(Product Gap Identification, Product Modeling & System Enablement)
- Functioned as a primary product gap identifier, surfacing where products, vendors, and system configurations failed to scale across Sales, Operations, Engineering, and Finance.
- Evaluated new products, vendors, and changes through a full lifecycle lens, considering impacts across quoting, order entry, delivery, billing, MACDs, and renewals.
- Identified recurring product and system issues that created downstream pain (billing errors, renewal friction, reporting gaps, customer confusion) and presented solution options for leadership and stakeholder alignment.
- Played a central role in product remapping initiatives, creating documentation and criteria to clarify product behavior and internal alignment.
- Facilitated cross-functional working sessions to refine product behavior before configuration or development.
- Translated agreed product intent into clear configuration and development criteria, maintaining continuity between business needs and technical execution.
- Took initiative to configure Salesforce products, fields, objects, and UI to validate ideas and reduce dependency on development.
- Served as the final validation checkpoint during order entry to ensure products were entered consistently before Service Delivery handoff.
- Authored a comprehensive Sales & CAM Operations SOP documenting workflows, system behavior, and known constraints.
- Contributed deep Cato Networks product knowledge, improving clarity around SASE, SSE, and virtual vs. physical license modeling to support renewals and customer inventory accuracy.
System Implementation, Project Management & Execution
- Joined Mosaic immediately prior to Salesforce go-live with Enxoo, an overlay application layered on Salesforce, during a period of rapid system change.
- Learned the Salesforce + Enxoo implementation in real time and trained Sales on system usage while the platform continued to evolve post–go-live.
- Identified the need for centralized project visibility, researched Monday.com, presented a solution to the CEO, and led company-wide implementation.
- Took over as project manager for all active Salesforce/Enxoo initiatives, providing structure, documentation, and execution after prior efforts were undocumented.
- Managed concurrent initiatives including in-flight changes, quantity issues, system defects, reporting limitations, product remapping, and pricing grid design.
- Led recurring cross-functional project calls with Sales, Operations, Engineering, and Finance to define scope, document decisions, track progress, and surface risk.
- Converted stakeholder documentation into technical criteria for offshore Enxoo developers.
- Managed offshore development teams directly, including early-morning calls, Jira coordination, functional clarification, and delivery oversight.
- Performed hands-on testing, led structured team testing, coordinated promotion to production, and executed production smoke testing.
- Identified cost and velocity constraints with offshore development and proactively learned Salesforce configuration to implement non-code changes independently.
- Designed and implemented the internal customer portal using Salesforce Lightning App Builder, avoiding high custom development costs.
- Later re-engaged to assist with gap identification and remediation following the Salesforce → ServiceNow transition.