As a distinguished firm RTA Financials is renowned for its expertise in real estate, tax, and financial advisory services aimed at enhancing the financial well-being of business owners and their families. With a robust background in accounting and strategic financial planning, I guide our team to bring a wealth of knowledge and a meticulous approach to every client interaction. Our commitment to delivering personalized solutions is evident in our hands-on approach, where we work closely with each client to understand their unique financial goals and challenges. Under my leadership, RTA Financials has earned a reputation for integrity, reliability, and a steadfast dedication to helping clients navigate complex financial landscapes confidently and clearly. My visionary leadership ensures that RTA Financials remains at the forefront of delivering tailored strategies that empower business owners and their families to achieve long-term financial success and security.

As a member of the Professional Services Group I focus on internal enablement during the pre-sales and kickoff phases of Revenue Cloud projects for Salesforce. Revenue operations teams can quickly spin up new monetization strategies, such as launching a subscription product or implementing consumption pricing. Revenue Cloud brings together CPQ & Billing, Partner Relationship Management and B2B Commerce. I focus on helping companies accelerate growth by automating quoting, contracting, and billing processes with our next generation Quote-to-Cash product suite.

Develop and deliver quarterly content involving Salesforce CPQ. Train delivery teams and to drive innovation in the quote to cash Salesforce ecosystem. Drive businesses to review and define their value proposition by evaluating business KPIs. Conducting Stakeholder meetings to determine project scope and road maps. Meet with business SME's to gather business requirements and determine the required level of effort. Establish a project and resourcing plan. Schedule and Lead development resources in delivering the required client functionality and user experience.

Drive businesses to review and define their value proposition by evaluating business KPIs. Conducting Stakeholder meetings to determine project scope and road maps. Meet with business SME's to gather business requirements and determine requirement level of effort. Establish a project and resourcing plan. Conduct daily Scrum sessions and weekly Steering Committee sessions as a part of the project success plan. Schedule and Lead development resources in delivering the required client functionality and user experience.

A realtor that specializes in educating buyers and sellers on the best options to build their real estate portfolio.

Meeting with Business Stakeholders to determine project need and assess the business and financial implications of implementing cloud solutions. Interviewed and placed functional and technical resources on projects. Delivered SOWs and Resource Plans for various projects and maintained these deliverables through daily scrum sessions. Reviewed Analyst and Developer Design and Technical documentation. Maintained and Delivered Training and Training Documentation for SFMC, Marketo and Zuora.

Conducted JAD Sessions, Maintained Project Deliverables, Scheduled and Managed offshore resources, Planned and Prepared for Scrum Sessions and Stakeholder Meetings.Preparing application roadmaps for Salesforce and Siebel clients. Specialized as a functional and technical consultant for Siebel and Salesforce applications.

Working with the Operator to execute a marketing plan.Monitoring marketing effectivenessIn-store appearance- responsible for maintaining all marketing materials in both stores, point of purchase merchandising (balloons,signage,etc.)Social Media- Post daily on Facebook and implement other forms of social media appropriate to business and marketing goals.Birthday Parties and Birthday Club- promote, schedule and run birthday parties. Take reservations and follow up with customer on food orders. Maintain party inventory such as tablecloths, goody bags, etc. Maintain Birthday Club list from website and post information monthly to team members.Cow Mascots - Schedule Cow mascots for events. Grow list of trained personnel for Cow mascot program. Train personnel.Set up in-store Sampling program.Come up with new marketing ideas