Carlos Valdez
Sales Technology & Salesforce Platform Leader
Professional Summary
Sales technology and Salesforce platform leader specializing in product strategy, architecture, and delivery of enterprise sales platforms — CRM, CPQ, custom applications, automation, data, and analytics. Operates at ~1,000-user scale with a high-volume quoting platform supporting ~3,000 quotes per month. Connects technology, people, product strategy, and business execution.
Professional Experience
Sales Technology & Platform Leadership
North American heavy-equipment manufacturer
Dec 2023 – Present
Savannah, GA
- Own product roadmaps, platform budget, architecture direction, and delivery for an enterprise sales technology ecosystem at ~1,000-user scale.
- Own the roadmap for a high-volume CPQ platform supporting ~3,000 quotes per month across thousands of product configurations.
- Coordinate a blended delivery model — direct reports, contract development, and cross-functional CPQ resources.
- Led adoption growth from approximately 300 to 600+ Salesforce users, with a 55% increase in login rates and 182% increase in time in platform.
- Delivered 200+ user stories YTD in 2026, surpassing the full-year 2025 total, with 85.9% average Apex test coverage.
CRM Manager
North American heavy-equipment manufacturer
Jan 2021 – Dec 2023
Savannah, GA
- Hands-on system ownership and dealer enablement — driving Salesforce adoption and early integrations with SAP and marketing tools.
Salesforce Product Owner
North American heavy-equipment manufacturer
Mar 2020 – Dec 2021
Savannah, GA
- Owned the Salesforce roadmap and backlog, acting as the link between business stakeholders and development teams.
Leadership Development Program
North American heavy-equipment manufacturer
Jun 2018 – Mar 2020
Savannah, GA
- Completed rotational program across Sales, Marketing, Operations, Finance, and Government & Defense.
Education
Texas A&M University
College Station, TX
B.S., Agricultural Economics — 2018
Awards & Recognition
- Outstanding Senior Award — Texas A&M University, College of Agriculture
- Kaizen Award
- Outstanding Project Recognition — two enterprise rollouts
- Team of the Year — Dealer Sales Systems
Skills & Systems Experience
Business & Leadership
Salesforce Ecosystem
SAP Ecosystem
Marketing & Customer Engagement
Analytics & Reporting
Productivity & AI