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 Experience
Senior Business Operations Manager, Salesforce
Veritone, Inc.
Apr 2019 - Jul 2024
Irvine, CA, US
Senior Business Operations Manager at Veritone, Inc., leading Salesforce architecture and administration for a 300+ user environment to optimize sales and finance operations.
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Architected and administered a 300+ user Salesforce environment, optimizing operations across Sales, Finance, and Operations.
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Designed and implemented scalable Salesforce CPQ solutions, significantly improving quote-to-cash cycles and enhancing sales enablement.
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Automated workflows with custom flows and validation rules, reducing manual tasks and increasing data reliability across the platform.
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Integrated Salesforce with HRIS, ERP, and analytics platforms, ensuring seamless data flow and system alignment for enhanced reporting.
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Managed rigorous release cycles, sandbox refreshes, and User Acceptance Testing (UAT) to ensure continuous platform enhancement and stability.
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Collaborated cross-functionally with Data and Engineering teams to resolve complex integration issues and support API-based connections.
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Developed high-impact dashboards and reports, providing critical business intelligence for revenue, pipeline, and team performance, driving data-driven decisions.
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Mentored and trained junior administrators, enhancing team capability and significantly improving system adoption rates.
Salesforce Application Specialist / Administrator
Lennar Corporation
Apr 2017 - Apr 2019
Irvine, CA, US
Salesforce Application Specialist / Administrator at Lennar Corporation, responsible for CRM consulting, system guidance, and user adoption initiatives.
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Acted as a business-facing CRM consultant, providing strategic pre-sales technical recommendations and system guidance to optimize processes.
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Led requirements gathering sessions with key stakeholders, aligning complex CRM configurations directly with overarching enterprise objectives.
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Spearheaded Salesforce Lightning Experience migration, delivering hands-on training that significantly boosted user adoption.
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Conducted comprehensive gap analyses and implemented enhancements, significantly improving data quality and workflow automation.
Senior Business Support Analyst / Salesforce Administrator
iHeartMedia
Oct 2011 - Mar 2017
Aliso Viejo, CA, US
Senior Business Support Analyst at iHeartMedia, managing end-to-end Salesforce implementations and providing technical support for CRM alignment.
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Managed end-to-end Salesforce implementations across multiple regional business units, encompassing comprehensive configuration, customization, and deployment.
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Delivered impactful executive-level demonstrations of Salesforce solutions to internal leadership, facilitating successful project planning and rollouts.
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Collaborated with IT and business teams to troubleshoot complex technical challenges, ensuring CRM tools aligned with revenue generation goals.
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Developed and executed complex SQL queries to support critical data validation, cleansing, and migration activities, ensuring data integrity.
Software Consultant - ERP & HRMIS Platforms
Software & ERP Consulting
Software Consultant specializing in ERP and HRMIS platforms, providing strategic consulting, pre-sales support, and workflow optimization for diverse clients.
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Provided technical and strategic consulting for ERP and HRMIS platforms, encompassing end-to-end implementation, user training, and system customization.
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Collaborated with sales teams to drive pre-sales activities, including leading discovery sessions, crafting RFP responses, and conducting live product demonstrations.
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Optimized client business workflows through tailored software configurations, enhancing operational efficiency.
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Served as a trusted advisor, guiding stakeholders through critical technology decisions and developing long-term system roadmaps.