Milo MassimoSalesforce Consultant
Nov. 2022Salesforce Consultant (CRM)
Focus split: 50% Salesforce CRM • 25% Business Analysis • 25% Project Management Highlights
Led end-to-end Salesforce implementations: strategy, solution design, build, testing, and launch.
Automated processes with CPQ and Agentforce.
Drove user adoption through training, enablement, and clear UX; provided ongoing admin/support.
Provided post-go-live enhancements and platform governance. What I actually did (by focus area) Salesforce CRM (50%) – Org strategy, object/field design. Flows, page layouts, dashboards, integrations, release management. Business Analysis (25%) – Requirements, user stories & acceptance criteria, process mapping, backlog grooming, UAT coordination. Project Management (25%) – Scope, timelines, risks/issues, sprint ceremonies, stakeholder updates, vendor alignment, budget tracking.