fully integrated with QuickBooks powered by Salesforce CPQ platform and custom VF Development that included integration with 3 separate legacy systems and the internal migration from AS/400 to custom functionality built on

713-***-**** x



x Comprised of advisory and implementations services provided as a hybrid on-shore/off-shore delivery method. x Design innovative Salesforce solutions involving: configuration of Salesforce and Managed Packages, creation and refinement of complex data models, external integration, process automation and other custom functionality. x Drafted custom development specifications and managed delivery/testing of functionality by Development teams. x A common standard for tracking all work streams and activity planning moving forward as well as resource utilization, financial projections, milestones and project road maps was developed. Global Metals Manufacturer and Distributor (Houston, TX and Toulon, France) x Assisted in the development of strategy and requirements for the implementation of a CRM program. x Support the implementation of a Marketing Automation Tool and Lead Generation process x Provided ongoing support on the technical landscape of multiple CRM systems. x Collaborated with business units to enhance CRM functionality through requirements gathering, design, administrator configuration and testing.

x Worked with IT units in the designing, building and testing of integration points between CRM and other Systems. x Gathered and analyzed information and provided recommendations to resolve issues using CRM and components. x Collaborated with business units and IT units to add external tools and processes such as Sales Enablement tools. x Perform day-to-day CRM administrator duties as needed to support the Business Units - set up users and roles, manage page layouts, list views, record types, workflows, validation rules, plug-ins and fields x Provided guidance concerning business implications of CRM projects. x Assisted with plans for utilization of integrated components and plugins including BI, and Mobility solutions x Recommends new components as appropriate to support ongoing sales efforts x Created user guides and best practice documents

75+ User Clothing Manufacturer and Retailer (Dubai, UAE and Karachi) x Lead the discovery and requirements refinement sessions to uncover customers’ business, functional, and technological requirements.

x Lead on the customization and Implementation of Customer and Partner Communities. x Implementation supported multiple territories, Sales partners and thousands of customer across the Globe. x Worked with Marketing and Sales team to define, architect and build customized configurations and enhancements to support the globally distributed partner channels and diversified customer communities with varying request fulfillment requirements.


Research & Development Analyst – December 2013 – April 2016 x Oversaw and managed sales of $23+ million in construction assets nationwide by implementing innovative sales processes leveraging Salesforce Sales Cloud and Pardot x Led and supported cross-functional teams. Managed workflow and ensured alignment with continuously changing priorities. Developed and supervised a team of 14 direct reports customer success, service, and sales personnel x Served as a liaison between C-level executives and operations teams to increase adoption and penetration of Salesforce across Customer Experience, Facilities Services, inside and outside Sales and Account Receivables teams. x Served as a Relationship Manager; recruited and managed contract staff and oversaw development and training of permanent personnel. Introduced and evaluated SOPs, departmental policies, and procedures. x Developed and implemented training and quality standards to ensure compliance with client needs. Selected Achievements:

x Developed and maintained Noble Iron’s new online equipment sales program by redesigning and incorporating local, national, international, and wholesale sales channels using Salesforce Sales, Service and Marketing Cloud. x Incorporated Pardot, Google Analytics, SEO and 3rd party integrations to maximize efficiency and sales. The program achieved $1.9 million in sales within the first three quarters of launch with a significant portion encompassing overseas and out of state sales.

x Implemented detailed performance initiatives which achieved higher customer satisfaction percentages. x Managed key figure promotional reports which resulted in successful advances to leadership roles.

713-***-**** x



Online Marketing & Sales Manager – November 2012 – December 2013 x Served as the Project Lead for a new twelve member outbound sales program. Managed the program from inception to execution; served as a liaison to regional sales and operational teams throughout the project. x Created inbound and outbound tele-sales and email marketing processes. Implemented changes to maximize efficiency and improve lead conversation rate from 37% to 83% over a period of 6 months. x Coordinated with cross functional teams at individual dealerships to improve the customer experience. Provided pre-sales and post-sales customer support to dealership teams. x Collaborated with Business Support Directors to identify and resolve performance gaps related to the ADP CRM. x Monitored outbound calls and emails to assess quality control and policy compliance. ADDITIONAL EXPERIENCE

Comcast Technical Support Manager January 2009 – November 2010 Houston, TX Citi Bank Risk Analyst August 2004 – January 2009 Houston, TX Eckerd's Drugs Pharmacy Technician May 2002 – August 2004 Houston, TX EDUCATIONAL BACKGROUND


Executive Education: Building the Innovation Sandbox – 2017 Executive Education: Leadership & Influence – 2016 Executive Education: Business Analytics Using Data for Better Decision Making – 2015 HARVARD BUSINESS SCHOOL Boston, MA

Executive Education: Leading a Global Enterprise – 2014 Building and Sustaining a Successful Enterprise – 2013 UNIVERSITY OF HOUSTON Houston, TX

B.S., Industrial Design – 2012

Certificate, Entrepreneurship – 2012


x Certifications: Salesforce Administrator, Certified Sales Cloud Consultant, Certified Scrum Master (CSM) x Software: Microsoft Office Suite, Salesforce, Adobe Design Suite, Solidworks, AutoCAD, Rhino3D, ADP CRM x Methodologies: Agile, Waterfall


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