Jose Lopez Email & Phone Number

Designs comprehensive Salesforce solutions for banking and financial services, configures systems to meet business needs, provides technical leadership to ensure successful project delivery. Responsibilities include:Collaborating with stakeholders to understand requirements and design scalable Salesforce solutionsConfiguring Salesforce and nCino systems to optimize processes and enhance user experienceEstablishing architectural principles, standards, and guidelines to ensure security, data governance, and scalabilityWorking closely with teams to gather requirements and translate them into technical solutionsCreating and maintaining documentation on the Salesforce/nCino architectureProviding technical leadership and mentoring to development/admin teams

As a Senior Salesforce Technical Architect at Kelley Austin, I designed and implemented complex Salesforce solutions that align with business strategy. I led technical teams, ensured best practices, and solved intricate business problems with innovative, scalable solutions. My role involved collaborating with stakeholders, optimizing system performance, and driving the successful adoption of Salesforce technologies.

Spearheaded the design and implementation of complex Salesforce solutions, demonstrating expertise in architecting scalable and efficient systems.Led a team of professionals in executing end-to-end Salesforce projects, ensuring seamless integration with existing systems.Conducted thorough analysis of business requirements, translating them into technical specifications and architecture plans.Collaborated with stakeholders to understand and address business needs, aligning Salesforce solutions with organizational objectives.Implemented best practices and design patterns to optimize system performance, security, and maintainability.Provided technical leadership in the customization and configuration of Salesforce features, including Apex coding, Lightning Web Components, and flows.Conducted regular code reviews, ensuring adherence to coding standards and promoting the use of industry best practices.Played a key role in troubleshooting and resolving complex technical issues, ensuring minimal disruption to business operations.Stayed abreast of the latest Salesforce developments, evaluating and recommending new technologies to enhance system capabilities.Mentored and trained team members, fostering a culture of continuous learning and skill development.

Provides Salesforce architecture solutions for projects that involve Sales Cloud, Service Cloud, CPQ, Revenue Cloud, and Experience CloudAssists consultants in QA'ing User StoriesDesigns and implements data structure, flows, processes, and programmatic/declarative set-upOwns the Solution Design for the projects staffed on

Antalya, Turkey

Worked remotely for multiple companies as a Contractor. Projects worked on:Completely redesigned a Salesforce Org's business automation-- condensing all Workflows and Process Builders into Flows and Apex code implementing best practices and ensuring cross-object DML efficiencyOversaw the technical design of a business app to Salesforce integration ensuring Salesforce best practices and company needs were metRewrote multiple, complex Apex classes for a client to reduce inefficiencies and runtime errors while making code more stable and scalable

Led a team of 6 Salesforce professionals (2 Developers, 3 Admins, and a BA), ensuring both quality of work and completion of company goals. The team consisted of all-remote employees stretching across 4 USA timezones and an offshore resource.Oversaw the Salesforce project for 2 separate M&A's-- including designing, building, implementing, and troubleshooting the merging of 2 Salesforce orgs into a brand new Org ensuring business processes and user experience met company desiresOwned the design of Salesforce and other affiliated solutions for Sales, Service, and platform solutions including-- but not limited to-- data backup/recovery, environment management, CPQ configuration, 3rd party apps, governance, automation strategy, and best practiceActed as a release manager, approving configuration and coded items to be deployed between environments. This included managing the continuous DevOps process through a combination of SFDX and CopadoServed as the liaison and SME for the Salesforce team in company meetings including C-Suite, President, and Vice President roles and tangibly helped to decide the direction of Salesforce operationsTransitioned the Salesforce team from Waterfall methodology to Agile while also redesigning the Salesforce Support team to handle tickets-- implementing SLA's and a help desk portal

Worked with key business and technology stakeholders to create full scope quote-to-cash solutions based on Salesforce CPQWorked with product owners, project managers, and functional leads as the subject matter expert for solving complex high impact business challenges through the effective deployment of technologyDeveloped Salesforce and related systems to scale and optimize key processes that delivered business outcomesProvided technical consultancy on platform configuration, custom development, and maintenanceAdvised and led troubleshooting, root cause analysis, and solution generationDocumented processes and configuration using Atlassian Confluence and other toolsCoached, mentored, and developed a team of administrators, developers, and business analystsServed as the de facto Product Owner of all things Salesforce, including redesigning the DevOps process to better meet company goals

Memphis, Tennessee

Defined, analyzed, built, and delivered Salesforce/CRM solutions to business problemsConfigured and managed Salesforce/CRM-related changes and enhancements to improve the overall end-user experienceOversaw a cross-functional scrum team as the technical lead to ensure that the company’s tactical and strategic Salesforce/CRM objectives are metAssisted with the implementation of a data integration strategy connecting Salesforce with Indigo's other systemsDeveloped a good relationship to become a go-to resource for questions, enhancement requests, and incidents regarding CRM/Salesforce functionality

Master’S Degree, Theology/Theological Studies

Bachelor’S Degree, Church Ministries

Activities and Societies: Theta Alpha Kappa Honor Society