Description

If you are looking to stabilize, scale, or realign your Salesforce implementation, I help organizations design solutions that support real sales, service, and field operations—not just system configuration.

I specialize in Salesforce Sales Cloud, Service Cloud, Salesforce Field Service, and Scheduler, working with teams that need clear architecture, strong delivery structure, and practical guidance. I am most often engaged when programs need senior input to validate design decisions, simplify complex setups, or recover implementations that are not delivering expected outcomes.

What differentiates my work is a strong focus on operational reality. I design Salesforce solutions that reflect how dispatchers, technicians, service teams, and sales teams actually work, with an emphasis on standard Salesforce capabilities, clean data models, and long-term maintainability.

Typical projects and deliverables include:

- Salesforce architecture and design reviews

- Field Service and Scheduler strategy and configuration guidance

- Service and field operations process design

- Implementation stabilisation and rescue

- Delivery roadmaps and execution planning

I work best with organizations seeking senior, outcome-focused Salesforce expertise—combining hands-on platform knowledge with a strong understanding of service and field-based operating models.

Languages

English
Native or bilingual

Workplace preferences

Remote only

Primarily works remotely

Healthcare Diagnostics & Life Sciences
Salesforce Field Service Senior Principal Consultant
DIGITAL AND IT
August 2024 - January 2025 (5 months)
Québec, Canada
• • Led the Field Service workstream for a global healthcare provider undergoing a merger, working alongside parallel workstreams for Sales, CPQ, and Marketing and using a third-party application named Zenkraft to manage their Shipment process to augment the SFS inventory management & its transfers across warehouse/stocking locations to/from customer locations.
• • Played a key role in building the customers' roadmap and strategizing the path forward to maximize the solution's potential & allow scaling it for future mergers.
• • Managed the complex implementation for the scheduling needs for their various teams while supporting their inventory management, asset management & return order tracking needs.
• • Collaborated with the customer's internal technology team to streamline existing sales processes and implement Salesforce Field Service as part of their MVP.
• • Delivered the project on a tight timeline, ensuring the successful execution of key milestones while driving operational efficiency.
Field Service Strategy Salesforce Delivery Governance Salesforce Solution Architecture Storytelling Prototype
Healthcare Diagnostics
Products Manufacturer/Distributor - Salesforce Field Service
DIGITAL AND IT
January 2023 - January 2024 (1 year)
Québec, Canada
• • Led the Field Service workstream for a global healthcare provider with presence across multiple countries.
• • Managed their Salesforce migration to a Greenfield org, and implemented Field Service, ServiceMax Asset 360 for their scheduling/asset management needs while collaborating across parallel workstreams on Sales, Service Cloud, and other systems to ensure seamless integration.
• • Navigated the complexity of handling stakeholders through a sensitive merger, ensuring alignment and smooth collaboration.
• • Provided guidance to the customer in determining their MVP, so they can follow the crawl, walk, and run mindset.
• • This streamlined their operations and improved efficiency across the newly merged organization.
• • Coached and mentored the team, taking a hands-on role in implementation to drive successful delivery.
• • Trained their trainers.
Leading Canadian Bank
WhatsApp Implementation Principal Consultant
BANKING AND INSURANCE
January 2023 - January 2023
Québec, Canada
• • Collaborated with the customer to develop a strategic approach for implementing WhatsApp as a communication channel, facilitating seamless connections with students for their banking needs.
• • Led a fast-paced proof of concept for integrating WhatsApp into the customer's existing Salesforce environment, enhancing communication capabilities.