Salt Lake City Metropolitan Area
Business Systems Professional, with 10 years of IT experience.
Lead Salesforce administration and solution design for Sales Cloud, delivering scalable solutions that support Marketing, Customer Success, and Business Development teams. Drive automation initiatives using Flows, Validation Rules, Dynamic Forms, and Lightning Components to streamline processes and improve efficiency. Manage third-party integrations including Chili Piper, Gong, RingLead, ZoomInfo, Outreach.io, and LinkedIn Sales Navigator to enable a unified GTM tech stack. Oversee end-to-end release management from requirements gathering through UAT testing and deployment, ensuring successful system enhancements and adoption. Maintain Salesforce security model including users, profiles, roles, permission sets, and sharing rules; improved lifecycle management with Okta integration. Partner cross-functionally to reduce technical debt, improve system performance, and document solutions for transparency and scalability.
Administered and optimized Salesforce Sales Cloud for a rapidly scaling organization, supporting Sales, Revenue Operations, Marketing and Strategy teams. Designed and implemented solutions including Enterprise Territory Management, Collaborative Forecasting, and advanced Salesforce Flows to improve sales efficiency and pipeline visibility. Oversaw end-to-end release management, weekly deployments (Gearset), and user provisioning while ensuring compliance with InfoSec and IT security requirements. Implemented Okta SSO for streamlined authentication and user lifecycle management. Managed third-party integrations including Salesloft, Drawloop, Gridbuddy, and partnered with Revenue Operations to introduce new GTM technologies.
Worked directly with business leaders to identify system needs, gather requirements, assist with prioritization and delivery (training and documentation). Configuration and maintenance of declarative Salesforce capabilities (record types, page layouts, validation rules, etc). Release Management: Utilizing Salesforce Change Sets and Autorabit to deploy changes to Salesforce Sandboxes and Production Orgs. Lead the migration of bug/issue tracking system from Salesforce Agile Accelerator to Jira. Managed security audit for production org reviewing and consolidating profiles from 45+ down to under 20. Implemented 3 case management processes across multiple teams to track customer orders for backorders, special order inventory items and high value customer orders.
Main point of contact for Salesforce platform: fielding and triaging issues and requests based on priority, supporting 240 Users. Responsible for providing standard administrator functions such as user management, territory management, roles, permissions and validation rules.. Created and customize objects, workflows, record types, page layouts, fields, apps, tabs, profiles, security, users and approval processes. Maintained the functional areas of data management, accounts, contacts, opportunities, dashboards and reports. Managed 3rd party and mobile applications that integrate with the Salesforce platform, including Salesforce for Outlook and Custom iOS Applications. Prepared data upload and extracted via Apex Data Loader, Salesforce Workbench and third party tools such as CRMfusion’s DemandTools. Technical Lead for data migration during Salesforce.com Sales Cloud Implementation. Level I/II MDM and mobile application support for field and internal employees.