- Own the end-to-end Salesforce implementation across all current and future branches, managing configuration, data migration, user setup, and go-live sequencing.
- Conduct discovery sessions with branch Sales Managers, General Managers, and executive leadership to translate business requirements into scalable Salesforce configuration.
- Configure Salesforce Sales Cloud to align with company sales processes including lead management, opportunity tracking, pipeline reporting, and quote generation.
- Manage integration touchpoints with ServiceTitan and NetSuite to ensure clean, bidirectional data flow.
- Serve as the internal Salesforce platform owner post-go-live, responsible for ongoing configuration, user management, and system health.
- Develop and execute branch onboarding playbooks and lead training and change management initiatives.
- Track implementation milestones and report progress to VP Operations and executive leadership.
- Conduct pre-close CRM assessments on target acquisitions to document migration requirements.
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