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Joe Harper is a Salesforce Senior Solution Architect at Coastal Cloud. He possess expertise in leadership, wealth management, portfolio management, sales operations, crm and 25 more skills.
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Senior Solutions ArchitectCoastal Cloud Jun 2022 - PresentPalm Coast, Fl, Us -
Principal Manager - Salesforce Clouds And CpqSimplus Oct 2017 - Jun 2022Salt Lake City, Utah, UsProvide advisory, implementation, change management, and managed services in the Salesforce CPQ, Billing, Sales Cloud, Service Cloud, Community Cloud, Integrations and CLM platforms. -
Salesforce Cpq Senior ConsultantSimplus Feb 2017 - Oct 2017Salt Lake City, Utah, UsAdvise, design and facilitate Salesforce CPQ implementation projects. -
Solution ArchitectBenissimo Jun 2016 - Feb 2017Delivered elegant end to end Salesforce solutions that met customers needs.
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Salesforce - ConsultantAppirio Aug 2014 - Jun 2016Indianapolis, In, UsFacilitate requirements development sessions to gain an understanding of customer's current state processes and technology in the CRM space and supporting implementation work that follows. Elicit current state pain points, and uncover gaps in CRM best practices. Produce detailed supporting materials such as business cases, business process diagrams, wire frames and other context diagrams. -
Special Projects ManagerWrapmanager, Inc Nov 2013 - Aug 2014Mill Valley, Ca, UsWorked with CEO and COO to develop and implement the company's strategic goals.Manager of Operation DepartmentCompliance oversight with CCODesigned and built Salesforce instance and maintained as the Salesforce Admin -
Senior Operations Manager /Chief Compliance OfficerPhillips And Company Wealth Strategies Dec 2009 - Oct 2013Portland, Oregon, UsExecutive Team MemberChief Compliance OfficerSr. Operations ManagerSalesforce Designer and AdminHead of IT departmentAcquisition Team Leader -
Senior Wealth AdvisorPhillips And Company Wealth Strategies Aug 2009 - Dec 2009Portland, Oregon, UsHired to grow the CEO team’s wealth management division. -
Chief Compliance OfficerBlack Rose Equity Management, Llc Dec 2008 - Jun 2009
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Financial AdvisorBanc Of America Investments May 2008 - Dec 2008Charlotte, Nc, UsIncrease sales through the building of client relationships and organically. -
Market AdministratorBanc Of America Investments Nov 2006 - May 2008Charlotte, Nc, Us#1 Branch office in the country.Supervisor of 7 Sales Assistants.Assisted Branch Manager in the supervision of 30 Financial Advisors.Key member of leadership team for 2.5 billion dollar branch. -
Cmd Dedicated Mortgage ConsultantBanc Of America Investments May 2005 - Nov 2006Charlotte, Nc, UsResidential Mortgage Rep -
Operations PrincipalPhillips And Company Wealth Strategies Jan 1998 - May 2005Portland, Oregon, Us
Joe Harper Skills
Joe Harper Education Details
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University Of PhoenixManagement & Marketing
Frequently Asked Questions about Joe Harper
What company does Joe Harper work for?
Joe Harper works for Coastal Cloud
What is Joe Harper's role at the current company?
Joe Harper's current role is Salesforce Senior Solution Architect.
What is Joe Harper's email address?
Joe Harper's email address is ha****@****ail.com
What is Joe Harper's direct phone number?
Joe Harper's direct phone number is +141566*****
What schools did Joe Harper attend?
Joe Harper attended University Of Phoenix.
What are some of Joe Harper's interests?
Joe Harper has interest in Children, Economic Empowerment, Politics, Management Philosophies, Education, Golfing, New Technologies, Science And Technology.
What skills is Joe Harper known for?
Joe Harper has skills like Leadership, Wealth Management, Portfolio Management, Sales Operations, Crm, Project Management, Saas, Management, Business Analysis, Business Process, Strategy, Salesforce.com.
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