Making
Salesforce
Work for You.
Salesforce Pro
Consultant — Platform Manager — System Administrator
20+
Years of Salesforce Experience
30+
Happy Clients and Employers
8
Salesforce Certifications
5
5-Star Ranger Salesforce Trailhead
Seasoned Salesforce professional with over 20 years’ experience in the Salesforce ecosystem, including most recent 9 years as a Salesforce Consultant.
CAPABILITIES
Throughout my career I have designed and implemented Salesforce solutions for 30+ organizations, with my very first enterprise implementation as CRM Manager at Murata Electronics, a $11.3B global electronic components and solutions provider.
With 8 Salesforce certifications and 5-Star Ranger status on Salesforce Trailhead, I bring proven expertise in optimizing the Salesforce ecosystem through hands-on experience in the following areas:
- Sales Cloud
- Service Cloud
- Experience Cloud
- Marketing Cloud
- Platform (formerly Force.com)
- CPQ
- Field Service
- Commerce Cloud
- Nonprofit Cloud
- Net Zero Cloud
- Analytics Cloud (Tableau)
- Einstein Analytics
- Slack for Salesforce
- Heroku Custom Apps
- Implementing Appexchange Solutions
- Integrating external systems via custom APIs, MuleSoft, Skyvia, DBSync, Jitterbit, Zapier, and Workato
CERTIFICATIONS & EDUCATION
CERTIFICATIONS & TRAINING
Eight (8) Salesforce Certifications
- ADM-201 Administrator
- ADM-211 Advanced Administrator
- CRT-101 Business Analyst
- DEX-403 Platform Appl Builder
- CRT-251 Sales Cloud Consultant
- CRT-261 Service Cloud Consultant
- CRT-250 Marketing Cloud Admin
- Marketing Cloud Email Specialist
FORMAL EDUCATION
SMU Cox School of Business
Graduate Finance Certificate Program
1998-1999
Oklahoma State University
Fashion Merchandising*
1979-1981
*No Degree Conferred
Expertise & Skills
EXPERTISE
Leadership & Stakeholder Engagement. I have extensive experience in leading cross-functional projects and collaborating with Sales, Marketing, Operations, and IT teams to enhance Salesforce functionality. I gather requirements, prioritize requests, set project timelines, and deliver Salesforce solutions on schedule. I also deliver demos, provide ongoing support, and ensure successful system adoption.
Salesforce Administration. I configure sharing rules, profiles, permissions, and Apps to control user access to data. I’ve implemented Salesforce Shield for advanced data security and maintain system health by conducting audits and security reviews using tools like Optimizer and AI-driven tools like SwanTide and Sweep.
Salesforce Customization. I design and develop Salesforce components aligned with Salesforce design patterns, including fields, objects, workflows, validation rules, Flows, Apex Triggers and Classes, Lightning Web Components, and VisualForce solutions. I’ve migrated legacy process builders and workflow rules to Flows and Apex to align with Salesforce best practices.
Salesforce Marketing Automation. I specialize in integrating Salesforce with marketing automation platforms like Salesforce Marketing Cloud Engagement, HubSpot, Constant Contact, MailChimp, and Apollo to streamline marketing campaigns and enhance customer engagement.
Salesforce Integration. I have experience connecting Salesforce with external systems using Mulesoft, Skyvia, and custom APIs (e.g., NetSuite, SharePoint, Magento, QuickBooks, Avalara, proprietary platforms and more) to provide 360 view of customers.
DevOps & Release Management. I streamline deployments using tools like Salesforce DevOps Center, Copado, and GitHub, ensuring smooth transitions from development to production. I monitor system usage, lead demos, and resolve issues quickly to minimize disruptions and maintain system performance.
SKILLS
Salesforce Lightning Experience Setup – Configuration and customization for optimal user experience.
Custom Development – Building custom objects, flows, Apex code, and validation rules.
Data Management – Migration, mapping, analysis, and governance.
Reporting and Analytics – Dashboards, insights, and performance tracking.
Training and Documentation – User enablement and adoption strategies.
Compliance and Security – Ensuring data protection and regulatory compliance.
Marketing Automation – Expertise in Marketing Cloud, Pardot, and HubSpot.
Integration Solutions – Leveraging Mulesoft, Skyvia, and APIs for seamless connectivity.
DevOps and CI/CD – Utilizing Salesforce DevOps Center, Copado, and GitHub for release Management.
Platform Management – System analysis, design, and administrative support.
Solution Architecture – Crafting technical designs, process flows, and documentation.
Process Automation – Streamlining workflows through Flow and Apex.
Application Development – Building custom apps with Force.com and Heroku.
Release Management – Version control and deployment strategies.
Operational Support – Issue troubleshooting and resolution.
Security Oversight – Managing user roles, permissions, and data access.
Services
Salesforce Implementation & Optimization
30+ Projects. Countless Success Stories
From big enterprises to small businesses, I’ve built solutions that fit like a glove. I’ll dive into your needs, design a system that works, and make sure it runs like a dream.
Complex? No Problem
We’ll tackle it together—smart, seamless, and stress-free.
Technical Design
Certified Expertise – Smart Design – Seamless Solutions
With 20+ years of hands-on experience and Salesforce certifications, I know that great systems start with smart design. Thoughtful, scalable architecture isn’t just about meeting today’s needs—it’s about setting you up for long-term success.
Salesforce Training
Empowering Teams, One Click at a Time
Handing over Salesforce without proper training? Not on my watch. I’ll make sure your team knows the ropes and feels ready to crush it.
Training doesn’t stop after launch. I’m here for the long haul—coaching, guiding, and cheering your team on every step of the way.
Salesforce Administration
Salesforce That Grows With You
Business moves fast—your Salesforce should too! From daily support to shiny new features, I’ll keep your system sharp, smooth, and cost-effective.
Big Impact, Small Tweaks
Need upgrades or a quick tune-up? I’ll help your Salesforce evolve as you grow—no stress, just results.
Salesforce Data Migration
Migrations Made Easy (and Maybe Even Fun)
Data moves can be tricky, but I make them seamless. I’ll map, clean, and transfer your legacy or key business data into Salesforce, ensuring nothing gets lost in translation.
With everything in one place, you’ll get better reporting, sharper insights, and smarter decisions to fuel growth.
Custom Salesforce Development
Custom Solutions for Unique Needs
When clicks aren’t enough, I bring in custom code—Apex triggers and Lightning components—to tackle even the toughest challenges.
I’ll design and deliver a solution that fits your business and gets results.
Salesforce Subcontracting
Extra Hands? Expert Help? I’ve Got You!
Whether you need a quick boost or long-term support, I’m here to help you crush your goals. I listen, deliver, and stay committed until you’re completely satisfied.
Strategic Planning
Built to Grow, Ready to Scale
I’ll help map out a smart, scalable Salesforce strategy—tackling challenges step-by-step while keeping your growth on track.
With a clear roadmap, you’ll stay ahead as your business transforms and expands.
Salesforce Integration
Get the Full Picture—Fast
A 360-degree customer view boosts efficiency, delights customers, and it helps smaller businesses punch above their weight.
With Salesforce, I’ll connect your systems—whether it’s a simple nightly load of ERP data or real-time integrations—for sharper insights and a competitive edge.
Salesforce Mentoring
Salesforce Skills? Let’s Level Up!
Coaching teams to crush it in Salesforce is my jam. Need a guide to boost your expertise? I’m your go-to.
I’ll break things down step-by-step—showing you the how and the why—so you can master Salesforce with confidence.
REVOPS / MARKETING AUTOMATION
My focus on Revenue Operations (RevOps) and marketing automation centers on unifying sales, marketing, and customer success teams to drive efficiency and revenue growth. By leveraging automation and data-driven insights, I help businesses optimize lead management, streamline sales processes, and deliver personalized marketing campaigns. This approach not only improves operational efficiency but also enhances customer experiences and maximizes profitability.
Sales Automation
- Lead Management – Capture, assign, and track leads through the pipeline.
- Opportunity Management – Monitor deals, forecasts, and sales stages.
- Quote-to-Cash (QTC) – Automate quoting, contracting, and billing processes.
- Forecasting and Pipeline Analytics – Predict revenue trends and pipeline health
Marketing Automation
- Campaign Management – Plan, execute, and track marketing campaigns.
- Lead Scoring and Nurturing – Prioritize high-quality leads for sales engagement.
- Customer Journeys – Map multi-channel customer interactions.
- Email Marketing and Personalization – Deliver targeted campaigns based on customer insights.
Customer Service & Support
- Case Management – Track and resolve customer service requests.
- Knowledge Base and Self-Service Portals – Enable customers to find solutions quickly.
- Customer Feedback and Surveys – Measure satisfaction and gather insights.
- Field Service Management – Support on-site services and mobile teams.
Revenue Intelligence and Analytics
- AI-Driven Insights (Einstein Analytics) – Predict outcomes and uncover trends.
- Sales Performance Dashboards – Monitor key metrics like close rates and win/loss ratios.
- Customer Lifetime Value Analysis – Assess profitability over time.
- ROI Measurement – Analyze the impact of campaigns and strategies.
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Subscription and Billing Management
- CPQ (Configure, Price, Quote) – Automate product configuration and pricing.
- Billing Automation – Streamline invoicing, payments, and renewals.
- Recurring Revenue Tracking – Manage subscriptions and usage-based pricing.
- Revenue Recognition Compliance – Ensure compliance with accounting standards.
Collaboration and Alignment Tools
- Slack Integration – Real-time communication across teams.
- Document Sharing and Approvals – Centralize contracts, proposals, and approvals.
- Workflow Automation – Automate repetitive processes for efficiency.
Data Integration and Synchronization
- MuleSoft (Integration Cloud) – Connect data across platforms and tools.
- Unified Customer Profiles – Provide a 360-degree view of customer data.
- Data Cleansing and Enrichment – Ensure accuracy and consistency.
Partner and Channel Management
- Partner Relationship Management (PRM Experience Cloud) – Track reseller and partner performance.
- Affiliate Program Tools – Manage commissions and collaborations.
- Partner Portal Access – Enable partners to manage deals and accounts.
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Customer Experience Optimization
- Experience Cloud – Create self-service portals and communities.
- Feedback Loops and Surveys – Gather insights to enhance customer satisfaction.
- AI Chatbots and Virtual Assistants – Improve response times and engagement.
Compliance & Security
- Data Privacy Tools – Ensure compliance with GDPR, CCPA, and HIPAA.
- Audit Trails and Access Control – Maintain transparency and security standards.
KEY PROJECTS
Below is a small sampling of some projects I’ve had the privilege to manage as a Salesforce Consultant. You can view more here.
Public Education Firm – Austin, Texas
May 2024 – August 2024
SALESFORCE SALES CLOUD WITH CPQ AND MARKETING CLOUD ACCOUNT ENGAGEMENT IMPLEMENTATION
Streamlined their go-to-market operations; and significantly improved their processes and enhanced workflows for their rapidly growing sales and post-sales teams. The project was moderately complex, migrating from HubSpot to Sales Cloud with CPQ, Salesforce Marketing Cloud Account Engagement (Pardot), and integrations with their ERP system, NetSuite, and scheduling app, Skedulo, using MuleSoft.
Engineering / Environmental Consulting Firm – Baton Rouge, Louisiana
June 2024 – September 2024
SALESFORCE SALES CLOUD AND MARKETING CLOUD ACCOUNT ENGAGEMENT IMPLEMENTATION
Tech engagement designed to enhance scalability, customization, and integration capabilities: migrated from PipeDrive to Sales Cloud, and from Constant Contact to Account Engagement (+ Zoom for Pardot); and integrated with Deltek VantagePoint ERP.
Geotechnical Construction Firm – Dallas, Texas
May 2024 – October 2024
SALESFORCE IMPLEMENTATION
Migrated from Excel to Salesforce Sales Cloud, configuring lead and opportunity management to capture, track, and convert leads into sales opportunities, while also implementing program management to track clinical trial data.
A Foundation Built on Business Expertise
Early Career: Financial Services and Investor Relations
At Carreker Corporation, I advanced from Program Specialist to Director of Investor Relations, focusing on payment technologies and regulation. This role strengthened my expertise in financial systems, risk management, and client relationships. I built my very first “CRM” in my early days at Carreker, using Access database to manage memberships and annual events for the Electronic Check Clearing House Organization (ECCHO) while serving on the ECCHO Executive Direct staff. During my time as Carreker’s Director of Investor Relations, I completed the Graduate Finance Certification Program at Southern Methodist University COX School of Business.
Scaling Startups and Driving Growth
At TelOptica, a telecommunications startup, I implemented Salesforce and partnered with RevOps to streamline sales and marketing. This provided hands-on experience with CRM implementation and data-driven decision-making.
Channel Management and Retail Expansion
As Director of Channel Management at LifeWay Christian Resources, a $500M nonprofit, I expanded sales channels across 120 stores and 160 countries, sharpening my customer engagement strategies.
Building Custom Solutions and Integrations
At InService America, I developed new services for a $10M call center, including CTI integration with Salesforce and a custom SOAP API for inventory management. These projects deepened my skills in integrations and custom development.
Transition to Salesforce
With this foundation, moving into Salesforce consulting was a natural fit. Backed by 8 Salesforce certifications and 5-Star Ranger status, I now help organizations optimize their Salesforce ecosystems to drive efficiency and growth.
After leaving the corporate world, I founded Home Team to help businesses with strategic planning and process improvement. One of my first clients was looking for a CRM to manage their sales, so I introduced them to Salesforce. I earned my first certification, and my business model changed.
I’m thankful for my corporate experience in relating technology to business strategy, because it prepared me for my all-time favorite role: helping you succeed with Salesforce.
Contact Me