Experience

What the work actually looks like.

Long-standing client relationships, most of them running about four years. Client names are kept private here; I am glad to discuss specifics and provide references in a conversation.

Current client engagements

Professional services · Denver, fully remote · 2022 to present

Salesforce and Certinia platform ownership for a contractor-heavy services firm

A small internal team supports several hundred field contractors nationwide. I own platform strategy and engage the COO directly on technology questions that reach beyond the platform.

Migrated the org from Classic to Lightning
Consolidated legacy Process Builder workflows into Flows, improving backend performance across a fragmented environment

National field services · 2022 to present

Salesforce strategy and advisory to a Chief Revenue Officer

Began as platform work and now reaches technology problems across the business.

Extended an out-of-the-box org with custom objects for customer setup
Built reporting and dashboards where there had been no visibility
Trained users directly to drive adoption

Real estate payments platform · 2022 to present

End-to-end management of a business-critical Salesforce environment

Custom Flows, Apex development, and Zapier automations
Shifted the engagement from reactive requests to proactive roadmap ownership, governance, and stakeholder reviews

Private aviation and travel · Employee 2018 to 2026, client 2026 to present

Eight years on staff, now a client

Director of Data and Systems for eight years, then retained as a client of this practice when I went independent. Continuing advisory on systems architecture, enterprise AI, and platform strategy.

Eight years inside a scaling company

The company grew from 15 employees post-pandemic to roughly 100, and from $18M to $50M in projected revenue. I was promoted three times across that period and awarded its highest honor in 2022.

Platform and data

Proposed and implemented Salesforce end to end, replacing a near-total absence of operational data with real-time reporting across four offices worldwide
Migrated years of reservation and revenue history out of accounting spreadsheets into custom objects, making it operational rather than archival
Built executive dashboards used in leadership review, and departmental reporting that eliminated the queue of report requests
Built 100+ automated Flows, with Apex where declarative configuration could not reach

Teams and leadership

Created the business intelligence capability, developed its leader from zero Salesforce experience through Administrator certification, and spun the function off as its own department
Developed a junior engineer into the lead now being promoted to Director of Engineering, spinning engineering off as its own department
Established an offshore engineering team in Bangalore, traveling there three times to train engineers in person
Designed a Salesforce-based QA process that made a structured intern program possible, now staffing 5 to 7 interns at a time

Systems and cost discipline

Executed a COO mandate to prevent platform sprawl while the company grew sixfold, consolidating and integrating rather than adding tools
Integrated Asana, Slack, Salesforce, and the in-house Rails platform through Zapier to eliminate duplicate entry
Built the IT support intake workflow with SLAs and scorecard metrics where no measurement existed
Automated the monthly profit-share close so every employee's payout was accurate

AI, applied

Led company-wide AI adoption, including an Anthropic enterprise agreement for Claude
Integrated AI assistance into Slack and engineering workflows
Built a hybrid on-premise and cloud inference stack blending open-weight and frontier models
Held IT headcount flat against a workload that would justify a third hire, using AI to absorb the growth instead of adding salary

References available.

If any of this resembles your situation, the fastest way to find out whether I can help is a short conversation.

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