Freelancing my services to clients across a diverse set of Salesforce products: Field Service Lightning, Experience Cloud, Salesforce Scheduler, Health Cloud, Sales Cloud, Service Cloud, and custom development.

Migrated a therapy practice’s legacy CRM to Salesforce Health Cloud. Serving as an advisor for CRM architecture and business process.

Launched Sales Cloud with external integrations for a bank’s commercial financing division.Designed Salesforce technical architecture for multiple integrations and presented high-level solutions to stakeholders.Developed RESTful integrations between Salesforce and back-end banking systems to fulfill loan applications.Developed a loan application experience site that allowed the bank to accept digital applications from customers and track vendor referral codes via URL parameter parsing.Automated signature capture and loan application progression with Docusign.Empowered sales to generate accurate quotes in seconds by automating financial calculations for term, interest, and payment with Apex invocables and record-triggered flows.

Co-led a Salesforce Admin training program for 120+ participants.Led a group of 30 particpants to achieve their Salesforce Admin certification.Supported a team of 5 trainers as they lead their own groups of participants.Created documentation and program materials for current and future programs.Provided insights and strategies for improving Trainer & Participant experiences.

Increased project success rate by leading a delivery team of 14.Resolved project issues by serving as the escalation point for project teams.Improved delivery process by identifying gaps and providing recommendations to leadership.Support team growth by training team members in Salesforce best practices.

Developed new Business Analyst hires to succeed as consultants.Strengthened the team’s technical knowledge by creating a hands-on curriculum to simulate common requirements on client projects.Provided the business analysts with opportunities for growth through training and delegating on projects.Refined processes by delegating solutions to members across the organization.Hosted weekly 1:1 mentorship sessions to solve project and professional issues while fostering the core values of the company.

Assisted and lead implementation projects across several industries ranging from 20-500+ users.Facilitated discovery sessions to gather requirements and project success goals from clients.Worked alongside architects and senior consultants by designing or assisting in the design of architecture and complex automation requirements.Earned the trust of all clients by building rapport and a collaborative environment in all discovery and system review sessions.

Supported computer vision engineer team by developing Python classes.Increased video quality by converting video resolution and colour format to a higher standard.Optimized video conversion by writing save and load functions.Worked alongside the lead engineer for QA and requirements gathering.

Built a business by partnering with contractors to build an e-commerce site. Received entrepreneurial recognition award by HBEC at the Georgian College.Defined and delivered a minimum viable product. Executed the business plan’s goals by utilizing the waterfall model.Exceeded forecasted expenditure goals by 30% by negotiating with vendors.Pitched business venture to panel of investors. Launched a product by creating an online suite of financial tools and curriculum.Maintained steady progress by managing and delegating duties to contractors for video production, web development, marketing, and graphic design. Achieved timeline goals for product beta testing and launch. Oversaw improvements and updates through the product backlog post-launch.

Defined objectives by assessing short and long term goals. Gathered requirements from clients by meeting with decision makers to document pain points and desired outcomes.Presented custom financial plans by analyzing key metrics from requirements.