James Mcgrath

James Mcgrath Email and Phone Number

Salesforce Data Architect @ KeyBank
Cleveland, OH, US
James Mcgrath's Location
Greater Cleveland, United States, United States
James Mcgrath's Contact Details
About James Mcgrath

With nearly 15 years of professional experience, I've had the privilege of working for many great organizations in a variety of capacities. These opportunities have allowed me to garner a wealth of knowledge to approach challenges from multiple angles. Over the years, I’ve worked in roles related to (but not limited to):-Sales & Sales Operations-Product Management & Business Analysis-Solution Design/Architecture (with some development)-Project Management/Agile-Data & Analytics (my growing favorite)-Compliance & RiskMy journey began in technology sales, where I gained a strong understanding of go-to-market business strategies, sales processes, executive/solution alignment, and most importantly, customer success.While I enjoyed the hustle and competitive side of sales, I decided to follow my true passion for building and using technology to solve business challenges. I took the leap and attended a full-time software development bootcamp, and since then, I've been dedicated to building, designing, and supporting applications to drive business growth.I'm always eager to learn new things and expand my skill set, whether it’s directly related to my work or chasing down passion projects (or literally chasing down my daughter).

James Mcgrath's Current Company Details
KeyBank

Keybank

View
Salesforce Data Architect
Cleveland, OH, US
Website:
key.com
Employees:
18543
James Mcgrath Work Experience Details
  • Keybank
    Salesforce Data Architect
    Keybank
    Cleveland, Oh, Us
  • City National Rochdale
    Salesforce Platform Manager
    City National Rochdale Jan 2024 - Present
    New York, Ny, Us
    In my role I am ultimately accountable for the technical operation, administration, dev-ops and governance of the Salesforce application and related applications and services. This role also requires me to flex as needed in the areas/roles of scrum master, project management, analytics, business analysis, and even developer/admin. I'm fortunate to work with a great team where we try to hep our business users in a fast-paced and challenging environment.Detailed Responsibilities and Tasks Include:-Ownership of overall Salesforce Platform (Sales/Service Cloud) and a variety of connected applications (via AppExchange, custom integrations, ETL, etc.)-Engaging with stakeholders to help design, develop, and deploy enhancements to the Salesforce and related platforms-Own and manage overall environment strategy including DevOps, sandboxes, backups-Create data visualizations leveraging BI tools (primarily CRM Analytics) around Sales, Service, and Platform data-Provide alignment between different cross-functional organizational groups and teams to meet project goals-Maintain compliance in accordance with both technical and process requirements-Monitor and maintain data integrity including data being consumed and sourced between other internal business applications-Serve as team scrum master and coach and manage team to agile methodologies-Resolve any other issues the day brings
  • Keybank
    Salesforce Product Owner/Tech Lead
    Keybank 2018 - 2023
    Cleveland , Ohio, Us
    In this role I was fortunate to work across a variety of projects and initiatives to design and build solutions that solve challenges and improve the experiences of KeyBank employees.Some of the responsibilities and projects include:-Tech Lead for Salesforce platform overseeing the design, build, and delivery of new applications and enhancements (oversaw a great group of developers, analysts, QA, and support team members)-Served as Salesforce Product Owner where I was responsible for interfacing with business leaders to develop the strategy and prioritization of future initiatives -Tech/Data Lead for design and rollout of CRM Analytics to leverage embedded analytics within Salesforce to provide enhanced Sales reporting and metrics-Innovation Squad lead-Data/integration and architecture design-Governance and compliance
  • Keybank
    Sr. Business Analyst (Salesforce)
    Keybank Oct 2018 - Nov 2019
    Cleveland , Ohio, Us
    In this role I was responsible for working with strategic line of business stakeholders to identify ways to leverage the Salesforce platform to solve complex business challenges.Key Responsibilities Included:-Requirement gathering/documentation and solution design-Serving as interface between business stakeholders and application development teams-Built enhancements to Salesforce platform for production deployment -Supporting and developing integration strategies for business applications-Designing and building out proof of concepts and production applications-Application testing and delivery-Project lead on Salesforce Classic to Lightning migration
  • Pwc
    Global Technology Business Analyst - Salesforce Product Owner
    Pwc Nov 2019 - May 2020
    Gb
    Team Lead on maintenance and development of custom Salesforce risk application with over 200k users.Responsibilities included:-Coordinated and managed global rollout ofSalesforce platform applications-Ensured compliance and application security to maintain risk & control policies-Served as lead between business stakeholders and development team-Prioritized enhancement requests and wrote user stories/test scripts-Managed support ticket remediation and prioritization
  • Salesforce
    Sr. Account Executive (Commercial Business / Heroku)
    Salesforce 2014 - 2018
    San Francisco, California, Us
    Helped Salesforce customers and prospects transform their organizations through the use of the world's #1 cloud technology platform.Key responsibilities included:-Conducting architecture reviews with customers to help with further adoption of App Cloud solutions-Designed and built proof of concepts for client demonstrations -Worked with existing Salesforce customers to help ensure they are maximizing their investment in Salesforce-Commercial Business Account Executive 2018-Heroku Account Executive 2016-2017-SMB Account Executive 2014-2016
  • Taxware (Vista Equity Partners)
    Territory Sales Manager
    Taxware (Vista Equity Partners) Jul 2013 - Jun 2014
    Sovos Compliance is a leading provider of automated-transaction tax solutions.Key Responsibilities Included:-Managing existing client base of 45 enterprise level accounts (135% of annual quota)-Assisting in planning for implementation strategies of ERP (primarily Oracle & SAP) integrations
  • Mri Software Llc (Vista Equity Partners)
    Training And Development Manager/Sales Engineer
    Mri Software Llc (Vista Equity Partners) Jul 2012 - Jul 2013
    Solon, Oh, Us
    MRI Software is a global organization with clients on five continents, offering business management software solutions to the global property management industries.Responsibilities Included:-Working directly with Product Development, Product Management, and Marketing to determine requirements and go to market strategy of 6 new products (Individual contributor award – 2012)-Leading training and enablement sessions to ensure organizational readiness for product launches-Coordinating with internal applications team to prepare business systems (Salesforce, Oracle CPQ) for new product go-live and rollout
  • Mri Software Llc (Vista Equity Partners)
    Account Executive
    Mri Software Llc (Vista Equity Partners) Sep 2010 - Aug 2012
    Solon, Oh, Us
    -Managed client relationships in the DC/Virginia region to build long-term partnerships and expand use of MRI Software products and services-Proactively engaged prospective clients to sell the MRI suite of products

James Mcgrath Skills

Salesforce.com Sales Enterprise Software Sales Presentations Saas Sales Operations Sales Process Solution Selling Crm Account Management Direct Sales Selling Sales Management Cold Calling Business Development Strategic Partnerships B2b Software Industry Lead Generation New Business Development Product Demonstration Software Solution Sales Customer Retention Professional Services Leadership Paas Software As A Service Customer Relationship Management Java Postgresql Sql Cloud Computing Training Application Support Analytical Skills Business Applications

James Mcgrath Education Details

  • Ohio University
    Ohio University
    Marketing And Business Pre-Law
  • Tech Elevator
    Tech Elevator
    Java Application Development

Frequently Asked Questions about James Mcgrath

What company does James Mcgrath work for?

James Mcgrath works for Keybank

What is James Mcgrath's role at the current company?

James Mcgrath's current role is Salesforce Data Architect.

What is James Mcgrath's email address?

James Mcgrath's email address is jm****@****rce.com

What is James Mcgrath's direct phone number?

James Mcgrath's direct phone number is +131287*****

What schools did James Mcgrath attend?

James Mcgrath attended Ohio University, Tech Elevator.

What skills is James Mcgrath known for?

James Mcgrath has skills like Salesforce.com, Sales, Enterprise Software, Sales Presentations, Saas, Sales Operations, Sales Process, Solution Selling, Crm, Account Management, Direct Sales, Selling.

Who are James Mcgrath's colleagues?

James Mcgrath's colleagues are Cheryl Read, Michael Shay, Valerie Brown, Kyle Paradise, Mary Lou Gray, Stacey T., Nadja Artis.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.