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Work Background
Citrin CoopermanManager of Strategy and Business Transformation
Jun. 2023Nashville, Tennessee, United StatesAs the Manager of the Salesforce Practice at Citrin Cooperman, I led a team of talented professionals and spearheaded initiatives that drove our most successful year to date. My responsibilities included managing direct reports, overseeing presales efforts, and strategically growing our pipeline. I focused on creating and optimizing revenue systems that are best-in-class for the professional services industry, ensuring our clients achieved scalable growth and long-term success. My commitment to driving revenue and operational excellence positioned our Salesforce practice as a leader in delivering impactful solutions.
FMT ConsultantsDelivery Lead
Apr. 2022 - Jun. 2023Carlsbad, California, United StatesIn my role as a Delivery Lead, I specialized in architecting systems on the Salesforce platform to enhance processes, systems, and design around revenue operations. I focused on creating streamlined, scalable solutions that empowered organizations to optimize their revenue systems. By aligning technology with business goals, I delivered tailored Salesforce implementations that drove efficiency, improved decision-making, and facilitated sustainable growth. My approach combined deep technical expertise with a strategic understanding of revenue processes, resulting in systems that were both innovative and effective.
FMT ConsultantsSenior Consultant II
Jan. 2022 - Apr. 2022San Diego, California, United StatesAs a Senior Consultant at FMT, I was deeply involved in hands-on configuration and implementation of Salesforce solutions. My work focused on building best-in-class revenue systems, Experience Cloud portals, CPQ, Pardot, and other Salesforce clouds. I leveraged my technical expertise to deliver customized solutions that met the unique needs of our clients, enhancing their ability to drive revenue and engage customers effectively. My role required a blend of strategic insight and detailed execution, enabling me to create scalable, impactful systems that supported long-term business success.
Altium®Sr. System Architect / Integration Manager
Feb. 2020 - Jan. 2022San Diego, California, United StatesIn my role as Senior System Architect & Integration Manager, I was pivotal in designing and implementing revenue operations systems that propelled a company's growth from $75 million to $190 million. I focused on creating robust, API-based integrations that ensured seamless connectivity between our business-critical software and cloud applications. By working closely with different business units, I designed and built integrations that provided real-time data and insights, enabling accurate reporting and informed decision-making. My contributions ensured that our technology infrastructure was not only reliable but also a key driver of our company’s substantial revenue growth.
Altium®Senior Business System Analyst
Nov. 2018 - Feb. 2020Greater San Diego AreaAs a Senior System Business Systems Analyst, I played a critical role in driving a company’s revenue growth from $75 million to $150 million by architecting and automating revenue operations systems. Leveraging Salesforce Flow and other SaaS tools like NetSuite, DocuSign, and Dell Boomi, I streamlined and automated key processes, significantly reducing manual tasks and data entry. My efforts were focused on breaking down data silos and creating a cohesive Customer 360 model, enabling more accurate and efficient operations across the organization. During M&A activities, I seamlessly integrated new teams and systems into our existing infrastructure, ensuring continuity and scalability. My work not only optimized business processes but also positioned the company for substantial revenue expansion.
Altium®Salesforce Administrator/Analyst
Apr. 2017 - Nov. 2018Greater San Diego AreaAs a Salesforce Administrator and System Analyst, I was instrumental in driving the company’s revenue growth from $75 million to $90 million by building and optimizing revenue operations systems. I managed Salesforce for 400 users across global regions including North America, EMEA, China, and APAC, ensuring the platform was tailored to meet diverse business needs. My focus was on automating processes to reduce manual tasks, managing Value-Added Reseller (VAR) operations, and cleaning data to enhance accuracy and efficiency. I evaluated and integrated new software into our existing stack, continuously refining both internal and external processes to support scalable growth. My contributions helped streamline operations and position the company for ongoing success.
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