Freelancer profile translated to English.
Back to original languageAbout Léo
Salesforce CRM Consultant
3x certified (Administrator, Sales Cloud, CPQ), I have been supporting large accounts for 4 years on international implementation, migration and optimization projects (up to 20 countries and 320 users), with a hybrid role combining functional, technical and project management expertise.
My Salesforce expertise:
- Scoping and business workshops:gathering and formalizing needs, facilitating workshops with stakeholders
- Implementation and configuration:Sales Cloud, Service Cloud, CPQ/Revenue Cloud, Tableau CRM and Experience Cloud
- Project management:CPQ scope management, cross-team coordination, deliverable tracking, testing, go-live deployment and post-go-live support
- Integrations & interfaces:Zuora, ERP, DocuSign, Xfiles, partner portals, AppExchange solutions
- Data migration:planning, execution, and reconciliation to ensure environment reliability
- Process automation:designing Flows, Price Rules, Product Rules, web-to-lead, web-to-case, and email-to-case
- Reporting and steering:creating reports, KPIs, and dashboards
- Deliverable writing:Functional and technical specifications, design documents, test plans, user guides.
- Change management:training materials, user guides, administrator and user training sessions, adoption support
My added value:a hybrid techno-functional profile capable of translating your business needs into concrete Salesforce solutions, while ensuring their technical robustness and team adoption.
In addition, I am developing expertise in Generative AI and no-code automation:
- Team training and awareness on AI
- Advanced prompt engineering for business use cases
- Design of automated workflows and AI agents (Make & n8n)
French
Native or bilingual
English
Fluent
Can work on-site
Paris (up to 50km)
Experience
- AxaBusiness Analyst / CRM Consultant – Sales Cloud AMSBANKING AND INSURANCESeptember 2025 - Today (10 months)Paris, FranceContext:As part of the sale and subsequent acquisition of a new subsidiary, the AXA Global Account Management division undertook a redesign of its Salesforce organization to remove old sales processes and integrate new ones.As a Salesforce integration consultant, I was responsible for gathering client needs and ensuring the configuration and setup of the solution.Responsibilities:
- AMS (Application Management Services) for the Sales Cloud application
- Gathering client and business needs
- Preparing and facilitating client workshops
- Prioritizing requests
- Regression testing
- Creating training materials
- User training
- Deliverable writing
- Production deployment management
Deliverables:- Workshops
- Requirements documentation
- User Stories
- Test plans
- Data Dictionary
Technical Environment:- Sales Cloud
- DEVOTEAMExpert Consultant Gen AI & AutomationNovember 2024 - Today (1 year and 8 months)Context:Alongside my assignments, I developed expertise in generative AI and business process automation.Tasks:- Co-founding the AI Team: A group of experts in Generative Artificial Intelligence.- AI literacy, initiation, and training: Hosting bi-monthly conferences and creating educational content (presentations, videos, practical cases).- List of some topics presented:Introduction to Generative AIIntroduction to PromptingIntroduction to Project / GemIntroduction to RAGIntroduction to MCPIntroduction to OCRIntroduction to AgenticDocumenting workflows with Generative AI (Use Case)Generating meeting minutes and follow-up emails with Generative AI (Use Case)- Advanced prompt engineering: Designing complex prompts, reverse prompting, instruction injection, bias management.- AI Diagnostics: Identifying relevant AI use case tasks.- Designing workflows with AI:Creating automated scenarios on Make and n8n, integrating generative AI:Automating communications for conferencesAutomating Sprint Planning and Sprint Review emailsAutomating workflow documentationAutomating the generation of preparation materials for client interviews (internal POC)Designing a RAG (live demonstration during the conference)- Designing AI agents: Creating multi-task AI agents on n8n- Designing an agent with an MCP server (live demonstration during the conference)- Designing GPTs
- DevoteamSenior CRM Consultant Salesforce & Gen AICONSULTING AND AUDITSDecember 2021 - Today (4 years and 7 months)Paris, FranceWorking on digital transformation projects with a hybrid role combining functional, technical, and project management expertise. My main missions include:
- Involvement in large-scale international projects (20 countries) for major clients (CAC 40).
- Scoping and project management: Gathering, analyzing, and formalizing business needs.
- Writing user stories, proposing solutions, conducting demonstrations.
- Configuration and go-live management of Sales Cloud, Service Cloud, CPQ, and Tableau CRM applications.
- Managing integrations with third-party systems and implementing AppExchange solutions.
- Application Management Services (AMS) for Sales Cloud, Service Cloud, and CPQ.
- Writing key deliverables: Functional and technical specifications, design documents, test plans, user guides.
- Data migration management.
- Pre-sales (analysis of specifications and participation in offer formulation).
- Training and change management: Creating customized training materials and facilitating sessions for administrators and users.
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Education
- Master's DegreeParis School of Business (Ex: ESG) - Grande Ecole Program2021Diplôme Bac + 5
- Salesforce TrainingThe University2021Formation Salesforce
Certifications
- Salesforce Certified Platform AdministratorSalesforce2021
- Salesforce Certified Sales Cloud ConsultantSalesforce2022