Casey Maharg Email & Phone Number

• Team scrum master and operations manager focused on project management, companywide communication, ticket grooming, writing release notes and sprint release presentations• Partner with operations leadership team to create roadmaps, budgets and business relationship management• Creates complex Salesforce Flows to automate repetitive tasks, reduce the amount of clicks, improve data quality and optimize employee time• Implemented Salesforce CPQ, focused on opportunity management, quoting, approvals management, valuations and contract document management (Conga Composer)• Built product swapping automation that switched customer’s commercial model upon renewal, developing efficiencies and saving three FTE per year• Manages and develops team, including a Technical Lead, Salesforce Administrator and Salesforce Data Analyst

• Successfully planned, project managed and migrated enterprise level Salesforce org merge with 350+ users and 1MM+ records, completing ahead of projected deadlines• Coordinated the integration and built out architecture to accommodate child org's business processes, leading to a seamless transition and improved processes• Maintained and expanded Salesforce Community/Experience site for base of 12,000+ monthly users• Created a dynamic discount control and approval system that uses multiple volume groups and discount curves that integrates Salesforce and Zuora quotes• Built automation to populate legal terms into contracts based on quoted products• Received “Achieve the Impossible” company value award in 2019 (one of three awards given)

Portland

• Designed and implemented a Partner Community in Salesforce to enable partners to manage their own leads and opportunities• Managed Salesforce administration of a system of 550 users including user management, bug fixes, data quality, reporting, training, writing documentation and technical support• Converted Salesforce System to Lightning UI, including updating existing processes to take advantage of improved functionality

Portland, Oregon Area

• Salesforce administration of a system of 500 users including user management, bug fixes, data quality, reporting, training, writing documentation, data loads, technical support and ticket management• Salesforce development on an agile team with bi-weekly releases responsible for system configuration, flows, AppExchange management, custom app creation, regression testing, expansion of case management across multiple business units and sandbox maintenance, • Support integration of a Oracle Field Services Cloud scheduling system with Salesforce and our existing databases• Maintain oracle database systems for five multi-million dollar programs with duties including data fixes, configuration of front end user interface and back-end structure, troubleshooting, imports and providing support for database development tasks for the Application Development team• Develop scheduled and ad hoc reports using SQL code, SSRS, Crystal Reports, Oracle and Excel

Portland, Oregon Area

•Developed and implemented new pilot and program designs whose project plans included performing energy savings analysis, training, quality control, marketing support, identification of best practices and project evaluation •Created and managed successive domestic hot water programs for Energy Trust of Oregon, including upstream incentives, a point-of-sale incentive system, market introduction for heat pump water heaters and a SPIFF for trade associations•Generated reports whose process included writing SQL queries to gather data, performance analysis, and presentation of results to clients•Researched existing and emerging energy efficiency technologies, techniques and applications•Performed quantitative and qualitative analysis of existing programs including SWOT and competitive analysis•Wrote memorandums of understanding, requests for qualifications and responses to requests for proposals•Programs designed have saved Oregon homeowners $6,375,000 on their energy bills•Presented work on market creation at the Consortium for Energy Efficiency’s industry stakeholder conference that included utilities, manufacturers, retailers and efficiency programs•Attended trade association meetings, and conservation advisory councils on behalf of CSG

Portland

•Provided direct supervision and training for eight employees•Assisted in development of policies, procedures and deadline framework for the processing of Cascade Natural Gas’s Conservation Incentive Program applications•Wrote a training manual for the contact center to be followed by new staff and future program management companies•Collaborated with other departments to streamline Home Energy Review outreach and increase customer participation which resulted in a 15% increase in Home Energy Reviews performed•Wrote monthly reports containing analysis of call volume, application processing numbers and contact center highlights

Portland, Oregon Area

•Provided telephone customer services to homeowners and contractors about the program details and technical aspects of Energy Trust’s residential program•Performed data entry on and processed over 4400 incentive applications resulting in homeowners being paid $1,752,000 in incentives•Served every customer with a smile

•Saved home equity accounts through customer service, rate modifications and sale of new equity products•Exceed sales goals by over 30% on a consistent basis•Built lasting customer relationships with high value account holders possessing balances over $500,000

Bachelor, Philosophy

Education record