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Skills

  • Process Design
  • Salesforce
  • Analytics
  • Admin
  • App Development
  • CRM Integration
  • Dashboard
  • Dashboard Design
  • Dashboards
  • Data Management
  • Design
  • Financial Services
  • General / Other Programming & Software
  • Information Technology
  • Instruction Manuals

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Services

  • CPQ Health Check & Optimization Report

    $90/hr Starting at $450 Ongoing

    Dedicated Resource

    We start with a 30-minute discovery call (Complimentary!! NOT BILLED): - Quick review of Current Quoting Process - Outline/discuss project goals Deliverables from Discovery: - 1-page Snapshot Report that...

    Financial ServicesGeneral / Other Programming & SoftwareInformation TechnologyProcess DesignSalesforce
  • Admin Uplift & Enablement Package

    $85/hr Starting at $425 Ongoing

    Dedicated Resource

    Our Service will begin with a 15-30 minute consultation (NOT BILLED) to find out and review business needs for the training/coaching. Deliverables from consultation: - Rough Draft of Coaching Plan - Documentation...

    Instruction ManualsPlanningProcess DesignTrainingTraining Material Writing
  • CRM Analytics Consulting

    $100/hr Starting at $1K Ongoing

    Dedicated Resource

    Our tailored analytics services empower RevOps, Sales, and Executive teams with visual clarity and operational confidence. Whether you’re overwhelmed by cluttered dashboards or looking to unlock new business...

    AdminAnalyticsCRM IntegrationDashboardDashboard Design
  • Salesforce Solution Architect

    $75/hr Starting at $0 3 months minimum

    Dedicated Resource

    I’m a certified Salesforce multi-cloud expert with over 8 years of experience designing and implementing scalable CRM solutions that drive business transformation. My expertise spans Sales, Service, and...

    AnalyticsApp DevelopmentData ManagementDesignProcess Design

About

Your CPQ Expert | Principal Solution Architect | 10x Salesforce Certified | 8+ Yrs Experience | Multi-Cloud | CRM Analytics | Agentforce Expert

I’m a certified Salesforce multi-cloud expert with over 8 years of experience designing and implementing scalable CRM solutions that drive business transformation. My expertise spans Sales, Service, and Marketing Clouds, with a strong foundation in process automation, data architecture, analytics, and user experience design.

- What I Do
I specialize in architecting end-to-end Salesforce solutions tailored to business needs—balancing scalability, usability, and security. I work closely with stakeholders, developers, and admins to lead enterprise implementations that maximize Salesforce’s value.

- Certifications & Core Competencies

Certified Administrator
Sales Cloud Consultant
Platform App Builder
Data Architect
CRM Analytics & Einstein Discovery Consultant
User Experience Designer
Marketing Cloud Account Engagement Specialist
Process Automation Accredited Professional
Agentforce Specialist

- Key Skills

Solution Architecture
Declarative Development (Flow Builder)
Light Apex Coding
Data Governance & Validation
CRM Analytics & Reporting
Nonprofit Success Pack (NPSP)
Agile/Scrum Project Leadership
Public Speaking & Cross-Functional Communication

I’m passionate about aligning technology with business goals—delivering reliable, user-centered Salesforce solutions that scale. Whether leading architecture strategy or mentoring teams, I bring a collaborative and forward-thinking mindset. I’m a certified Salesforce multi-cloud expert with over 8 years of experience designing and implementing scalable CRM solutions that drive business transformation. My expertise spans Sales, Service, and Marketing Clouds, with a strong foundation in process automation, data architecture, analytics, and user experience design.

- What I Do
I specialize in architecting end-to-end Salesforce solutions tailored to business needs—balancing scalability, usability, and security. I work closely with stakeholders, developers, and admins to lead enterprise implementations that maximize Salesforce’s value.

- Certifications & Core Competencies

Certified Administrator
Sales Cloud Consultant
Platform App Builder
Data Architect
CRM Analytics & Einstein Discovery Consultant
User Experience Designer
Marketing Cloud Account Engagement Specialist
Process Automation Accredited Professional
Agentforce Specialist

- Key Skills

Solution Architecture
Declarative Development (Flow Builder)
Light Apex Coding
Data Governance & Validation
CRM Analytics & Reporting
Nonprofit Success Pack (NPSP)
Agile/Scrum Project Leadership
Public Speaking & Cross-Functional Communication

I’m passionate about aligning technology with business goals—delivering reliable, user-centered Salesforce solutions that scale. Whether leading architecture strategy or mentoring teams, I bring a collaborative and forward-thinking mindset.