ConnectWise AI utilizes cutting-edge conversational AI technology to help small businesses boost revenue, qualify leads, provide customer support, and book more appointments—all while saving valuable hours and reducing costs compared to traditional hiring.

▪ Leveraged online sales platform to generate yearly revenue in excess of six figures.▪ Cultivated B2B relationships that resulted in consistent inventory and profit growth year over year.▪ Utilized data and analytics to better understand sales trends and address business inefficiencies.▪ Designed end to end business processes resulting in greater customer satisfaction and retention.

▪ Responsible for the technical design of client solutions including a lead role in project discovery, development estimates, and documenting requirements and designs.▪ Led project team in a complex custom SSO integration between Okta and Salesforce including features for social sign on, MFA, and secure data management between applications via API, SAML assertion and workflows.▪ Engaged with Project Managers, Business Analysts, and dev ops teams to develop and deploy solutions meeting scope and business requirements.▪ Provided technical direction and guidance, development oversight, and support for the successful delivery of projects.▪ Assisted in development of a heavily customized mobile application utilizing Salesforce experience cloud, mobile publisher, google maps integration, and a custom-built messaging feature.

▪ Documented functional specifications in a detailed and concise format to assist the internal Development Team’s implementation efforts.▪ Identified risks to development, scope and timeline while working closely with the project Manager to mitigate them.▪ Worked with the solutions architect, lead developer, and other team members to gather needed information to inform solutions designs that addressed business requirements.

▪ Assist members in understanding Salesforce and obtaining certifications in this area▪ Team of individuals learning best practices around Salesforce and the broader Salesforce ecosystem▪ Participates in live workshops surrounding key Salesforce professional topics in order to become a high quality Salesforce Professional and Employee▪ Gathering detail requirements & full Solution documentation for requirement delivery▪ Weekly meetings to review Salesforce configuration updates and determine next steps▪ End user training documentation and workshops to ensure user understanding of customizations▪ Created a new Salesforce implementation for a non-profit org, using Salesforce NPSP. ▪Created users, roles, profiles; custom objects and fields; validations; process builder; and reports and dashboards for the client.