Juan Carlos Beltran Email & Phone Number

San Francisco, California, Us

As a Director in Solution Consulting I am a direct leader of consultants and architects, while also leading delivery of multi-million-dollar programs for Fortune 100 clients. These programs are focused on complex transformation of Sales and Service disciplines - including multi-cloud, multiple databases, and extensive integrations. My role is also responsible for driving change and maturity throughout the practice by creating, leading, and influencing internal initiatives which focus on onboarding, enablement and retention of our staff.

San Francisco, California, Us

San Francisco, California, Us

- Senior Business Analyst / Solution Architect in multi-million-dollar programs with enterprise clients- Leading engagements as a functional lead and collaborating with various other roles including Technical, Program, and Business Architects

My role as a Business Consultant was to establish myself as a trusted, strategic advisor in a role spanning above and beyond the initial onboarding of a client. Business Consultants forge relationships with representatives of all levels to provide expert guidance that can be leveraged during the onboarding period, as well as during later stages of an implementation’s point of maturity. - Engage with the highest levels of leadership to architect and strategize multi-phased/multi-system implementations.- Identify key business objectives to maintain a clear path towards a successful roll-out- Provide industry insights and expert guidance in various sales environments to facilitate sales strategy development. - Consult on key principles of change management to maximize user adoption and ensure project success.- Lead multiple specialized teams through various phases of the implementation lifecycle.- Partner with clients to streamline and evolve existing and proposed processes.

- Salesforce SalesCloud and Sales lifecycle analysis- Process streamlining through implementation of industry-based Contact Strategy best practices - Customer on boarding onto Velocify's Sales Acceleration platform (Pulse - Salesforce Appexchange)

Indianapolis, In, Us

Serving in the primary role charged with guiding clients through implementations, I was responsible for conducting workshops with participants of all levels from end-user to C-level executives. These workshops uncovered current state requirements and showcased the power of the Salesforce platform in the customer’s future state.- Facilitate workshops in deep analysis of the customer’s current state using onsite and remote resources. - Translate complex process requirements into user stories.- Work closely with Tech Leads and Tech Architects during the development phase as an internal advisor of the business model and requirements- Configure declarative platform features.- Direct offshore resources to promote round-the-clock progress in development.- Showcase the Salesforce platform using demos and mock-ups to communicate platform best practices and obtain future state buy-in- Detect and capture additional opportunities outside of the scope of the current SOW. - Partner with Sales teams to clarify product roadmap and identify opportunities.- Maintain current all Salesforce certifications as part of the Partner Certification requirements.

Austin, Texas, Us

As a principal consultant at Oracle, I led internal and partner teams through analysis, design and execution of large-scale engagements. These included new and existing commercial and public sector implementations. - Mentored associate-level resources to expedite ramp-up.- Facilitated onsite/remote discovery and design sessions in support of all phases of the product-specific project methodology (Plan, Design, Configure, Test, Deploy, Results)- Analyzed client business processes and provided recommendation of industry best practices in the context of their unique business needs.- Implemented use case-based documentation of all organizational requirements and workflows.- Configured Oracle Service Cloud software as outlined during the design phase.- Demonstrated an in-depth understanding of Oracle Service Cloud Analytics Engine (MySQL DB)

Bozeman, Mt, Us

Nominated as RightNow Technologies Rookie of the Year, 2011

Served as a team leader for the administration of the Myspace RNT system – primary focus includes creating and managing Account, Contact, Incident and System Administration functionality. Experience included:• Analyzing and documenting Myspace support business processes and requirements• Designing solutions within the CRM to satisfy organizational needs• Configuring RightNow CX to meet the changing internal and outsourcing needs of the company• Establishing all test plans, documentation and conditions for internal team change requests• Providing post-implementation/post-change support and analysis when needed• Identifying and presenting RNT optimization ideas to management and executive stakeholders• Working closely with data structures and assisting teams with analytics and data import/change requests• Participating in brainstorming sessions with team members to identify time saving changes to the system including: o Serving as a key player in the RNT implementation at Myspace, condensing month’s worth of work into a 4 week implementation o Managing the implementation of enhanced XML (API to incident as opposed to our outdated email solution) o Consolidating 10 workspaces into one by developing hundreds of rules to customize data displayed for each department\tier both internal and external, resulting in a 90% reduction in time needed for workspace rule changes o Organizing and leading a complete restructure and reimplementation of over 400 business and workspace rules

Served as a critical team member in the migration of customer contacts from Outlook to Egain to Salesforce.comExperience included:• Development of hundreds of Microsoft Outlook rules to sort and respond 200,000+ emails per month• Formal documentation of current business processes and Outlook structures to facilitate implementation of Egain and Salesforce CRM systems• Assisting in training of International branches of Myspace to simplify agent workflow• Receiving recognition from management and my peers by being named Myspace Overall Employee of the Month in January 2007

Worked Content Review Teams in the early days of Myspace ensuring user safety on the site and enforcing Myspace Terms of Use policies.Experience included:• Working with internally developed tools to review and monitor user uploaded content (including images and videos)• Strictly monitoring Myspace activities to reduce misuse/abuse of profiles• Maintaining up-to-date knowledge of all Myspace TOU guidelines provided by upper management• Ensuring user safety by escalating any critical issues to law enforcement teams if needed

Communication Studies

Associate'S Degree, Communication Studies