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Lucas UserLU
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Lucas User

@lucas-aussie

I build automated, compliant Salesforce and business systems—turning RevOps and IT data into measurable growth.

Australia
Message

What I'm looking for

I’m looking to own Salesforce + IT systems and RevOps automation, build practical AI and analytics with strong governance, and work cross-functionally to deliver measurable KPI impact, platform savings, and adoption—especially in fast-scaling product teams.

Seven years turning fragmented tools, manual work and tribal knowledge into automated, compliant systems that commercial, customer, finance and operations teams actually adopt. I lead end-to-end delivery across SaaS logistics, NDIS healthcare and regulated financial services, from vendor selection and process design through build, data migration, compliance and adoption.

At Shippit, I’ve built and led the Salesforce and IT function, partnering with Commercial, Finance and Operations leaders to set the systems and automation roadmap against business KPIs and run a continuous delivery backlog across Salesforce and connected platforms. I owned the Salesforce renewal and a wider platform-consolidation programme delivering roughly AUD $177k in annual savings, including a 43% cut to the Salesforce contract.

I also run internal IT and identity end to end (SSO, MFA, Jamf, Intune, 1Password, helpdesk, assets and vendors) against a SOC 2-mapped IT operations playbook with access reviews, daily-to-annual cadences and incident response. As product owner, I translate business needs into a prioritised roadmap and build AI automation and analytics that sales, marketing and customer teams can use immediately.

I’ve delivered practical AI and RevOps improvements like custom AI connectors (Model Context Protocol servers) that let teams query and update Salesforce and NetSuite in plain English, plus AI deal enrichment on Snowflake Cortex that auto-populates 30+ prospect fields in Salesforce. From migrating Salesforce Classic to Lightning and redesigning onboarding workflows to implementing regulated healthcare and financial services solutions, I focus on systems that drive adoption, data quality and governance.

Experience

Work history, roles, and key accomplishments

Shippit logoSH
Current

Business Systems Manager

Mar 2026 - Present (3 months)

Owned company-wide business systems and automation portfolio, leading Salesforce and IT across Australia, New Zealand, and Southeast Asia. Delivered AUD $177k annual platform savings, including a 43% Salesforce contract cut, and ran end-to-end IT/identity operations (SSO/MFA/Jamf/Intune) under a SOC 2-mapped controls playbook.

Shippit logoSH

Salesforce Platform Manager

Jan 2025 - Mar 2026 (1 year 2 months)

Built AI automation and RevOps analytics on Salesforce, including MCP AI connectors for plain-English updates across Salesforce and NetSuite and Snowflake Cortex deal enrichment that auto-populated 30+ prospect fields. Upgraded to Salesforce Unlimited with Einstein, rolled out Sales Engagement and Service Cloud Voice via Amazon Connect, and rebuilt the RevOps data foundation with 3-tier segmentati

Shippit logoSH

Salesforce Administrator

Jul 2023 - Jan 2025 (1 year 6 months)

Modernised the Salesforce foundation by migrating from Classic to Lightning across every business unit, owning training and adoption end to end and delivering faster page loads and modern layouts. Automated onboarding and replaced spreadsheet- and vendor-based lead routing/dedupe processes to improve operational visibility and routing accuracy across teams.

LU

Salesforce Implementation Consultant

Lumary

Mar 2022 - Jul 2023 (1 year 4 months)

Delivered full-lifecycle Salesforce implementations for regulated NDIS healthcare clients, from discovery workshops and solution design through configuration, data migration, training, hypercare, and client sign-off. Translated clinical, billing, and finance requirements into compliant technical specifications and delivery plans, supporting data privacy and governance obligations for sensitive par

AMP Financial Services logoAS

Change Analyst to Salesforce BA

AMP Financial Services

Jan 2019 - Mar 2022 (3 years 2 months)

Bridged business and technical teams in regulated financial services, translating requirements into Salesforce user stories and release plans across Wealth, Bank, and Advice. Migrated Hardship and Arrears processes onto Salesforce Communities-based form integration and administered platform security, Einstein Analytics, integrations, compliance controls, and vendor SLA delivery.

Education

Degrees, certifications, and relevant coursework

NT

North Sydney Institute of TAFE

Diploma of Screen & Media, Screen & Media

Completed a Diploma of Screen & Media at North Sydney Institute of TAFE.

KS

Knowledge Space

Certificate III, Customer Engagement

Completed a Certificate III in Customer Engagement at Knowledge Space (2019).

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