Improvements and bugfixes on retail banking-related business environments, including evolution on Lightning Web Components. REST-based integration between Salesforce and the bank’s internal systems. With teams in Paris, technical consultancy on new projects and effort estimation.

Support management and execution, Salesforce environment maintenance and evolution, aligned to Sales Management, Customer Success and Customer Care departments’ demands. Leadership on S-Docs and Docusign solution deployment and integration into the sales workflow. Planning and implementation of new support processes within the Customer Care and Customer Success workflows. Process and KPI implementation in partnership with the Customer Care team. Technical and functional leadership on Pardot implementation; technical assistance on Billing and Customer Success tools to the Salesforce environment. Third-party AMS management.

Project planning and development on clients Sompo Insurance, acting with the sales management teams on their broker revenue sharing processes and marketing budget distribution. Salesforce/SAP ERP integration maintenance, using web services and REST-based information traffic. On clients JBS Leather and Kraft Heinz Company, incident management and AMS (Application Maintenance Services).

Project development on clients SulAmerica Insurance and Yara Fertilizers; on the former, using Service Cloud and S-Docs. Object customization, development tasks, improvements in Apex triggers, classes and VisualForce pages; business requirement capture and production of functional documents (for clients) and technical documents (for development teams), interactions with testing teams and user teams within SulAmerica. On Yara, translation and development of training material for users, in anticipation to Salesforce go-live for Yara’s sales teams in Brazil. For the company itself, assistance to global teams (US and UK) on training sessions’ planning and execution.

Specialized service for Monsanto’s sales team, focused on iPad devices, Salesforce.com CRM platform (Sales Cloud) and Company-specific application running on the iPad and connecting to the CRM system. Bugfix version testing, root cause analysis, ITIL-aligned support process design, change management and problem management.