Salesforce

Account Manager

• Independently organize, drive, and manage entire programs or workstream(s) within a program.
• Utilize project management governance and tools to manage timeline, risks, issues, and dependencies.
• Represent organization during due diligence, analyzing a target company’s partner ecosystem, formulating an integration strategy, assessing the risks and mitigations to contribute to “go / no go” acquisition decision.
• Define the GP M&A processes and systems integration plan based on deal objectives, GTM goals, and due diligence findings.
• Orchestrate cross-functional business leaders through integration or strategic initiative planning across discovery, requirements gathering, roadmap execution, user acceptance testing, and change management.
• Collaborate with Information Technology to drive system integration solution decisions that support GTM objectives while adhering to integration guiding principles, data governance standards, and follow the long-term systems roadmap.
• Serve as a positive spokesperson to address acquired company employees' systems integration questions and boost awareness about upcoming Salesforce system roadmap and data governance changes.
• Collaborate and guide stakeholders to remove roadblocks and progress programs.
• Be transparent - communicate often.
• Identify key program metrics and report progress.
• Plan, manage and run Steering Committee meetings with senior leadership to drive key decisions.
• Establish rapport, credibility, trust, and respect throughout the organization at all levels, and be viewed as a team player with exceptional communication, analytical, and leadership skills.

Senior Manager, Global Partnerships – M&A

Backend Engineer

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• Provide Technical Domain Expertise - Answer in-depth D360 questions related to data governance, security, and other technical capabilities. Create architectural diagrams, write technical thought-leadership pieces (blogs, whitepapers, etc.), documentation, enablement materials to help us stay ahead of industry trends and help our customer’s implement best practices with D360.

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• Lead the customer in building and nurturing their internal CoE
• Train "Agent Champions"
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• Collaborate cross functionally with members of the Sales Compensation and Finance & Strategy teams
• Lead month-end close processes by reviewing journal entries and account reconciliations and conducting fluctuation analyses
• Ensure compliance with US GAAP standards, SOX controls and documentation
• Lead and prepare schedules to support the 10Q and 10K financial reporting process
• Work directly with our internal and external audit teams to support the audit by providing supporting audit schedules, evidence, and process overview
• Identify and implement continuous improvement initiatives to the accounting processes
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• Develop and manage relationships with key stakeholders across nonprofit organizations
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• Develop and execute long-term account strategies aligned with customer business goals
• Drive pipeline development and manage the full sales cycle
• Collaborate with internal Salesforce teams including Solution Engineers, Customer Success, and product specialists
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• Provide oversight and governance of Informatica projects
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• Serve as the single point of customer accountability responsible for the delivery of all Signature deliverables, the overall customer experience, and renewal and expansion
• Coordinate all deliverables the customer is entitled to, overseeing the experience throughout the Signature lifecycle
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• Act as a trusted advisor by gaining trust through mutual goals, understanding the customer’s business model, and applying proven solutions to their problems

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• Responsible for designing, validating, and operationalizing enterprise-grade data and AI architectures.
• Lead pre-sales technical design by analyzing customer needs and recommending solutions.
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• Designing, developing, debugging, and operating resilient distributed systems that run across thousands of compute nodes in multiple data centers
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• Migration Leadership: Drive the development of a migration wizard to transition users from legacy account-level fields to the new tenant-scoped model seamlessly.
• Translate Strategy: Realize high-level requirements into well-formed strategic delivery plans for embedded Agents and Portal UX.
• Maintain Backlog Health: Ensure all stories are managed according to program management best practices, maintaining an orderly state that allows for audit-grade change history and immutable logging.
• Define sprint goals and meet team commitments delivering the backlog based on team capacity, ensuring effective and timely delivery on time and on scope, according to definition of ready and done.
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• Take ownership of UAT testing and submit testing evidence for change request approvals.
• Maintain required fields in LeanIX (LIX) factsheets to provide a holistic view of the technology landscape.

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