Brian Maclean Email & Phone Number

Washington, DC, US

Washington, DC, US

Washington, DC, US

Silver Spring, Maryland, US

• Managed Lightning adoption project for Salesforce implementation, migrating 100% of existing functionality to Lightning platform for all existing users, including 3rd party integrations of FormAssembly form tool and.
• Standardized QA process for Salesforce development lifecycle within JIRA
• Updated Marketing Cloud integration with Salesforce, moving management of subscriber lists to Salesforce Campaigns to consolidate company view of customer data and enforce subscription preference management for.
• Enforced Marketing Cloud Content Builder adoption to streamline and standardize mass emails
• Manage Salesforce Database integrity though enforcement of User Permissions, Validation Rules, and Approval Processes
• Utilize Salesforce Developer Console, Workbench, and Data Loader to query and manage databases

Columbia, MD, US

• Realigned User Access administration to the current needs of the business by eliminating unnecessary Salesforce Profiles, reducing the redundant records by over 50%
• Implemented quarterly User Access Audits to ensure proper system access
• Provided detailed reports to executive users to determine object, field, license, and installed package access for end users
• Developed solutions to business needs using native Salesforce declarative tools such as Workflows, Processes, Email Alerts, Custom Fields, Custom Objects, Dashboards and Reports
• Administered user access to CRM environments; including proper profile, role, and permission set utilization
• Coordinated with our ERP software solution of Rootstock to ensure proper inventory management

Columbia, MD, US

• Perform QA analysis for upcoming software development patches in Salesforce as a part of Agile software testing
• Utilize JIRA and Confluence to translate requirements for development patches into workable testing scripts in various software Sprints
• Collaborate with QA department to retest bug fixes and software enhancements in sandbox environments
• Support end users for existing software in Salesforce via Freshservice email ticketing and Switch call monitoring
• Coordinate between updating needs of stakeholders and development team
• Diagnose CRM rooted data issues for resolution by administrators or stakeholders

Columbia, MD, US

• Perform on-site evaluations of locations for solar system design, including solar tracing via Suneye, rooftop measurements, and customer interaction
• Perform aerial solar system design, including shade analysis using Aurora and Pictometry
• Utilize Sketchup3D modeling software to design potential solar site designs and compile information for team members via Salesforce
• Provide software platform support for team members via troubleshooting errors, discovering bugs, and training users on proper operating procedures

SAN Francisco, CA, US

• Connect sales team with current and prospective customers to increase sales volume
• Cooperate with sales team in meeting personal goals and quotas to hold co-workers accountable
• Facilitate sales processes, including contract booking and payment collection, to ensure quality customer interaction and timely delivery of services
• Implement mass communication tools for increased customer acquisition
• Trained in sales processes including ride-alongs with current residential consultants and company sales training seminars
• Trained in solar system design, including sizing, equipment, and installation practices

San Luis Obispo, CA, US

• Connect sales team with current and prospective customers to increase sales volume
• Cooperate with sales team in meeting personal goals and quotas to hold co-workers accountable
• Facilitate sales processes, including contract booking and payment collection, to ensure quality customer interaction and timely delivery of services
• Implement mass communication tools for increased customer acquisition
• Trained in sales processes including ride-alongs with current residential consultants and company sales training seminars
• Trained in solar system design, including sizing, equipment, and installation practices

San Luis Obispo, CA, US

• Assist with site evaluations for solar system placement in person and through areal imagery, including Google Earth and Bing
• Qualify residential and commercial customers for various solar programs based on their roof conditions, shading, ownership status, and utility consumption
• Generate leads and appointments through personal interaction at homes, businesses, and telephone calls
• Leader in leads, appointments, and sales generated locally and nationally within company
• Coordinate and set up trade show events for customer acquisition
• Trained in AutoCAD solar system design

San Diego, CA, US

• Assisted in AutoCAD drafting for professional HVAC projects for commercial businesses
• Compiled heat load analysis for HVAC systems manually and by EnergyPRO
• Surveyed job sites for on location discovery analysis of HVAC systems