Solution Development Consultant (Contract Role) - Self - Remote
(2015-01)
Led Salesforce and CRM consulting engagements including implementations, optimizations, and integrations with external systems such as telephony and reporting platforms
- Designed custom Salesforce architectures for university and enterprise clients, improving workflow efficiency, system usability, data governance, and analytics visibility
- Built Apex automation, triggers, and batch processing to support large scale data volumes and integrated business processes across systems.
AI Engineer and Solution Architect (Contract Role) - Ally Solutions - Remote
(2024-12 - 2025-12)
Served as the primary architecture and integration lead bridging business leadership, customer facing teams and engineering.
- Designed Salesforce integrated service workflows supporting voice chat scheduling and customer engagement pipelines.
- Led omni channel architecture connecting Salesforce Service Cloud with contact center platforms and external systems.
- Translated executive and GTM requirements into actionable Salesforce and system level designs.
- Mentored developers and administrators ensuring best practices across configuration customization and deployment.
Senior Salesforce Architect - Clicklease - Remote/Utah
(2023-05 - 2024-04)
Led the transition from an existing CRM system to a fully integrated Salesforce solution, enhancing B2B and B2C interactions and operational efficiencies.
- Owned UAT governance for complex financial workflows, including data migrations, third party payment integrations, and Apex driven automations. Established acceptance criteria, coordinated stakeholder sign off, and ensured alignment between technical delivery and operational expectations.
- Architected and built the Salesforce infrastructure from the ground up, ensuring robust, scalable, and secure system architecture.
- Created complex Apex solutions for integrating third-party financial systems, leveraging external services to streamline payment processing and account management. Designed and implemented custom LWCs to improve user experience and operational efficiency.
- Utilized Data and Analytics Cloud to aggregate and analyze data from various sources, providing actionable insights to inform business strategies.
- Developed and maintained detailed technical documentation and visualizations to support strategic decisions.
- Employed Analytics Cloud to centralize and analyze customer data, providing insights that informed marketing, sales and operational strategies.
- Optimized deployment cycles and enhanced productivity through a robust DevOps process using Salesforce's native tools, Jira, GitHub, and Elements Cloud, integrating both in-house and third-party systems.
Solution Architect (Contract Role) - Intakedesk - Remote/Florida
(2022-10 - 2023-05)
Brought in to complete a large-scale project, implementing Salesforce from the ground up to replace legacy systems and enhance workflow automation.
- Engineered advanced Apex triggers and classes to automate complex marketing workflows and data transformations.
- Developed custom LWCs for enhancing client interaction and engagement, integrated with external APIs for real-time communication and data updates.
- Architected and developed the Salesforce infrastructure, ensuring seamless integration with external financial systems using the Talend API system.
- Ran hands on UAT for Service Cloud and communications workflows, validating real world intake scenarios across IVR, auto dialing, and workforce routing to ensure business readiness before go live.
- Used Service Cloud to lead Omni-Channel Routing and Communications initiatives, including the development of a sophisticated IVR system and the integration of auto-dialing and workforce management solutions to streamline client interactions and improve operational efficiencies.
Salesforce: Solution Architect - ThriveDX - Remote
(2020-10 - 2022-10)
Directed the full-scale Salesforce implementation, transitioning from an older CRM system to a robust Salesforce environment for over 400 users, increasing lead engagement and system efficiency.
- Led structured UAT across multiple departments, validating complex integrations, batch processing, and analytics outputs while balancing scalability, usability, and change management for a large distributed user base.
- Designed and implemented sophisticated Apex solutions for data integration and automation, including complex schedulers and batch processing.
- Created interactive components for better user interface and experience, integrating with external services to provide real-time data analytics and reporting.
- Utilized Salesforce Analytics Cloud to aggregate and analyze data, providing insights that supported strategic decisions in marketing, sales, and workforce management.
- Architected and built intricate system integrations using Salesforce External Services (Swagger.io) to enhance data synchronization and workflow efficiencies across departments.
- Integrated Communications platforms, focusing on developing custom VOIP solutions and IVR systems that significantly improved user engagement and operational scalability.
Senior Director of System Integrations - Corvee - Remote
(2019-07 - 2020-09)
Led the transition to Salesforce from a previous CRM system, architecting the infrastructure to support extensive organizational efficiencies.
- Leveraged Marketing Cloud for Omni-Channel marketing campaigns, enhancing targeting capabilities and analytics to drive effective customer engagement.
- Implemented a cloud-based call center solution and integrated billing solutions, significantly improving customer service response times and payment processing efficiency.
- Directed data analytics initiatives, developing models and governance frameworks to enhance data-driven decision-making processes.
- Conducted comprehensive data modeling and visualization projects, ensuring data integrity and providing actionable insights to support strategic business objectives.
- Developed custom Apex solutions for financial account management, including triggers and batch jobs for data reconciliation and reporting. Utilized LWCs to create user-friendly dashboards and interfaces, integrating external financial services to streamline operations and enhance client satisfaction.
Salesforce Business Analyst - 2U - Remote
(2017-03 - 2019-07)
Delivered more than thirty Salesforce focused analytics and workflow projects improving case handling, data reliability, and operational throughput across service and support teams
- Supported Salesforce integrations with large scale phone and contact center platforms, enabling performance tracking, call routing visibility, and agent level reporting
- Acted as a consistent bridge between operations, support leadership, and engineering teams, translating business needs into Salesforce
