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Functional Consultant

CRM Business Analysis, System Analysis, Microsoft Dynamics CRM, Salesforce.com

Desired Positions

Business Analyst, Senior Consultant / Team Leader, Project Manager, Database Administrator

Work Preferences

Desired Salary
USD Negotiable per hour  
Desired Job Type
Any Type  
Can Travel for Work
Highest Education Level
Bachelor Degree  
Current Location
California-San Francisco, United States  
Will Consider Relocation to;
United Arab Emirates
Residency / Visa
Not authorized to work in this location

Skills and Experience

Category Yrs. Exp. Last Used
Dynamics CRM Customer Service Customer Service 10 2015  
  Sales Sales 10 2015  

Employment History

Job Title
Computing - Consulting / Professional Services
01/2007 to Current

Inkeo, Sydney, Australia, since 2009 Principal
- Helped clients gain 200% to 300% productivity
- Chief software architect of Inkeo Varvia, a cloud-based CRM for B2B
- Select projects:
- Hitachi Solutions, Calgary, Canada, XRM BA for Alberta Securities Commission, team size 10:
  o Wealth Management
  o Risk Management
  o Investor Complaints
  o Domestic Securities
  o Customer Relationship Management
- AC3, Sydney, Australia, CRM consultant reporting to the COO and VP Sales, team size 5:
  o Deployment of a customized Microsoft Dynamics CRM
  o Sales force automation using based on Solution Selling methodology
  o Consultant to the COO and a senior sales executive
- NEC, Brisbane, Australia,: Project lead for CRM deployment at TAFE, team size 25+:
  o Working with in-house developers building a large student management applications
  o Large deployment of Microsoft Dynamics CRM on 12 servers
- The Herjavec Group, Canada CRM and marketing consultant an IT security provider team size 5:
  o Deployed Salesforce to inside sales, service, and marketing,
  o Mentoring department heads on CRM
  o Improving business processes
- Flora Boutique, Sydney, Australia, retail, wedding, and corporate florists, team size 2 to 5:
  o Helped the business double its efficiency
  o Lead retail and corporate sales
  o Managed daily operations, resolved staff conflicts, dealt with contractors
  o Assisted owner with weekly income, P&L and inventory reporting
  o Lead development of ecommerce website, Facebook presence, online operations
  o Coordinated business graphics and marketing videos
  o Managed profitable seasonal marketing such as Valentine's day, Chinese

Job Title
Various roles including Business Analyst, Developer, Project Manager
01/2000 to Current
Bell, Canada/US, the telecom company, 2000 - 2007
Various roles including Business Analyst, Developer, Project Manager
- Helped increased sales 300%, cut costs 60% at several divisions
- Lead various software development projects
- Worked closely with senior management on ERP, CRM, and BI projects
- Participated in due diligence for acquisitions of an IT security services company


Completed Institution Degree / Qualification
1993 Texas Christian university BS Computer Science, Minor in Economics  

Work Related Training & Certification

Completed Institution Training / Certification
2006 PMI Project Management  
2005 Microsoft Training SQL Server  
2005 Bell Canada Excite!  
2008 Ideaca Method-i, SCRUM, Agile  
2008 IIBA BA  
2010 Scrum.org Agile/Scrum