Robert M. Email & Phone Number

Westwood, NJ, US

Global

Identify, engage and support partners of Elements.cloud to enable them to excel in their ability to deliver high value Salesforce implementations.

NJ

• Orchestrated and supported the execution of highly successful Professional Services sales motions and project deliveries at two of Salesforce's largest clients, resulting in the achievement of high-quality outcomes.
• Collaborated closely with sales leads to develop compelling proposals for internal and customer stakeholders, providing invaluable best practice guidance for implementation planning, resource allocation, and effective.
• Demonstrated exceptional leadership… Show more
• Demonstrated exceptional leadership skills by effectively leading and managing a team of 10-20 principal consultants, ensuring meticulous delivery monitoring, seamless alignment with customer stakeholders, and the.
• Engaged with a major US Insurance provider for one year, supporting various sales motions that led to new contracts exceeding $29M, while delivering expert advisory services across 12 programs to improve Agent Sales.
• Provided day-to-day oversight of delivery and weekly communication with internal and customer executive stakeholders, including forecasting, budget analysis, and resource management.

Greater New York City Area

• Successfully prepared and supported services proposals for enterprise customers in the Northeast region, across various industries and nonprofit organizations.
• Demonstrated strong leadership in scoping resource plans and aligning them with clients' business objectives, leading to successful opportunities.
• Provided oversight of the quality of deliverables for a global nonprofit engineering association, delivering a multi-cloud roadmap, including high-level integration designs… Show more
• Provided oversight of the quality of deliverables for a global nonprofit engineering association, delivering a multi-cloud roadmap, including high-level integration designs, approach, and entry criteria for each.

Washington, District Of Columbia, United States

• Led a team of 5 senior managers, overseeing developers, analysts, engineers, and architects, in defining and documenting complex solutions for global financial, manufacturing, and public sector organizations, resulting.
• Guided clients like UNICEF and a Department of Defense organization in solution design, governance, and strategic digital transformations, resulting in state-of-the-art CRM systems that optimized their workflows and….
• Guided clients like UNICEF and a Department of Defense organization in solution design, governance, and strategic digital transformations, resulting in state-of-the-art CRM systems that optimized their workflows and.
• Successfully managed all project design phases and sessions, delivering blueprints for a global NGO that enabled the organization to meet fundraising and supporter goals by 2022.
• Oversaw internal company-wide adoption of Salesforce's new lightning platform, identifying platform transition best practices and incorporating process improvements that increased customer engagement.
• Designed integrated partner apps for a leading Swedish auto manufacturer, providing individual dealers with a web-based portal for submitting internal orders, warranty claims, and inventory status updates to the.

Greater New York City Area

• Directed a high-performing team of 3 specialists, successfully delivering strategic advisory programs to 300+ customers, driving enhanced governance, adoption, org strategy, data strategy, and innovation cycles.
• Established a reputation as a trusted advisor, providing prescriptive advice to key business and IT stakeholders.
• Developed and executed strategic adoption programs for Salesforce customers, resulting in the realization of full value from their sales platform and improved… Show more
• Developed and executed strategic adoption programs for Salesforce customers, resulting in the realization of full value from their sales platform and improved sales KPIs, sales and platform best practices, streamlined.

NY Metro

• Managed customer support (Salesforce Success) sales motions, advising clients on implementation partner selection, team structuring, and best practices for measuring business value through effectiveness and adoption.
• Partnered with the regional sales team on readiness assessments for key business deals, ensuring prospective customers were well-prepared for Salesforce implementation and delivering best practices for driving high ROI.

Greater New York City Area

• Assisted in creating Slalom's national Salesforce practice and led enterprise-level implementations.
• Acquired 2 new clients, resulting in over $1M in new revenue, while managing 4 consultants and leading enterprise-level Sales and Service cloud programs.
• Designed an automated workflow system on Salesforce for a leading international retailer, enabling guided fulfillment processes, calculating international shipping, and defining logistical processes.

NYC

Led a team of business technology professionals who implemented state of the art cloud solutions utilizing the Salesforce.com platform and Archer Vendor Management suite.

Lead enterprise level integrations of Salesforce.com and legacy originations, recievables and portfolio systems to provide forecast and pipeline visibility across all org levels. Increase adoption through lead and opportunity integration.

Provide overall CRM program assessment and guidance to Siebel 7.7 Enterprise CRM customers in various industries. Advised customers on CRM best practices and success factors, identify and escalate acute issues as needed, liaison with technical services, integrators, and product managers to provide product fixes and enhancements in a timely manner according.

As the Adjunct professor for Fundamentals of CRM, instructed a class of graduate and undergraduate NYU students on basic CRM program management, including Data Warehousing, personalized campaigns, integrated marketing, the Long Tail, call center best practices and effectively leveraging technology to enhance the customer experience.

Responsible for increasing revenue and minimizing operating costs by implementing effective CRM/SFA programs. Led all sales technology initiatives, including procurement, maintenance, requirement discovery, software/security compliance, and hardware license/lease renewal. Managed tech support and helpdesk services, established and enforced SLAs (Service.

Responsible for maintaining technical support expectations and implementing SFA initiatives. Created technical support and secure data communication policies and practices for a growing sales force. Supervised helpdesk and CRM development teams for Siebel v7.5 and Baan. Led cross-functional teams for deploying hardware and software to national sales force.

Managed all facets of SFA initiative including application development and deployment. Recruited and led cross-functional teams of developers, QA, and business professionals to successful implementation of first Major Accounts SFA toolset. Met or exceeded deadlines and objectives, completed on time and within budget constraints.