Brian Ream Email & Phone Number

Greater Boston

Greater Boston Area

I am working in a fantastic role as the lead Salesforce administrator for our rollout of Salesforce across Sales, Customer & Field Service, and Tableau CRM across the globe in conjunction with Salesforce professional services, our global system integration partners, and the awesome Waters Product Owners and Operational teams. I'm managing a team of Administrators, Developers, and QA testers to ensure the platform is well founded and our development processes can scale so we can deliver more and more benefit to our customers.

Boston, Ma

Senior Salesforce Analyst, Administrator, and Product Owner serving Greater Boston area clients, currently working on a greenfield Salesforce implementation of Sales Cloud for a large manufacturing company, serving at their lead administrator.

Boston, Ma

Technical Business Administrator for Year Up, assisting new Site onboarding (execution and process improvement); Product Documentation; and Case Resolution.

Waltham, Ma

As part of the Revenue Excellence Operations group, I served as the business owner and expert for Salesforce Sales Cloud. This included helping prioritize and add velocity to the data governance processes, and improving several operational workflows.

Burlington, Ma

Manager of the Go To Market Operations Tools team. Primarily, this encompasses administering the Sales and Marketing Automation tools for nearly 1500 users across all divisions and geographies world-wide. My focus includes product ownership for Salesforce Sales Cloud and product ownership plus technical administration for Eloqua. We take a leadership role in the IT Steering Committee reviews and drive the automation tool business vision and release planning. We support new business initiatives, product enhancements, sales workflows, third party integrations, direct user support, and analytics (including development and roll-out of Salesforce Wave / Einstein Analytics). I also work to continually improve our support models both within operations and in collaboration with our IT support partners.

Burlington, Ma

Senior Salesforce Analyst responsible for providing support to all Nuance divisions worldwide to maximize value from the CRM component as well as deal workflow and business intelligence reporting. As an operations senior analyst I defined requirements; collaborated with IT on solution design; performed UAT; and worked with the Operations, Productivity, and L&D Teams on rollout of new features. Designed and provided reports and analytics and helped set development priorities in conjunction with senior sales executives.

Greater Boston Area

Facilitated business area adoption and implementation of various government mandates (for both Massachusetts Health Connector and The Affordable Health Care Act) by working across business groups to create new business processes and, where necessary, systems changes.Joined the small group sales team to design a replacement CRM system which included plan selection, pricing, contracting, and enrollment features. Worked with a Salesforce and a pricing tool vendor to integrate the systems and create a roadmap for a solution, while also helping the team transition to an Agile development methodology.

Smithfield, Ri

Agile (Scrum) Lead Analyst for several large projects on the custom-built (WorldClass) CRM system. Updated Interactions, Literature (including integration with a Content Management System, Outlook, and other systems which enabled e-mail, mail, or fax to an Investment Professional), Leads, Profile data, and the user-driven query tool. Waterfall projects included new profile data for a new business channel and a re-write of the existing Maintain Client function.Detailed design contributions for both Agile and Waterfall that include Acceptance Test Driven design; data analysis and data model changes; reuse, modification, and design of SOA services including XML interfaces; and Analysis level support for production and test environment issues as they arise.Supported changes to the Content Management and Contract Imaging system and related (.NET) business services and data model updates to support an Advisor iPad tool as well as the extranet based Advisor website – both of which were exclusively managed via a scrum methodology. Served as the SME on the content system from the analyst community and documented the system and trained other analysts on the content system and related services.Supported changes to the operational data system that provided security features to the Advisor website including assignment and maintenance of User ID’s, User Cloning, System Gate access, and other features. Served as primary SME, documented the system, and supported several releases per year with a new development team each year. Worked closely with Data Security in the implementation of new function and job role/function assignments.

Greater Boston Area

Served as the Build Manager, which included all coordination with application support groups and overall ownership of the Rational ClearCase and ClearQuest tools for the securities lending Java / Websphere application. Assured deployment and checkout was done correctly to multiple servers (Primary, HA, DR, and WebServers). Managed code overlap with other releases and implemented upgrades to system software.Performed all tool (Rational ClearQuest) modifications and maintenance; defined triage and change management procedures.

Greater Boston Area

Defined and implemented SDLC procedures to help turn the organization from a scrambling organization to one that became a leader in delivering quality business value. Created procedures including Change Management, Release Management (established Release Schedule, Environment alignment), Deliverable Templates, Audit procedures, and Weekly Release procedures.Defined and managed the project plans, monitored development quality and progress, and led the implementation phase for as many as 8 releases in any given 12-month period. * Managed issues, status, environments, metrics and reporting to the overall application manager. * Ensured teams (onshore and offshore) managed to the project plan, adhered to quality standards, and demonstrated full testing coverage for all development activities.

Boston, Ma

Owned several iterations of the Design Specifications of the Securities Lending re-write project, which followed a Rational Unified Process (Iterative and incremental) approach to replacing an aging securities lending application. Identified system and business services, interface specifications, and business rules using UML diagrams (Interaction, Context, Activity Diagrams) done with the aid of Rational Rose.Defined a Unified Change Management (UCM) approach to Change Management to be implemented using Rational ClearQuest (utilized Integration with ClearCase). Defined artifact workflows, state and role models and managed rollout of the new process and tool.Managed the offshore (China) SQA (Integration level) Testing team. Created the first automated testing suite for the Securities Lending area.

Greater Boston Area

Senior Consultant for Financial Services at CSC Consulting - Waltham, MA. Provided analysis, design, and project management effort and exepertise for both package and large custom (to $40 million) applications for clients including:• State Street• Wellington Management• John Hancock FundsNotable work included:o Extensive use and advocation of the Incremental approach, including use of the Rational toolset and Use Cases.o Adoption of Business Modeling techniqueso Exposure and ownership of architectural design and migration strategyo Enterprise level testing for Y2K

Greater Boston Area

Senior Consultant and Director of College Recruiting for Waltham, MA office of C.W. Costello & Associates- an IT Consulting firm. Specialized in Analysis and Development (Mainframe COBOL) work on large custom built systems for Financial Service and Healthcare clients.

B.S In Management Information Systems

Education record