As an Elevate Engagement Director, I am responsible for creativity surrounding Customer Success and renewed partnerships through our managed service offering called "Elevate". I manage a project pod (book of business) and work to continually drive customer success. I also assist in laying the proper foundations for continued benefit and growth for the customers I serve. We emphasize flexibility, fun, and customer success through this unique twist on the MSA world which has proven to be wildly popular among our long-standing customers and partners. I also manage a global team of professionals and support their personal and professional growth initiatives while serving as an escalation point for all manner of requests. Internally I am one of the founding culture czars who continually partners with our internal culture team to ensure we are fostering an engaging, safe, and creative work environment for all Atrians!Presenter at Dreamforce 2019 - see link below for details

I began my journey at Atrium as a Lead CRMA Analytics Consultant specializing in data architecture roadmapping, wire-framing dashboard solutions, pre-sales solution engineering assistance, ETL processing and integration support, and of course, dashboard design, build, and QA. Everything but the kitchen sink to start!

In my role as a Principal Business Architect in the Strategy Engagement team, I delivered strong consulting knowledge coupled with strategic initiatives for long-term engagements. I was sourced as a Business Architect with varying project responsibilities ranging from code reviews, to deployments, to delivering heavy customizations of the Salesforce platform in alignment with the customers vision and strategic initiatives.• I served with the Western Union WUBS Product Engineering team and the Appirio PW3.0 team for 1.5 years. Together, we created an award-winning EDGE Platform for B2B invoice integration, payments/billing, supporting 12 languages and 200+ currencies. (6 years with this client overall)• Liaison to Jaipur development center team to achieve a fully customized integration platform using Cloud Elements and tying in several internal accounting packages to integrate with the EDGE product’s invoice management/vendor billing node.• Worked in tandem with and developed a long-standing relationship with the newly appointed WU IT team to ensure a smooth transition throughout the project timeline and enable the teams success.All-around "Grease Man" and social chair on a long-standing engagement for a phenomenal project team!

Salesforce PreSales Solution EngineerSalesforce Business ArchitectSalesforce Wave Analytics Black-Belt Accredited Professional

Salesforce.com Certified AdministratorSalesforce.com Certified Advanced AdministratorSalesforce.com Certified Force.com DeveloperSalesforce.com Certified Sales Cloud ConsultantI work as a Certified Senior Salesforce.com Consultant where I evangelize the cloud computing model and "Appirio way” daily. I strive to efficiently develop the most suitable solutions for our clients’ needs and ensure that they enjoy the Appirio experience each step of the way. In the few years I have been a consultant, I have gained the valuable trust of our customers, their staff, and vendors to ensure a seamless working environment for all involved.

Appirio’s Silver Lining Program was created to mobilize our employees in making a measurable impact on the communities where they work and live. Inspired in part by community benefit programs created by partners like Salesforce and Google, the Silver Lining was launched in 2010 through the passion of our employees who have made giving back part of their personal and professional lives.I served as the Mid-West Region chairperson for all events and activities in our area. This included coordination of large amounts of human capital and resources with very short timelines and unfamiliar territories. Research and blossoming partnerships with organizations across the region was paramount for success, and I was in charge of making sure that our events ran smoothly.Our mission is to use the company’s time, talents and technology for the social good. We support this mission through three initiatives:•Pro–bono professional services to support the adoption of cloud technologies in select non–profits•Company sponsored group volunteer activities including quarterly corporate events and ongoing regional events•Paid time off each year for employees to pursue their own personal volunteer activitiesSince the program’s inception, Appirio has contributed over 8,500 hours of community and pro–bono services and has provided over $230,000 in cash and product donations to charitable causes such as JDRF, Project Linus, and American Red Cross through the Silver Lining.

I am a member of the Tulsa and Oklahoma City regions. Membership includes Salesforce professionals, admins, developers, and anyone else who wishes to learn more about cloud computing through the use of Salesforce.com. We host meetings to discuss issues that impact salesforce users across the State of Oklahoma.

I worked in IT Shared Services in the CRM Center of Excellence group. Together, we managed all business analysis, documentation, change management, training, project management, testing, development, and support for any and all CRM related activities surrounding the Salesforce.com application. I was primarily responsible for developing software solutions using Apex, Java, HTML, XML and Salesforce.com API framework. Also, I maintained the day-to-day operation of our salesforce.com implementation including creating and maintaining custom objects and fields, handling bulk data migration, running data de-duplication scripts, administering workflow rules, and maintenance of web page layouts. I was tasked with managing projects that integrate data from other core bank systems with Salesforce.com including a key integration link to the Financial systems for incentive compensation. I performed business analysis with business managers and executives to gather tech requirements for internal projects. I provided end user support and data reporting on an on-call admin schedule. I hosted all end user training on new and advanced topics including new feature roll outs via web-conferencing and travel to all markets in the bank footprint. I configured and maintained “sandbox” development environments to facilitate successful development and QA testing of new features/functionality and migration to production environment utilizing the Eclipse IDE. I provided technical support for the installation, implementation, and on-going utilization of 3rd party API vendor supplied business applications. I utilized project management skills and my ability to translate business requirements into application functionality to deliver rich content quickly. I demonstrated an ability to manage workload, engage IT and finance resources, and coordinate support to successfully complete projects on time and within budget.

Managed the Salesforce.com CRM application as a Salesforce.com Administrator. Responsible for maintaining the functional areas of data management, forecasting, campaign management, contacts, leads, opportunities, cases, dashboards and reports.Maintained user roles, security, profiles, workflow rules, etc. Trained new end users on the salesforce.com application. Maintained system metrics to track trends in usage and data integrity. Identified SF.com usage problems and crafted technical communication plans to remedy them and explain the solution.Participated in cross-functional teams that addressed strategic business issues involving CRM and sales operations.Responsible for global implementation of Salesforce.com enhancements and projects. Served as the primary point of contact for direct sales and channel partners who required maintenance, configuration, reporting and training. Interfaced with senior management who required timely reporting and intuitive dashboards.

Provided Tier III Network support in a Network Operation Center located in Tulsa, Oklahoma.Performed daily maintenance for global clients including Continental Airlines, Sabre, County of San Diego, and Travelocity. Extensive knowledge of TCP/IP, HTTP, HTTPS, FTP, DNS, and SMTP protocols and understanding of Internet technologies, routers, firewalls, web servers, web proxy servers, and LAN/WAN communications was required.Company was purchased by Hewlett Packard and client contract was terminated.