• Responsible for leading discovery meetings; partnering with business stakeholders; developing, refining & prioritizing the backlog; designing and building declarative and code-based solutions in Salesforce; and mentoring developers• Leads technical sales and RFP responses for strategic customers• Practice leader for Financial Services supporting both sales and technical delivery excellence across the vertical; Accredited Salesforce Financial Services Cloud Architect

• Responsible for leading discovery sessions, documenting business requirements, and writing user stories and acceptance criteria in Jira• Solutioned and built both configuration and code-based Salesforce solutions and mentored offshore development team• Built a public facing Community and Lightning Service Cloud Console for a client in the fashion industry who was migrating from Zendesk to Salesforce

• Delivered 2 Salesforce Service Cloud projects, one of which was in Lightning. Built innovative solutions incorporating telephony, email, and chat, resulting in higher agent utilization and shorter issue resolution time.• Assisted client partners writing RFPs and proposals for Salesforce Marketing Cloud projects; tasked as delivery lead for Salesforce Marketing Cloud project upon winning the RFP; responsibilities included project management, requirements gathering, writing user stories and acceptance criteria, formulating and designing creative solutions, hands-on configuration, writing test cases, and giving client presentations and demos• Delivery lead for Salesforce Community Cloud implementation for large manufacturing client. Replaced Oracle WebCenter Portal with Salesforce. Defined minimum viable product, configured and built functionality in Community Cloud including chat and knowledge base.

• Brought into Bernard Health during investment by McNamara Family Ventures (Kevin McNamara, Signify Health) to lead growth phase to scale sales leveraging tech including Salesforce, Hubspot, and Revenue.io Dialer•Reporting to CEO, worked on the development of BerniePortal, an all-in-one HRIS and Payroll platform. Primary focuses were enrollment integration with benefits carriers, and helping employers transition from a group health insurance to section 125 defined contribution plans. Heavy emphasis on compliance and data security. Worked across development teams in Nashville and Jaipur, India. Competed with others in the space including Zenefits, Benefitfocus, Zane Beneifts. Instrumental in growing software annual recurring revenue (ARR) to surpass group benefits brokerage revenue in 2 years. Sold group and individual health brokerage business to $AJG

• Leading sales operations and growth from series A through C investment rounds with Hummer Winblad, US Venture Partners, and Zetta Venture Partners• Instituted scalable sales processes and technology (Marketo, Salesforce, Dialer, GoToMeeting) that resulted in 77% year over year revenue growth• Also, personally sold $1.5M+ ACV and trained other sales reps

Administered surveys and performed statistical analysis for the UBC Marketing Division supporting the following publications:• Lin, Lily, Darren W. Dahl, and Jennifer Argo "Do the Crime, Always do the Time? Insights into Consumer-to-Consumer Punishment Decisions", Journal of Consumer Research• Society for Consumer Psychology Annual Conference: Tasting Beauty: Effects of Physical Attractiveness on Taste Perception