Candidates About

 

Edward Leon

Summary:

·         Over 15 years of expertise on the Salesforce.com Platform Salesforce Including Lightning and Veeva Systems for Pharma.

·         Completed several full life-cycle and cleanup Salesforce.com projects for:

o   Salesforce.com

o   Veeva Systems

o   Salesforce Lightning

o   Sales Cloud

o   Service Cloud

·         Typical Project Duties Include but are not limited to:

o   Managing project success

o   Meeting with key stakeholders to gather requirements

o   Architect the solution design documentation

o   Business process engineering and re-engineering when needed

o   Performing gap analysis between existing applications and or business processes and Salesforce.com functionality

o   Designing and implementing solutions to address gaps

o   Leveraging native functionality as well as working with developers to extend Salesforce.com using code when appropriate

o   Creating training materials and training end users as well as train-the-trainer

·         Great communicator with strong oral presentation and interpersonal skills

·         Regularly interact with Senior and Executive Management developing Salesforce.com Strategy and KPI

·         Managed/Deployed 3 Full Life Cycle Veeva VBioPharma Projects

·         Deployed first ever fully functional VBioPharma System that was developed by Veeva Systems for the Pharmaceutical Industry

·         Deployed the first ever SaaS-based Signature Capture Device for the Life Sciences Industry

·         Former Sales Operations Manager managing 4 Direct Reports with 3 Indirect reports on a 300 user Salesforce.com Implementation

 

Recent Projects:

 

BBVA Compass (Birmingham, AL)                                               June 2016  – Present

Solution Architect / Business Analyst – Salesforce.com

• Working with large implementation to support a 6000+ seat transition from Siebel To Salesforce.com
• Gather requirements from multiple lines of business and mapping Siebel Functionality to Salesforce
• Creating solution design from requirements and interacting with both onshore and offshore developers for solutions which are non-native
• Guiding stakeholders on Salesforce best practices to insure a smooth transition onto the Salesforce platform

 

Mallinckrodt Pharmaceuticals (Hampton, NJ)             November 2015  – June 2015

Project Manager / Solution Architect / Lead Configurator – Salesforce.com Lightning & Service Cloud/Veeva Systems

• Completed Full Life-Cycle Salesforce Lightning project for the API division
• Gathered Requirements, developed solution design and configured Sales and Service Cloud on the Lightning Platform
• Brought on to On-boarded three new divisions onto an in-flight Veeva System
• Project was one month behind and in jeopardy of missing go-live when I joined and we delivered on-time with full functionality to over 300 users within 3 months of me being there
• Worked with on-site and offshore resources to design and deliver integration with back office systems as well as several custom VisualForce components
• Facilitated unit testing and UAT for all three divisions
• Co-developed training with Eagle Training and provided tech support for team of trainers

 

Google (Mountain View, CA)                                  October 2013  – November 2015

Project Manager / Solution Architect – Salesforce.com Sales & Service Cloud

 

• Thrived in the competitive and fast-paced GoogleX environment
• Developed and implemented successful upgrade program for Google Glass 
• Performed gap analysis between in house Google systems and Salesforce.com
• Designed and implemented several internal integration projects
• Reengineered several business processes for the call center and base camps in turn streamlining the Customer Service Cycle
• Co-developed and provided Salesforce training for base camp and call center new hires
• Helped develop and deploy reverse logistics plan for US and EMEA
• Ran several marketing and email campaigns using Salesforce and ExactTarget
• Deployed Lithium Social Media

 

 

GenSpring Family Offices (Jupiter, FL)                        March 2010  – December 2013

Project Manager / Solution Architect – Salesforce.com Sales & Service Cloud

 

• Architected a central platform to replace and enhance several business processes; overall solution originated with one Family Office then scaled to 12 Family Offices plus Internal Operation Centers supporting over 380 users
• Achieved an over 90% daily adoption rate which streamlined and centralized many previously fragmented tasks

·         Developed a custom Client Profitability Application which is being used by all Family Offices; since roll-out, over 40,000 hours of time have been logged

• Developed training materials and successfully conducted a 12 LFO/12 City training roll-out of 350 users
• Regularly interacted with Executive Leadership & Senior Management for special client facing and internal projects as well as to develop reports and dashboards
• Worked with Marketing to coordinate and execute several Family and COI communications and functions while maintaining that intellectual capital within CRM

 

FTI Consulting (New York, NY)                                November 2009 – February 2010

Senior Business Analyst / Solution Architect – Salesforce.com

 

• Migrated two instances of Salesforce.com to one firm wide instance running unlimited edition to over 800 users
• Performed gap analysis between both systems and processes with an overall solution that supports 6 business segments which facilitates the corporate cross selling initiative
• Worked with stakeholders to design and develop success metrics and then developed dashboards and reports for the Executive Suite, Senior Management and Support Users

 

NACCO Industries (Greenville, NC)                          October 2009 – November 2009

Project Manager / Solution Architect Salesforce.com CRM / Custom Partner Portal Implementation

 

• Facilitated the requirements meetings, managed budget and scope while guaranteeing the overall success of the project
• Worked with SBA to develop requirements, design and develop the overall solution 
• Created multi-channel partner portal
• Solution gave internal sales the ability to collaborate with partners earlier in the sales process and provide the company the ability to retain intellectual capital which was often lost with each employee transition 

 

 

 

 

VOCUS (Bellsville, MD)                                               August 2008 – September 2009

Project Manager / Solution Architect – Salesforce.com Case Management / Custom Portal Implementation

 

• SBA responsibilities included creating the requirements document and getting sign-off, as well as designing and developing the overall solution for a complex single sign-on model
• Established and maintained relationships with Director of Services (Stakeholders) and Manager of Services (System Admin) to ensure accuracy of functional requirements document
• Solution included the design of several new profiles, roles, record types, case assignment rules, workflow rules, email templates, triggers, and included the design and customization of the Customer Portal

 

Salesforce.com (Quick Starts)                                               May 2009 – August 2009

Senior Business Analyst

 

• Completed 6 Quick Starts on behalf of Salesforce.com Services which lasted between a week to two weeks in duration as well as enhancement projects for H.I.G. Capital
• For each Quick Start, I acted as the PM and Senior Business Analyst and used Salesforce.com’s rapid deployment methodology and tools to complete each project
• During this period, I configured 6 orgs from the ground up; deployed several AppExchange Apps; built and deployed a custom search app; deployed a Broadsoft telephony app and designed complex workflow and notifications for users; built many custom reports and dashboards; normalized and loaded data

 

·         Client List: GE Satellite, BlueGrace Logistics, Saddle Creek Logistics, TelAid Inc., Pediavision, Achieve Global, Ongoing Enhancements for H.I.G. Capital

 

 

Solvay Pharmaceuticals                                                            May 2008 – April 2009

Project Manager / Senior Business Analyst

 

• Deployed the Veeva VBioPharma Application to the Managed Care Team and acted as both the PM, Senior Business Analyst and Functional Lead
• Gathered and created requirement document and sign-off and then designed Solution Documentation and sign-off 
• Configured application according to requirements
• Trained Solvay Administrators and helped design UAT
• Coordinated and managed the data load and integration with Solvay resources
• Successfully deployed application to Managed Care Team which lead to my being selected to do the same for the Solvay Trade Affairs Team at Solvay Pharmaceutical where I was successful in winning their trust and developing an easy to use application which once deployed, lessoned the administrative burden on the users

 

 

CA Technologies, Inc.                                                         February 2008 – May 2008

Project Manager / Senior Business Analyst

 

• Designed, Co-Developed and Deployed a Complex Flex App for CA Technologies used for forecasting
• Helped Re-design Roles and Profiles which included several complex workflow rules and triggers
• Implemented a complex Opportunity Management System which greatly reduced the burden on sales executives by allowing the sales coordinators to more easily create quotes

 

Indevus Pharmaceuticals                                             October 2007 – February 2008

Senior Business Analyst

 

• Deployed the first Veeva VBioPharma Application to a field Sales Team that included both a handheld signature capture device as well as a tablet
• Worked hand in hand with expert team of pharmaceutical consultants to gather, distill and map complex Pharma Requirements and Regulations
• Analyzed and mapped current Dendrite Solution to VBioPharma (Veeva) native functionality
• Did gap analysis, identified and designed additional enhancements to Veeva based on necessary functionality determined by customer
• Worked with customer and co-facilitated design sessions, workshops and Rep Ride Alongs
• Co-developed the Solution Design Document with Pharma consultants and developers
• Worked with vendor and provided design spec for Key Messaging and for the Analytics Engine which is now part of the Core Functionality
• Configured and tested application
• Assisted in design of test scripts and UAT, provided foundation for training curriculum and co-facilitated the training sessions

 

WellCare                                                                               May 2007 – October 2007

Project Manager / Senior Business Analyst

 

• Deployed Salesforce.com for 250 user Managed Care team on an in-flight system
• Analyzed and developed requirements based on existing business process since no CRM was in place
• Configured entire Managed Care application, developed reports and dashboards, along with workflow
• Did all data normalization, cleansing and importing into new system which included introducing a new quartile system for our designed accounts
• Facilitated design sessions, workshops and multi-day training sessions
• Successfully deployed Salesforce.com application and was chosen to help with enhancements for other departments

 

Professional Experience:

 

SFDC Guru (Salesforce.com Consultant)

July 2006 to May 2007

Independent Consultant/Project Manager

 

SFDC GURU is my own consulting practice that I have operated since 2004. As an independent consultant, I have sourced and managed several of my own projects as well as sourced and completed several partner projects for Salesforce.com and Major Consulting Partners. Major clients include BCD travel, CA Technologies, H.I.G. Capital, WellCare, along with a handful of smaller SFA projects and enhancements.

 

In addition to the aforementioned projects, I was also chosen to develop and deploy the very first implementation of VBioPharma. VBioPharma, which is built on the Salesforce.com platform, is the leading SaaS-based CRM solutions for the Global Life Sciences Industry. In this capacity, I acted as the Salesforce.com expert and worked hand in hand with an expert pharmaceutical CRM team from C3i to develop, design and deploy VBioPharma solution for Indevus Pharmaceutical. Since that successful deployment, I have completed two other full-lifecycle deployments of VBioPharma for both the Managed Markets and Trade Affairs at Solvay Pharmaceutical as well as worked with the Novartis training team to develop and design UAT.

 

Salesforce.com - San Francisco, CA

January 2005 to July 2006

Principal Consultant, Global Services

 

As a Principle Consultant for Salesforce.com, I managed all aspects of client implementations including design, development, deployment and training.  I managed full life cycle of projects lasting between four to six months with budgets up to $750K. As a member of the Global Services division, I worked exclusively with Enterprise clients such as AOL, Land America, and Ryder to name a few.  As the project manager, I regularly interacted with the Executive and Senior Management to address all project relevant issues.

 

Move.com/Realtor.com - Westlake Village, CA

May 2001 to December, 2003

CRM Manager - Salesforce.com

 

Prior to working with Salesforce.com, I was a systems analyst at Move.com in charge of streamlining many of our business facing applications. In this capacity, I was in charge of driving the requirements from the business side and managing IT resources. In this role, I was responsible for the successful deployment of two major account management enhancements that eliminated several inefficiencies from the current process. The result was a 60% reduction in resources needed to do the job function in addition to a quicker turn around for payments and processing for our national account customers.

 

After successfully completing a few key projects, I was chosen to lead implementation of Salesforce.com CRM for the entire sales force.  In this capacity, I managed the full lifecycle of the project including a TPM, a Senior Developer, and Several DBA’s representing many divisions.  The successful deployment of Salesforce.com allowed us to transform our sales team. In 4 months, we went from an outside sales team of 200 to an inside sales team of 300 with handful National Account Managers still outside.  The net result was 20 million dollar decrease in cost of sales and an increase in penetration that resulted in Move.com’s first ever profitable quarter.  I was then promoted to Sales Operations Manager and provided operational support for four divisions; Realtor.com, Rent.net; National Ad Sales (NAS) and Homebuilder.com. 

 

 

Education:

 

Regent University School of Law, Virginia Beach, VA

Pursued Legal Study

 

University of Florida, Gainesville, FL

B.A., History, 1994

 

 

Technical Summary:

 

Certified Salesforce.com Administrator

Packaged Software:  Salesforce.com, Veeva Systems, Click Tools, Exact Target, MS Office, Project, Google Drive, Demand Tools

Marketing/Advertising:  Database Marketing, Campaign Development, ROI, Data Strategy, Cleansing, and Migration

Computer Languages:  JavaScript, HTML

Databases:  SQL, MySQL