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Work Background
SalesforceSenior Solutions Architect
Jul. 2019Greater Chicago Area
EKPH ConsultingCo-Owner
Jun. 2016 - Dec. 2019Greater Chicago AreaA local practice assisting small to mid-sized companies implement Salesforce.com solutions throughout the organization. Specialties include:
Marketing Cloud
Services Cloud
Sales Cloud
Release Management
Business Transformation thru automated solutions
Millennium Trust CompanySalesforce Product Owner
Dec. 2014 - Jul. 2018Oak Brook, ILI quarterback the SFDC team for a financial services organization. Within the first 6 months, I expanded the team from 2 to 5 FTEs solely dedicated to fully implementing Salesforce.com as an enterprise-wide solution, implemented Service Cloud for 150+ users and designed and delivered the helpdesk solution for user support. Other projects include:
* marketing automation and lead generation
* pipeline management and board reporting on forecasted pipeline
* automated e-sign solution (self-serve for channel partners)
* data integration and reporting
* Asset management tools
* Operational workflows
StericycleManager, HCS SaaS Solutions, Delivery & Support
Jan. 2012 - Dec. 2014Greater Chicago AreaMy responsibilities include release management, change management, development and support of integrated SFDC solutions. * Manage team of contracted developers, system administrators and project managers
* Developed whitespace segmentation model in conjunction with drip-marketing campaign and achieved ROI by the third month
* Introduced an automated sales cycle action plan; "an open pipeline is not necessarily an active pipeline" We implement and support solutions using the following toolset: SQL, Informatica, Force.com, Eloqua, Echosign, Genesys' Intelligent Workflow Distribution, ECAS and Google. Our SFDC integrated solutions span across multiple cross-functional business processes like * Pricing
* Contract Generation/Administration
* Billing (including credits/refunds)
* Customer Service (including retention)
* Help Desk (customer and end user)
* Pipeline Management
* Lead Management
* Service Fulfillment
* Customer Loyalty
PhonakCRM Project Manager
May. 2010 - Dec. 2011Greater Chicago AreaActed as BA, PM, solution architect and trainer for CRM initiatives at a medical device manufacturer and distributer
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