Salesforce Architect

Gustavo Castaneda, PMP

Coppell, TX

LinkedIn Profile Salesforce Certifications

****.***.****@*****.*** 919-***-****

Summary

Energetic engineering executive, with a passion for learning how to implement Salesforce.com products and features to optimize and simplify business processes, and improve customer satisfaction. Experienced with Salesforce implementations and enhancements with third-party integrations. Successful track record of leading projects and managing multidisciplinary teams in global companies.

Skills

Salesforce.com ● Agile Methodologies ● Project Management ● Process Automation ● Leadership ● Talent Development ● Jira ● SAP ● Enterprise Resource Planning (ERP) ● Customer Relationship Management (CRM) ● Siemens PLM Tools ● MS Office ● Spanish (native) ● German (fluent)

Education

Masters in Business Administration (currently enrolled)

North Carolina State University

December 2020 (expected)

Raleigh, NC

B.S. Mechatronics Engineering

Tecnologico de Monterrey

May 2007

Queretaro, Mexico

Certifications

Project Manager Professional (PMP® #2690901)

Scrum Master Certified (SMC) ID 618133

Experience

Senior Salesforce Consultant & Freelancer, Vantage Point Consulting

July 2019 – To Date

Project Manager for new Salesforce implementations and enhancements in existing orgs.

●Direct customer facing engagements and collection of requirements.

●Implemented Financial Services Cloud for wealth management and financial services firms.

●Implemented Sales Cloud and Service Cloud for new and existing clients’ orgs.

●Implemented third-party integrations, such as Orion Advisor, to create and update records in Salesforce for financial accounts.

●Installed and configured productivity enhancement tools such as Conga Composer/Orchestrate, GridBuddy, CTI solutions.

●Carried out migrations of data and metadata between Salesforce orgs utilizing .xml packages with Workbench and GearSet.

●Executed the migration of other CRM platforms into Salesforce.

●Developed declarative solutions utilizing tools such as Process Builder and Flow to improve clients’ specific business processes.

●Defined work packages and assignments for the development team. Provided technical guidance and validation of solutions against project requirements.

●Developed project management processes and documentation.

●Created and presented training material tailored to the specific customizations developed for clients’ orgs.

●Managed project budget and deadlines to meet the requirements in the agreed statements of work (SOW). Processed change orders as necessary for items beyond the scope of SOW.

●Developed declarative solutions with Workflows, Process Builder and Flows to optimize business processes.

●Developed proposals, budgets, and estimates for Salesforce solutions.

●Implemented Salesforce orgs from scratch for non-profit organizations (NPSP).

●Implemented Conga Composer solutions to improve document creation processes.

●Created training materials for users and administrators.

Solutions Engineering Manager, Siemens (Dallas, TX)

July 2018 – January 2020

Manager of a large multidisciplinary team dedicated to the development of engineered solutions for logistics applications.

●Developed custom Salesforce solution with potential savings of over 2,000 hours and a project ROI of 275%.

●Documented best practices and created a video library to improve process consistency.

●Identification of talent, interviewing, development and hiring decisions.

Engineering Manager, Siemens (Raleigh, NC)

December 2014 – June 2018

Manager of the engineering and configuration team responsible for the execution of customizations and customer-specific applications of power distribution equipment products.

●Integrated engineering operations processes into Salesforce.com.

●Analyzed business key indicators in Salesforce.com through reports, dashboards.

●Implemented improvement initiatives based on data from reports and dashboards.

●Worked with the Salesforce development team to define improvements in the Salesforce Org.

●Formed and managed an internal software development team focused on improving and automating engineering configuration processes.

●Identification of talent, interviewing, development and hiring decisions. Executed performance reviews and supported team development.

Orders Engineering Manager, Siemens (Houston, TX)

Dec 2012 – Dec 2014

Project Management Specialist, Siemens (Raleigh, NC)

Feb 2012 – Nov 2012

Quality Assurance Manager, Siemens (Queretaro, MX)

Feb 2011 – Feb 2012

Project Engineering Liaison, Siemens (Queretaro, MX)

Jan 2010 – Feb 2011

Regulatory Compliance Engineer, General Electric (Queretaro, MX)

Aug 2007 – Jan 2010

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