Salesforce Administrator · CPQ Specialist

I turn complex revenue processes into Salesforce solutions people trust.

Hands-on experience across Salesforce administration, CPQ, Flow automation, data governance, integrations, user support, and scalable process improvement.

Platform impact

Cleaner systems. Stronger adoption.

I approach Salesforce as a business platform—not simply a set of configuration requests. My work reduces clutter, improves reliability, and makes the system easier for teams to use and maintain.

3,023obsolete reports removed during org cleanup
67%reduction in dashboards, from 273 to 89
343inactive users removed from profiles
228unused Account and Activity fields retired

Selected work

Solutions built around real business needs.

A portfolio of configuration, automation, governance, and integration work spanning the quote-to-cash lifecycle and day-to-day CRM operations.

CASE STUDY 01

Salesforce CPQ Product & Pricing Governance

Designed and supported product rules, MDQ configurations, bundles, pricebooks, customer-specific pricing, proration settings, quote validation, and approval controls to make complex quoting more consistent.

Salesforce CPQMDQProduct RulesApprovals
CASE STUDY 02

Opportunity Teams & Overlay Splits Automation

Translated role, owner, and record-type scenarios into automation that adds the correct overlay team member and split—reducing manual work while supporting accurate revenue attribution.

FlowOpportunity SplitsDecision LogicRevenue Ops
CASE STUDY 03

Lead Lifecycle & MQL Automation

Built guardrails and automation for Marketing Qualified Leads, including status validation, automatic MQL date capture, HubSpot segmentation, nurture workflow logic, and cross-platform field governance.

Salesforce FlowHubSpotValidation RulesLifecycle
CASE STUDY 04

Salesforce Org Simplification

Led a broad cleanup of reports, dashboards, fields, packages, validation rules, and user access. The result was a more navigable org with less technical debt and clearer governance.

Data GovernanceSecurityAdoptionTechnical Debt

Core expertise

Administration with a revenue systems mindset.

I connect stakeholder goals to maintainable platform design, balancing user experience, data quality, security, automation, and operational impact.

Salesforce Administration

  • Users, profiles & permission sets
  • Objects, fields, layouts & record types
  • Reports, dashboards & data quality
  • Experience Cloud access

Automation & Delivery

  • Record-triggered Salesforce Flows
  • Validation & approval processes
  • Requirements and user stories
  • Testing, documentation & training

CPQ & Revenue Operations

  • Products, bundles, MDQ & pricing
  • Quote-to-order process design
  • Opportunity Teams & Splits
  • API and ERP integration concepts

How I work

From request to reliable solution.

Clear discovery and disciplined delivery keep Salesforce changes aligned with both immediate needs and long-term maintainability.

Discover

Understand the process, users, pain points, and desired business outcome.

Design

Translate requirements into scalable configuration and clear acceptance criteria.

Validate

Test expected paths, edge cases, access, data behavior, and downstream impact.

Enable

Document the solution, support users, and monitor adoption after release.

Open to new opportunities

Looking for a Salesforce professional who connects systems, people, and process?

I’m exploring Salesforce Administrator, CPQ, CRM Systems, and Revenue Operations roles where thoughtful platform work can make a measurable difference.

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