Available on request for Salesforce consulting assignments, such as those outlined below. Experienced in Financial Services, Government and Defence, Information Technology, and International Development.

JET delivers seamless event registration and ticketing solutions for conferences and exhibitions◆ Digitally transformed revenue operations during a full greenfield implementation of CPQ+, Sales Cloud, Service Cloud, Adobe Sign, Einstein Activity Capture, Einstein Call Coaching for MS Teams Video, and 3CX Call Logging to automate 70% of administrative sales activity and create a true single pane of glass for the customer. Delivered CPQ+ Development to enhance Quotation process with Adobe Sign. ◆ Improved case resolution times by 3 days and customer satisfaction scores by implementing Service Cloud.◆ Boosted lead generation 200% by Project Managing and providing System Administrator support to greenfield Pardot implementation (including Salesforce Engage, cookie tracking, and landing pages) and integrating LinkedIn Sales Navigator Advanced Plan, to conduct major B2B marketing automation and enhance customer profiling though engagement history and analysis

Foresight is a leading sustainability-focused investment manager in the Financial Services sector, specialising in infrastructure, private equity, and renewable energy investments to drive long-term growth and positive environmental impact.◆ Promoted to re-architect a £400k Net Zero and Experience Cloud project to transform FCA Sustainability Disclosure Requirement (SDR) reports for £12bn in assets. This resulted in the successful launch of the Sustainability Platform (PACT), which leverages Salesforce Flows and APIs to automatically collect and calculate KPIs and emissions data using PCAF data for reporting in Tableau.◆ Saved 2,000 hours by identifying key pain points and opportunities through 52 interviews with Senior Partners, Management, and staff, and by reviewing over 500 due diligence checks. Delivered 14 projects in the Salesforce Improvement Plan on time, within budget, and to the highest quality, maximising return on investment.◆ Improved data quality, completeness, and accuracy by 35% across a portfolio of 270 companies managed by the Private Equity department in just 4 hours, by safely integrating AI and Restful APIs.◆ Created detailed documentation, including master data management, entity relationship diagrams, logical and physical data models, and Level 1 through 4 solutions architecture diagrams.◆ Successfully migrated 7 years of highly sensitive personal and corporate finance data from two legacy systems, achieving 100% data accuracy within standard Salesforce objects.◆ Devised a roadmap to achieve a 360-degree view of the customer via a single interface and reduce operational expenditure by migrating five applications to Salesforce.◆ Embedded Foresight’s branding into Salesforce Experience Cloud by configuring the custom domain, favicon, CSS overrides for colour, 22 Lightning email templates, 30 web pages, and creating training videos.

◆ Project Managed third-party vendors Futureform and PwC to deliver 4 greenfield and brownfield implementations across 450 users aligned to company objectives◆ Safely exploited AI to enrich data quality by 35% across portfolio of 270 companies managed by Private Equity department in 4-hours◆ Influenced CTO and CFO to subcontract penetration testers ahead of external portal launch which identified 13 vulnerabilities that I remediated to harden external security◆ Protected portfolio from attack by influencing C-Suite to purchase With Secure Antivirus Software to protect portfolio of 270 companies from virus and malicious URLs in Salesforce files and chatter◆ Assisted the business to seamlessly end their contract with their Salesforce Managed Service Provider due concerns about their pace of delivery and quality assurance processes saving >£100k◆ Eliminated all User Access Management help tickets by embedding single sign on with the company Active Directory and imposing validation rules to prevent setup mistakes◆ Negotiated Salesforce contract renewal attaining significant discount on quotation, product swaps, and a price cap for the next renewal period◆ Delivered comprehensive training for Marketing and Retail Sales departments to manage campaign automations and data imports as user champions

Datto vends mission-critical business continuity and disaster recovery (BCDR) software services via B2C and B2B channels◆ Seconded to establish Major Incident and Problem Management across Enterprise Systems to lead the launch of Service & Experience Cloud for 1.2m users◆ Integrated robotic testing using Datadog to proactively monitor key processes for $55m monthly billing and alert on-call, qualified staff via OpsGenie alerts◆ Setup world-wide major-incident management roster for 80 engineers and managers across 5 departments, ensuring incidents were routed to resources on the right time-zone and escalated effectively ◆ Commanded 32 major incidents to rapid resolution, maintaining crystal clear communication between engineers, C-suite and customers

◆ Promoted to lead service management for a team of 8 Systems Administrators and 22 3rd-party Support Representatives to manage integrated systems for lead-to-cash processes◆ Identified $16m un-billed monthly recurring revenue (MRR) and led the programme across departments to restart billing this sum from an excess of 20k customers

◆ Embedded SOX-compliance in Enterprise Systems for $540m IPO on NYSE during COVID-19. Influenced hiring of consultant who identified access vulnerabilities I remediated◆ Documented user guidance, run book and training videos for 2.4k staff to leverage NetSuite, Store, Salesforce CPQ (connected by MuleSoft) and back-office systems

Founded in 1096, the University of Oxford is the oldest English-speaking research collegiate in the world◆ Maintained day-to-day operations in Salesforce and seamlessly upgraded from the 'Classic' User Interface (UI) to the 'Lightning' UI across 400 users◆ Conducted a Data Protection Impact Assessment for Salesforce and Marketing Cloud as to how individuals are affected by processing in the main Salesforce organisation and Goldman Sachs organisation◆ Automated the highly manual process to archive purchased course delegate leads who had not expressed a interest in the University within the contractually permissible timeframe using a Salesforce Flow

OPM's mission is to help low- and middle-income countries achieve growth and reduce poverty and disadvantage through public policy reform.◆ Reduced working capital by £900k on average, by identifying that 7k suppliers were being paid 6 days too early vs. standard 30-day UK prompt payment terms which eliminated a severe impact on cashflow◆ Established Group Accounts Receivable team of 4 to monitor and retrieve €13m aged debt spread across 18 countries, under Group Financial Controller's supervision◆ Conducted weekly payment run checklist with consummate accuracy on an average of £2m invoices and staff payroll

◆ Supported United Nations to end HIV/AIDS by 2030 by devising and maintaining database to recruit, deploy and trace 1.1k consultants world-wide within 48-hrs◆ Administrated lifecycle for up to 30 simultaneous projects across the UK Department for International Development Fast Response Team Programme

◆ Rescued 4 casualties with life-saving treatment as a Royal Life-Saving Society Qualified Lifeguard⟢ Treated a suspected spinal injury ⟢ Coordinated the medical evacuation of a climber with a broken leg⟢ Saved a drowning child⟢ Bandaged a bleeding eye◆ Coached Climbing as a Arrampica Indoor Climbing Wall qualified instructor⟢ Progresses classes of 18 student through Level 1 to 5 of National Indoor Climbing Award Scheme (NICAS) ⟢ Coached Eton school students and managed parties of up to 200 ⟢ Audited safety equipment and training currency of staff ◆ Managed shifts of up to 5 staff coordinating daily duties, cash management and the staff roster