At Verto Education, I design Salesforce solutions across data models, security, and automation. I led the move to Contact as the source of truth across 1.5M+ records, merging 5,000+ duplicates and removing 987 old test records before cutover.
I’m also overhauling 320+ flows; 45+ have been deactivated so far, and flow errors are down about 30%. I replaced legacy Chat with Salesforce Messaging and designed queue-based triage that handles about 100 chats a day, with most resolved without staff stepping in.
Since 2018, I’ve worked with clients as an independent Salesforce implementation specialist, running discovery, proposing solutions, and building them. My projects have included launching a Salesforce org for a healthcare-technology company, rebuilding a payroll-services company’s flows and core org, and building an education client’s loan product with automated amortization schedules and accounting reports.
At Big Green, I rebuilt the Salesforce architecture as the organization shifted from school learning-garden programs to grants, preserving historical data and reporting. I’ve also implemented NPSP and grant management, supported a move from Salesforce Classic to Lightning, and trained staff; I hold Salesforce Administrator, Advanced Administrator, and Agentforce Specialist certifications.
