Keith Van Kuller Email & Phone Number

New York, NY, US

Center Valley, Pennsylvania, US

Miami, Florida, US

• Leading Salesforce team to drive transformative business initiatives for 14 different teams of stakeholders
• Architected opportunity screen flows customized for each line of business to unify sales processes and synced daily trade data into Tableau CRM graphs to provide management visibility into flow trends for each.
• Created a competitive intelligence module in Salesforce as the single source of truth for insights that management incorporated into firm strategy.

Dublin 2, IE

• Delivered CRM implementations on complex projects encompassing the full range of Salesforce cloud capabilities with the core objective of modernizing cloud architecture and replacing legacy software for financial.
• Chief architect of the first “Private Equity CRM” internal Accenture asset in the PE industry
• Designed new solution architectures for enterprise firms by crafting wireframe diagrams and flow charts while documenting technical user stories and business use cases in workshops.

Worldwide, OO

• Directed project teams following Agile methodology by prioritizing weekly sprint tasks, conducting daily stand-up meetings, prioritizing deliverable backlogs and hosting team retrospectives to control project progress.
• Internal Business Development: Built the first internal Knowledge Base for commercial banking sector to shorten implementation timeframe and replicate integration patterns; developed Go-to-Market materials for leading.

Los Angeles, California, US

• Revolutionized outdated systems by architecting new Salesforce solutions to drive sales growth and productivity.
• Generated 20% more revenue by building integrations with marketing, website, and back-office order systems to increase operational efficiency and enabling staff to focus their workload on high-value, high-impact tasks.
• Increased sales by replacing native Salesforce dialer functionality with a Velocify outbound power dialer and implementing broker scores based on the number of calls, call time, a number of leads assigned, and closing %.

Austin, Texas, US

• Led modernization of technology away from legacy systems for a precious metals dealer with 70 users.
• Migrated an obsolete CRM model and data to a new Salesforce org; customized and managed 3 Salesforce organizations.
• Revamped the CTI system with a RingCentral integration to handle click-to-dial, screen pop on incoming calls and utilize softphones, saving administrative time by automating searches and contact dialing.

• Launched an international coin business operating through eBay specializing in numismatic coin market.
• Streamlined inventory management and product pricing by architecting a coin catalog that adjusted to market prices in real-time using Salesforce integrated with Nfusion Solutions.
• Leveraged Salesforce to build a client database, analyze order pipeline, manage customer relationships, and automate email marketing to drive lead generation, sales, and client engagement.

New York, New York, US

• Calculated metrics affecting the credit rating for collateralized loan obligations and maintained CLO database; advised on restructuring of rating methodology following the financial crisis.
• Crafted reports and assembled analytics for rating committees; mapped information from Bloomberg and custodians as inputs into algorithm that generated rating estimates.

Bachelor Of Arts In Economics, Minor In International Studies, Honors Program

Education record