• Played a pivotal role in rescuing a delayed Salesforce Field Service Lightning (FSL) implementation for an insurance partner, following poor execution by a previous consultancy. • Ensured organizational consistency, accurate permissions, and proper sharing settings for internal, mobile, and portal users. • Conducted thorough research and developed User documentation on Persona Permissions, a Copado cheat sheet, and all functionalities of Field Service Lightning, a new application for the company and team. • Tackled in-depth research and resolved critical bugs quickly for the new Field Service Lightning implementation, ensuring the application was delivered on time and met all functional requirements.• Analyzed existing Lightning flows and provided strategic recommendations for consolidating, redesigning, and building new flows to enhance system performance and efficiency.

Role was eliminated as part of a company restructuring.• Led the successful implementation of a field service managed package (alongside the vendor), including a customized mobile app, designed for the energy industry that added 100 Platform users to Salesforce, alongside project managers with standard profiles, with security needs for each, and custom profiles.• Spearheaded upgrade of Ironclad system from legacy version to current version and enriched Salesforce with additional data points, substantially improving visibility of contractual statuses and approvals.• Configured and customized Salesforce to meet business requirements, including custom objects, workflows, validation rules, and process automation.

Role was eliminated as part of a company restructuring.• Configured and administered Salesforce and all managed apps/integrations installed or integrated with Salesforce, including DealHub CPQ, Zendesk, Zoominfo, Chorus, Groove, Chili Piper, LinkedIn Sales Navigator, 6sense, and HubSpot.• Supported end-users with troubleshooting, resolving inquiries, and providing training and on-boarding assistance.• Oversaw data integrity and hygiene within Salesforce, including data import, duplication, and data cleanup efforts.

• Spearheaded change and automation requests twice weekly with Sales Ops team members and stakeholders to ensure consistency and overall integrity of the entire organization.• Stayed updated on Salesforce best practices and new features to make recommendations for improvements.• Organized, implemented, and monitored Salesforce and all managed apps/integrations installed or integrated with Salesforce, including DealHub CPQ, Zendesk, Archiver, Ironclad, Outreach, Conga, LinkedIn Sales Navigator, ZoomInfo, Marketo, HubSpot, Clari, Outpost, and Loopio.

• Supervised all Digital Sales Systems, such as Salesforce, HubSpot, Pardot, and Formstack efficiently.• Implemented Cases (including email to case) for internal support and enhancement management• Built out and implemented HubSpot for new product launches for large markets, ensuring efficient lead generation, nurturing, and customer engagement throughout the launch process.

• Scrutinized, collected, and documented client requirements, developed solutions, configured, and implemented new instances of Salesforce, including integrations, Community implementations, and data cleansing/migration. • Configured Salesforce to align with clients' business processes, including custom objects, fields, workflows, and automation.

• Superintended backlog of salesforce technical enhancements and support cases for internal clients expertly.• Executed SFDC configuration changes that included field maintenance, workflows, sharing rules, and validation rules. • Managed and maintained the Salesforce Unlimited Edition, Sales Cloud, and Service Cloud instances, ensuring high availability and performance.

• Supervised the execution of a business unit's migration from Smart Office to Salesforce.com completed with 70 new texts, lookup, formula, and pick list fields for Lead, Account/Contact, and Opportunity objects.• Designed and built a new custom object to provide wider security for the notes. • Analyzed and translated business needs into Salesforce solutions, identifying opportunities for process improvement.

• Headed the customization of the Opportunity Object along with a consultant to ensure its alignment with the company’s unique sales process. • Liaised with cross-functional teams to seamlessly integrate a Work Order Object to streamline the creation, tracking, and management of work orders. • Provided user support, troubleshot issues, and encouraged user adoption of Salesforce.