Sales

• Assist with building architecture (objects, fields, page layouts) and automation (workflow rules, process builders, approval processes) on the Salesforce platform
• Assist with building declarative components (Apps, Lightning Pages) in Salesforce Lightening
• Help create on-record analytics (roll up fields, formula fields, record-level reports) in Salesforce
• Configure the Nonprofit Success Pack (NPSP) objects, custom settings and account model
• Install and configure applications from the Salesforce AppExchange such as email, social media, financial management, online payment, SMS, and form building applications.
• Install and configure proprietary applications as needed
• Comprehend defined appropriate data model and system architecture from business requirements for defined deliverables
• Draft comprehensive technical documentation appropriate for both engineering and clients. This includes documentation mapping detailed (field level) data flows
• Draft written recommendations, outlining multiple solution designs and considerations for each.
• Discuss data model considerations internally and with clients

Salesforce Consultant

Sales Manager – Oncology Software

Physician Lab Sales Specialist

Strategic Account Manager – Capital Equipment

Enterprise Account Director, Services – East/Midwest

Enterprise Account Director, Services – West/Midwest