Gerald Ricciardi Email and Phone Number
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I’ve had the privilege of helping companies around the world supercharge their Lead-to-Revenue processes, using technologies like Salesforce to drive revenue growth.Along the way, I’ve worn many hats—developer, business analyst, architect, project leader, and more. I’ve led 20+ full lifecycle projects with teams of 2 to 20, spanning timelines from 2 months to 2 years. Every project has been an adventure full of challenges, but the reward of helping companies grow and boost revenue keeps me charging forward.𝗦𝗮𝗹𝗲𝘀𝗳𝗼𝗿𝗰𝗲 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲12 years of hands-on work with Sales Cloud, 9 years with Revenue Cloud (Salesforce CPQ and Billing), as well as experience with Service Cloud, Experience Cloud, B2B Commerce, MuleSoft, and Tableau. Additionally, I’ve integrated Salesforce with platforms like DocuSign, Avalara, SAP, and NetSuite to help streamline the entire revenue cycle.𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝘆 𝗘𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲10+ years working with B2B SaaS software companies and 8 years in manufacturing.𝗟𝗲𝗮𝗱-𝘁𝗼-𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗘𝘅𝗽𝗲𝗿𝘁𝗶𝘀𝗲Lead Management | Account Management | Opportunity Management | Configure, Price, Quote (CPQ) | Approval Management | Contract Lifecycle Management (CLM) | Order Management and Provisioning | Subscription Management | Subscription Billing | Usage Processing | Taxation | Payment Processing | Revenue Recognition | SaaS Accounting | Forecasting | Territory Management | Sales 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗧𝗲𝗰𝗵 𝗦𝘁𝗮𝗰𝗸 𝗦𝗸𝗶𝗹𝗹𝘀Salesforce: Salesforce Sales Cloud | Salesforce Sales Cloud Einstein | Salesforce Revenue Cloud | Salesforce CPQ | Salesforce Billing | Salesforce Partner Relationship Management | Salesforce Experience Cloud | Salesforce Service Cloud | Salesforce B2B CommerceDocusign: Signature | Gen | Negotiate | CLMAdobe: Adobe SignConga: Conga Composer | Conga Contracts | Conga SignGoogle: Google Ads | Google AnalyticsAvalara: Avalara AvaTaxMuleSoft: MuleSoft Anypoint Platform | MuleSoft Composer for SalesforceTableau: Tableau Cloud | Tableau DesktopNetSuite: Integrations to ERPIntuit: QuickBooks Online
Wingwalker Consulting
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Lead-To-Revenue Project Leader & ArchitectWingwalker Consulting May 2015 - PresentLas Vegas, Nv, UsI’ve had the opportunity to help 14 B2B SaaS and Hi-tech Manufacturing companies supercharge their Lead-to-Revenue processes using Salesforce Sales Cloud, Revenue Cloud (CPQ/Billing), and other platforms—driving revenue growth.Along the way, I’ve enjoyed simultaneously taking on multiple roles within projects, including:Project Lead / Workstream Lead• Served as PM, Project Lead, or Workstream Lead on 7 CPQ projects, managing all phases from scoping through go-live, ensuring they stayed on scope, schedule, and budget.• Presented to executive steering committees and developed plans to manage project scope, activities, risk, UAT, releases, and change management to ensure timely delivery.• Facilitated Scrum events (planning, reviews, stand-ups, etc.) to boost collaboration.Solution Architect / Functional Lead• Scoped, validated, and estimated SOWs for multiple Quote-to-Cash projects.• Designed solutions to optimize Lead-to-Revenue processes using Salesforce (Sales Cloud, CPQ/Billing, Experience Cloud, Service Cloud, Tableau, and MuleSoft) and integrated with platforms like Avalara, DocuSign, SAP and NetSuite.• Provided expertise to sales and finance teams on Quote-to-Cash best practices.• Designed a tool to transform legacy data (Opportunities, Quotes, Orders, Contracts, Subscriptions, and Usage) into Revenue Cloud records using Node.js, DX, and Apex.• Designed a tool to automate 100+ Lead-to-Revenue test scenarios on the Revenue Cloud platform using Python, Apex, DX, and open-source frameworks.• Created roadmaps, proof-of-concepts, solution design docs, architecture blueprints, data transformation plans, deployment plans, and knowledge transfer docs.During this time, I've also worked in roles such as Senior Developer, Technical Architect, Product Owner, Senior Lead-to-Revenue Business Analyst, and Agile Coach.
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Cpq Project Manager & Delivery ExecutivePros Oct 2012 - May 2015Houston, Texas, Us• Led 4 full-lifecycle implementations of PROS CPQ on the Salesforce platform.• Served on the PMO Council, guiding the Professional Services team in adopting Scrum.• Served as Scrum Master, guiding product visioning, backlog creation, sprint planning, daily stand-ups, development, testing, demos, and retrospectives.• Worked as a Delivery Executive to get troubled projects back on track. -
Crm Project Lead & ArchitectYellow Phoenix Consulting Sep 2008 - Sep 2012Rexnord – CRM Configurator Project Lead & Solution Architect• Built proof-of-concept systems to align end-users, IT, and C-level executives.• Led 3 full lifecycle Configurator projects for three different manufacturing subsidiaries.Cisco Systems – CRM Guided Selling Workstream Lead• Designed CPQ and Guided Selling systems to support eight networking tech product lines.• Gathered requirements and rules from product experts, sales, and service teams.Blue Cross Blue Shield Florida – Senior Business Analyst• Gathered, validated, and documented underwriting rules and quote configuration, and pricing requirements from SMEs across three business lines.Steel24-7 – Configurator Technical Lead & Architect• Led CRM / Configure-to-Order projects for four manufacturing business units.• Managed the software development lifecycle—scoping, planning, requirements gathering, design, development, and testing—using Agile Feature-Driven Development.
Gerald Ricciardi Skills
Gerald Ricciardi Education Details
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Questrom School Of Business, Boston UniversityBusiness Administration (Information Technology Concentration) -
Malden High SchoolHigh School Diploma
Frequently Asked Questions about Gerald Ricciardi
What company does Gerald Ricciardi work for?
Gerald Ricciardi works for Wingwalker Consulting
What is Gerald Ricciardi's role at the current company?
Gerald Ricciardi's current role is I help businesses boost revenue with Salesforce | Lead-to-Revenue Project Leader & Architect | Salesforce Certified B2B Solution Architect.
What is Gerald Ricciardi's email address?
Gerald Ricciardi's email address is ge****@****oup.com
What is Gerald Ricciardi's direct phone number?
Gerald Ricciardi's direct phone number is +170268*****
What schools did Gerald Ricciardi attend?
Gerald Ricciardi attended Questrom School Of Business, Boston University, Malden High School.
What are some of Gerald Ricciardi's interests?
Gerald Ricciardi has interest in Innovation, Psychology, Cooking, Entrepreneurship, Traveling, Marketing, Anything Adventurous.
What skills is Gerald Ricciardi known for?
Gerald Ricciardi has skills like Salesforce Cpq, Steelbrick, Salesforce Sales Cloud, Project Management, Crm, E Commerce, Agile, Scrum, Software Project Management, Cloud Computing, Saas Sales, Salesforce.com.
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