Offer accepted with actual start date still being worked out.

Data-Centered Logistics Solutions From Dataworks connects people with goods and services to create opportunities and improve lives. Responsible for Salesforce Architecture in one org for Dataworks Sales, Service, and Marketing teams. Internal projects have included: * Migration off Zendesk, * Refactoring Case automation architecture to scale for projected growth, * Sales pipeline and contract operations to scale with a 40% increase in Sales staff and an exponential growth in clients.

Solution Architect responsible for Salesforce solution estimate, design, leading delivery of State, Energy, and Financial Services industries projects and proposals, and managing direct reports: * Designed and oversaw custom two-way, near real-time integration for custom pricing app at Comerica.* Design and implementation of Salesforce operations and integration with custom, mobile sales app and short term wholesale deals app for Pilot Flying J.* Design, consulting and implementation services for various state agencies including Oregon Emergency Services, North Carolina and New Jersey Education Services. Advisor for a private school system in Dubai, UAE.

Solution Architect estimating, designing, and Implementing Salesforce solutions for Higher Education clients. Implemented the Education Data Architecture (EDA), and the Salesforce Advisor Link (SAL) at University of Michigan at Dearborn, augmented staff at Miami University, estimated and planned EDA project at Brown University.

Salesforce consultant for the higher education and nonprofit clients from 4/15-5/16 and 4/20-12/20:* Consultant for Oregon State University (OSU) Ecampus online program operations, University of Baltimore student services advising, and University of Colorado Leeds School of Business engagement planning.

Salesforce consultant for the higher education and nonprofit clients. Originally hired by ACF Solutions in April 2015, stayed on after being acquired by Attain in 2017 and left in 2019, I returned in 2020 (see above).* Solution Architect for UCSF - The University of California, San Francisco Development office: Lead a team of developers, business analysts, and product owners through a Lightning transition, Lead conversion, merge/purge in integration, and transaction rollup summary efforts.* Lead Consultant for NYISO - The New York Independent Systems Operator (the electrical "grid").* Lead Consultant for USF - The University of San Francisco Development and Alumni Affairs offices: Gather requirements, design solution, data mapping for migration & integration, build, test, deploy and support releases.* Interim Salesforce System Administrator for ClimateWorks. Managed integration with 3rd party built Qlik data visualization tool in Communities. Implemented security strategy and improved deployment practices.

Configuring Salesforce to amplify the impact of nonprofits in Education, Health and Human Services, and Philanthropy through grant management, program management, gift processing, and general operations on the Salesforce platform. Clients included Smile Train, Dalio Foundation, The Goldman Prize, The Blue Shield of California Foundation, and many other smaller organizations.* Solution Architect and Lead Consultant at Goldman Environmental Prize. Gather requirements, design solution, and configure Salesforce and FormAssembly for this highly sensitive International award nomination process.* Consultant at Smile Train for foundationConnect’s Grant Reporting. Solution Architect for Outlook integration, Conga Reports and integration with DocuSign.* 2nd tier support for client support contracts for multiple foundations and nonprofits

Contract role on IT scrum team customizing Work.com products for internal Salesforce employee services (HR) operations. • Provided QA, interim leadership, and UAT for data migration of HR records.• Gathered requirements, wrote user stories and test cases for V2MOM alignment tool.• Deployed and supported annual review program for 15K workforce, and training for support teams.• Configured sales alignment templates for local commercial sales teams with Work.com Goals.

Gather requirements, implement productivity improvements and model operations for forecasting and analysis:* Salesforce.com: (Clients: UCSF, Hara Software, EOS Climate, Refugee Transitions, Via Licensing of Dolby Labs): Gathered requirements, wrote user stories, and test cases, planned and performed testing, configured Salesforce with standard and custom objects, process automation with workflows, process builder, flows, and 3rd party tools, wrote triggers, coordinated integrations with Informatica through offshore teams, and deployed solutions to production. Setup case management, sales, service, and experience systems to manage business processes.* Quant: (Clients: WE’EV, True Market Solutions): Created operational models for scenario planning with 60-month P&L projections, cash-flow forecasts, cash-sensitivity analysis and terminal values.

Defined scalable systems and operations plan for new training partner program, and support LMS operations.• Training Partner Program: Gathered system requirements, developed integration protocols for global partners, wrote user stories for LMS product owner, and created temporary tools and instructions for interim operations.• Learning Management System: Bug and feature tracking, user stories, test cases, and testing in agile environment. • Administered LMS class campaigns and email communication templates including data ETL.• eCommerce Wrote business user test cases and bug tracking, assisted with world-wide business user acceptance testing and adoption for high profile training shopping-cart feature that exceeded revenue goals by over 100%.

Developed and managed sales and business tools and operations for prefabricated modular productivity products.• Managed up to 70 concurrent projects from pre-qualifications, requirements gathering, estimates, proposals, and contract negotiation through ordering, commissioning, close-out, and collections.• Managed Bookkeeping, HR, safety, IT, and marketing operations for InnerSpace and its subsidiary, RightWay. Systems, Inc. Developed partner relationships, reviewed and signed all contracts with finance and legal experts.• Developed tools for response to RFP, bid tracking, order to cash, project management and contract closeout.• Implemented changes that saved 4% in annual sales tax expenses, and reduced time to quote.• Developed sales and marketing materials, top-ranked pages, and managed ads and adwords campaigns.• Calculated commissions including splits for cross-territory based on geography and market boundaries.

• Hara: Strategic Marketing Plan (2009) — Conducted market research and co-wrote marketing and branding strategy plan for this KPCB-funded startup focused on SaaS carbon accounting and resource management.• Red Bull: Logistics Plan (2008) —Determined optimal storage/transportation strategy and end-of-life options for Red Bull's music and sporting events, and developed spreadsheet to track full lifecycle costs. • SunEnergy: Lease Analysis Tool (2008) — Developed a solar equipment leasing analysis spreadsheet that accepts input variables to compare electricity costs for given users with various lease options to assess NPV and ROI. • Natural Capitalism Incorporated (NCI): Business Plan (2009) — Collaborated on a comprehensive business plan with special focus on the operational and financial model including NVP, ROI, acquisition costs and value proposition.

Gathered requirements and built PHP/MySQL and FileMaker database applications for many clients including:• Glu Mobile: Gathered requirements, built Web-based bug tracker with PHP and FileMaker.• ideum: Built PHP/MySQL application for class enrollment and program management.• Subtraction: Developed a Flash designer talent database in FileMaker.• Women in Consulting: Normalized PHP application with MySQL and interactive functions.

Built and managed enterprise tools for online startup that offered an incentive currency called ClickRewards. Hired as a customer service analyst before going live, my initiative and creativity led to several promotions and a department transfer from Marketing to IT.Customer, Member, and Partner Operations (9/97-6/99):• Managed the customer and partner support departments, Built the initial systems and processes for partner, and member services, and produced and presented reports for the executive team. • CRM Application: Designed and built a member-support tool that tracked service levels, reported trends and handled nearly a thousand inquiries a week with a staff of 5— exceeding aggressive productivity goals by 25%.• Developed batch-transaction tracker for airline partners with SQL/FileMaker and provided data-quality analysis to justify increased investment in partner integration tools. Configuration Manager and Release Engineer (7/99-12/2000):• Administered partner SaaS portals through Silverstream application servers with Java EE to the SQL Server RDMS.• Built, debugged, deployed and troubleshot RPC/SOAP calls through Apache servers and Java APIs to SQL Server.