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Click here or scroll down to respond to this candidateCandidate's Name
Salesforce Software Engineering Project Management CRM Solutions & ImplementationDynamic and analytical delivery expert with 20+ years of experience in strategic Salesforce integrations, team leadership, and business operations. Well-versed in navigating complex technical landscapes and achieving transformative results through innovation. Repeated success as a consultant in optimizing Salesforce CPQ configurations and fostering cross-departmental collaborations. Recognized for delivering tailored Salesforce solutions, building cohesive teams, and bridging international communication gaps. Visionary leader dedicated to harmonizing technological advancements with core business needs, ensuring seamless integrations with major systems. Possess a natural talent for developing and sustaining long-lasting relationships with clients, team members, key stakeholders, and C-suite executives.ExperiencePrincipal Technical Project Manager & Solution ArchitectNetrepreneur LLC Pittsburgh PA May 2024 - CurrentDevelop comprehensive project plans, including timelines, milestones, and resource allocationCommunicate with stakeholders to define project scope, goals, and deliverablesIdentify potential risks and develop mitigation strategies to ensure project successCreate and manage project budgets, ensuring projects are completed within financial constraintsAllocate resources effectively and efficiently to achieve project objectivesLead and mentor project teams, fostering a collaborative and productive environmentMonitor project progress using project management tools and techniques, adjusting plans as neededDevelop and maintain detailed project schedules, including work breakdown structures (WBS).Generate and present project performance reports to senior management and stakeholdersManage changes to the project scope, ensuring any alterations are documented and approvedImplement and manage Agile methodologies for project deliveryimplement process improvements to enhance project efficiencyEnsure all project activities comply with relevant regulations, standards, and organizational policiesAssociate Director, Salesforce.com - Software EngineeringWolters Kluwer Riverwoods IL (Remote) September 2022 - May 2024Support North American (NA) Business Units (BU) $2B+ in RevenueDirect Team of SFDC SEs & Admins to Delivery Projects & SupportParticipate with Enterprise Architects on Project Definition & DeliveryParticipate in Requirements Gathering for BU required enhancementsCreate Solution Design Documents & Vendor RFPsCoordinate Communication with Vendors Regarding Project BiddingReview Vendor Bids & SOWs for suitability of BRD & DeliveryIncorporate SOW feedback for Project Bid ClarificationCoordinate delivery with cross functional Teams (SAP, Informatica, etc.)Coordinate closely with PMO to facilitate on schedule Project DeliveryCoordinate Finance involvement for Project budgets & internal trackingOversee Operational & Project Budgets Monthly/Quarterly/AnnuallyForecast Technology and Professional Development InvestmentsAssist BUs with Vendor Selection and Project Delivery timelinessoSupervise Quality Assurance and User Acceptance TestingoSupervise the Recruitment of Talented Team MembersoMentor Team Members to Foster Belonging & Professional GrowthoOversee CID/CD Operations utilizing Copado EnterpriseoSupervise DevOps in SFDC Team as well as Global Sales OperationsPrincipal Technical Architect, CRM Solutions & FounderConnected Caf Pittsburgh PA June 2016 to September 2022Lead Requirements gathering with for Salesforce ProjectsCreate detailed SOWs for Salesforce ImplementationsArchitect Salesforce Solutions as per Client Business RequirementsDevelop Project Plans for Salesforce Project ImplementationOversee Onshore & Offshore Salesforce ResourcesLoad Client Salesforce data from external systemsCreate Salesforce CPQ Products & Product Options / BundlesCreate Salesforce CPQ Client Discount SchedulesConfigure Salesforce Standard Approvals as per specificationInstall & Configure Advanced Approvals as per specificationConfigure Guided Selling as per specificationCreate Salesforce CPQ Product Rules as per specificationConfigure Salesforce CPQ to utilize DocuSign Electronic SignatureCreate and Configure Salesforce CPQ Proposals/Quotes/ContractsConfigure Contract & Subscription Renewals for Salesforce CPQWork with Salesforce CPQ & Billing Support Personnel regarding issuesConduct UAT for Salesforce CPQ & Billing ProjectsMigrate Salesforce CPQ solution from Sandbox to ProductionProvide Post Go Live Support for Salesforce CPQ ProjectsNegotiate Salesforce CPQ Client License PurchasesArchitect Solutions for all Salesforce.com ecosystem projectsCreate Project Plans for all SFDC ecosystem ProjectsInstall & Configure Conga Contract Managed PackageInstall & Configure Conga Sign Managed PackageInstall & Configure Conga Composer Managed PackageImplement Conga Contract (CLM) alongside Salesforce CPQConfigure Conga Contract Clause Libraries as per project specImplement Conga Contract Templates as per client specLoad Conga Contract Clauses & Updated as per Legal & SalesConfigure Conga Contract Redlining to allow selection of email templatesTrain Users on Best Practices of Conga Contract (CLM)Utilize SFDC Data Loader to Load Data into native / Custom / ISV ObjectsArchitect SFDC APEX Classes to fulfill functionality requirementsArchitect SFDC APEX Triggers to fulfill functionality requirementsImplement Sales Cloud Custom Development and ConfigurationImplement Data.com to clean up & enhance existing SFDC dataImplement Service Cloud to handle internal & external supportCreate Project Management Plans and mitigate risk thereinLead Developers/Admins to implement SFDC Architectural DesignsDirector of Salesforce.Com Technical ArchitectureVictory Media, Inc. Moon Township PA July 2015 to May 2016Create Project Plans for all SFDC ecosystem ProjectsLead Team to implement all SFDC ecosystem ProjectsLead Discovery for Salesforce.com (Sales Cloud) Related ProjectsPerform Due Diligence in replacing homegrown CPQ SystemEvaluate CPQ Solutions Aptus & SteelBrick CPQNegotiate purchase of SteelBrick CPQ Licenses & TrainingUtilize DataLoader to load SteelBrick CPQ Discounts SchedulesUtilize DataLoader to load SteelBrick CPQ Price BooksCreate HTML docs for SteelBrick CPQ Proposals/QuotesTroubleshoot SteelBrick CPQ Issues regarding Quote deliveryInstall & Configure DocuSign for SteelBrick CPQ Quote SignaturesTrain Users on the Use of SteelBrick CPQProvide Ongoing Support to SteelBrick CPQ UsersLead Discovery for Salesforce Communities (Communities Cloud) ProjectsLead Discovery for SFDC Service Cloud ProjectsLead Discovery for SFDC Analytics Cloud ProjectLead Discovery for Data.com (Clean & Prospector) ProjectLead Discovery for Financial Force (Financial Cloud) ProjectsImplement IP Whitelisting for Applications and User Security ModelsImplement User Security Model to dictate login time(s) locationUtilize SFDC Data Loader to Load Data into native / Custom / ISV ObjectsDevelop SFDC APEX Classes to fulfill functionality requirementsDevelop SFDC APEX Triggers to fulfill functionality requirementsNegotiate contractual terms (monetary, etc.) with SFDC Sales PersonnelNegotiate contractual terms with ISV PartnersLead Requirements gathering with Sr. Management for all SFDC ProjectsImplement Sales Cloud Custom Development and ConfigurationImplement Communities Cloud to replace legacy website functionalityImplement Data.com to clean up & enhance existing SFDC dataImplement Service Cloud to handle internal & external supportImplement Wave Analytics to replace/augment SFDC reportingCreate Project Management Plans and mitigate risk thereinLead Developers/Admins to implement SFDC Architectural DesignsImplement ISV Managed Packages for CPQ (SteelBrick)Implement ISV Managed Packages for Mapping (Map Anything)Implement ISV Managed Packages for Reporting (Conga)Salesforce.Com Integration Architect / EngineerConnected Caf Pittsburgh PA March 2015 to July 2015Facilitate SFDC Project Requirements with ClientsCreate SFDC SOW to establish Vendor Milestones / ActivitiesParticipate in Executive meetings for SFDC Integration ProjectImplement IP Whitelisting for Applications and User Security ModelsImplement User Security Model to dictate login time(s) locationAdvise Clients on SFDC best practicesCreate Project Management Plans and mitigate risk thereinLead SFDC Developers to implement architectural designSalesforce.Com Integration Architect / EngineerOxford Global @ Black Box Network Services Lawrence PA October 2014 to March 2015Facilitate SFDC Project Requirements with Executive ManagementCreate SFDC SOW to establish Vendor Milestones / ActivitiesParticipate in Executive meetings for SFDC Integration ProjectAdvise Executive Management on data requirements & cleansing processesFacilitate the work of Junior Staff on Sales Initiative Project (SFDC)Design SQL Server Database & Tables for local SFDC Data WarehouseCreate SSIS Packages to Translate/Update data for SFDC Loads/UpdatesDesign historical & present revenue database schema for SFDC loadEngineer SSIS Packages to load Revenue data from ERP systemsImplement IP Whitelisting for Applications and User Security ModelsImplement User Security Model to dictate login time(s) locationDirect Vendor in creation of SFDC objects to accommodate integrationFacilitate the cleansing of ERP data with D&B enrichment personnelReview cleansed data for Marketing data compliance / correctnessSupervise Installation of DBAMP in Development/UAT/Production Environ.Adjunct Faculty Corporate Technology TrainerCenter for Professional Development CCAC Pittsburgh PA March 2009 to July 2015Interface with Corporate clients during requirements gatheringUtilize Learning Management System (Blackboard) for course deliveryParticipate in presales efforts to facilitate closing new businessAdapt/Instruct Microsoft ASP.Net C# Course for Bombardier TransportationInstruct Wordpress Website Development CourseInstruct Microsoft Office Suite CourseInstruct eBay Auction Workshop CourseInstruct Intuit Quickbooks CourseInstruct Adobe Photoshop Elements CourseInstruct Social Media Marketing CourseInstruct Adobe Acrobat Pro 9 CourseInstruct Windows 7 Enterprise CourseSr. Software EngineerRolls Royce Nuclear Services Moon Township PA July 2014 to October 2014Enhance VB.Net / ASP.Net Equipment Health Monitoring applicationImplement bug fixes VB.Net / ASP.Net Equipment Health Monitoring Appl.Enhance VB.Net / ASP.Net Proactive Obsolescence Management SystemImplement bug fixes VB.Net / ASP.Net Proactive Obsolescence Mgmt. Sys.Update VB.Net / ASMX Web Services to support business requirementsCreate Oracle PL/SQL to support ASMX Web ServicesUpdate Oracle Tables to support developmentEducationUniversity of PittsburghBachelor of ScienceConcentrations: Computer Science & Mathematics |
