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Chris Roberts is a Sr. Business Consultant | Contract Salesforce Administrator at Multiple Companies.
Multiple Companies
View- Website:
- serraconsult.com
- Employees:
- 2901
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Sr. Business Consultant | Contract Salesforce AdministratorMultiple CompaniesSan Francisco, Ca, Us -
Sr. Salesforce Administrator | Vice Chairman Of Technology100 Black Men Of The Bay Area, Inc. Mar 2023 - PresentOakland, California, UsAs a detailed oriented Salesforce admin, analyst, project manager, and user support resource, I have been instrumental in transforming the Salesforce NPSP implementation to drive efficiency and impact. Partnering with leadership, I developed a vision diagram and Quadrant graph, while architecting the framework and security model for our 178-member organization.I created and managed the project plan for the Salesforce org implementation, utilizing Smartsheets. My role involved assigning tasks, scrubbing/dedupping and importing data from multiple sources, and working with stakeholders to customize workflows and processes.Post implementation I routinely:• Lead user story collaborative workshops with key stakeholders to document requirements & desired outcomes based on multiple personas.• Document multiple 'as-is' processes using Universal Process Notation (UPN) and create project timeline/Gantt chart.• Collaboratively designed User Acceptance Testing (UAT) pass/fail criteria and test plans.• Perform technical research and solution designs to address user story objectives and UAT.• Create test cases and generate/import test data• Design and install custom solutions and integrations into the Salesforce sandbox environment.• Import/generate test data, execute and document test plan(s).• Draft and document communication & change plan with custom user documentation and quick reference guides before planned implementation.• Conduct post implementation verification (PIV) support, meetings and surveys.• Plan, schedule and execute PIV mitigation sprints(Agile process).• Provide goal-oriented stats for users and executives through customized reports & dashboards.• Provide ongoing briefs, support and analysis to executive leadership and committee chairs.• Provide daily user support & continual improvement/continual development (CI/CD) duties.I also integrate tech stack components & create and monitor outreach campaigns, create custom reports and dashboards. -
Sr. Salesforce Administrator | Member Of The Board Of DirectorsThe Warren And Denyse Mackey Foundation Jan 2021 - PresentSlingerlands, New York, UsAs an accomplished Salesforce admin, consultant, analyst, project manager and developer, I successfully led the implementation of NPSP/NPC. I researched and implemented integrated solutions for donations, volunteer management, email campaigns, web-to-lead, advanced analytics and reporting. My responsibilities included scrubbing/dedupping and importing large data sets using advanced Excel features, implementing industry best practices, creating multiple sandboxes for evaluating AppExchange solutions, daily user support and troubleshooting. I've developed custom lightning apps & documentation, conducted Salesforce user training, performed enhanced security reviews, implemented a web-to-SF process for donation requests including flow optimized approval process, managed Salesforce releases and agile sprints. I've also leveraged Apex, SQL, and Visualforce solutions.Held regular meetings with stakeholders to document and refine business processes before development, testing, and rollout, I developed lightning apps and created reports and dashboards to facilitate data-driven decisions. My marketing content & drip email campaigns improved fundraising by 28%.Collaborating with stakeholders and community health partners, I enhanced and automated business processes, documented existing processes using UPN, and developed a detailed process map. I also devised a security strategy to address HIPAA requirements for work with our community health partners and hospitals.In addition to my Salesforce responsibilities, I serve as a Director on the Board, spearheading scholarship programs and youth development initiatives. I led the heart and cancer initiative, organizing diversion activities for children affected by heart issues or cancer, and implemented a preventative life-saving cancer screening services program in the NY State Capital and surrounding areas. My passion at this stage in life is giving back and using my talents to make a societal difference. -
Sr. Business Consultant | Contract Salesforce AdministratorMultiple Companies Apr 2014 - PresentUsAs a contract Senior Business Consultant and Salesforce Administrator, I excelled at:• Conducting comprehensive process assessments and strategic planning sessions with executive leadership to identify key business challenges and opportunities for improvement.• Collaborating with cross-functional teams to translate business requirements into integrated Salesforce solutions, aligning technology with organizational goals.• Managing all aspects of Salesforce user administration, ETL, solution design & implementation, advanced security models, and license management, while adhering to least privilege access principles.• Communicating effectively with stakeholders at all levels, bridging the gap between technical and non-technical audiences.• Continuously learning and applying new technologies to optimize Sales Cloud, Service Cloud, Marketing Cloud, CPQ, and Experience Cloud implementations.• Balancing multiple complex requests in fast-paced environments, both independently and as part of a team.• Retiring significant Salesforce technical debt and driving successful outcomes across 12+ diverse consulting assignments supporting hundreds of daily users.My strong analytical skills, attention to detail, and passion for Salesforce best practices enabled me to deliver innovative solutions that drive business value and user adoption. -
Sr. Principal Business Consultant | Salesforce AdministratorClick4Guards Holdings Ltd Apr 2017 - Dec 2021As a Senior Principal Business Consultant with a proven track record in driving business growth through strategic operations, M&A, and innovative technology solutions; I used my Salesforce knowledge and experience to leverage the platform for domestic and international operations My key achievements include:• Led international operations and M&A initiatives, resulting in 1.5X revenue growth through consolidation and diversification.• Led Salesforce optimization and administration, including Sales, Service and Marketing solutions including custom Lightning App development using workflow rules and process builder for incident reporting, maintenance, and catering functions.• Researched and implemented integrated Salesforce solutions, aligning technology with organizational goals across multiple industries.• Developed an agile MVP for a two-way marketplace platform, leveraging low-code solutions to enhance functionality.• Conducted comprehensive market research and TOFU marketing services, revitalizing sales processes and achieving a 200% increase in sales within two months.• Expertise in translating complex business requirements into executable technical solutions, with strong stakeholder management and presentation skills.My deep business acumen combined with technical aptitude refined and enhanced my real-world OJT Salesforce skills to deliver transformative solutions that drove operational efficiency and revenue growth. -
Sba 8(A) Approved Joint Venture PartnerAstegic-Kelco Jv Mar 2018 - Dec 2020As a leader in Federal Business Development, I have successfully driven client engagement and implemented Lean Six Sigma methodologies within an ISO9001:2800 certified framework for professional services contracting. My expertise in studying and analyzing Salesforce reports/dashboards, and OKR/KPI metrics for the JV activities has been instrumental in executing BOFU marketing strategies that deliver results.I have supported PMO best practices for PIMD task orders at NASA Goddard Space Flight Center (GSFC), overseeing staffing resources, project plan updates, and process evaluations. My role included delivering quarterly presentations to GSFC leadership, ensuring alignment with strategic goals.In project management, I transitioned an existing EA project from a waterfall method to an agile approach, achieving stakeholder buy-in and enhancing project outcomes. Leading the deployment of top-tier IT innovation support resources, I consistently met contractual SLA's and authored the NASA GSFC IT MASTER PLAN in 2016.My technical accomplishments include project managing the Citrix Xen desktop/Xen mobile virtual desktop deployment and evaluating and implementing the BMC Cloud Lifecycle Management solution in 2014. Additionally, I authored the GSFC Disaster Recovery VMWare Site Recovery Manager Whitepaper and executed an IT innovation task order to design and implement a containerized cloud computing environment, proof of concept, Certification and Accreditation, Continuity of Operations plan (COOP), and Enterprise Architecture support in 2014.In 2013, I developed the GSFC Data Synchronization RFI, showcasing my ability to create robust data solutions. My comprehensive experience in business development, project management, and IT innovation has equipped me with the skills to drive successful outcomes and deliver exceptional value to stakeholders.
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Exited Founder And CeoKelco Computing Solutions Apr 1991 - Mar 2019As a seasoned entrepreneur and technology expert, I founded and led a certified SDVOSB, DVBE, MBE, SLEB, LBE, and 8(a) IT Solutions and Consulting Services company from 1991 to 2019. I achieved significant milestones through innovative solutions, strategic business development, and strong stakeholder relationships.I have secured $20M in contracts with NASA GSFC, leading IT innovation and expanding roles through quality outcomes. My responsibilities included refining Federal business strategies, negotiating contracts, and conducting technology research.I delivered presentations to senior leadership and authored various business reports and project plans. As a Hybrid Cloud Technologist, I used cloud technologies to address challenges within GSFC.I also secured $15M in renewed contracts for the USDA, establishing a Colorado branch office and designing a CRM system, achieving 99.98% data center uptime and over 15% cost savings.In the public sector, I negotiated and performed IT services contracts with agencies and prime contractors, generating over $8M in revenue. I managed an advanced IT team supporting over 30 clients across various industries, fostering team efficiency and securing ongoing IT support engagements.I have evolved from a highly skilled hands on trusted technology consultant to a skilled entrepreneur to an effective company executive to an international businessman and now I am at the stage in my life where I want to be a part of meaningful societal change and improvement.
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Management Information Systems ManagerSyntex Pharmaceuticals / Roche Bioscience Apr 1991 - Jan 1992In a contract position I spearheaded strategic planning initiatives to optimize help desk resource utilization and managed a team of technicians to ensure efficient resource allocation. As a subject matter expert, I integrated scientific instruments into organizational systems, enhancing operational efficiency. My expertise in TCP/IP, routing, VPN, and remote access technologies strengthened network security and connectivity, driving seamless IT operations and support.
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Sr. It Support & California Region Support CoordinatorNolte Associates Oct 1989 - Apr 1991As a Senior IT Support Coordinator from 1989 to 1991, I excelled in developing and overseeing LAN networks for 80 local users and 5 satellite offices, ensuring seamless connectivity and operations. I managed PC-based servers operating OS/2 and Windows systems, and maintained DEC VAX minicomputers while implementing Telco and high-speed data solutions. My expertise extended to configuring and integrating AutoCAD and DCA systems, and I conducted impactful training sessions on IT systems and technologies, empowering teams to leverage cutting-edge tools effectively. -
Non Commissioned Officer Training GraduateCommunity College Of The Air Force Feb 1986 - Feb 1989Montgomery, Alabama, UsAs a graduate of Non-Commissioned Officer Training at the Community College of the Air Force (Feb 1986 - Feb 1989), I acquired extensive skills in leadership, resource and project management, finance, budgeting, modeling, tracking, and reporting. I received advanced training in communications on sensitive matters and the art of influence and success.My expertise includes budget management, forecasting, proficiency in Microsoft Office, and strong typing skills. I leverage this background to drive operational excellence and achieve organizational goals effectively. -
Communications/Computer Operations Specialist - Service Disable Usaf VeteranUnited States Air Force Feb 1986 - Feb 1989Randolph Afb, Tx, UsDuring my tenure as an Air Force Information Systems Specialist, I demonstrated proficiency in managing punch tape/card, OCRs, mag tape data, desktop computers, and Sperry Unisys Mainframes. With expert knowledge in information systems management, I held a TOP SECRET/SIOP-ESI/SBI clearance for handling sensitive information.I implemented and maintained secure network systems, ensuring seamless communication between military personnel and command units. Through analysis and resolution of technical issues, I improved operational efficiency and reduced downtime. I conducted regular system upgrades and software installations to align with evolving technology, enhancing mission readiness.Additionally, I played a crucial role in training and supporting Air Force personnel on the proper use of information systems, empowering them to execute critical missions effectively. -
Computer Science StudentMercer County Community College Nov 1984 - Jan 1986West Windsor, Nj, UsI am a former Computer Science student at Mercer County Community College (Nov 1984 - Jan 1986), where I completed coursework in the Computer Science curriculum. During this time, I developed foundational skills in Computer Science and gained proficiency in C++.My educational journey also included participation in college basketball, which enhanced my teamwork and leadership abilities. I became eager to apply my technical knowledge and skills in future opportunities. -
High SchoolBig Spring High School Nov 1982 - Jun 1984I am a graduate of Big Spring High School, where I engaged in diverse activities that shaped my skills and interests. I explored Basic and Fortran programming, contributed as a Journalism reporter, and collaborated on the yearbook as a student. Additionally, I excelled in varsity basketball and track, honing my teamwork and leadership abilities.My skills include proficiency in Fortran programming and French language proficiency. I continually look to leverage these experiences and the skills that I've developed. -
Jr. High School - 7Th - 9ThJunior High School Number One Aug 1980 - Jul 1982During my time at Junior High School Number One, I engaged in a variety of activities that fostered both personal growth and skill development. I participated actively in swimming, soccer, and track, where I honed my teamwork and discipline. Additionally, I pursued my passion for music by learning the violin.These experiences taught me valuable lessons in dedication, collaboration, and time management—skills that continue to influence my professional approach today.
Frequently Asked Questions about Chris Roberts
What company does Chris Roberts work for?
Chris Roberts works for Multiple Companies
What is Chris Roberts's role at the current company?
Chris Roberts's current role is Sr. Business Consultant | Contract Salesforce Administrator.
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Chris Roberts's colleagues are Kathryn Apte, Vimala Roselin, Mrudul Patel, Abdulla Awadhi, Sanjay Deodhar, Bronwen Gallantree, K'renee B..
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