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Work Background
ClickleaseSalesforce Data Migration Lead | Financial Services | Data Architecture & Integrations
Sep. 2024 - Dec. 2025United StatesResponsible for leading end-to-end data migration strategies, processes, and architectures to Salesforce within a highly regulated financial environment. Responsible for ensuring data integrity, quality, governance, and regulatory compliance (SOX, GDPR, PCI-DSS) throughout the migration cycle, from core banking systems, legacy systems, and other internal platforms. Design and implement integration and migration frameworks using tools such as Dataloader.io and Metazoa. Define data models, mappings, transformations, and validation rules based on financial standards. Coordinate ETL/ELT, profiling, cleansing, deduplication, and normalization of data before loading. Ensure continuous data quality through monitoring, dashboards, validation rules, and automation. Implement data governance practices, lineage, encryption, masking, and regulatory compliance. Manage migration risks, large-scale migrations, and rollback plans without impacting financial operations. Optimize performance and bulk operations (Bulk API, Composite API, Parallel vs. Serial Mode). Collaborate with Product Owners, Enterprise Architects, and risk/security teams to align data models with regulations. Document architecture, procedures, decision records, and reusable playbooks at the enterprise level.
AccentureSalesforce Solution Architect / Manager
Apr. 2021 - Aug. 2024Costa Rica, HerediaDesigned, implemented, and led solution architectures to address specific problems and requirements, applying technical knowledge of business processes in specific industries on the Salesforce platform (Sales, Service, Experience, Finance, Health, Marketing). Conducted research to evaluate system design and process efficiency. Improved solution efficiency by designing and implementing scalable architectures for enterprise clients. I facilitated communication between technical teams and non-technical stakeholders, translating complex concepts into understandable terms. Collaborated with developers to create easy-to-use interfaces that simplified complex workflows into customized solutions.
Solvis Consulting LLCSalesforce Consultant
Mar. 2020 - Mar. 2021Puerto Rico, San JuanConsultant in Sales, Service, and Experience Cloud projects for banking, hospitality, and retail sectors. Utilized administrative and development skills, including Aura Components and LWC. Resolved technical issues efficiently, minimizing downtime and ensuring seamless user experiences on the Salesforce platform. Developed custom applications and integrations within Salesforce, improving the system's functionality for clients. Contributed to proposal development, leveraging my deep knowledge of Salesforce solutions to win new business opportunities. Collaborated with cross-functional teams on complex projects, ensuring timely delivery of high-quality solutions in Salesforce.
INCAE Business SchoolCommercial Systems Manager
Apr. 2012 - Feb. 2020Costa RicaI recommended innovative marketing, sales, and service solutions for customer acquisition and retention by analyzing behavioral trends. Created collaborative and successful teams using the SCRUM framework, meeting client needs and project execution. I formed work teams with credibility and personality that established successful client relationships and positively influenced people, teams, and stakeholders.
Acted as a bridge between business problems and technology solutions, analyzed the organization's business model, structure, policies and operations, and recommended strategic solutions using platforms such as Salesforce.com, Marketo, InsideSales.com and Informatica.com.
Proposal and implementation of improvements to the student recruitment process through the optimization of the department's technological platforms allowing to rethink processes that take advantage of existing resources and allow business objectives to be achieved.
Propose campaigns in digital media analyzing the implementation and sending through the different communication channels allowing to reach the goals of the marketing department.
Principal CRM Radius administrator (Intelliworks) including configuration, maintenance, proper use, user training, advice to other units, connection with other systems, obtaining reports, communications, results analysis, coordination with suppliers and work teams.
Lead the implementation of institutional projects, along with other business units, consultants and external suppliers, achieving operation in production of platforms such as CMS, BI, Sales Acceleration, Marketing Automation, LeadScoring, and others.
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