David H. Email & Phone Number

• Built and maintained 200+ Flows and Processes• Co-led CPQ implementation• SME for various apps/integrations: S-Docs, AdobeSign, SharinPix, Intacct• Provided daily support to end users using Salesforce Cases• Regularly performed data imports/exports• Managed projects from requirements gathering to post deployment• Modified legacy Apex Classes, Triggers and VisualforceBrought new teams into SF and maximized efficiency for existing teams

• Consulted Fortune 500 company on a global org merge• Analyzed impact of merging business processes, standard configurations, or custom developments• Configured Service, Field Service, Sales, and Experience Cloud functionality per business requirements• Led user story refinement sessions (JIRA) & demos

• Led team of 3 Admins to support 120+ users• Reduced orders process time and clicks by 25-50%• Built and maintained 50+ Flows and Processes• Produced 100+ reports and 5+ dashboards• Implemented Service Cloud for Customer Support• Re-designed and re-implemented Sales Cloud• Reduced orders process time and clicks by 25-50%• Maintained and installed 3rd Party Packages or integrations• Increased ROI by bringing almost every department onto the platform through tailored apps, objects, fields, dashboards, S-Docs templates, and automation (mostly Flows)

Overland Park, Kansas, United States

Overland Park, Ks

Supported the Business Support Systems (BSS) team on many of our applications.Salesforce: Co-led initiative to begin utilizing Salesforce Service Cloud as an internal ticketing system. Developed several reports and dashboards tracking key Case metrics. Worked to integrate business applications.Box: Supported our Box Admin on reporting, file migration, re-structuring, and end-user communicationDocuSign: Main Admin for DocuSign. Provisioned/Deprovisioned users, managed security, provided reporting, integrated with our other applications, and led overall strategySlack: Created custom workflows using Workflow Builder to give users the option to submit a ticket through a Slack channel and to gather feedback on BSS worked CasesWorkday: Provided Tier 1 support on Cases

Overland Park, Kansas

Used emerging technologies to enhance our billing functions and processes.Become Salesforce power user and started learning about page layouts, validation rules, custom objects.Created reports in Salesforce and Tableau to analyze or visualize significant revenue, compliance, and operational metrics, then delivered to key stakeholders. Re-wrote Excel VBA code and created Alteryx workflows to enhance the semi-automation of our fee billing process. Created Excel VBA Macros to receive and book broker dealer and insurance commissions payments.Member of the internal Tableau and Alteryx communities. Used Orion to perform basic billing functions: Marking fee excluded assets and fee schedule changes; Researching transactions; Comparing client agreements between Orion and Salesforce