Organization Builder | Salesforce Technical Expert | Professional Services and Support Executive | Founder
Professional Services and Support executive with 13+ years of experience in building organizations from the ground up. Former US Army Signal Officer having commanded 3 companies in over a 10+ year military career. Have managed teams of 5-120+ with revenue topping $10M+ annually both in Support and Professional Services settings.
Head of the AMER region development center for Salesforce Industries Professional Services where I manage a team of highly skilled Full-Stack/Salesforce Developers who distribute to cross-industry projects.
Director of America’s Development Center, Sep. 2015 - Sep. 2020
Started as the first Technical Support expert with Vlocity during its early stage start-up phase and grew the team to 40+ technical experts across the globe and over $15 Million in annual Premier Support Revenue. Started the first America's-Based development center which grew to 15+ team size and over $2 Million in revenue in its first year. Vlocity was acquired by Salesforce in Feb. 2020.
Senior Success Agent, Mar. 2008 - Sep. 2015
As a technical support professional at Salesforce I served thousands of customers and provided a consistently superior interaction every time. I heald several roles including Customer Success and Senior Technical roles. During my time, I processed over 5000 cases with a lifetime CSAT of 9.7/10.0.
US Army Reserves
Captain (ret.), Sep. 2004 - Oct. 2015
After commissioning as an officer from the Cal Poly ROTC program I held three company command positions, two at junior officer ranks with the 319th Signal Battalion. I commanded a Task Force that ran the Technical Control Facility at Camp Buehring from 2011-12 and finished my career as the 982nd Combat Camera Operations Officer.
Engagements and Case Studies
Automation Hour - Flow and Salesforce Licensing
Guest Host on the Salesforce Automation Hour where I taught Salesforce Admins how to use Flow and Process Builder to Work with Salesforce License Model.
That Time I did a Promo Video
Honored to celebrate the 10-Year Anniversary of the Salesforce IdeaExchange!
Certificate in Leadership and Management
Master Of Business Administration
Focus in Consulting Management
University of California, Berkeley
2010 - 2011
UC Berkeley Extension: Certificate in Management Information Systems, Database Design
California Polytechnic State University at San Luis Obispo
2004 - 2007
B.S. in Business Administration with a Minor in Military Science
BUSINESSES and Projects I HAVE CREATED AND FOUNDED
Mentorship Central is a project initiative I founded in 2013 to match Mentors and Mentees within the Salesforce ecosystem. We built an matching tool on the Salesforce platform that allows both Mentor volunteers to signup and Mentees to find and request the mentor matching on multiple variables desired by the Mentee. I left the project in 2016 but its still running strong and has matched over 500 Mentor/Mentee relationships to date.
Brewersspot.com is a now defunct social media platform for lovers of all things craft beer and a cloud software provider of home brewing receipts. From 2007 - 2010 we facilitated over 1900 members sharing over 25,000 home brew receipts.
Vlocity License Assigner
The Vlocity License Assigner is an unmanaged package provided by Vlocity that is designed to make the license assignment process easier for Salesforce Administrators as well as provides additional reporting capabilities to run reports of Users with assigned Vlocity Licenses directly in Salesforce. Since license details are not reportable for Manage Packages within the Salesforce reporting engine we provide a method to make license values reporting directly from the User object.
Note: Requires login access to the Vlocity Success Community