-Partner with the business transformation team to design all facets of applications built on the Salesforce platform (and associated applications), from concept to implementation, focusing on "opportunity to activation" for global B2B2C use case-Design scalable and sustainable solutions alongside technical leaders, providing detailed design documentation, proofs-of-concept, and prototypes-Map out and align solutions to a technology roadmap that falls within strategic objectives for the product org-Recognize and weave common objectives among different initiatives into one vision-Map out and maintain application architecture, data architecture, and journey maps of application experience-Work closely with managers, admins, and developers to realize solutions-Challenge senior stakeholders to elevate both business processes and technology-Collaborate with systems and compliance teams to modernize DevOps process and toolchain-Execute build vs. buy and "bake-off" exercises to advise leadership on best path forward to enable new capabilities-Evaluate GitHub Copilot for use in prototyping programmatic solutions for plain-English prompts using AI-Provide oversight and guidance on Salesforce/CPQ and integration design/build with new CLM application -Coach and mentor admins and devs on architectural thinking, subject matter expertise, and "managing up"

Salesforce and CPQ problem solving, career coaching and resume reviews

Lead enablement activities with Copado's top/most strategic global and regional systems integration partners, including:-Deploy strategies to incentivize individual expertise growth of the Copado platform, through learning activities including product certification-Conduct "office hours" calls to facilitate low-friction Q&A access-Raise organizational awareness of partner engagement with our customers, and coordinate response to escalated support concerns and technical investigations-Publicize the latest company and product news relevant to partner organizations, including release webinars, training sessions, and known-issue resolution-Analyze and identify trends in requests and challenges to drive product roadmap prioritization and content enrichment

-Manage a team of program architects in the eastern USA and UK.-Serve as a Trusted Advisor, drive conversations with customer architects and business stakeholders, armed with best practices for enterprise architecture principles like continuous integration, performance, quality, development process, and SDLC governance.-Advise and mentor customer teams, which include customer and partner resources in technical and functional Salesforce software delivery aspects, using influence and adaptive communication strategies.-Contribute to a program vision while enabling technologies including Copado and Salesforce functionality, through solid DevOps best practices.-Provide guidance on application and integration development best practices, functional and technical solution architecture & design, environment management, testing, and Copado platform training and competency.-Drive the creation of technical design documents which leverage Copado best practices and effectively integrate Copado into the customer's DevOps ecosystem.-Troubleshoot key customer implementation issues and demonstrate the ability to drive to successful resolution. Build relationships with business partners, internal/external.-Review and correct program direction, approach and key artifacts to keep programs on track and solutions extendable and maintainable.-Manage customer expectations; negotiate solutions to complex problems with both the customer and 3rd-party partners.-Contribute to the Copado Global Services practice by identifying and leading internal strategic growth initiatives, leveraging junior teammates to achieve individual and team growth; serving as an active contributor to the practice, knowledge and resource base; mentor, educate, and enrich technical and non-technical Copado customer colleagues.-Contributed to development of Copado Robotics Testing learning content and certification.-Member of steering committee for Salesforce CPQ reimplementation

-Serve as a trusted advisor; drive conversations with client enterprise architects and business stakeholders pertaining to best practices for enterprise architecture functions such as security, performance, development process, and application governance-Advise and mentor diverse teams, including customer and partner resources in technical and functional delivery aspects at a program level, using influence and adaptive communication strategies-Contribute to a program vision while advising and articulating program/project strategies on enabling technologies including the Salesforce platform-Provide guidance on application and integration development best practices, enterprise architecture standards, functional and technical solution architecture & design, environment management, testing, and Salesforce Platform education-Drive the creation of application and technical design documents which leverage Salesforce best practices and effectively integrate Salesforce into the client’s infrastructure-Troubleshoot key customer implementation issues and demonstrate ability to drive to successful resolution, and lead the evaluation of business and technical requirements from a senior level-Review and correct project/program direction, approach, and key artifacts to keep programs on track and solutions extendable and maintainable going forward-Identify and proactively manage risk areas with commitment to seeing issues through to complete resolution-Manage client expectations; negotiate solutions to complex problems with both the client and third-party partners-Build relationships with business partners both internal and external, and contribute to broader goals and growth beyond the scope of a single client engagement-Fulfill duties as a CPQ Ambassador (starting Q4 2020) and Billing Ambassador (starting Q1 2021), including serving as a panelist on weekly "Ask An Expert" webinars-Advanced Billing Specialist superbadge beta tester-Trail Guide (mentor) for new hires

-Lead and manage the solution architecture, strategic project implementation, and governance for all software as a service solutions that support Stericycle’s commercial business units (Sales, Marketing, and CX), within a multi-phase global digital transformation encompassing 9 "megaprocesses" and over 1,000 employees and consultants-Manage a team of professionals who are responsible for project delivery, support, and upgrades for the Sales Cloud and CPQ platforms, including legacy contract data ETL, advanced approvals workflow, and Prodly Moover (configuration data deployment automation) to improve productivity, sales, and lead conversion-Collaborate with leaders at all levels of the organization and participate in business planning including the annual long range planning cycle and monthly operations reviews-Proactively bring solutions that solve existing business problems or enable future capabilities that drive growth and cost savings, collaborating with the enterprise architecture team to evaluate fit-for-purpose and build-vs-buy-Manage the key milestones and deliverables associated with strategic projects within an on-shore and off-shore delivery model-Collaborate with senior management to translate short and long term business needs into solutions that scale in a high-growth environment-Manage SaaS systems’ capabilities to support Sales, Marketing, and Customer Service organizations-Stay current on technological advances relevant to Sales, Marketing, and Customer Service to identify areas of use in those organizations

Essential functions of a Specialist Master at Deloitte Consulting:-Client Management: Manage day to day interactions with executive clients and sponsors-Delivery: Manage and deliver components of client engagements that identify, design, and implement technology and creative business solutions for large companies. Responsibilities include, among others, managing teams in the identification of business requirements, functional design, process design (including scenario design, flow mapping), prototyping, testing, training, defining support procedures.-Business Development: Develop and maintain contact with top decision makers at key clients; organize and lead pursuit teams; participate and lead aspects of the proposal development process; contribute to the development of proposal pricing strategies-People Development: Perform role of counselor and coach; provide input and guidance into the staffing process; actively participate in staff recruitment and retention activities; provide leadership and support for delivery teams and staff in local officesAdditional responsibilities:-Salesforce Pathfinder mentor - https://www2.deloitte.com/us/en/pages/about-deloitte/articles/press-releases/salesforce-deloitte-collaborate-on-pathfinder-training-program-to-empower-workforce.html-Experienced hire interviews, phone screens, and recruiting events-RFP and proposal requirements gathering, scope definition, project estimation, and sales strategy-CPQ practice strategy and content development, Salesforce CPQ learning and development/skills coaching-Provide industry knowledge to Salesforce product management and partner enablement teams

(ATG acquired by Cognizant September 2018)As a member of the Solution Engineering team I worked with potential and existing customers to collect material requirements, provide proof of concept, develop high level architectures, implementation cost estimates, and estimated project timelines. I additionally functioned as a Solution Architect and Subject Matter Expert on various Salesforce CPQ and Billing projects leveraging my Salesforce and industry expertise. As a solution Architect I was responsible for designing processes, system functionality, configurations to meet the various business requirements of enterprise level customers. This typically included both out of the box functionality, custom configured processes, custom development based processes, vendor built integrations, and custom built integrations. Given the downstream effects of CPQ and Billing System implementations for finance and reporting, I also often functioned as a Subject Matter Expert on design for finance and accounting requirements, including ERP and CLM systems.ATG Services I was involved in include the following- Salesforce CRM, CPQ, and Billing Implementation, Configuration & Administration- Strategy, Process Optimization & Technology Implementation- Cloud Billing Strategy, Optimization & Implementation- Quote to Cash (Q2C) Assessments- Accelerated RFP for Q2C Applications (CRM, CPQ, PRM, Billing)- Cloud vs. On-Premise Strategy Assessment- Market Research- Competitive Analysis

(Contract-to-hire November 2016)-Provide strategy, management, technology and risk consulting services to help major financial institutions around the world respond to their most complex business challenges.-Help clients solve business and technology challenges related to improving customer and employee experience.-Leverage the Salesforce technology and platform to help clients transform their sales, service and marketing capabilities using a combination of sales transformation, service transformation, marketing transformation, analytics, Force.com platform-based innovation and development, change management, and training.-Serve other internal groups globally as SteelBrick/Salesforce CPQ and tool-agnostic Quote-to-Cash SME for deal pursuits and assessments.-Selected to help develop Salesforce CPQ Specialist certification content with Trailhead (then SalesforceU)

(Staffed w/PwC beginning June 2016)(Cirrus One fka Cirrus CPQ acquired by Simplus in February 2018)(Simplus acquired by Infosys in February 2020)Role Objective-To generate demand through building personal relationships with vendor sales reps, customers, partners, and prospects-To generate demand by demonstrating technical and thought leadership in the CPQ/Quote to Cash marketplace through activities conducted at vendor events and implementation projects-To own the pre-sales definition of the proposed customer solution and the sales process-Lead the practice growth activities from the technical side, serving as an expert in Salesforce CPQ solution architecture to provide guidance to solution architects and technical consultants on vertical/category best practice, technical design and alternatives, and identify areas of expansion for the practice in the quote-to-cash spaceResponsibilities-Facililtate regular communication with customers and vendor reps both in-person and through informal and formal written means-Thoroughly define project scope and solution design in the pre-sales definition phase to quickly deliver an accurate statement of work driving to sale closure-Work with the executive team to negotiate non-standard rates, SoW’s and MSA's for strategic customers-Work with the executive team to adjust strategy in response to or anticipation of market feedback and trends-Collect information about the sales process, document best practices and develop a sales approach geared towards maximizing wins-Forecast deals accurately and work with executive team to align hiring and staffing needs-Deliver quality, timely work on the largest and most strategic projects, to run a profitable business and foster relationships with clients so that they provide a strong positive reference

(Cloud Sherpas acquired by Accenture in April 2016)Experienced Solutions Architect in implementing Salesforce.com-based CPQ products with enterprise clients in the SFDC practice. Works closely with clients, the vendor team, and internal delivery teams in developing robust, scalable and flexible solution architectures for various customer projects including designing prototypes, building proof of concepts, and preparing architecture roadmaps.Responsibilities include:-Perform hands-on solution design, solution architecture, architecture roadmaps, prototyping, proof-of-concepts, and development tasks as required in support of current and new projects-Ensure solution is scalable and meets overall business requirements-Act as a liaison between Technical team, Functional team, Business Functions, and vendor to drive CPQ implementations-Recognized as a functional expert in CPQ domain; SteelBrick CPQ SME-Communicate with senior level client resources across product management, sales operations, pricing operations, legal, and order management.-Communicate with external vendors and conduct joint solution review -Conduct Solution Architecture reviews with project teams prior to design and development activities and ensure solution is scalable, is aligned with vendor roadmaps and meets customers’ business requirements-Guide technical team to deliver a flexible and scalable solution-Provide mentorship and supervise developers-Participate in pre-sales activities and internal initiatives as required-Experience with multiple software delivery lifecycle methodologies such as - Waterfall, Agile-Conversant in broad range of technical topics including - integration, master data management, user experience, FedRAMP standards

(fka SteelBrick; acquired by Salesforce in February 2016)(Promoted from "Services and Support Consultant" with many of the same responsibilities November 2014)-Lead and participate in scoping calls with potential clients to determine product fit-Coordinate the scoping activities of directors and other consultants-Create project estimates and SOW's quickly to enable the sales process-Architect technical solutions to implement business logic into Salesforce CPQ and Salesforce-Drive progress on implementation projects by conducting "workshops" via web conference to understand business requirements and gather necessary data-Conduct project activities onsite upon request at domestic and international locations-Manage internal and partner resources when necessary to more quickly complete project tasks-Serve as a technical resource for other implementation projects and support cases as needed-Analyze business needs and assist the customer with self-implementing within a designated timeframe by providing product and implementation expertise-Demonstrate and train implemented functionality and other possible functions within the instance to client resources and project team-Manage deployments/change sets and data migration across multiple sandbox/test/QA environments and production-Work with the customer to help convert legacy data into the CPQ instance-Communicate product ideas, bugs, and customizations to the product development team-Assist and consult with Account Executives in building pre-sales demos for prospective clients-Promote marketing team's efforts through various social media platform activities and participating in public events, serving as product evangelist

(BigMachines acquired by Oracle in January 2014)Initial/Standard Accounts team assignment June - August 2013: Support BigMachines CPQ software via Salesforce.com-based ticket system, solving issues with clients' deployments in areas relating to Salesforce.com CRM integration/SSO, HTML, CSS, XSL/XML, and JavaScript/AJAX/JQuery as well as BML/BMQL. Own case resolution from start to finish. Mentor new hires on basic processes.Additional responsibilities while with Legacy Accounts team August 2013 - February 2014: Assist customers in replacing deprecated functionality to increase customer retention, adoption, and satisfaction. Research and support projects to maintain ISO 27001 and SAS70/SSAE 16 compliance. Participate in agile teams to help guide product management on new features. Create reports in Salesforce.com for manager to track key metrics. Work with AE's and CSM's to increase understanding of complex issues so that the best consulting solution can be recommended to the customer.Additional responsibilities while with strategic/premium accounts team February - April 2014: Assist customers who have purchased premium support or have been identified as strategic. Document detailed steps to reproduce for complex issues and report to a diverse of group interested parties including Sr. Support Engineers, Customer Support Management, Dev/Ops, and Expert Services consultants. Participate in daily scrum with team to ensure issues were matched with resources. Consult management to assist with forthcoming conversion to contact center-style telecommunications system and case logging software.February 2014: Selected to be Social Media Organizer for the Oracle Lambda ERG Board of Directors, appointed the task of leading efforts to modernize communication methods both internally and externally to increase engagement and visibility, leading to career development opportunities, awareness, and sensitivity to LGBT issues in the workforce.

January 2009 - October 2011: Divisional Purchasing Assistant at Dwight, IL distribution centerResponsibilities:-Manage logistics concerns by working with Aldi corporate and various carriers to ensure on-time delivery of loads, and reconcile billing issues. Played a key role in implementing centralized transportation management system at the divisional level-Manage the customer concern resolution process by facilitating communication between district managers and customers, providing this information to corporate on-time and complete, and reporting on trends and results to divisional leadership. Played a key role in implementing a centralized customer service database at the divisional level-Analyze shipping and POS data as well as seasonal and promotional trends to determine quantities of products needed and placing orders accordingly with suppliers-Work with brokers and suppliers to resolve problems, and report supplier service failures to corporate buying for further review-Implement contracts for new products-Prepare reports and division-wide communication for the Director of Purchasing and Division Vice PresidentCorporate Customer Service Representative, beginning October 2011Responsibilities:-Member of a small team that responds to all customer inquiries and concerns sent multichannel (email, phone, Facebook, and mail) to USA corporate headquarters-Technical/process support point of contact for 5 divisions covering approx. 350 stores, and 4 corporate buyers-Leverage resources such as corporate buying assistants, divisional staff, and suppliers to optimally resolve customer concerns-Propose solutions in round table meetings to improve department processes and align to company initiatives-Run reports and conduct analysis on customer trends and customer service department data entry quality

(under contract with Volt Information Sciences)-Solved worldwide internal customer problems related to VPN, wireless networks, mainframe applications, Lotus Notes, MS Office, VOIP, network printers, and general Windows and computer hardware issues-Participated in round table feedback discussion team-Suggested and had implemented over two dozen improvements to department-level documentation-Met and exceeded goals in all 4 areas scored (ticket resolution rate, calls handled, errors, and “available for a call” time)

(Diversified Investment Advisors, an AEGON company, rebranded to Transamerica in April 2013)-Managed relationships with retirement plan clients ranging from $8 - $15 million in assets-Carried out day-to-day operational functions of plan, including maintaining Sarbanes-Oxley compliance-Solved problems using a consultative approach with client management team members ranging from HR directors to C-suite, and communicated client issues/trends with account executives and management team members -ALMI designation achieved along with CEBS coursework-Previously, advised plan participants on investment strategies, procedures, and regulations

(MCI acquired by Verizon in January 2006)-Resolved customer questions and concerns sent to the company via e-mail-Assist other teams with their responsibilities when volumes permitted-Coach new representatives and track stats-Represented department at location-wide round table meetings

-Joined elite "swing team" as a part of selective management trainee program to gain experience in both customer service and sales, handling both customer types according to volume-Sales leader for umbrella liability, granted binding authority of up to $1 million, quoting authority of up to $3 million-Licensed for both property & casualty, life & health as Iowa resident and for most states-Completed multiple AICPCU exams including SM-18 (Essentials of Supervision)

(Affina acquired by HGS in October 2006)-Provided phone technical support and customer service to consumers for multiple companies, including computer peripherals, multifunction printer/copiers, and computer applications-Previously, provided technical support and customer service for consumer products in the home a/v categories and cordless telephones

(Office Max acquired by Office Depot in February 2013)-Monitored discrepancies between documented and actual inventory-Created training material for floor staff to prevent future discrepancies on a store level-Participated in meetings with regional management and other mentors to reduce discrepancies on a regional level