𝐓𝐨𝐩 𝐑𝐚𝐭𝐞𝐝 𝐏𝐥𝐮𝐬 consultant based in the US helping businesses implement and optimize CRM and ERP platforms like Salesforce, Oracle NetSuite, Dynamics 365, ServiceNow, and Sage.
𝐊𝐞𝐲 𝐂𝐫𝐞𝐝𝐞𝐧𝐭𝐢𝐚𝐥𝐬:
✔️ $600k+ Earnings on Upwork
✔️ 100% Job Success Score
✔️ Proven track record of delivering 5-star client experiences for CRM and ERP implementation projects
Client references available upon request.
✅ 𝐄𝐱𝐩𝐞𝐫𝐭𝐢𝐬𝐞
⭐ Salesforce - Sales Cloud | Service Cloud | Marketing Cloud | Experience Cloud | Revenue Cloud | Data Cloud | Commerce Cloud | Financial Services Cloud
⭐ Microsoft Dynamics 365 CE | Business Central/NAV | Finance & Operations/AX
⭐ Modern Workplace – Microsoft 365 | SharePoint | Power Platform (Power Apps, Power Automate, Power BI)
⭐ SAGE - Intacct | 100 | 300 | 50 | X3 | CRM
⭐ Oracle NetSuite – Finance | Procurement | Manufacturing | Inventory | P2P | Warehouse | Supply Chain | CRM
⭐ ServiceNow – ITSM | ITOM | ITBM | CSM
⭐ iPaas - DellBoomi | Mulesoft | Jitterbit | Zapier | Workato | Celigo
⭐ CPQ - Salesforce | Conga | Oracle
𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐢𝐨𝐧𝐬:
🎓Salesforce-certified Technical Architect
🎓Salesforce-certified Application Architect
🎓Salesforce-certified Platform App Builder
🎓Salesforce-certified Service Cloud Consultant
🎓Salesforce-certified Sales Cloud Consultant
🎓Salesforce-certified Experience Cloud Consultant
🎓Salesforce-certified Marketing Cloud Consultant
🎓Salesforce-certified CPQ Specialist
🎓Salesforce-certified Platform Developer I
🎓Salesforce-certified Platform Developer II
🎓Salesforce-certified Administrator
🎓Pardot Specialist
🎓ServiceNow CIS-ITSM
🎓ServiceNow CIS-ITOM
🎓ServiceNow CIS-CSM
🎓ServiceNow Certified System Administrator
🎓Microsoft Dynamics Certified Professional
🎓Sage Intacct Certified Professional
🎓NetSuite Certified Professional
Let's collaborate on your next project and achieve success together!
✍✉𝐒𝐞𝐧𝐝 𝐦𝐞 𝐚𝐧 𝐢𝐧𝐯𝐢𝐭𝐞 𝐟𝐨𝐫 𝐚 𝐧𝐨-𝐨𝐛𝐥𝐢𝐠𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐬𝐮𝐥𝐭𝐚𝐭𝐢𝐨𝐧
Salesforce Marketing Cloud
Salesforce
Salesforce Sales Cloud
Salesforce Service Cloud
Salesforce CPQ
Microsoft Dynamics 365
Sage Intacct
Sage X3
Pardot
Marketing Automation
ServiceNow
Oracle NetSuite
Shopify Plus
Artificial Intelligence
Dell Boomi
HubSpot
Microsoft SharePoint
Microsoft Power BI
Microsoft Power Automate
Microsoft PowerApps
Shannon L.
New York, New York
$115/hr
5.0
7 jobs
With 7+ years of Salesforce experience, I design solutions that enhance user experience, streamline processes, and improve system efficiency. I turn business challenges into actionable technical requirements by quickly understanding stakeholder needs and translating them into Salesforce solutions.
- Automation: Build flows for approvals, assignments, document generation and emails. Migrate legacy automation (Workflow/Process Builder) to Flow
- User Experience: Design dynamic screens using Lightning Pages, Screen Flows, and OmniStudio.
- Admin Support: Configure objects and fields
- Reporting: Create reports and dashboards to visualize & analyze KPIs
- Security: Manage users, roles, profiles, and permission sets
- Data Migration: Data mapping and mass data maintenance
Consulting and Project Support
- Technical Debt Assessment: Identify inefficiencies and implement scalable improvements
- Requirements: Lead discovery sessions to understand business needs and define clear requirements
- Solution Design: Create scalable, maintainable solutions aligned with Salesforce best practices
- Implementation: Deliver design documentation, train users, and manage feedback
Salesforce Experience
- Clouds: Sales, Service, Financial Services, Health, Experience, Account Engagement (Pardot), CPQ, Field Service, CRM Analytics
- Certifications: Salesforce Administrator, Financial Service Cloud Accreditation, Service Cloud Consultant, OmniStudio Consultant, Account Engagement Specialist (Pardot)
- Tools: Lucidchart, Jira, VS Code, Excel, Copado, AutoRabit, Power BI, ServiceNow, FormAssembly, PandaDoc, Merge Connect, S-Doc, Docs Made Easy
- Industries: Financial Services, Wealth Management, Insurance, MedTech, Agriculture, Apparel
Salesforce
Salesforce CRM
Email Automation
Document Automation
Salesforce Service Cloud
Salesforce Sales Cloud
Salesforce Lightning
Security Management
Managed Services
Automation
Sales Enablement
Process Optimization
Report
Data Management
Automated Workflow
Imhotep H.
Brooklyn, New York
$75/hr
4.8
26 jobs
Over a decade of design experience in the digital arena, with a track record of effectively providing creative solutions for a wide range of projects, industries, and companies of various sizes.
Portfolio: imhotephester.design
Past clients: Zappos, Fruit of the Loom, West Elm, Tory Burch, NBC, GrubHub, Tommy Hilfiger, GE, Gatorade, + more
Salesforce Marketing Cloud
Salesforce
Graphic Design
Email Design
Email Template Development
Klaviyo
Mailchimp
MailerLite
HubSpot
ActiveCampaign
Constant Contact
Litmus
Figma
Adobe Photoshop
Gemini Nano
Midjourney AI
Web Design
Banner Ad Design
AI Image Editing
Email Marketing
Megan C.
New Windsor, New York
$60/hr
5.0
15 jobs
I'm a results-driven marketer with 10+ years of marketing experience, passionate about building success for my clients through thoughtful marketing. I have worked with large corporations, agencies, and small businesses just getting off the ground and have done it all!
My services include:
✔️ Social Media Management (LinkedIn, Facebook, Instagram, Twitter, Pinterest, TikTok
✔️ Content Writing
✔️ Branding
✔️ Email Marketing
✔️ Digital Marketing
✔️ Website Design and Development
✔️ SEO
✔️ Brand Photography (Local clients only)
Want to learn more? Shoot me a message!
Salesforce Marketing Cloud
Community Management
Social Media Management
Email Marketing
Social Media Account Setup
Social Media Advertising
Marketing Strategy
Canva
Microsoft Office
Social Media Strategy
Blog Development
Content Writing
Content Strategy
Social Media Advertising Analytics
Social Media Audit
Christina T.
Chappaqua, New York
$85/hr
5.0
1 jobs
9x Salesforce certified Double Star Ranger and Driven IT professional
with end-to-end Salesforce Implementation and Optimization experience covering Sales, Service, Experience and Marketing Clouds, Pardot and Tableau. I can solution, develop and implement elegant systems that meet the toughest business requirements. I have built systems to load millions of records, process hundreds of thousands of Salesforce records and sent millions of emails earning companies tens of millions of dollars.
My Skills:
Salesforce Administration and Development:
• Mastery in Salesforce Sales, Service, and Marketing Cloud development and administration.
• Configured and customized standard and custom Salesforce objects, including list views, page layouts, reports, dashboards, and lightning pages.
• Developed Apex classes, triggers, future methods, invocable classes, and batch classes to streamline business critical processes, particularly with large data volumes.
• Implemented and maintained robust data hygiene processes, master data management rules, and duplicate/matching rules for standard and custom objects to ensure data integrity.
• Developed Lightning Web Components, Aura and Visualforce pages.
• Moved changes between orgs using change sets and IDEs.
Business Process Optimization and Automation:
• Utilized record-triggered, invocable, screen-based, and scheduled flows to automate complex business processes for end-users.
• Optimized existing Apex code, workflow actions, and process builder processes for improved code coverage, modern standards and error resolution.
• Analyzed, mapped and optimized end-user workflows to increase adoption and user experience.
Integration and ETL:
• Created and maintained high-volume Bulk, SOAP, and REST API ETL processes for data archiving, manipulation, and loading.
Security and Compliance:
• Designed, tested, and implemented Salesforce security and sharing models, ensuring compliance with institutional requirements.
• Managed over 120 internal and external users, providing secure access through sharing rules, profiles, permission sets, and role hierarchies.
Agile Project Management and Documentation:
• Scoped, planned and executed dozens of technical implementations.
• Created SOWs, BRDs, project plans, timelines, and budgets.
• Ran sprints and developed technical and end-user artifacts.
Technical Operations Management and Leadership:
• Vendor selection, management and contract negotiation.
• Developed cost savings comparisons and budgets for tech stack.
• Directly managed a team of Salesforce internal admins, developers, and consultants.
• Trained and coached super-users and end-users in platform functionality, best practices, and Salesforce workflows.
Marketing Cloud Expertise:
• Implemented Marketing Cloud Contact Builder data models, automation studio automations, journeys, and triggered sends.
• Set up verified domains and sender profiles in Marketing Cloud.
• Managed Marketing Cloud users and security.
Experience Cloud Configuration:
• Configured, developed, and deployed Experience Cloud sites.
• Managed domain configuration, certificates, single sign-on, and multi-factor authentication for internal and Experience Cloud users
Salesforce Marketing Cloud
Salesforce
Salesforce CRM
Apex
SQL
SQL Programming
SOQL
REST API
Salesforce Lightning
SQL Server Integration Services
Google APIs
Salesforce Sales Cloud
Salesforce Service Cloud
Salesforce App Development
Salesforce Email Studio
Fidel L.
New York, New York
$150/hr
5.0
11 jobs
Hi there!
Based in NYC, I am 10x Certified Salesforce Application Architect with excellent communication skills. I am passionate about creating solutions that my clients want -- as opposed to a solution they have to deal with.
I am also skilled in creating intelligent bots using Automation Anywhere. I am particularly skilled at using bots to perform a range of simple-to-complex tasks within Salesforce.
I work with clients all over the United States
Salesforce Marketing Cloud
Salesforce
Salesforce CRM
Marketing Automation
Salesforce App Development
API Integration
Desktop Support
Salesforce Lightning
Apex
Salesforce CPQ
Customer Relationship Management
Third-Party Integration
Administrative Support
Salesforce Sales Cloud
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