Jeff Pointer Email & Phone Number

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.

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.

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.

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.