Ethan Weitz Email & Phone Number

San Francisco, California, Us

Consumer & Business Services (CBS) - MM West

San Francisco, California, Us

Commercial Business Unit - MM West

New York, New York, Us

Lead and support pre-sales activities, assessments, and the delivery of transformational consulting solutionsLead executive whiteboard/strategy sessions & facilitate discussions around sales and customer care processesDevelop client value proposition across areas of customer experience, sales, and support channelsAct as a key contributor to the proposal development; the implementation strategy, approach, timelines, and costsEstablish and maintain trusted relationships with clients and partners to scope, solution, propose, close, and deliver Salesforce engagementsManage processes, projects and personnel involved in the fulfillment and delivery of work productsManage expectations and day to day interactions with clients and sponsors

New York, New York, Us

Successfully build and nurture long-term client relationshipsAssess and manage multiple customer solutions and projects effectivelyAnalyze and evaluate business systems, models, requirements, and user needs to formulate effective solutionsManage client budgets as it relates to team resources and Return On Investment (ROI)Design and implement complex systems / solutions to parallel client business strategiesPerform Salesforce.com administration / configuration / data migration / integration duties as directedPrepare presentations and effectively facilitate meetingsParticipate in sales initiatives when called upon and lead specific portions of projects or manage own engagements

New York, New York, Us

Us

• Works with Project Managers and the development team in the preparation and presentation of project documentation• Assists in business process and capability workshops for current and future state• Creates documentation of current and future state business processes and capabilities• Performs workflow analysis, create workflow diagrams and make recommendations for procedural improvements – understand and articulate “current state” and “future state.”• Perform application configuration, testing and evaluation to ensure quality and consistency• Create/Manage security, users, roles, profiles, groups, queues, sharing rules, and other setup options of increasing complexity within the Salesforce and AppExchange suite of applications• Create/Manage and maintain custom objects, fields, formulas, validation rules, custom workflow, and approval processes of increasing complexity within the Salesforce and AppExchange suite of applications• Build/Manage custom objects, page layouts, workflows, alerts, reports and dashboards of increasing complexity within the Salesforce and AppExchange suite of applications• Perform analysis to ensure effective implementation of functionality and features, including performing metadata backups using the Force.com IDE and SourceTree• Perform data migration and/or regular data quality maintenance and integrity checks including data merging, transformation, imports and exports, de-duplication, ownership changes, address validation, and the like of increasing complexity• Provide ongoing Salesforce.com business operations and administrative support to clients/users of the application relating to system, data, and process, and effectively identify, prioritize, and escalate issues as required.• Coordinate and lead end-user and administrator training for implemented solutions• Ability to learn quickly and take ownership in a dynamic, fast paced, high energy and team-oriented environment.

Support the visual prototyping process with mockups, flow charts, and screencasts.Review and execute Salesforce.com architecture and project plans.Review and work support cases toward resolution.Provide operational support related to project support and company health and growth.Work with additional team members, both onshore and offshore, as needed in their time zones.