The SalesForce Implementation Project Manager is responsible for overseeing and managing the deployment of organizational projects within Salesforce from initiation through completion. This role serves as the primary point of contact between clients and internal teams, ensuring that all project deliverables align with client requirements and company standards. The Implementation Project Manager also facilitates communication across functional teams, resolves project issues, and ensures timely and within-budget delivery of projects. Reports to the Chief of Staff.

Certified Project Manager, Scrum Master and Salesforce Administrator with a track record of success leading multiple Salesforce projects.QUALIFICATIONS• Project Manager - 10 years• Scrum Master – 7 years• Management Consultant – 10 years (3 years w/KPMG)• Salesforce Consultant - 7 years• Experienced in managing Cross-functional Teams• Passionate about Team BuildingEDUCATIONMBA, LeadershipUniversity of Texas at Dallas, Jindal School of Management (#10 public MBA)B.S. Computer ScienceUniversity of Virginia, School of EngineeringPROFESSIONAL EXPERIENCEGlobe Life, Inc., McKinney, TX November 2020 – August 2023Sr. Project Manager / Scrum Master• Promoted to Senior Scrum Master• Transformed 2 Salesforce development teams to utilize mature Agile framework• Coached 12 developers to higher level of Agile/Scrum maturity by improving their processes and tools utilization (Azure DevOps)• Coached Product Manager to improve backlog management and user story quality• Identified and resolved development team impediments• Assured teams adhered to Agile mindset and Scrum framework• Facilitated conflict resolution• Resulted in 25% increase in user story velocityExpedite Commerce (Salesforce Application), Plano, TX July 2020 – October 2020 Implementation Manager• Utilized Agile / Scrum Project Management framework• Provided Salesforce Administration functionsBoots on The Ground Consulting LLC, Plano, TX July 2017 – July 2020Salesforce Consulting Partner• Converted client existing Contact Management Systems to SalesforceAprès-Swim, Inc., Plano, TX March 2013 – June 2017Scrum Master, Project Manager: (Jan 2013 – Mar 2016)• Managed 8 projects via Scrum framework and Agile methodology. Team consisted of founder, Design Experts and Consultants. • Managed daily scrum meetings. Identified and resolve issues as they arose. Managed sprint planning, reviews and retrospectives

• Promoted to Senior Scrum Master for the Salesforce.com Team• Transformed 2 Salesforce development teams to utilize mature Agile framework• Coached 12 developers to higher level of Agile/Scrum maturity by improving their processes and tools utilization (Azure DevOps)• Coached Product Manager to improve backlog management and user story quality• Identified and resolved development team impediments• Assured teams adhered to Agile mindset and Scrum framework• Facilitated conflict resolution• Resulted in 25% increase in sprint user story velocity

Managing the General Agency Portal Project on the Salesforce platform

• Managed CPQ and Advanced Forecasting salesforce app implementation projects for Transaction Network Services (Telecomm)• Provided Salesforce Administration functions (workflows, processes, permissions, object/field management)• Implemented Order Management module customizations• Utilized Agile / Scrum Project Management framework

Client: Arrow Fabricated Tubing, Garland, TX• Managed project to convert CRM from Plex to Salesforce• CRM Vendor analysis• Executed data migration• Salesforce Lightning customizations and configurations• Salesforce Training Document and user training sessionsClient: Salesboomerang.com, Owings Mills, MD• Managed project to convert CRM from Base to Salesforce• Managed and executed Data Cleanup Project• Developed Salesforce Lightening customizations and configurations• Created 10 analytics reports and dashboard• Exported all CRM data from 3 sources, transformed/cleaned data as needed and imported to Salesforce.• Managed and executed Gmail Integration Project• Managed and executed MailChimp Integration Project• Managed and executed Drift Integration Project• Interim Salesforce AdministratorClient: RA-Lock Security Solutions, Inc., Midlothian, TX• Managing and executed project to implement Salesforce CRM solution• Managed and executed Data Cleanup and Migration Project• Developed Salesforce Lightening customizations and configurationsClient: SecondKeys.com in Memphis, TN• Managed and executed Data Mining Project for startup mobile appClient: School-Connect LLP, Carrollton, TX• Recommended scalable CRM solution for fast-growing education company• Managed project to convert CRM from Method to Salesforce.• Developed Salesforce Lightening customizations and configurations.• Exported all CRM data from 3 sources, transformed/cleaned data as needed and imported to SalesforceClient: Attorney, Los Angeles, CA• Created a professional web site for an attorney practiceClient: Small Business, Dallas, TX• Provided recommendation for an accounting system to handle multiple corporate divisions.

• Managed 8 projects via Scrum framework and Agile methodology. Team consisted of founder, Design Experts and Consultants. • Managed daily scrum meetings to identify and resolve issues as they arose. Managed planning sessions, providing consensus on reasonable set of deliverables. Managed backlog of deliverables, developed and managed overall project schedule updating backlog schedule using MS Project.• Maintained daily communication with stakeholder regarding project status, change management, and frequently shifting requirements.• Rolled out website www.apres-swim.com which won a Silver W3 Award in 2016.

Developed standardized Project Management Office tools, processes and templates (PMO Toolkit) for the newly launched PMO.Program Manager for:• Acquisitions Program – strategic program to increase number of Urgent Care Centers by 50%• Enterprise Patient Management Program - $10MM Program to upgrade home-grown EPM application to GE Centricity for 350 Urgent Care Centers in 40 states. Developed business processes, security profiles, corporate policies, training materials and job aids

(hired by client) Performed program management for the $40MM ICD-10 Program (International Classification of Diseases). Member of Enterprise PMO group, within the Office of Strategic Services. Tier 1 project. Program team of 130; high visibility. • Responsible for managing the program schedule and status reports for the 13 program workgroupsPerformed project management for the Risk Adjustment Project: strategy and implementation of PPACA (Health Care Reform) mandated risk adjustment for HCSC data feeds to 4 state health insurance exchanges; high visibility.

SENIOR PROJECT MANAGER - TEK SYSTEMS., CHICAGO, IL April 2007 – June 2010Client: HEALTH CARE SERVICES CORPORATIONMember of Enterprise PMO group, within the Office of Strategy Development and Implementation.• Performed project management for the development of the Member Campaign Manager system. Tier 1 project. $13MM budget; project team of 80; highly strategic (new competitive advantage); high visibility. Award for Best Schedule 2nd quarter 2009 from HCSC EPPO. • PM for Command Center Resource Management System - Implementation of vendor (Symon) call center data consolidation and analysis application. • PM for Medicare Secondary Payer project.

MANAGING DIRECTOR, REALTOR.ORG, NATIONAL ASSOCIATION OF REALTORS, CHICAGO, IL April 2005 – December 2006. Directed the strategy, management, development and budget for the web site of America’s largest professional organization, REALTOR.org (63,000 web pages, 17M page views/mo). Managed team of eight (4 Content Editors, Editorial Manager, Visual Designer, Manager of User Experience, Developer).• In first 18 months directed the evolution of Realtor.org (RO) from a site plagued with design and usability issues to an award winning site: winner of 2006 WebAwards for the Association and Advocacy categories - Standard of Excellence awards (webawards.org). • Successfully directed projects to meet all annual and midyear site goals, including increasing site traffic by 150% in 2005, and another 50% in 2006, and to increase site registration by 33%.• Directed implementation of new technology: i.e. blogs, podcasting, RSS, streaming video, slide shows.• Managed $1.5M budget.

Performed project management for six projects: Web site single sign on for tax.cchgroup.com ($2M, team of 70, on time, within budget); Web site consolidation ($1.5M, team of 60, on time, within budget); Content Delivery Platform - CCH Wall Street ($500K, team of 25); CDP CCH - Content; Taxonomy Implementation, Editorial Software Selection.• Financial Oversight: For cluster funded projects, ensured and protected the investment made within the Operating Company(s).• Project Management: Provided project management for cluster-funded projects that span multiple operating companies (OC’s). This included the development of concept documents, detailed requirements specifications, detailed project plans, managing status meetings and providing project oversight and guidance to ensure a quality deliverable.

SENIOR CONSULTANT, SD3 CORPORATION, OAKBROOK TERRACE, IL Nov 2002 – June 2003Performed project management for a data conversion project, authored methodologies for the firm’s four focus areas, and developed business process documentation for all of the firm’s processes.• Managed the project for the data conversion for American Escrow and Closing Company’s escrow system from a DOS flat file system to a client server system utilizing MS ACCESS, MS SQL Server, VBA, Erwin and Windows 2000.o Documented project requirements and scope.o Developed time and cost estimates.o Developed project plan – implemented in MS Project.o Executed project plan: managed 2 client developers and 1 client business analyst.o Conducted change control – assessed changed to scope, advised client of impact, and updated project schedule.o Developed and executed test plans.

BUSINESS OWNER OF A LEGAL RESEARCH FIRM, LEGAL DATA SEARCH, INC. Aug 1995 - May 2002Performed function as Project Manager. Developed business model and business plan, managed projects for the design, development and program management for two legal research web sites (www.metalegal.com, www.dblegal.com ). Project management duties included:• Defined the project requirements and scope – as they supported the goals of the business plan.• Developed work breakdown structures, developed time and cost estimates and developed project plans. • Defined and hired the project team: web developer, web master, content director, 5 content specialists, marketing director, marketing specialist.• Developed project schedules and implemented in MS Project.• Executed the project plans: supervised project teams, tracked project performance.

CONSULTING MANAGER, PLATINUM TECHNOLOGIES/RELTECH INC. Jan 1993 - Aug 1995Responsible for managing projects for the customization and implementation of the DBEXCEL data repository tool, which ran on MVS mainframes in DB2.• Managed 10 projects for software customization of the DBEXCEL data repository tool. Project teams typically consisted of both company consultants and client data administration and programming staff. Waterfall Methodology was utilized. o Met with the Data Administration manager to document the requirements for the repositoryo Contributed to the development of the project charter, schedule and plan. o Designed and implemented the customized data model. o Managed the execution of the project plan.o Provided technical support for the team, advising them on solutions for issues that developed with the loading of the data repository. • Managed project for the first insurance Data Warehouse through all Project Management phases.

SENIOR CONSULTANT, KPMG Jul 1990 – Jan 1993Provided database strategies, including database design and administration expertise in the Peat Marwick Advanced Technology (PMAT) practice.• Developed database architecture strategies for clients.• Designed and implemented conceptual, logical and physical data models (using Deft, SilverRun, OS/2)• Coordinated CASE tool selection and implementation, including external interfaces.• Worked on client proposals.• Clients included UNION CARBIDE, STATE TEACHERS RETIREMENT SYSTEM OF OHIO, KANSAS AUTOMATED HUMAN RESOURCES SYSTEM, SPRINT, and VAN KAMPEN MERRITT and others.

DATABASE ANALYST/DATA ADMINISTRATOR, THE KROGER COMPANY Dec 1985 – Jul 1990Designed, implemented and maintained IMS and DB2 databases for a large retail concern. Environment: MVS, DB2, IMS.• Managed one quarter of the databases for a $20B company.• Developed reports to support database maintenance in QMF, FOCUS and SAS.• Designed and implemented the databases for a Drug Pricing System and Executive Information System.• Provided database support for the application programming staff in the development of a manufacturing purchase order system.• Conducted technology assessment for the database group. Conducted software evaluation of database tools.• Conducted disaster recovery planning and testing for company databases.• Programmed report enhancements in PL/I.