Brian S. Email & Phone Number

Johnston, IA, US

Winterset, IA, US

• All aspects of Salesforce Platform Management, including:
• project management (diplomacy & communication, team management, consultant engagement);
• product management (architecture, roadmap);
• business analytics (business analysis, request intake & triage, unearthing shadow systems, workflow, testing, ongoing training);
• technical expertise (tool & integration requirements, tool setup & iteration, internal tool expertise, tool trainings for staff, tool maintenance);
• system administration (configuration & customization, reports & dashboards, licenses & users, permissions & security, user support);

Johnston, Iowa, US

freelance Salesforce Administration & other services

Philadelphia, PA, US

Salesforce Partner - SI & ISV - focused on financial services

West Des Moines, Iowa, US

• Working as part of a small team creating and delivering user experiences within the Salesforce platform for both a call center team (Sales Cloud) and preneed agents around the country (Experience Cloud)..
• Successful integrations include: Apty, DataGroomr, Five9 (CTI), Heroku, and Power BI
• Experience with Jira, Confluence, Miro, ClickUp, Slack, Teams, Zoom, Excel, and Notepad++

West Des Moines, Iowa, US

retail brokerage sales & service (mutual funds & annuities)

King Of Prussia, Pennsylvania, US

Part of a five-person team focused on redesign, reconfiguration, redevelopment of an existing Salesforce org for a successful non-profit client. My role had dual functions, both business analysis and declarative configuration. Translated the needs of key business and IT stakeholders within the client firm into user stories in Jira, then worked with a.

New York, NY, US

• Led conversion of a large Salesforce Service Cloud org to Lightning Experience (LEX).
• Led implementation of Lightning Scheduler + Lightning Community for inbound appointments.

Greenwich, CT, US

• Led conversion of multiple Salesforce Sales Cloud orgs to Lightning Experience (LEX).
• Lead Salesforce System Administrator at Berkley Technology Services, supporting 700+ users in multiple Sales Cloud orgs, Financial Services Cloud, Pardot, and Marketing Cloud orgs.

Hamburg, NY, US

• Sycamore offers a fully-integrated broker dealer and RIA back-office system on Salesforce Platform, enabling advisor management and compensation, compliance review, and data analytics in one place – 100% on the cloud..
• Demonstrated product features to prospective clients so that they could make effective choices.
• Gathered requirements from stakeholders. Worked with sales team to match needs to solutions.
• Led implementation of new projects, including everything from the mapping process, to training system admins and end users, to developing the reporting and analytics for management, while meeting multiple deadlines.

West Des Moines, Iowa, US

• Collaborated with key stakeholders to plan and implement technical solutions, including within Salesforce.
• Gathered and translated business requirements into technical enhancements.
• Experience with Salesforce Lightning, Sales Cloud, Service Cloud, Case management, and Data Loader.
• Managed security, users, roles, profiles, groups, queues, sharing rules, and other setup options.
• Configured approval processes and workflows based on department requirements.
• Daily user issues and change requests: create/edit/update page layouts, profiles, permission sets, reports, etc.

West Des Moines, Iowa, US

• Led the implementation and administration of several new or improved technologies including email archival, social media archival, and electronic advertising review, as well as the systemization of the internal audit.
• Assisted in the internal audit function for the Compliance department including annual compliance reviews and other internal audits as necessary to ensure supervisory procedures are adequate.
• Maintained and reviewed policies, procedures, and practices to help ensure compliance with laws and regulations; and recommend changes in response to business/regulatory shifts or to improve efficiency.
• Prepared written responses to regulator audits and inquiries in order to ensure compliance with the SEC, FINRA, various SROs, and other Federal, state, and local regulations and laws.
• Reviewed option trades, monitored client accounts, and reported large/unusual option positions to management.

West Des Moines, Iowa, US

• Retail brokerage support: client service, document flow, trade entry (stocks, bonds, options, mutual funds)
• Sales support: public communications, client correspondence, report creation
• Retirement plan support: plan implementation, participant service

discount brokerage sales & service (stocks & muni bonds)