Co-founded Canpango, spinning off our Salesforce practice as Corvisa was acquired by Shoretel, Inc. We grew in size (7x) and services revenue (6x) within two years, ultimately leading to Canpango’s acquisition by ScanSource in August, 2018. Specific duties include:* Leadership of the Professional Services delivery team (US-based and international), which included Regional and Technical Delivery Managers, Product Specialists, and Solution Engineers* Direct responsibility for relationship with Salesforce Partner Managers, defining annual business plans and positioning Canpango as a valued, differentiated partner* Working with talent acquisition team to define role descriptions, create compensation benchmarks, define recruiting strategies, and update talent evaluation process, resulting in growth from a US team of 10 to an international team of 80 employees* Collaborating with VP of Sales and Director of Marketing to define and execute sales and go-to-market strategy

Purview was expanded to include the professional services team responsible for the implementation of Corvisa’s Contact Center as a Service (CCaaS) platform. In addition to the duties of Director, Salesforce Practice, this role’s duties included:* Collaborating with the Director, Implementation Services and SVP, Customer Excellence to define CCaaS implementation methodology, aligning to the Salesforce implementation team’s methodology where appropriate* Defining the feature set and managing the development of Corvisa’s CCaaS integration with Salesforce, migrating from Desktop CTI to Open CTI

As our Salesforce consulting practice grew from two to 25 team members, my responsibilities expanded from direct management of Salesforce Solution Architects to include Developers, Consultants, and Business Analysts. Specific duties included:* Coordinating with the VP of Sales to build relationships with Salesforce Account Executives, Regional and Area VPs, Partner Managers, and others to expand our visibility and footprint in the Salesforce ecosystem* Establishing vision, strategy, and pricing for service offerings and software products, alongside the VP of Sales* Scoping, developing, reviewing, and presenting proposals, statements of work, and RFP responses* Ultimately responsible for the delivery of client projects, serving as an escalation point when necessary

Our success as a Salesforce customer caught the attention of Salesforce, who invited us to become a Salesforce implementation partner. My role expanded to include not only responsibility for our internal Salesforce instance, but also the establishment of a Salesforce consulting group. Specific duties included:* Collaborating with CEO to define go-to-market strategy, optimal staffing levels, sales strategy, and delivery methodology* Mentoring new hires and cross-training existing staff on the Force.com platform, preparing them for certification exams and, ultimately, promoting them to Solution Architects* Delivering client projects (at times as the sole delivery resource), resulting in a number of client success stories, which positioned Corvisa as a key Salesforce partner in their new Chicago hub

As our parent company continued to grow by acquisition, my role became focused on Salesforce and how we could best leverage the Force.com platform across the enterprise. Specific duties included:* Primary responsibility for architecture and management of a single Salesforce instance that housed 1,000 end users across six distinct businesses* Planning and execution of sister companies’ migration to Salesforce from Microsoft Dynamics and homegrown systems* Management of a small team of Salesforce Administrators

A multifaceted position spanning customer support, product enhancement documentation, and systems administration. Specific duties included:* Front-line technical support of web-based appraisal management application* Functional and technical requirements gathering for application enhancements, development of UI wireframes, and quality assurance testing* Administration of Salesforce Sales Cloud, Service Cloud, and Live Agent

Responsible for implementation and support of financial services tech startup’s web-based mortgage eligibility and interest rate tracking platform. Specific duties included:* Requirements gathering, system configuration, and client onboarding* Customer support and best practices recommendation* Client outreach to assess system adoption and train new users* Technical documentation and composition of training materials* Prioritization of development enhancements, alongside the Chief Developer and the CEO, to ensure product viability* QA testing of software updates* Conducting software demonstrations for prospective clients

A Product Manager-esque position. Responsible for collaborating with business stakeholders and Development Leads on the definition, planning, and testing of software updates of automotive tech startup’s web-based auto inventory management and distribution platform, as well as .NET-based applications for physical device solutions. Specific duties included:* Liaison between two development teams (one web application development, one software development for physical devices) and business stakeholders, including the CEO and COO* Meeting with leadership, technical support, and client stakeholders to define enhancement roadmap* Prioritization and grooming of development backlogs.* Composition of test cases and execution of testing both in-office and in the field.

Player/Coach role responsible for conducting site visits of automotive tech startup’s Wisconsin-area auto dealer clients. Specific duties included:*Management of field account representatives’ routes and resolution of any client escalations* Conducting new client onboarding, training, and weekly site visits to document and photograph used car inventory* Field-testing of new products and on-site training of clients to ensure maximum benefit* Supplementing Sales staff by performing outside and inside sales duties, conducting regular account management check-ins, and researching the marketplace