Director Of Salesforce Strategy And Implementation
CurrentExplore new opportunities for leveraging the SFDC platform to streamline internal processes- prototyped an application using Lightning Actions to facilitate the onboarding of new affiliates- Transitioned the Home Office from Classic to Lightning while establishing relevant experiences Build-on and right-size the Salesforce capabilities established as CTO which include:- work-tracking application supporting AP's Virtual Administrative Service.- digital marketing supporting new customer acquisition and same-store sales- integrated support between the Staff and the firm's investment professionals