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@jameswilliams2
Experienced Salesforce Senior Administrator specializing in CPQ and Revenue Cloud.
United StatesWith over 8 years of hands-on experience as a Salesforce Senior Administrator, I have honed my expertise in CPQ, Revenue Cloud, and Sales/Service Cloud implementations. My journey has been marked by a proven track record of optimizing CRM systems and streamlining quote-to-cash processes. I excel at translating complex business needs into scalable solutions, managing end-to-end deployments, and driving user adoption through effective training and documentation.
Throughout my career, I have successfully led cross-functional teams through intricate Salesforce projects, ensuring that all stakeholders are aligned and informed. My roles at companies like Cybereason and Dynatrace have allowed me to manage and optimize Salesforce CPQ, streamline workflows, and create impactful reports and dashboards that drive sales performance. I am passionate about leveraging technology to enhance business processes and improve user experiences.
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Work history, roles, and key accomplishments
Cybereason
Jul 2024 - May 2025 (10 months)
Managed and optimized Salesforce CPQ, including product catalog, pricing rules, and quote templates. Collaborated with stakeholders to gather requirements and implement scalable solutions.
Dynatrace
Feb 2024 - Jul 2024 (5 months)
Streamlined quote generation and approval workflows within Revenue Cloud. Oversaw invoice generation, billing schedules, and complex billing scenarios.
3D Systems
Aug 2022 - Jan 2024 (1 year 5 months)
Led internal CPQ strategy and configuration, including Product Rules, Price Rules, and Custom Scripts. Developed sales processes and external integrations to support CPQ workflows.
Infinity CS
Feb 2021 - Dec 2022 (1 year 10 months)
Upgraded Salesforce systems and optimized integrations. Managed roles, profiles, flows, and automation across Sales and Service Cloud.
Pyramid Consulting
Sep 2020 - Feb 2021 (5 months)
Partnered with sales teams to onboard new departments into Salesforce. Delivered business requirements for Salesforce and CPQ development.
NuAge Experts
Jan 2019 - Sep 2020 (1 year 8 months)
Implemented Salesforce CPQ solutions end-to-end, including UAT and deployment. Integrated DocuSign into CPQ workflows.
Simplus
Nov 2017 - Jan 2019 (1 year 2 months)
Delivered full-cycle CPQ implementations and client training. Recommended scalable solutions to meet evolving business needs.
RentPath
Mar 2016 - Nov 2017 (1 year 8 months)
Administered Salesforce Sales Cloud, managing roles, profiles, validation rules, and flows. Supported CPQ processes, including agreement creation and approvals.
RentPath
Nov 2015 - Mar 2016 (4 months)
Administered Salesforce Sales Cloud, managing roles, profiles, validation rules, and flows. Supported CPQ processes, including agreement creation and approvals.
RentPath
Sep 2014 - Oct 2015 (1 year 1 month)
Administered Salesforce Sales Cloud, managing roles, profiles, validation rules, and flows. Supported CPQ processes, including agreement creation and approvals.
Degrees, certifications, and relevant coursework
CUBachelor of Business Administration, Business Administration
Activities and societies: VP of Finance, American Marketing Association – CSU Chapter (Aug 2013 – May 2014): Managed chapter budget and coordinated campus events. Marketing Consultant, CSU Athletics (Aug 2012 – Dec 2012): Boosted student engagement through social media and event marketing.
Completed a Bachelor of Business Administration at Columbus State University. Gained foundational knowledge in business principles and practices.
Software and tools used professionally
United StatesYou can contact James and 90k+ other talented remote workers on Himalayas.
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