Professional services · Denver, fully remote · 2022 to present
Salesforce and Certinia platform ownership for a contractor-heavy services firm
A small internal team supports several hundred field contractors nationwide. We own
platform strategy, and I engage the COO directly on technology questions that reach
beyond the platform.
- Migrated the org from Classic to Lightning.
- Consolidated legacy Process Builder workflows into Flows, improving backend performance across a fragmented environment.
National field services · 2022 to present
Salesforce strategy and advisory to a Chief Revenue Officer
Began as platform work and now reaches technology problems across the business.
- Extended an out-of-the-box org with custom objects for customer setup.
- Built reporting and dashboards where there had been no visibility.
- Trained users directly to drive adoption.
Real estate payments platform · 2022 to present
End-to-end management of a business-critical Salesforce environment
- Custom Flows, Apex development, and Zapier automations.
- Shifted the engagement from reactive requests to proactive roadmap ownership, governance, and stakeholder reviews.