Greater Vancouver Metropolitan Area
Experienced Salesforce professional with a focus on working with financial institutions, helping credit unions and commercial banks to transform their online presence. Strong technical skills with a Bachelor of Computing from the University of Guelph and fifteen Salesforce Certifications.
‣ Provided regular direct support, guidance, and career assistance to five consultants in the Highly Regulated Industries practice. ‣ Served as an individual contributor at the solution architect level for medium-sized financial clients in the banking, credit union, and wealth management space.
‣ Designed and managed the implementation of Salesforce solutions that meet business requirements for small to midsize Financial Services customers. ‣ Led client sessions to gather, define, and document business requirements. ‣ Developed reusable component-based solutions to drive time to value for clients and ease of implementation for consultants.
‣ Planned and led business solution design process for clients in the wealth management, credit union and banking, mortgage, and finance industries. ‣ Designed and implemented solutions on the Salesforce platform with a focus in Financial Services Cloud and Service Cloud. ‣ Contributed to knowledge syndication efforts as a member of the Financial Services Guild.
‣ Designed and implemented declarative solutions to capture business processes within Salesforce using Financial Services Cloud, Experience Cloud, and Marketing Cloud products. ‣ Supported and enhanced solution for 35 internal users and over 2000 external users. ‣ Developed and maintained standard operating procedures and training documents for internal software implementations and usage. ‣ Monitored new Salesforce feature releases and analyzed their impact on the organization.
‣ Conducted elections in accordance with Central Student Association (CSA) by-laws and policies. ‣ Canvassed on campus and through social media campaigns to encourage students to run in the election, get informed about the election and vote in the election and successfully engaged with enough students to reach quorum (~4600 votes).