Jan 2021 – Apr 2025 · 4 yrs 3 mos

• Collaborate with Marketing, Sales, Deal Desk, Products, Engineering, and Customer Success leaders to define roadmaps and strategy to execute on lead to cash initiatives that meet business objectives.
• Define, evaluate, and implement the GTM system architecture and tech stacks to ensure it meets
• current and future business needs. Enable users with new GTM tools to ensure adoption.
• Hire and manage a team to design and implement cross functional Salesforce CRM, CPQ, new
• products introduction NPI, marketing automation, and sales acceleration and enablement solutions.
• Analyze data and key performance indicators to measure sales team performance and make
• recommendations to enhance sales effectiveness and drive revenue growth.
• Select, negotiate, and implement 3rd party apps that integrate with our Salesforce and CPQ system.

Jan 2019 – Jan 2021 · 2 yrs · San Francisco Bay Area

• IPO June 2021 - NASDAQ (CFLT)
• Be the engagement partner for our GTM (Marketing Ops, Sales Ops, Revenue Ops, Finance, and etc) leaders. Lead a team of onshore, offshore, and vendor resources to deliver Salesforce, CPQ, and other integrated business application stacks improvements to meet high growth business needs.
• Oversee and deliver the firm’s biggest Salesforce and CPQ transformational program to greatly increase sales velocity, improve forecast accuracy, and meet SOX compliance & IPO readiness.
• Establish and oversee PMO for cross functional project initiatives. Mitigate project risks and issues. Own and communicate weekly project status.
• Define scalable and best practices to support organization business systems needs.

Jan 2017 – Jan 2019 · 2 yrs · San Francisco Bay Area

• Be the trusted advisor to firm’s executives and business leaders. Led monthly meetings to strategize and build business systems roadmap while delivering those solutions against performance metrics.
• Facilitated discovery sessions to define scope, resource allocation, and timeline. Designed Salesforce solutions and demo for stakeholder sign off. Drove the designed solution from development, QA, UAT, deployment, and enablement. Communicated weekly updates to executives and stakeholders.
• Managed a team of analysts, developers, QAs, and vendors resources to deliver transformational Salesforce projects to support the company’s Sales and Support operations. Initiatives include Sales Cloud, Service Cloud, Case Management, Contact Center, Omni Channel, Customer and Partner Communities, and Lightning.

Jan 2013 – Jan 2017 · 4 yrs · San Francisco Bay Area

• Delivered over 20 Salesforce and 3 non-Salesforce enterprise solutions including Sales Cloud, Service Cloud, Community Cloud, custom Force.com, Apttus CPQ, CloudCraze, Slack, DocuSign, and ServiceNow ITSM and GRC modules for GDPR and FedRAMP compliance.
• Acted as the program manager/solution architect with project activities such as scoping project timeline and resources, creating project plan, defining requirements, designing solution, mitigating issues, providing weekly updates, enabling change management, and obtaining businesses sign offs.
• Performed hands on Salesforce administration & configuration activities such as updated page layout, migrated data, built workflows & reports, deployed changesets, and installed 3rd party applications.

Jan 2011 – Jan 2013 · 2 yrs · San Francisco Bay Area

• • Designed and delivered over 10 Salesforce solutions to Salesforce enterprise customers. Implementations include Sales Cloud, CPQ, Service Cloud, Contact Center, Omni Channel, Community Cloud, and custom Force.com.

Jan 2006 – Jan 2011 · 5 yrs · Irvine, CA

Jan 2004 – Jan 2006 · 2 yrs · Irvine, CA