David Phu Email & Phone Number

*Lead a team of US and Offshore Salesforce administrators, providing guidance, mentorship, and support for complex Salesforce projects*Successfully implemented Sales Cloud and Experience Cloud solutions, resulting in improved sales productivity and customer satisfaction*Oversaw end-to-end Salesforce implementations, including requirements gathering, solution design, develop and configuration, testing, and deployment*Designed and implemented customized Salesforce solutions, including custom objects, fields, page layouts, validation rules, assignment rules, approval process, email alerts and flows, to automate business processes and improve user efficiency*Collaborated with stakeholders and cross-functional teams to understand their needs, translate them into Salesforce solutions, and ensure alignment with Sales and Marketing objectives*Managed data migration projects, ensuring accurate and seamless transfer of data from legacy systems to Salesforce. Migrated data to different internal Salesforce Orgs*Migrated all IBM Watson Health Salesforce data to new Merative Salesforce Instance on a new Org. *Establish current security matrix, user access, and data governance policies to protect sensitive data and ensure compliance*Developed and maintained reports, dashboards, and data analytics that provide insights for the Leadership, Sales, and Marketing teams*Implemented, maintained, and troubleshoot Salesforce integrations with third-party apps, ensuring seamless data flow*Provided end-user support, training, documentation, addressing user inquiries, resolving issues, and simplifying their daily task*Worked closely with Offshore Salesforce developers to prioritize and implement customizations and enhancements*Implemented and maintained Experience Cloud for our Partners, resulting in increased efficiency and improved sales processes*Collaborated with the Marketing team to integrate automation tools, enabling seamless lead nurturing and tracking

New York City Metropolitan Area

* Introducing and providing information to upper management about Apps from AppExchange and third-party Vendors to enhance our Salesforce instance* Perform playground refresh process; communication, backup, kickoff refresh and post playground refresh steps* Track and manage SLA on cases; monitoring case queue for Sales, Support and Development enhancements * Lead Offshore and US Salesforce admin team; make myself available via Slack and host weekly calls to discuss blocks, provide and guide them to find solutions* Created 100+ pages of documentation to help the Salesforce admin team resolve routine issues* Support up to 1000+ Full license users, 400+ Portal users, 90+ Gold Partner users and 8k+ Community users* Enhanced and created new processes by creating Custom object, Custom Fields, Formula, Workflows, Flows, Email Alerts, Validation Rules, Approval Processes and using Process Builder* Work with development team on custom code; bridged the gap on understanding business requirements and needs* Track and manage projects for development team in JIRA* Facilitate Sales Ops call with all business segments; discuss concerns, issues, create solutions, recommend enhancement, review reporting needs and gather information for newsletters to communicate new processes and features to all sellers* Establish Security Model for different business segments by utilizing Role Hierarchy, Sharing Rules, Groups, Profiles, Page Layouts, Record Types, Field Level Security, Permissions Set Groups and Permissions Sets* Work with Marketing and Sales team on integration with different IBM systems, Lead assignment rules, custom flows for record assignments* Import/export/Dedupe data using DataLoader and DemandTools* Launched and maintained Client Community utilizing latest Salesforce features* Worked on data migration projects moving data to different IBM SF instances* Lead other iteration managers on how to facilitate their squad

New York, Ny

Translate business processes and requirements into technical requirements and project plansWork with department management to inspect process quality and prioritize improvementsDiscover and analyze business requirements for system changes and enhancementsTest business applications to ensure performance is as designed; work with department members to resolve any issuesCoordinated with offsite developers on various projectsPerform unit testing, integration testing, and performance testing of new application functionalityAnalyze and mitigate issues identified during testingTroubleshoot Salesforce development and implementation issuesMap, migrate and integrate data into Salesforce as neededManage and monitor data integrity along with securityManage dashboards, reports, email templates, page layouts, and workflowsDesigned, setup and maintained Salesforce standard objects, custom objects and junction objects, while also structuring user roles, security profiles and workflow rulesEnsure reporting is created and structured to inform department management on the performance of their teams Performs analysis on data as requiredMake recommendations on tools and third party apps that will provide better user experiences and efficienciesStay current with Salesforce releases and corresponding documentation and provide new functionalities and solutions as neededEstablish and implement best practices data integrity through the appropriate use of de-duping, loading and exporting tools, security and backupsDevelop user training guides; Performed user & administration training sessions to utilize Salesforce in their respective departmentImplemented cases based on each department need for tracking issues. Setup, tested, trained and maintain cases for multiple departmentsHandle budgetingSupport end-users for SFDC, SFCC and FinancialForceAssisting in creating the audit guidelines for SalesforceAssisted in migrating processes from legacy systems to Salesforce

Change Management/L2 Operate SupportPerformed Change Management tasks on a day-to-day basis using Aldon Change Management SoftwareCoordinated the development and implementation of the current automation process for PCWS 24/7 availabilityWorked with different internal groups to coordinate support for weekend monitoringMonitored and evaluated issues with PCWS 24/7 availability to develop automation processes Administrated and maintained SharePoint siteSupported COSMOS Trading Application on a day-to-day basisSupported iSeries mid-range server issues on a day-to-day basis

Ensured smooth and efficient data migrations to the newer i5 and Power 6 iSeries servers from older AS/400 (170, 270, 800, 810)Surveyed existing client core system for performance analysis to provided relevant recommendationRoutinely engaged technical teams to define optimal client solutionsConfigured and supported the iSeries platform network for the client in an array of banking applicationsUtilized knowledge of current industry security standards to protect the client's integrity and to ensure appropriate user accessFacilitated quick and prompt service to clients on technical issues concerning AS/400, IBM HMC and various core system softwareBuilt rapport and provided service excellence directly to client baseProposed and executed enhancements to standard processesCreated statement of work and risk analysis for projectsAbided by and delivered in accordance to established statement of worksProduced project status reports and resolved day to day issues with emphasis on SDLCAssisted with change management function for quality and control purposesEstablished, tracked, and followed project milestones Managed projects during various stages of implementation: new bank setup, core system software migration and vital routine maintenanceIllustrated detailed, user-friendly documentation and other relevant literature, such as quick reference guides and step-by-step proceduresRepresented banking clients in implementing Vision MIMIX initial installation; particularly with AS/400Individually conducted a full scale, detailed certification project on nCipher CryptoStore tape encryption appliance for FIS to produce an additional service line