Matthew Case Email and Phone Number
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At the keyboard, I help people implement software as a project manager and volunteer for non profits. Away from the keyboard, I enjoy the beautiful Washington State and beyond.
Simplus
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Salesforce Project ManagerSimplus Jan 2023 - PresentSalt Lake City, Utah, Us-Successfully led large teams to perform large-scale, enterprise Salesforce CRM software implementations-Leader of Salesforce Delivery, Technical, Marketing and Operations-Work closely with C-Suite and project sponsors -
Senior Onboarding Consultant, Subject Matter Expert And Lead Project Manager On Sfdc IntegrationDocusign May 2022 - Jan 2023San Francisco, Ca, UsSame as previous role with an emphasis on leadership, extra initiatives, and more influence into the Salesforce integration and its evolution as a product. Promoted to a Senior level. -
Onboarding Consultant, Subject Matter Expert And Lead Project Manager On Salesforce IntegrationDocusign Feb 2022 - May 2022San Francisco, Ca, UsSame as previous role with an emphasis on leadership, extra initiatives, and more influence into the Salesforce integration and its evolution as a product. -
Software Adoption Consultant, Products TeamDocusign May 2021 - Feb 2022San Francisco, Ca, Us-Hand-picked to join a top-of-class team of product subject matter experts (SME) delivering Software Adoption Consulting services to customers with complex use cases often including Salesforce, Microsoft Dynamics 365, Oracle Netsuite, and 3rd party integrations. -Identified business process shortcomings and provided solutions internally such as designing, building, and managing Atlassian Confluence pages dedicated to summarizing product knowledge and maintaining up-to-date, key resources. -Led initiatives to facilitate cross-team collaboration (e.g. Syncing with European based teams to facilitate knowledge sharing and align best practices. Led and cross-trained colleagues as a “Google Champion” during a company-wide transition to Google workspace.) -Assisted in writing User Stories and performing UAT testing for internal Salesforce projects. -Project Management: Successfully managed many complex projects simultaneously, working collaboratively, internally, with various stakeholders, and with 3rd party consulting firms to ensure Customer success. -Guided, enabled, consulted, and trained Customers on advanced products within the DocuSign Agreement Cloud solutions showcase (e.g. DocuSign Apps Launcher, DocuSign eSignature for Salesforce, DocuSign Gen for Salesforce, DocuSign Negotiate for Salesforce, etc.) post sale.-Succeeded in the role by helping customers achieve a fast time to value, and adopt the products thoughtfully and thoroughly.-Consulted one on one and one to many, communicating highly technical products to audiences at both technical and non-technical levels.-Required an advanced knowledge of Salesforce Administration, User management, Process Builder, Custom Objects and Fields, Page Layouts, Profiles, Permission Sets, Lightning Actions, Buttons, etc. as well as maintaining DocuSign expertise, and technical software troubleshooting acumen. -
Associate Software Adoption Consultant, Products TeamDocusign Mar 2021 - May 2021San Francisco, Ca, Us-Guided, enabled, consulted, and trained Customers on advanced products within the DocuSign Agreement Cloud solutions showcase (e.g. DocuSign Apps Launcher, DocuSign eSignature for Salesforce, DocuSign Gen for Salesforce, DocuSign Negotiate for Salesforce, etc.) post sale. -Succeeded in the role by helping customers achieve a fast time to value, and adopt the products thoughtfully and thoroughly. -Consulted one on one and one to many, communicating highly technical products to audiences at both technical and non-technical levels.-Required an advanced knowledge of Salesforce Administration, Process Builder, Custom Objects and Fields, Page Layouts, Lightning Actions, Buttons, etc. -
Associate Software Adoption ConsultantDocusign Aug 2019 - Mar 2021San Francisco, Ca, Us-Innovated ways to improve the team's efficiencies with Salesforce.com and other toolsets.-Cross-Trained colleagues on DocuSign product areas with a SME-level knowledge (Subject Matter Expert). -Guided, enabled, consulted, and trained Customers on DocuSign Agreement Cloud solutions post sale. -Succeeded in the role by helping customers achieve a fast time to value, and adopt the products thoughtfully and thoroughly. -Awarded the "CS (Customer Success) A&E (Adoption and Enablement Department) Q2 Rock Star Award – North America" for my leadership in a one to many webinar training series, being a key contributor to a Salesforce automation project, and exceeding key performance metrics. -Consulted one on one, one to many, and presented webinars showing best practices and training. -Identified solutions to meet business requirements in a highly technical SaaS environment, including integrations and connectors. -Strengthened project management skills, customer satisfaction, and self-drive in an atmosphere of project-based work. -
Technical Support Expert, Tier 2Docusign Oct 2016 - Aug 2019San Francisco, Ca, Us-Passed Tier 3 exam. -Brought a consultative approach to SaaS Support, while building strong relationships within the company and with customers. -Authored over 30 technical, internal and customer-facing articles, and walk-throughs (Salesforce KCS methodology), sharing best practices with DocuSign's Electronic Signature platform (web application), API's, Connectors, industry best practice workflows, and integrations like DocuSign for Salesforce. -Internal trainer and coaching services given to newer colleagues across multi-national Support team. Peer-Awarded an “Unsung Hero” award in 2018. -Exceeded all KPIs every review period, which included customer satisfaction surveys, quality of performance, and productivity.-Leveraged knowledge of SQL, Kusto Kazmon, and other query-based languages to analyze data of Customer Accounts to help solve complex customer problems. -
Customer AdvocateTrade Tech Inc. Aug 2015 - Oct 2016Issaquah, Wa, Us-Implemented new, more efficient ways of using the Support Ticketing system (Jitbit) while thriving in a technical support role where questions ranged in difficulty and scope. -Revamped internal policies and procedures with Google Apps, and spearheaded cross-organizational collaboration to increase company productivity. -Authored internal and customer-facing knowledge base articles to help deflect cases, and bring about consistency to the Support experience. -
Technical Support SpecialistPushpay Jan 2015 - Jun 2015Redmond, Washington, Us-Excelled in Technical Support, and exceeded all aggressive SLAs, KPIs, and OKRs. -Key contributor to implementing more efficient ways of managing Support Tickets (Freshdesk) and internal productivity tools (such as TextExpander, Asana, and Trello). -Improved usage of CRMs (Nutshell and Salesforce) to track customer accounts and interactions through the implementation process of Pushpay software. -Created a publicly facing Knowledge Base of over 75 how-to articles from scratch in 2.5 months, while managing about 150 Support tickets weekly, and supporting the post-sales team internally with operational duties. -
Implementation SpecialistPushpay Apr 2014 - Jan 2015Redmond, Washington, Us-Account Management, on-boarding specialist, and implementation consultant for church and non-profit organizational staff for Pushpay product - a donation software (App, online giving, and texting). -
Sales And Training SpecialistZaxx Technology Specialists Jul 2010 - Jul 2011Wisconsin Rapids, Wi, Us-Provided excellent customer service for computer sales, computer repair, and Cellcom cellular (plans, sales, and device support) in a fast-paced environment, interacting with several customers daily. -Helped create company policies, organized them using Google Apps for Business, and shared up-to-date trends in technology with co-workers. -Created, organized, and executed group classes teaching Apple software, social media, and good computer habits to customers in-store. -Promoted to running a satellite retail and support location. -
Videographer And Social Media InternshipUwsp Aber Suzuki Institute Jul 2010 - Aug 2010Stevens Point, Wi, Us-During this hectic 2 week music camp event, I videotaped seminars, music lessons, and interviews. -Created daily highlight videos, and produced and edited 2 promotional videos which ended up becoming Marketing DVD's for the next year's camp.-Helped manage the Institute’s Facebook page during Internship. -
Peer TutorUniversity Of Wisconsin-Stevens Point Jan 2006 - Jan 2010Stevens Point, Wi, Us-Private French Tutor and Computer Guide through an on-campus Tutoring and Learning Center while attending full-time college. -Helped peers and others with course content and prepare for success in French class, and using productivity tools on Windows. -Assisted peers in computer labs on-campus with basic troubleshooting and Windows and Mac programs, including non-linear editing software (Final Cut Pro).
Matthew Case Skills
Matthew Case Education Details
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University Of Wisconsin-Stevens PointAnd Philosophy Minor -
Trailhead By SalesforceSalesforce.Com -
L'Institut Notre-Dam D'Arlon (Belgium) -
Stevens Point Area Senior High SchoolHigh School Diploma
Frequently Asked Questions about Matthew Case
What company does Matthew Case work for?
Matthew Case works for Simplus
What is Matthew Case's role at the current company?
Matthew Case's current role is Certified Salesforce Professional | Software Project Manager & Consultant | Technical Support | Technical Writer | SaaS Business Analyst | Community-Minded.
What is Matthew Case's email address?
Matthew Case's email address is ca****@****ign.com
What schools did Matthew Case attend?
Matthew Case attended University Of Wisconsin-Stevens Point, Trailhead By Salesforce, L'institut Notre-Dam D'arlon (Belgium), Stevens Point Area Senior High School.
What skills is Matthew Case known for?
Matthew Case has skills like Customer Support, Customer Service, Account Management, Image Editing, Mac, Video, Video Editing, Pc, Facebook, Google Apps, Google Docs, Mysql.
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