Jeff Pointer

Jeff Pointer Email and Phone Number

Sr Technical Product Manager/Business Analyst | MS D365 F&O | MS D365 CE/CRM | Salesforce.com | Web Service workflow automation | Billing Operations | Services Operations @ Service Experts Heating & Air Conditioning
Jeff Pointer's Location
Boise Metropolitan Area, United States, United States
Jeff Pointer's Contact Details

Jeff Pointer personal email

n/a
About Jeff Pointer

I am an Technical Product Manager with experience managing projects through all phases of a software development life cycle process with a key strength in gathering and translating customer needs into functional requirements and then managing the delivery process through development, testing and then customer demos and approval before deployment. I have MS D365 F&O, MS D365 CE and Salesforce experience and web service definition and integration to automate business processes to improve system data quality and process efficiency by removing manual data entry. I have been an area lead through multiple CRM and ERP migrations.

Jeff Pointer's Current Company Details
Service Experts Heating & Air Conditioning

Service Experts Heating & Air Conditioning

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Sr Technical Product Manager/Business Analyst | MS D365 F&O | MS D365 CE/CRM | Salesforce.com | Web Service workflow automation | Billing Operations | Services Operations
Jeff Pointer Work Experience Details
  • Service Experts Heating & Air Conditioning
    Sr Technical Product Manager
    Service Experts Heating & Air Conditioning Oct 2020 - Present
    Richardson, Texas, Us
    I am the customer facing lead for 3 products which includes requirement gathering, backlog refinement, development management and then ends with customer demos and approval for an agile process where enhancements are delivered to production every 2 weeks.I manage a MS D365 F&O and 3rd party component backlog refinement and development supporting a monthly contractual billing and payment process where we have been delivering customization to automate manual processes and improve data quality. I created user stories and managed development of a power apps portal on MS D365 CE and web services which gives customers a view their MS D365 F&O accounts, billing statements, payment history and allows online payments for current account balances.I am also a Salesforce system admin supporting multiple sales teams for new revenue growth. To address the growing organization, I redesigned, configured and implemented the Role Hierarchy, Profiles, Permission sets and Sharing rules and new sales and approval workflows.
  • Hp
    D365 Crm Business Analyst
    Hp Mar 2016 - Oct 2019
    Palo Alto, Ca, Us
    I managed MS D365 CRM through all stages of an enterprise software development life cycle for a global services sales process to support opportunity management including quoting and deal governance. I was a lead in the system migration from Salesforce to Dynamics and yearly updated a custom Dynamics implementation to the latest Dynamics production version.I used web services to automate the loading of opportunity data from independent external tools resulting in more accurate opportunity pipeline and supply chain reporting and saved time by eliminating data manual entry.I managed a global business operations team responsible for compliance which ran the services sales process with 24 approval queues and managed all global print services audits.
  • Hp
    Salesforce.Com Business Analyst
    Hp Nov 2012 - Feb 2016
    Palo Alto, Ca, Us
    I managed Salesforce through all stages of an enterprise software development life cycle for all workflows of the global services sales process to support opportunity management including quoting and deal governance. I was a lead in the system migration from Siebel to Salesforce.I used web services to automate the loading of product quote data from an external pricing tool which delivered more detailed supply chain and reporting data and eliminated data manual entry.I managed a global business operations team responsible for compliance which ran the services sales process with 7 approval queues.I was also the global print services sales audit lead.
  • Hp
    Custom Services Sales Compliance Program Manager (Sox)
    Hp Aug 2008 - Oct 2012
    Palo Alto, Ca, Us
    I developed and then managed Sales Process for Global Services Sales which included Non-standard term approval, service credit checks, financing credit check and WW Global Trade law checks to ensure compliance. I was the lead for a Global team (7) who managed the deal governance process for compliance. I was the global Audit/Remediation lead to address audit findings.

Jeff Pointer Skills

Training Course Development Product Marketing Solution Selling Crm Program Management Information Systems Sales Process Europe The Middle East Cross Functional Coordination Salesforce.com Africa International Sales Production Support Future Product Managment Agile Environment Persistence Sales Support Sales Operations Global Management Integration Testing Crm Integration Sales Enablement Asia Customer Relationship Management Business Process Management Self Direction User Acceptance Testing Microsoft Dynamics 365 Microsoft Dynamics Crm Managed Services Business Process Technical Requirements Gathering Training Product Management Employee Training Enterprise Software Training Delivery Requirements Gathering Management Project Management Analytical Skills Product Development Coaching Product Requirement Definition Service Delivery Compliance Management Campaigns

Jeff Pointer Education Details

  • University Of Idaho
    University Of Idaho
    Computer Science

Frequently Asked Questions about Jeff Pointer

What company does Jeff Pointer work for?

Jeff Pointer works for Service Experts Heating & Air Conditioning

What is Jeff Pointer's role at the current company?

Jeff Pointer's current role is Sr Technical Product Manager/Business Analyst | MS D365 F&O | MS D365 CE/CRM | Salesforce.com | Web Service workflow automation | Billing Operations | Services Operations.

What is Jeff Pointer's email address?

Jeff Pointer's email address is jeff_pointer@hp.com

What schools did Jeff Pointer attend?

Jeff Pointer attended University Of Idaho.

What skills is Jeff Pointer known for?

Jeff Pointer has skills like Training Course Development, Product Marketing, Solution Selling, Crm Program Management, Information Systems, Sales Process, Europe, The Middle East, Cross Functional Coordination, Salesforce.com, Africa, International Sales.

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