San Ramon, California, United States
A 6-time Salesforce Certified expert with a passion for learning all supporting topics, including: Agile Software Development, Digital Transformation, Change Management, Training, and User-Experience design. Primary interest area is in helping companies use software and cloud applications to improve Sales, Customer Service, Marketing, and more.
Consulting for multiple clients, each with unique business scenarios. Primarily implementing or troubleshooting different Salesforce Products: Sales Cloud, Service Cloud, Marketing Cloud Account Engagement (MCAE/Pardot), Experience Cloud, Nonprofit Success Pack & Nonprofit Cloud. Administrative responsibilities include: creating and editing data architecture, configuring sharing and security model, building automations with Flow, 3rd Party integrations, and others. Management responsibilities include: developing and mapping processes, stakeholder engagement, requirements gathering, user acceptance testing (UAT), end-user training, and others.
Consulted for BitWise Industries’ external Salesforce Clients. Acted as Business Analyst, Strategist, and Administrator.
Led 2 Salesforce apprenticeships, one based in Chicago, IL and another in Oakland, CA. Designed, built, and customized Apps for BitWise Industries internal Salesforce instance. Led weekly study group to assist company-wide apprentices in passing the Salesforce Administrator Certification. Produced monthly internal Podcast to educate BitWise employees and improve adoption of Salesforce.
Consultant for companies with Sales Cloud and Service Cloud
Independent tutor for grade school and college students in several subjects, primarily STEM fields: geometry, algebra, calculus, physics, chemistry, and others. Assisted in on-campus and off-campus Special Needs programs as well. Many accolades from happy parents - helped students improve grades and got through to several students that did not want to learn. Continue to offer tutoring services on a pro bono basis.