Engagement Manager
Keywords
Salesforce.Com
Business Processes
Accounting
Artificial Intelligence
Software as a Service
Cloud Computing
Sales
Gap Analysis
Marketing
Marketing Strategies
Skills
Developed Salesforce Org Merge Strategy:
- Worked with executive stakeholders to align business goals, consolidate their go-to-market strategy, centralize reporting, optimize processes and create one integrated tech stack for various Mergers and Acquisitions.
- Led over 26 projects with 45 different resources, resulting in more than $1.7 million in billables.
- Use Case: Led Salesforce tech stack consolidation for the provider of AI & cloud-based software with a $1.5+ Billion acquisition in 2021 and a $400+ Million acquisition in 2019
- Established technical strategy for projects, accounting for overall business goals, budgetary limitations, and resource allocation for over 37 projects.
- Secured 17 long-term accounts by working with clients to provide best practice guidance and recommendations on optimizing both SaaS business operations processes and Salesforce as a growth enablement tool.
- Worked with clients to meet their growth targets relating to business processes in marketing, sales, revenue operations, client success, and customer support.
- Led discovery sessions with cross-functional teams to understand needs and develop proactive solutions.
- Participated in system development life cycle from requirements analysis through system implementation.
- Provided gap analysis of existing Salesforce applications and suggested better solutions for existing pain points
Project history
01/2024
-
01/2024
Worked with clients to meet their growth targets relating to business processes in marketing,
sales, revenue operations, client success, and customer support.
Led discovery sessions with cross-functional teams to understand needs and develop
proactive solutions.
Participated in system development life cycle from requirements analysis through system
implementation.
Provided gap analysis of existing Salesforce applications and suggested better solutions for
existing pain points.
sales, revenue operations, client success, and customer support.
Led discovery sessions with cross-functional teams to understand needs and develop
proactive solutions.
Participated in system development life cycle from requirements analysis through system
implementation.
Provided gap analysis of existing Salesforce applications and suggested better solutions for
existing pain points.
01/2009
-
12/2019
Co-Founder
CFB Strategies
A 10-year ISV and SI partner of Salesforce, CFB works with some of the biggest names in
America to co-create, architect, develop and implement Salesforce solutions to optimize
systems, maximize impact, and exceed ROI expectations.
Executive Leadership-
Formed senior and development teams through rigorous interviews and extensive candidate
research.
Developed partnership with Salesforce as both an SI and ISV vendor of choice
Aligned organizational objectives with the company mission to increase business growth and
integrate work strategies.
Developed sales presentations and promotion initiatives for key accounts to drive product
sales and increase brand awareness.
Presented roadmap and technology infrastructure to customers, demonstrating deep
familiarity with APIs, platform infrastructure, security, and integration capabilities.
Use Case: CFB Strategies at the end of 2019 had an annual revenue of $1.3million, ten
employees, and 45 clients globally
Delivery and Product Development-
Architected and developed PolCRM, a Salesforce app-exchange solution for political
campaigns and non-profits.
Drove requirement sessions with subject matter experts to document current processes and
propose future process flows and changes for product enhancements
Coordinated with multiple teams to ensure delivery of individual assignments and project
deadlines.
Collaborated with members of the project team and business owners to design, develop, unit
test, and provide post-release support
Use Case: Led the team tasked to build out the tech stack and infrastructure for a U.S.
Presidential Candidate on Salesforce. The system raised more than $92 million from more
than 1.5 million donations, collected over 500,000 donors, managed more than 300,000
grassroots volunteers, stored more than 21 million records, and supported 12 vendor
integrations with over four million API calls daily. My team was featured in New York Times,
The Washington Post, Bloomberg, Reuters, and NPR.
America to co-create, architect, develop and implement Salesforce solutions to optimize
systems, maximize impact, and exceed ROI expectations.
Executive Leadership-
Formed senior and development teams through rigorous interviews and extensive candidate
research.
Developed partnership with Salesforce as both an SI and ISV vendor of choice
Aligned organizational objectives with the company mission to increase business growth and
integrate work strategies.
Developed sales presentations and promotion initiatives for key accounts to drive product
sales and increase brand awareness.
Presented roadmap and technology infrastructure to customers, demonstrating deep
familiarity with APIs, platform infrastructure, security, and integration capabilities.
Use Case: CFB Strategies at the end of 2019 had an annual revenue of $1.3million, ten
employees, and 45 clients globally
Delivery and Product Development-
Architected and developed PolCRM, a Salesforce app-exchange solution for political
campaigns and non-profits.
Drove requirement sessions with subject matter experts to document current processes and
propose future process flows and changes for product enhancements
Coordinated with multiple teams to ensure delivery of individual assignments and project
deadlines.
Collaborated with members of the project team and business owners to design, develop, unit
test, and provide post-release support
Use Case: Led the team tasked to build out the tech stack and infrastructure for a U.S.
Presidential Candidate on Salesforce. The system raised more than $92 million from more
than 1.5 million donations, collected over 500,000 donors, managed more than 300,000
grassroots volunteers, stored more than 21 million records, and supported 12 vendor
integrations with over four million API calls daily. My team was featured in New York Times,
The Washington Post, Bloomberg, Reuters, and NPR.
01/2007
-
01/2009
Deputy District Director
United States House of Representatives
Public Initiatives-
Developed and implemented policy objectives, strategies, and operating plans for the
Congressman's district office
Drafted press releases detailing relevant, newsworthy information and supporting various
policy objectives and worked with news media to spread positions.
Developed and maintained strong working relationships with lobbyists, elected officials,
regulators, and government staff to advocate for legislative and policy goals effectively.
Use Case: Liasioned with the White House, Federal Emergency Management Agency
(FEMA), and city officials to assess community damage after President Bush had signed a
"major disaster declaration" in the district. Resulting in $5.5 million in emergency assistance
from the federal government for residents.
Developed and implemented policy objectives, strategies, and operating plans for the
Congressman's district office
Drafted press releases detailing relevant, newsworthy information and supporting various
policy objectives and worked with news media to spread positions.
Developed and maintained strong working relationships with lobbyists, elected officials,
regulators, and government staff to advocate for legislative and policy goals effectively.
Use Case: Liasioned with the White House, Federal Emergency Management Agency
(FEMA), and city officials to assess community damage after President Bush had signed a
"major disaster declaration" in the district. Resulting in $5.5 million in emergency assistance
from the federal government for residents.
Local Availability
Open to travel worldwide
