Jordan Steward Email & Phone Number

Chicago, Illinois, Us

Chicago, Illinois, Us

Chicago, Illinois, Us

Responsible for leading the Experience & Engagement service line at Spaulding Ridge across Sales Cloud, Service Cloud, Experience Cloud, Health Cloud, Field Service Lightning, and Pardot, with a focus on go-to-market strategy & delivery enablement.

Chicago, Illinois, Us

Charleston, South Carolina, Us

•Responsible for the management of the consulting practice by overseeing the daily operations of the project delivery team, monitoring project health metrics, and providing guidance and direction to team members to ensure long-term client success on the platform.•Initiated and championed the redesign and modification of internally and externally facing project documentation, solutions, and SOP’s, supporting growth and expansion efforts into new markets. •Lead expansion effort to support the delivery of Health Cloud by productizing and developing specific implementation packages for key Healthcare and Life Sciences use-cases.•Assist the Sales team with the scoping and composition of statements of work, and develop use-case specific solutions for clients.•Responsible for developing and maintaining relationships with key sales and product/technical team contacts at both Salesforce and third-party vendors in the Salesforce ecosystem to foster collaboration.

Charleston, South Carolina, Us

•Led the successful delivery of the practices’ more complex projects by managing the assigned members of the project team and leveraging technical and industry-specific expertise, ensuring that projects were delivered on-time and on-cost.•Performed fit-gap analysis to identify issues and inefficiencies in clients existing systems and processes, and presented resolutions that eliminated the use of flawed systems and time and labor-intensive practices.•Delivered streamlined and efficient UX’s using a low-code approach using advanced flows, lightning processes, and lightning components in lieu of custom Apex and Visualforce development when appropriate to balance client spend and timeline considerations.•Regularly conducted discovery sessions and requirements-gathering-workshops with prospective clients to ensure that the solutions that were implemented were tailored to the client’s individual use-case, industry, and specific needs.•Served as a technical SME to both the project delivery and sales teams by providing technical training and validation scope requirements, resulting in an increased capacity to sell and deliver services related to all aspects of Sales Cloud, Service Cloud, Communities, CPQ, Health Cloud, Desk.com, and related third-party applications.

Charleston, South Carolina, Us

•Led the end-to-end implementation of Sales Cloud, Service Cloud, Communities, and Desk.com products for clients in the Healthcare & Life Sciences, Financial Services, Manufacturing verticals.•Performed requirements gathering sessions, executed all technical tasks of Salesforce implementations and data migrations, trained user end-users and admins, and provided post-go-live support.•Provided consulting services to existing Salesforce customers to increase user-adoption and streamline sales, service, and marketing operations on the platform, leading to an increase in the client’s ROI for Salesforce.•Facilitated all client stakeholder meetings and UAT sessions to ensure that the end-product aligned with client goals while balancing the SOW and project timeline against scope creep and client lag.•Implemented a new agile-waterfall hybrid project management model and launched the use of Smartsheet and Box for the entire project team to streamline milestone delivery, increase overall productivity, and provide transparency to clients on the real-time status and health of their project.

Charleston, South Carolina, Us

•Executed the delivery of technical tasks related to implementing Salesforce for net new customers, including object and field-level configurations, defining org-wide user access, building reports and dashboards, and migrating data from legacy systems to Salesforce via Data Loader and Jitterbit.•Led training sessions with end-users of varying user-personas on the day-to-day use of Sales and Service Cloud.•Maintained project documentation and delivery timelines, keeping senior members of the project team regularly informed on project status and timeline updates.•Remodeled all internal project timelines and externally facing implementation documents used with all Salesforce implementations, resulting in an increase in productivity and the company’s capacity to deliver more projects simultaneously.

•Served as a Research Analyst for a consulting firm that provided Innovation Roadmaps, Global Asymmetric Engagement Strategies, and Human Domain Analytics to clients in complex operating environments.•Supported the delivery of data analytics, market-entry, and risk mitigation strategy services to clients involved in international mining and oil and gas operations by collecting data that defines the physical, cultural, political, and socioeconomic factors that influence project risk.•Collected and analyzed OSINT and GEOINT data for use in client presentations and whitepapers focused on political and economic shifts in the developing world, and the security issues linked to the global rise of Megacities.•Assisted in business development operations by monitoring and qualifying public sector RFI’s associated with energy, engineering, defense, and security needs.

Charleston, South Carolina, Us

•Functioned as the org-wide Salesforce Administrator in support of business development, order management, and marketing efforts on the platform.•Managed MS databases and spreadsheets on the energy usage and flow treatment volume of public water and wastewater treatment plants to identify inefficient facilities and support targeted sales and marketing efforts.•Conducted and presented market research to company leadership on competing IoT energy management solutions in support of the Digital Water product launch.•Assisted the Director of Marketing through the planning, execution, and reporting phases of each marketing campaign, customer outreach initiative, and press release via Mailchimp, Constant Contact, and PR Newswire.

•Train, instruct and manage up to 10 new employees on technical and logistical areas of job positions.•Supervise the successful completion of up to 4 separate project sites at the same time.•Ensured customer satisfaction by providing high quality service and competitive pricing.•Accountable for equipment and resources valued up to $20,000.

Bachelor Of Arts (Ba), Political Science

Senior Term Enrichment Program