Lu Bai Email & Phone Number

Chicago, IL, US

San Francisco, California, US

San Francisco, California, US

Technical lead for all core salesforce deal cycles, specializing in cross cloud and revenue cloud opportunities. Key orchestrator for engaging and collaborating with technical architect, business consulting, enterprise architect, customer success and professional services.Lead revenue cloud blackbelt enablement program and supporting revenue cloud deal.

Chicago, Illinois, US

• Lead presale solution architecting, scoping, pricing and SOW refinement
• Responsible for overall customer satisfaction from presale, delivery to continuous customer success
• Develop go to market strategy for key service offerings, identify and diversify our differentiators in Salesforce eco system
• Ensure delivery quality by overlooking delivery process, participate in requirement gathering and build phase as solution architect and subject matter expert

San Ramon, CA, US

• Responsible for practice development and growth, align and nurture partnership with Salesforce.com
• Strategically refining Salesforce delivery methodology, delivery team structure, engagement process and contract models
• Develop presale strategy on diverse service offerings, scoping & solution engineering projects, SOW management, forecasting and staffing
• Leading engagement and project management on mid market projects, ensure overall quality delivery, client escalation POC
• Engaging marketing team on differentiating Armanino's service offerings, produce thought leadership literature for social marketing and collaborations in Salesforce Eco system
• Aligning Salesforce team with inter departments on integration, custom development, cross sell opportunities, blended service offerings and overall consulting initiatives

New York, New York, US

• Managing ~$2 million in recurring revenue, manage a team of BAs on multiple strategic projects
• Solution designed strategic roadmaps through executive workshops, and demonstrating ROI to my client's through their Salesforce and Bluewolf Partnership
• Growing office wide revenue through new sales cycle, cross-sell / up-sell & retention activities; Helping align Bluewolf team with client and additional vendors in order to successfully complete complex Salesforce.
• Successfully solutioned and implemented a variety of complex Salesforce project including Community Cloud, Service Cloud, and Sales Cloud

New York, New York, US

• Managed multiple $500,000+ project as a Project Manager, lead team of Business Analysts to successfully design, solution & deliever complex salesforce implementation among different verticals
• Utilize Bluewolf resources and showcase our differenciators via exceptional team work, accurate forecasting & coordination of pre sales activities
• Act as Salesforce SME for solution design
• Client retention

New York, NY, US

• Salesforce Administration (150 users globally) Manage app integrations and implementation, sales process customization, reports and dashboards, system security; requirement gathering; user set up and trainings
• Maintain data integrity and manage large set up data using Dataloader, PeopleImport and DemandTool
• Manage standard and custom objects, leverage process builder and Visualforce, set up record types, page layouts, workflow, validation rules, profiles, permission sets, roles and roles hierarchy, products.
• Manage marketing automation and digital marketing strategy; create and manage social selling training, demand generation & lead generation program, design Go to market strategy for solution services

Austin, Texas, US

• Corporate social media program strategy, platform content management, analytics, reporting & training
• Internal & external messaging, corporate blogging, newsletters, thought leadership articles, presentation creation
• Go to market strategies, building awareness and increasing demand to help grow the pipeline for sales
• BOM (Build of Materials) for sales enablement: datasheet, fact sheet, workshop, white paper etc.

• Client account management, analytical market research, contact database management
• Prospect client acquisition, pitch book creation, management presentations and press releases
• Create and manage marketing campaigns including digital, email and print publications
• Plan and manage promotional, industry and corporate events
• Create market research presentations that are promoted through all media channels
• Engage speaking opportunities to create media exposure for marketing campaigns

Master Of Science (M.S.), Master Of Science In Communication

Undergraduate, English Literature