Experience across enterprise Salesforce environments

My background spans architecture, delivery, product ownership, and customer success. These examples describe my contributions in previous roles; they are not endorsements or a list of current consulting clients.

Enterprise Customer Advisory

Context: enterprise customers using complex Salesforce environments.

My role: Customer Success Manager, Signature Success, at Salesforce.

Contribution: helped translate customer priorities into success plans and adoption roadmaps; coordinated technical expertise, escalations, and release concerns across teams.

Perspective I bring to training: connecting platform work to business priorities and helping stakeholders navigate decisions.

Insurance Platform Delivery

Context: enterprise Salesforce delivery at GEICO Technology Solutions.

My role: Senior Salesforce Engineer with sprint, refinement, and release-readiness responsibilities.

Contribution: delivered Salesforce enhancements, supported prioritization, and created user training and documentation.

Perspective I bring to training: linking requirements and technical choices to practical delivery and user adoption.

Medical Products Workflows and Enablement

Context: Salesforce process and connected-workflow improvements at Graymont Medical.

My role: Salesforce Technical Project Manager.

Contribution: coordinated requirements, solution delivery, automation improvements, payments and telephony work, and user enablement.

Perspective I bring to training: explaining connected workflows in terms of ownership, dependencies, and operational use.