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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).
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Salesforce Data ArchitectKeybankCleveland, Oh, Us -
Salesforce Platform ManagerCity National Rochdale Jan 2024 - PresentNew York, Ny, UsIn 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 -
Salesforce Product Owner/Tech LeadKeybank 2018 - 2023Cleveland , Ohio, UsIn 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 -
Sr. Business Analyst (Salesforce)Keybank Oct 2018 - Nov 2019Cleveland , Ohio, UsIn 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 -
Global Technology Business Analyst - Salesforce Product OwnerPwc Nov 2019 - May 2020GbTeam 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 -
Sr. Account Executive (Commercial Business / Heroku)Salesforce 2014 - 2018San Francisco, California, UsHelped 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 -
Territory Sales ManagerTaxware (Vista Equity Partners) Jul 2013 - Jun 2014Sovos 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
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Training And Development Manager/Sales EngineerMri Software Llc (Vista Equity Partners) Jul 2012 - Jul 2013Solon, Oh, UsMRI 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 -
Account ExecutiveMri Software Llc (Vista Equity Partners) Sep 2010 - Aug 2012Solon, 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
James Mcgrath Education Details
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Ohio UniversityMarketing And Business Pre-Law -
Tech ElevatorJava 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.
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