Capabilities

Strategy. Technology. Operations. One point of ownership.

My value comes from operating across executive strategy, technology architecture, and sales operations — translating business priorities into platform investments, product roadmaps, and measurable delivery.

01

Strategy & Leadership

Business and organizational ownership

  • Technology Strategy
  • Roadmap Ownership
  • Budget Ownership & Planning
  • Vendor & Contract Negotiation
  • Executive Stakeholder Management
  • Investment Prioritization
  • Product Strategy
  • Solution & Delivery Governance
  • Cross-Functional Leadership
  • Team Leadership & Development
  • Platform Adoption & Change
  • Release & Delivery Accountability

Owning the direction, investment, and delivery of the platform function — from executive priorities through release accountability.

02

Architecture & Engineering

Technical credibility and architecture

  • Salesforce
  • Experience Cloud
  • Lightning Web Components
  • Apex
  • Flow
  • Salesforce Security
  • Data Modeling
  • APIs / Integrations
  • CPQ
  • SAP Integration
  • Variant Configuration / VC
  • Approval Architecture
  • Reporting & Analytics
  • DevOps / Release Management

Enough depth across the Salesforce platform and integrations to challenge approaches, guide developers, and connect business requirements to technical design.

03

Sales Operations

Business-process and domain expertise

  • Campaign Management
  • Lead Management
  • Account Management
  • Pipeline Management
  • Sales Activity
  • Product Configuration
  • Quoting
  • Commercial Approvals
  • Machine / Inventory Intelligence
  • Business Planning
  • Market Intelligence
  • Sales Analytics

Understanding the commercial processes the technology supports — from demand generation through quoting, approvals, and performance.

Strategy

Business priorities

Investment

Budget & vendors

Architecture

Solution direction

Delivery

Teams & releases

Adoption

Platform evolution

Leadership Scope

Accountability beyond the roadmap.

2

Direct Reports

1

Contract Developer

3

Dotted-Line CPQ Resources

200+

Stories Delivered YTD

Platform delivery spans direct reports, contract development, and cross-functional CPQ resources, with ownership across roadmap, budget, architecture, prioritization, vendor relationships, and release strategy.

The three dotted-line CPQ resources — 1 Business Analyst and 2 Developers — are coordinated, not direct reports.

Architecture & Engineering Depth

Enough technical depth to guide the build — not just own the roadmap.

Declarative Architecture & Process Automation

Maintainable, scalable Salesforce automation across dealer sales, lead management, opportunity workflows, and operational processes.

50+

Salesforce Flows

6

App / Record Pages

3

Home Pages

Apex & Technical Architecture

Enterprise-grade Apex supporting custom LWCs, large-scale data updates, dashboard aggregation, and scalable business logic.

~800K

Records Processed

~300K

Accounts Updated

6

Fields at Scale

Lightning Web Components & Experience Cloud

Custom LWCs for operational workspaces, external partner portals, reporting dashboards, and quoting workflows.

LWR

Experience Cloud

Custom

Workspaces

Real-time

Reporting

Reporting, CRM Analytics & Revenue Visibility

Reporting architecture for executive visibility, campaign performance, lead conversion, and pipeline decision-making.

1,000+

Reports

60+

Dashboards

20+

Analytics Pages

Integrations, DevOps & Data Governance

Integration and governance across Salesforce, SAP, marketing automation, telephony, analytics, and structured release management.

250+

Copado Stories

Multi-System

Integration

Structured

Release Gov.

Implementation, Rollout & User Adoption

Enterprise rollout strategy, user enablement, and adoption initiatives that drove sustained platform engagement.

900+

Users Trained

55%

Login Increase

182%

Time in Platform