Level Up CRM helps businesses and non-profit organizations implement and optimize the Salesforce platform. We combine deep platform knowledge with a focus on user experience, process improvement, and change management to create bottom-line value for your business.Responsible for business development, sales, solution design, implementation, billing, and customer success for Salesforce.com system integration partnership. Partner development with Salesforce.com and 3rd party solution tools for document generation, data integration and geographic analysis / optimization. Training and coaching of internal team and external interns to support organizational growth and development. Responsible for overseeing all aspects of technical design and solution architecture for client projects.• Led implementation and development for Sales and Service Cloud enhancements and full platform implementations for non-profit and small business clients• Led business process analysis and design for non-profit and small business clients• Delivered 6+ projects in the first 6 months of business with perfect 5 rating on Salesforce feedback surveys

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Provided leadership to sales and service operations team of 3 directors, 3 managers and 10 business analysts, providing support to 3,500+ Salesforce users across Sales, Services, Customer Experience, Customer Success, Marketing, Product Management, Finance, Supply Chain and Operational Excellence. Managed operational budget of $3m for Sales Operations including CRM, Business intelligence and Data Integration. Agile Product owner of the Salesforce platform of a $1.5B in revenue business; responsible for understanding business needs, analyzing business requirements, architecting solution alternatives, soliciting feedback from user focus groups (FAS). Held overall responsibility for backlog prioritization with cross-functional stakeholders, sprint scope and timelines, and release of new features to the business• Led Sales Process Optimization project for domestic and international sales teams of 500+ end users, in partnership with Sales Enablement, to rollout end to end sales process re-optimization including pipeline stage path activities, Salesforce mobile and outlook productivity and activity tracking with management KPI coaching and cadence; resulting in 8% sales team efficiency improvement in the first year.• Implemented Salesforce.com Citizen Development governance and implementation model in partnership with IT to improve business/IT collaboration and requirement release cadence and responsiveness. Resulting in a backlog reduction of 15% and the successful rollout and implementation of Field Service Lightning professional services scheduling platform supporting delivery of 56k events/year by 800 FT/PT Consultants.

Responsible for leading and developing Sales Operations management and analyst team, growing team from 7 to 15 to support increased responsibilities through mergers and acquisitions and internal restructuring. Responsible for agile development product ownership and $3m operational budget ownership for Salesforce.com platform supporting 3,500+ Salesforce users across Sales, Services, Customer Experience, Customer Success, Marketing, Product Management, Finance, Supply Chain and Operational Excellence.• Data Strategy - Responsible for enterprise master data and transactional data strategy to enable customer 360 visibility, including accounts, contacts, sales, service cases, professional development, and marketing activity. Responsible for ERP data integration integrity including accounts, products, pricing, orders, sales crediting, and professional development events. Responsible for integration of 3rd party account master data management.• Salesforce.com Business Product Owner - Led the agile development enhancement prioritization, implementation roadmap and budget ownership for 3,500+ license Salesforce enterprise organization. In partnership with Sales Enablement teams, responsible for feature rollout and ongoing coaching, training and support for Sales, Service and Marketing cloud users. Managed Salesforce add-ons, budget, and deployment, ranging from sales productivity enhancements to project management and surveys.• Pipeline / Forecast / Analytics - Led the rollout of custom analytics forecasting processes leveraging Salesforce Einstein Analytics (Wave Analytics) for 100+ users, optimization of pipeline stage and forecast category management, and field and inside sales team activity and KPI optimization driving over 10% increase in sales productivity.• Business Unit Integration - Led the sales operations teams responsible for business unit sales team consolidation, including sales process, pipeline, quote and sales reporting.

Developed analyst team from 3 to 7 over two years, providing CRM enablement and enhancements for 500 user field/inside sales team including pipeline management, territory alignment, quote processing and approvals and master data management. Supported Salesforce.com instance of 2,000 users in Sales, Customer Service, Marketing, Finance and Product Development. Developed tier 1 and 2 user support processes, Field Advisory Board feedback and facilitation and Salesforce product ownership through business partnership with IT. • Lead rollout and enablement of Salesforce.com pipeline management and custom CPQ for 500 field and inside sales account executives, resulting in consistent sales team management practices and consolidated sales pipeline management during company divisional consolidation• Led the design and development in partnership with IT of custom CPQ solution on the Salesforce platform to support complex product configurations, multiple levels of approvals based on active products, and reusable product templates to streamline the quote process for selling teams.

Supported $600M in revenue during merger & integration process through budgeting templates, quota calculation processes, monthly marketing assessment package and monthly/quarterly re-forecasting processes for 14 management regions. Managed a team of 3 analysts providing sales finance and CRM support for 300+ field sales team including pipeline management, territory alignment, quote processing and approvals and master data management.• Lead CRM integration during divisional merger of custom Filemaker CRM to custom Powerbuilder CRM, resulting in single sales pipeline view by the second month after merger close• Implemented territory management process and automation within CRM system to replace ERP sales crediting, resulting in immediate commission credit re-assignment during account maintenance, and 80% reduction in manual commission adjustments• Lead sales pipeline-based inventory planning monthly forecasting through CRM and spreadsheet automation, resulting in 10% forecast accuracy increase and no reduction in forecast accuracy during divisional merger and integration

Responsible for supporting $315M in revenue through budgeting templates, monthly marketing assessment package and monthly/quarterly re-forecasting process. Maintained sales territory alignment for 200+ sales representatives through annual sales organization realignments.• Reduced monthly forecasting template creation process from two days to two hours through spreadsheet macros pre-populating CRM pipeline data for 12 regions and 100+ product categories• Developed automated spreadsheet sales order “free-with-order” calculators for adoption state contacts annually

Responsible for processing data imports of batch mortgage trade files using PERL, SQL and advanced spreadsheet macros.• Developed PERL scripts to automate the loading, validation, data transformation and error resolution for 1M+ row batch files

Responsible for development and design of custom CRM system supporting 300 sales representatives across 3 divisions.• Architected and maintained MS Access front end application and Oracle back end server database synchronization to support the company’s sales process• Implemented automated application update process that ensured all clients had latest version of application and data through remote connections

Responsible for providing customer service to Texas education customers, support for creation of sales quotes and data analysis for sales representatives, and administration of national consultant scheduling process.• Implemented a MS Access based automation of the gratis ordering process, reducing cycle time from three days to four hours