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.
• 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.
• 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.
• 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.
• 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

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