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Click here or scroll down to respond to this candidate Candidate's Name
Denton, Texas Street Address | PHONE NUMBER AVAILABLE | EMAIL AVAILABLE
SPECIFIC JOB POSITION
QUALIFICATIONS PROFILE
Analytical, growth-focused, and customer-oriented professional, with broad experience in creating customer relationship
management (CRM) product strategy and solutions to deliver best-in-class customer experience. Adept at driving business
transformation, enhancing business operations, and improving customer relations by spearheading technology enablement
and adoption. Armed with an experiential leadership approach to boost competence toward achieving goals and objectives.
Equipped with exceptional communication skills crucial in building rapport with colleagues and clients.
AREAS OF EXPERTISE
Digital Strategy and Roadmap Development | Omni-Channel Customer Engagement | Team Mentorship and Leadership
Program and Platform Management | Salesforce Center of Excellence Establishment
PROFESSIONAL EXPERIENCE
Big Sky Consulting of Texas, Remote May 2024 Present
Founder | Managing Principal Consultant
Provide first-rate consulting services to various companies focused on maximizing their investment in Salesforce
which entails the following:
- CRM vision and strategy development;
- Salesforce road-mapping and value realization;
- Salesforce product/platform management;
- Salesforce current state evaluation and capability gap identification;
- Salesforce mergers and acquisitions (M&A) evaluation and planning;
- Salesforce center of excellence (COE) formation and alignment; and
- Salesforce request for proposal (RFP) creation and RFP response evaluation.
TransAmerica, Cedar Rapids, IA, Remote Mar 2023 Dec 2023
Director of Software Engineering, Salesforce Center of Excellence
Led teams responsible for business-to-business (B2B) and business-to-consumer (B2C) Salesforce implementations,
and consisted of 50 to 60 full-time equivalents (FTEs) and contract-to-employees (CTEs).
Proactively worked with business leaders to ensure excellent customer experience through the following:
- Formulation of customer experience vision and strategy as well as cross-cloud strategy;
- Development of roadmap to drive capability maturity;
- Design of value map for achieving objective and key results/key performance indicators (OKRs/KPIs) against
delivery;
- Creation of enterprise Salesforce architecture for Marketing, Sales, and Service; and
- Establishment of standards and best practices as well as DevOps practices for Salesforce implementation.
Drove the successful delivery of six key initiatives within schedule and under budget over 9 months.
Salesforce, San Francisco, CA, Remote Mar 2017 Dec 2023
Director, Customer Success (Financial Services)
Delivered strategic consulting services to customers to make the most out of their investments in Salesforce,
including the creation of a vision and strategy to provide a best-in-class customer experience.
Instituted a digital operating model (COE) to be implemented against strategy and facilitated strategic
roadmapping sessions.
Devised strategic plan for cross-cloud implementation across Marketing, Sales, Service, Financial Services Cloud
(FSC), Field Service Lightning (FSL), Data, MuleSoft, and Commerce teams.
Assessed the customers readiness for transformation.
ht t p s : / / www. lin ked i n. com / i n/ ke vi n - m os s m a n/ P a g e 1o f 3
Candidate's Name
Denton, Texas 76209 | PHONE NUMBER AVAILABLE | EMAIL AVAILABLE
U.S. Mega Bank
Generated strategy and roadmap for the company s migration to FCS for Retail under a $6M program as well as
execution of nCino for Commercial.
Developed architecture for the rollout of FSC for wealth management, covering data and integration plan
generation for a program worth $2.7M, including mentorship of technical teams throughout the project.
Created a comprehensive plan to integrate on-premises and cloud systems such as AWS and Azure.
U.S. Super-Regional Bank
Drove the bank s migration to FSC for Retail and Commercial/nCino as part of a $6M program by developing
strategy and value-based roadmaps in collaboration with business and technology leaders.
Worked with the Innovation Team to build a plan and strategy for constructing a greenfield digital bank.
U.S. Division of Major International Bank
Cooperated with business leaders to generate a value map to ensure that business goals are aligned with technical
road map.
Strategized the implementation of FSC for Retail for a $3M program including preparation of integration plan and
coaching of assigned teams.
International Merchant Services Company
Teamed up with business leaders to formulate a customer experience strategy aligned with CRM capabilities.
Took charge of roadmapping CRM implementation for various business units, such as Merchant Services,
Payments, Loyalty Programs, ISO Services, and Pre-paid Cards.
Effectively developed an integrated strategy for B2B, business-to-business-to-business (B2B2B), and business-to-
business-to-consumer (B2B2C) lines of business.
Guided the deployment of configure price quote (CPQ) implementation for merchant services quoting.
Capgemini Financial Services, Chicago, IL, Remote and Onsite Aug 2012 Aug 2017
Director, Digital Customer Experience (DCX) | North American Financial Services Solutions Executive
Rendered consultative assistance to client executives regarding their DCX strategy as well as enterprise
architecture strategy and transformational executive leadership.
Assisted in establishing the company s Salesforce practice and managed innovation teams to drive disruptor
technologies with key clients.
Led global pre-sales engagements with premier banks, insurers, and wealth management firms.
Initiated effort to drive interactions with Fortune 100 clients to create plans and roadmaps for digital solutions.
Oversaw architectural aspects of various major transformation projects at client sites.
Served as a primary architect and product manager of Capgemini s Digital Experience Solutions for insurance,
banking, and wealth management.
Attended key industry events as the face of the Financial Services Salesforce practice.
Wrote and submitted proposals to C-level executives regarding multimillion-dollar transformational projects.
Aided in establishing Salesforce COEs worldwide for Capgemini.
Spearheaded the development of a functional prototype of Salesforce FSC connected to a core banking platform
(Temenos) for retail banking, including the launch of Dreamforce.
EU Banking Services Company
Enabled the implementation of FSC for Retail and Commercial as a managed service for small to mid-sized banks
through the creation of strategy architecture.
Utilized FSC data model and functions in designing a microservice model to support banking-as-a-service or open
banking.
Major P&C Insurance Company
Headed a $25M program focused on building the first-ever customized call center application on the Salesforce
service cloud, while establishing its data model according to coverage and regulatory variations of different states,
which enabled representatives to seamlessly sell insurance across 50 states.
Customized UI rules framework to incorporate specific state regulatory limitations into the quoting process.
ht t p s : / / www. lin ked i n. com / i n/ ke vi n - m os s m a n/ P a g e 2o f 3
Candidate's Name
Denton, Texas 76209 | PHONE NUMBER AVAILABLE | EMAIL AVAILABLE
Facilitated the integration of over 40 on-premise and cloud-based systems, including microservices.
Exposed Salesforce business logic as REST services for utilization on B2C websites for quote-to-card self-service
capability.
Built core architecture that served as the base for CPQ, Billing, Claims, and FNOL projects.
Formed a Salesforce technical team (Capgemini) responsible for the implementation and collaborated with the
client to enhance the capability of their technical teams for ongoing support maintenance of Salesforce.
Major Mortgage Insurer
Realigned core corporate processes by designing architecture around a 360-degree view of customers in Salesforce,
including the first functional integration of Salesforce and Guidewire ($5M program) across Invoicing and Billing.
Leveraged Salesforce expertise in designing a customer portal site (Customer Community) for clients for self-service
submission and quoting; a custom architecture for managing NPI in a cloud environment; and integrations to on-
premise and cloud platforms (such as AWS and Azure) using microservices.
EARLIER CAREER
Innoveer Solutions, Boston, MA, Remote
Salesforce Consultant | Architect | Technical Team Manager
Allscripts (CCCi), Raleigh, NC
Salesforce Architect | Technical Team Manager
Culpepper & Associates, Alpharetta, GA
Salesforce Implementation Consultant
AdSouth, Inc., Alpharetta, GA
Director of Technology
Equifax, Inc., Alpharetta, GA
Director, Global Technology Security Administration
Director, Business Operations Support (Personal Solutions)
PROFESSIONAL DEVELOPMENT
Certification:
Certified Sales Cloud Consultant
Certified Service Cloud Consultant, Salesforce
Certified Platform App Builder, Salesforce
Certified Administrator, Salesforce
ITIL Foundations Certification, EXIN
Training:
All-Star Trailhead Ranger, Salesforce
Project Management, Southern Polytechnic University
ITIL | Six Sigma | DMAIC | Lean, DBM
Lessons in Leadership Management Series, Georgia State University, Department of Civil Engineering
ACTIVITIES
Guest Lecturer, University of Texas, Naveen Jindal School of Technology Management: SaaS Concepts and Principles | IT
Consulting Career Development
Published Author, Solving the Record-Keeping Puzzle and Homeschooling Today
ht t p s : / / www. lin ked i n. com / i n/ ke vi n - m os s m a n/ P a g e 3o f 3
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