Post Job Free

Resume

Sign in

Salesforce Manager

Location:
Dallas, TX
Posted:
September 17, 2020

Contact this candidate

Resume:

Matthew Rhett Hart

**** ********* ****** ******, ** 75230 214-***-**** adf6hd@r.postjobfree.com EXECUTIVE PROFILE

Demonstrated ability to develop long-term customer relationships. Track record of consistent high performance in fast paced market leading companies. Dedicated, detail oriented, deadline driven, collaborative, out-of-the-box problem solver with keen analytical and quantitative strengths. Proficient at managing cross-functional teams focused on complex projects objective and delivering results through best practices. Proactive polished professional with a solid business acumen (MBA) and integrity and work with minimal supervision.

Selected Highlights

Ø Product Manager and Product Architect of two Salesforce.com Organizations [AIG] Ø Negotiated the syndication of Domestic, International and Municipal transactions netting over $10 million in fees over three year period. [Transamerica]

Ø Received the ELFA Operations and Technology Excellence Award in 2012 for efforts in process efficiency and automation[AIG] Areas of Expertise

Oral Communication Skills Cloud Computing Release Management

Salesforce Design and Training Ability to lead Business Communications

Agile Development Consulting Experience Excellent Organizational Skills

Facilitation Skills Project Management Adaptability and Flexibility

Software Implementation Salesforce Certification Process mapping

Microsoft Office Time Management Skills Client Relationship Management PROFESSIONAL SUMMARY

Consulting Mar 2020 - Current

Senior Salesforce Consultant Dallas, TX

Ø Led project teams to develop Salesforce solutions for consulting clients. Provided project oversight as well as overall system architecture recommendations.

Ø Gathered requirements of the individual user teams through documenting Business Process and coordinated implementation. Ø Led design around Lightning design of custom objects and automation such as flows, process builders, and validation rules. Ø Over saw the design and update of APEX code automation by developer teams. Ø Led Integration and Design of Conga Solutions including Composer, Grid, Conductor, and Orchestrate for clients Ø Managed relationships with C-Level executives as well as cross-functional teams at client companies. AIG Investments Sept 2007 – Mar 2020

Business Systems Architect and Salesforce Administrator Dallas, TX Ø Provided consulting in streamlining process and improving technology efficiency as Salesforce CRM Administrator and Developer through design, construction, and configuration of a customized end-to-end instance of Salesforce.com. Ø Coordination with internal stakeholders to customize the focus of the product and its End User experience to design CRM standardization solutions.

Ø Created Product Roadmap, Project Plan and Specification utilizing Agile Development and Scrum Methodology. Ø Performed user research to identify technical requirements and troubleshooting problems based on user stories, meeting minutes and business requirements.

Ø Led integration of InsideView, Conga Solutions, and Docusign into Salesforce databases Ø Experience working with developer teams to collaborate on Technical Support and maintenance of database technical design Ø Acted as Subject Matter Expert (SME) for nation wide user base and provide best practices as well as utilized ETL capabilities to improve reporting to senior management and well as Marketing Cloud FTP for Origination Group. Ø Provided on-going end user training for on-boarding as well as follow up phased development rollouts, Quality Assurance (QA) testing to improve user experience.

Ø Received the ELFA Operations and Technology Excellence Award in 2012 for efforts in process efficiency, innovation, and automation while improving the group’s business value through development of Salesforce CRM and other computer science emerging technologies for end-to-end solution.

Program Portfolio Manager

Ø Performed Portfolio Management Reporting and Quantitative Analysis on large data sets on almost $3 Billion commercial equipment and rail portfolio in the United States and Canada. Ø Assisted coordinated liquidation of Commercial Equipment Finance portfolio from $1.9 Billion to $450 Million to satisfy AIG government obligations.

Citigroup, Inc. Jan 2003- Sept 2007

VP - Controls Director Dallas, TX

Ø Reduced Operational Risk around government regulations and process inefficiency. Created Compliance Plan as well as Risk Control Self Assessment program for utilization of corporate regulatory governance, regulatory compliance, and Sarbanes –Oxley compliance for Corporate Banking Platform.

Ø Coordinated the construction and implementation of controls and Independent Testing for Citibank Texas Corporate Banking Platform.

Ø Created testing program to review Process Management and Regulatory Requirements to provide Risk Assessments. Ø Implemented Citigroup policies and regulation in Citibank Texas VP – Capital Markets

Ø Created Capital Markets database of transaction buy and sell partnership for Commercial Banking customer transactions. Ø Performed Credit Underwriting for potential Commercial Banking transactions Ø Delivered liquidity and increased fee income through deriving transaction syndication sales opportunities for new business banking segments, including company’s first syndication of a Borrowing Base Revolving Credit Facility as well as Equipment Lease Platforms

Ø Collaboratively trained nationwide Sales Organization by delivering marketing presentations through verbal communication on the critical components of structuring lease transactions, which would have liquidity in the secondary market. Transamerica Equipment Financial Services Jan 1999 – Jan 2003 Capital Markets Manager Dallas, TX

Ø Catalyst in creating Capital Markets database of transaction buy and sales relationships for Domestic Equipment Financing Platform, International Structured Financing Platform, and Municipal Finance Platform. Ø Called on Commercial financial intermediary sources for each of these platforms for sales opportunities. Instrumental in the increase in syndication from $57MM in 2000 to $171MM in 2001 and the increase in fee income from $1.1MM to $6.2MM. Ø In 2002, the Capital Markets group generated $2.5MM in fees from syndicated sales of approximately $40MM. General Electric Capital Jan 1995 – Jan 1999

Territory Intermediary Director Dallas, TX

Ø Developed and implemented territory intermediary marketing plan by identifying Commercial sales prospects. Ø Performed Credit Assessment for potential Commercial loan and lease financing transactions. Ø Funded in excess of $20MM and $31MM and exceeded sales budget by 100% and 50%, in 1997 and 1998, respectively. Credit Manager - National Intermediary Desk

Ø Coordinated transaction flow among team of credit analysts and with home office as well as the documentation of approved transactions.

Ø Catalyst to improving transaction flow while managing delinquency analytics down to 0.2% of the portfolio. Ø Increased group transaction approval rate and made changes to impact headquarter ratio of approvals of territory recommendations to 95+% from 50% under prior management. Textron Financial Corporation May 1991 – Jan 1995

Portfolio Analyst Dallas, TX

Ø Analyzed credit applications for financing of aircraft, with average ticket size of $1 million, and made recommendations on approval.

Ø Catalyst in creating analysis process for reviewing foreign transactions as well as the Commuter Airline Industry. EDUCATION AND PROFESSIONAL DEVELOPMENT

Texas Christian University Ft. Worth, TX

Master of Business Administration Finance

Louisiana State University Baton Rouge, LA

Bachelor of Science Finance

SERIES 7 AND 63 – currently dormant

Certified Salesforce.com Administrator



Contact this candidate