Professional Experience
Core Competencies | Consulting Expertise
Agentic Enterprise & AI-Driven Strategy & Design
Agent-First Business Process Optimization & Design
Enterprise Business Architecture & Capability Design
Operational Performance Measurement Architecture
Business Transformation & Digital Transformation Strategy & Design
Salesforce Solution Architecture, Design, & Delivery (14x Certified)
Data-Driven Decision Enablement & Analytics
Certifications
14x Salesforce certified, including AI Specialist, and Agentforce Legend Certified
Certificate in AI-Driven Leadership: Strategies for the Future – Stanford Online
Certificate in Responsible AI – Carnegie Mellon Online
Certified SAFe® 5 Agilist / Certified Scrum Product Owner (CSPO)
Six Sigma Black Belt
Lean Six Sigma Black Belt
and many more….
Industry Expertise includes:
Technology, Life Sciences, Healthcare, Automotive, Aerospace, Financial Services: Property & Casualty Insurance and Reinsurance, Retail Home Improvement, Professional Services, and Public Sector.
Senior Manager, Business Strategy Consultant
AI/Agentic Enterprise Transformation
2020 – Present | Remote – Fallbrook, CA
2024 – Present: Agentforce & AI Enablement Consultant | Professional Services
Drive Salesforce’s enterprise-wide shift toward the Agentic Enterprise, guiding Fortune 500 customers to safely deploy AI and GenAI agents at scale while balancing governance, adoption, and measurable ROI.
Design and deliver Agentforce implementations — capturing requirements and guardrails in Elements.Cloud, translating them into agent-first business process designs, user stories, and adoption plans to accelerate transformation.
Guide Salesforce customers in adopting Agentforce — providing education on Responsible AI, GenAI and agentic use cases, risk management, testing, performance monitoring, adoption, and deployment of SDR, Sales Assistant, Customer Support, and Employee Assistant Agents.
2021 – 2024: Business Process Excellence Consultant | Professional Services
Led process redesign engagements for enterprise customers including Apple, AT&T, Vonage, and Gartner delivering 25–50% efficiency gains through capability alignment, value stream analysis, and business process architecture optimization.
Supported presales strategy and advisory efforts, collaborating with account teams to shape solution approaches, develop business cases, and position Salesforce’s value with enterprise customers. Delivered roadmaps, executive presentations, and collaborated on SOWs that drove multimillion-dollar pipeline opportunities within the high-tech industry.
2020 – 2021: Senior Principal Business Architect Consultant | Professional Services
Advised executives and customer teams at USDA Rural Development on Salesforce best practices, functional design, feature and automation options, and platform governance/CoE — optimizing tech stacks, streamlining workflows, and reducing manual effort by up to 75%.
Senior Salesforce Solution Architect Consultant | Professional Services
Salesforce Platinum Partner
2018 – 2020 | Remote – Knoxville, TN
Recruited as Lead Solution Architect for Silverline’s largest contract to date — a multi-million, three-year Salesforce implementation for a global Life Sciences customer. Achieved adoption across 1,000+ global users, streamlined core processes, and reduced cycle times by 25%.
Served as Lead Solution Architect for a Healthcare client’s first Salesforce Health Cloud implementation, where automation reduced AHT by 34%.
Guided customer leaders in governance, adoption, and release processes — mitigating 15+ critical functional risks before go-live and enabling Product Owner teams to sustain 80% of enhancements post-handoff.
Coached customer Product Owner teams on backlog prioritization, user story refinement, and Agile best practices
Senior Salesforce Consultant | Professional Services
Salesforce Partner
2017 – 2018 | Remote – Knoxville, TN
Led Salesforce implementations for midmarket clients, ensuring compliance and engagement improvements.
Translated requirements into Salesforce Sales Cloud and Service Cloud functionality while shaping adoption strategies.
Partnered with client executives to define Salesforce roadmaps balancing compliance, scalability, and business value.
Delivered and deployed measurable outcomes including accelerated sales visibility, streamlined service processes, and 100+ user adoption.
Salesforce Einstein Analytics Lead & Salesforce Product Owner
Salesforce Strategic Enterprise Customer
2014 – 2017 | Onsite - Atlanta, GA
2016 – 2017: Salesforce Einstein Analytics Lead
Advanced from Salesforce Product Owner to Einstein Analytics Lead, delivering standardized CRM dashboards/KPIs across 30 brands to executives and leaders.
Collaborated with Salesforce product managers and executives as an early adopter, influencing product improvements.
Defined enterprise KPIs and designed analytics solutions, improving accuracy and providing real-time pipeline visibility for 2,000+ users.
2014 – 2016: Salesforce Product Owner
Owned implementation of an enterprise Salesforce org supporting 30 brands, enabling cross-sell opportunities and account team collaboration.
Defined requirements, backlog, and user stories ensuring consistent processes/reporting across a federated environment.
Partnered with business leaders on Salesforce roadmaps, improving forecast accuracy by 15% and reducing manual reporting time by 30%.
Directed Agile delivery teams, collaborating across the implementation which achieved 20% sales productivity gains and net-new cross-sell opportunities.
Business Transformation Manager – Global Payroll Services | SAP CRM
2012 – 2014 | Remote - Marietta, GA
GlobalView®
First hire for ADP’s Business Process Improvement (BPI) team; chartered to improve service delivery for multi-national payroll customers on a proprietary instance of SAP CRM.
Partnered with SMEs across 42 countries to design dashboards, engagement models, and roadmaps that improved internal payroll service operations.
Led support improvement initiatives, reducing escalations by 20% and improving response times by 15%.
Designed and executed Rapid Improvement workshops for IKEA payroll processing, cutting cycle times by 30%, and establishing a new method of Kaizen-style customer initiatives.
Developed a global payroll transformation strategy, standardizing operations and cutting manual effort by 25%.
Earlier Career
IT internal business-facing, IT independent contractor, and IT consulting roles at Manheim, SEI-Atlanta, The Home Depot, and NBIS, spanning business process design, functional application design and delivery. Delivered business process architecture, BPM implementations, global enterprise application requirements and design, SDLC training, and Lean Six Sigma optimization — laying the foundation for Salesforce-enabled business and digital transformation expertise.