About & Experience

Built the technology. Now I own the platform.

Technical depth with responsibility for strategy, people and delivery.

Carlos Valdez — Professional Headshot

Certifications

  • Salesforce Certified Administrator
  • Salesforce Certified Architecture Designer

Education

Texas A&M University

B.S., Agricultural Economics — Honors

I lead sales technology for a North American organization supporting internal sales teams and a distributed dealer network. My scope spans Salesforce, CPQ, custom applications, automation, data and analytics.

Today, I own the roadmaps, budget and delivery strategy behind those platforms. I lead a blended delivery team while staying close enough to the technology to guide architecture and make informed product decisions.

Platform Strategy & Product Ownership

Roadmaps, prioritization, budgets, release planning, and platform evolution.

Architecture & Engineering

Salesforce, Experience Cloud, LWC, Apex, CPQ, integrations, and data modeling.

Analytics & Revenue Visibility

Reporting architectures delivering executive visibility and operational intelligence.

Leadership & Adoption

Blended delivery model coordination, enablement, and sustained user adoption.

Beyond the Platform

Outside of the work.

Outside of work, I enjoy golf, travel, and time along coastal destinations. The same curiosity that drives operational problem-solving on the platform carries into how I spend my time away from it.

I value strong relationships, thoughtful leadership, and collaborative environments, both professionally and personally.

Favorite Golf Course

Tobacco Road

Sanford, NC

Favorite Hikes

Zion National Park

& Snowdonia, Wales

Favorite Beach

30A Beaches

Florida Panhandle

Career Progression

From hands-on CRM work into platform ownership.

2018 – 2020

Leadership Development Program

Rotational program across Sales, Marketing, Operations, Finance, and Government & Defense — building breadth across the business before specializing.

2020 – 2021

Salesforce Product Owner

Owned the Salesforce roadmap and backlog, acting as the link between business stakeholders and development teams.

2021 – 2023

CRM Manager

Hands-on system ownership and dealer enablement — driving Salesforce adoption and early integrations with SAP and marketing tools.

2023 – Present

Sales Technology & Platform Leadership

Own product roadmaps, platform budget, architecture direction, and delivery for an enterprise sales technology ecosystem at ~1,000-user scale — including a high-volume CPQ platform.

Core Technologies
Sales CloudExperience CloudCRM AnalyticsFlowApexLWCCPQSAP IntegrationREST/SOAP APIsCopado DevOpsCloudingoEloqua