About
Highly accomplished Solution Engineer and Salesforce Administrator with over 12 years of expertise in architecting and optimizing CRM, ERP, and HRMIS systems. Proven success in delivering tailored pre-sales solutions, conducting live product demonstrations, and designing integrated systems that significantly align with business strategy. Adept at driving digital transformation and client success through expert Salesforce CPQ implementations, cross-functional leadership, and process optimization across diverse enterprise environments.
Work
Veritone, Inc.
|Senior Business Operations Manager, Salesforce
Irvine, CA, US
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Summary
Senior Business Operations Manager at Veritone, Inc., leading Salesforce architecture and administration for a 300+ user environment to optimize sales and finance operations.
Highlights
Architected and administered a 300+ user Salesforce environment, optimizing operations across Sales, Finance, and Operations.
Designed and implemented scalable Salesforce CPQ solutions, significantly improving quote-to-cash cycles and enhancing sales enablement.
Automated workflows with custom flows and validation rules, reducing manual tasks and increasing data reliability across the platform.
Integrated Salesforce with HRIS, ERP, and analytics platforms, ensuring seamless data flow and system alignment for enhanced reporting.
Managed rigorous release cycles, sandbox refreshes, and User Acceptance Testing (UAT) to ensure continuous platform enhancement and stability.
Collaborated cross-functionally with Data and Engineering teams to resolve complex integration issues and support API-based connections.
Developed high-impact dashboards and reports, providing critical business intelligence for revenue, pipeline, and team performance, driving data-driven decisions.
Mentored and trained junior administrators, enhancing team capability and significantly improving system adoption rates.
Lennar Corporation
|Salesforce Application Specialist / Administrator
Irvine, CA, US
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Summary
Salesforce Application Specialist / Administrator at Lennar Corporation, responsible for CRM consulting, system guidance, and user adoption initiatives.
Highlights
Acted as a business-facing CRM consultant, providing strategic pre-sales technical recommendations and system guidance to optimize processes.
Led requirements gathering sessions with key stakeholders, aligning complex CRM configurations directly with overarching enterprise objectives.
Spearheaded Salesforce Lightning Experience migration, delivering hands-on training that significantly boosted user adoption.
Conducted comprehensive gap analyses and implemented enhancements, significantly improving data quality and workflow automation.
iHeartMedia
|Senior Business Support Analyst / Salesforce Administrator
Aliso Viejo, CA, US
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Summary
Senior Business Support Analyst at iHeartMedia, managing end-to-end Salesforce implementations and providing technical support for CRM alignment.
Highlights
Managed end-to-end Salesforce implementations across multiple regional business units, encompassing comprehensive configuration, customization, and deployment.
Delivered impactful executive-level demonstrations of Salesforce solutions to internal leadership, facilitating successful project planning and rollouts.
Collaborated with IT and business teams to troubleshoot complex technical challenges, ensuring CRM tools aligned with revenue generation goals.
Developed and executed complex SQL queries to support critical data validation, cleansing, and migration activities, ensuring data integrity.
Software & ERP Consulting
|Software Consultant - ERP & HRMIS Platforms
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Summary
Software Consultant specializing in ERP and HRMIS platforms, providing strategic consulting, pre-sales support, and workflow optimization for diverse clients.
Highlights
Provided technical and strategic consulting for ERP and HRMIS platforms, encompassing end-to-end implementation, user training, and system customization.
Collaborated with sales teams to drive pre-sales activities, including leading discovery sessions, crafting RFP responses, and conducting live product demonstrations.
Optimized client business workflows through tailored software configurations, enhancing operational efficiency.
Served as a trusted advisor, guiding stakeholders through critical technology decisions and developing long-term system roadmaps.
Education
San Diego State University
Bachelor of Science
Business Administration
Skills
Salesforce Ecosystem
Salesforce CPQ & Administration, Salesforce Certified Administrator, Lightning Experience & User Enablement, Flow Builder, Process Builder, Validation Rules, Custom Objects, Reports & Dashboards, Workbench, AppExchange Tools.
CRM & ERP Systems
CRM/ERP Architecture & Integration, ERP & HRMIS Systems Consulting, HRMIS Systems, CRM Systems, ERP Platforms.
Solution Engineering & Consulting
Pre-Sales Solution Engineering, Executive Product Demonstrations, Business Needs Discovery & Analysis, Technical Troubleshooting & Support, Consulting.
Data & Process Optimization
Process Optimization & Automation, SQL & Data Management, Data Validation, Data Cleansing, Data Migration, SQL.
Cross-functional & Compliance
Cross-Functional Collaboration, SOX Compliance & Governance.