As the Head of Salesforce Solutions at Goosehead Insurance, based in Westlake, I drive the strategic development and execution of our Salesforce Enterprise System. Leading a team of analysts, administrators, and developers, I oversee the design, implementation, and maintenance of Salesforce solutions to meet our business needs. My role includes managing day-to-day support, mentoring staff, and ensuring high-end user satisfaction. With extensive experience in Salesforce development and full stack knowledge, I optimize system processes, manage vendor relationships, and provide technical leadershipGoosehead Insurances is reinventing the traditional approach to distributing personal lines insurance – offering clients a choice product platform, knowledgeable sales and service agents, and the benefits of leading proprietary technology. Our differentiated business model and innovative technology platform have enabled us to deliver insurance clients a superior experience with accurate and appropriate coverages through a quick and highly simplified process.Goosehead is a rapidly growing independent insurance agency with over 1 million policies in force and over $1.5 billion of premiums placed in 2021. The company partners with over 140 insurance carriers and our operations include numerous corporate sales offices with hundreds of corporate sales agents. In addition, we have a network of over 1000 operating franchises across 47 states.

Drive the development and execution of enterprise application strategy, which includes online fundraising applications, web, and CRM systems — leading a team of application administrators and developers responsible for requirements gathering, design, development, implementation, and maintenance of all enterprise applications. Effectively coordinates with key business partners to implement solutions supporting the business needs; while consistently demonstrating a service-oriented delivery approach. Actively collaborate with business stakeholders to derive and drive value from existing and new system technology investments. Responsible for recruiting, developing, and managing both internal and external resources pertaining to ongoing system implementation and support needs. Build a high performing team with a strong focus on business value and customer-centricity. Optimize system support structures to ensure a high level of end-user happiness. Continuously look for ways to improve operations processes and increase velocity and quality. Evaluate emerging and new technologies; collaborate with stakeholders on potential use within. Manage vendor onboarding processes as it relates to new technologies, which includes assessments, reviews, and negotiations. Provide technical leadership and coaching, fostering accountability, innovation, and teamwork. Participate in applications budget and prioritization with business leaders to ensure investments are aligned with business requirements and consistently manage to ensure within plan. Ensure monitoring solutions are in place, tuned, and actively monitored for all key systems. Participate in regulatory or security audits as needed. Provides “hands-on” leadership and support of all development tasks. Selects, motivates, and develops high performing staff.

Responsible for research, business case, product strategy, and software release planning and execution. Lead market research, competitive analysis and product concept testing to define and build the business case for enhancing existing products capabilities. Lead overall product strategy including the product roadmap, communication and promotion of product capabilities, and operational readiness plans. Help the IT leaders to prepare effective budget. Work with internal developers, partner vendors and business owners to coordinate the development of new product functionality. Work with various Business owners to ensure successful launch, product feedback and awareness programs are in place. Analyze and report on product utilization and capability success and ROI. Performs cost-benefits analysis for new product capabilities. Continued duties of Hosted System Engineer.

Serves as a functional expert on customer relationship management (CRM) and fundraising systems for the SGK affiliate(chapters). Recommends ways affiliates and Headquarter users might optimize use of CRM and fundraising systems to enhance business results and follows through to ensure that users are trained and empowered to use the technology.Develop, test, deploy, and support customer relationship management (CRM) and fundraising systems throughout the affiliate network. Systems supported currently SalesForce, Service-Now, Convio Online Marketing, Wordpress, UR Mobile CMS, BulkRegister (DNS /Domain management system), SharePoint and PHP development. Delivers recommendations and executes a broad range of project efforts and support for the affiliate network.Works with internal stakeholders to define the scope of CRM and fundraising solutions. Discovers, documents, and analyzes key business processes Assessing system usability and user requirements. Identifies and meets evolving affiliate needs, including custom reports, interface enhancements, and automation. Provides technical expertise and ongoing support to the affiliate network for CRM and fundraising systems.Ensures continuous improvement of CRM and fundraising systems to support upgrades, implementations, and track performance of new products/deliverables. Analyzes application and software utilization and provides solutions to maximizing utilization results.Assists in the monitoring and communication of new features and services to internal stakeholders and leadership team.Pursues and achieves cost-effective and efficient solutions – always promoting a lowest total cost of ownership for the affiliate network. Collaborates in finding solutions, achieving quality work, and delivering on-time solutions. Maintains high sensitivity when addressing customer issues, concerns, and needs.Understanding of moderately complex business analysis processes and a proven ability to ask effective need-development questions.

Part of the downstream NASC

Computer Support for Floors Corp office and affiliated flooring sales centers