Bobby Uzdavines

• •Lead consultant on an enterprise implementation spanning Sales, Service and Experience Cloud; documented requirements for 250+ fields across 15 objects, including 20+ bidirectional touchpoints with JD Edwards (ERP) and Coupa (procurement).
• •Serve as project manager, solution architect and developer on the same engagements — translating business requirements into technical specifications and building the solutions, mostly declaratively and with code where configuration runs out, while directing a team of developers on work running in parallel.
• •Designed and built quote-to-cash process automation that improved case-processing efficiency 45% and removed 85% of previously manual steps.
• •Designed a customer self-service portal for order submission, tracking and vendor communication with secure document sharing, cutting response time 20%.
• •Turn recorded requirements sessions into scoped action items for the build queue, and produce client-facing documentation — implementation guides, testing scenarios, user guides and slide decks — generated from Salesforce metadata and prior deliverables, delivered as browser-ready HTML.
• •Technical lead and project manager for an enterprise org merger: ran a system health check that shaped the strategy, sequenced 76 dependent data jobs, mapped 1,800 fields across 25 objects and migrated 900,000+ records with Dataimporter.io, which I selected and negotiated terms for, finishing 17 hours ahead of schedule.
• •Technical lead consolidating two companies’ Salesforce orgs: moving one company’s Service Cloud and customer portal into the other’s enterprise org — cases, entitlements and SLAs, Knowledge, Email-to-Case and case teams — and reconnecting four integrations (Azure DevOps, Azure tenant provisioning, Cisco Smart Bonding, AWS SFTP). Wrote and executed a master deployment plan sequencing every configuration, deploy, data load and verification by dependency across 130+ documented deployments, each with a rollback backup, recording 100+ modifications only where the target org required one. Converted the source org’s Asset-based tenant tracking (69,000+ records) to custom objects with closed-won automation that creates tenants and provisioning cases. Loaded 158 support users with access matching the source at zero differences, and wrote 100+ UAT user stories, each tested in the target org first.
• •On my own initiative, built a proof-of-concept AI assistant inside a Salesforce Experience Cloud portal (Claude API with tool-calling), with its prompt architecture in custom metadata so non-developers could adjust it without code.
• •Adopted AI development tooling into my own delivery workflow and coached teammates on doing the same, including configuring the Salesforce CLI to work with it; several colleagues have since adopted the workflow.

• •Owned the Salesforce platform serving six departments — Implementation, Support, Marketing, Finance, Sales and Client Success — reporting into Sales Operations and meeting regularly with each leader to plan and deliver their initiatives.
• •Owned the company's Salesforce intake and request queue: gathered requirements, assessed necessity and feasibility, prioritized, and agreed how each request would be executed.
• •Designed and built the solutions on that queue, and directed contracted developers on the work running alongside it — building throughout, not handing off at the specification.
• •Configured DealHub CPQ and integrated it with Salesforce to streamline sales operations procedures.
• •Wrote the platform's process and training documentation and ran live training sessions for staff across departments.
• •Mapped end-to-end processes and handoffs across Salesforce, HubSpot, DealHub and SharePoint.
• •Launched systems support for a new product line — products, automation, partner portal, CPQ and revenue recognition — helping sales reach 110% of quota.
• •Rebuilt the marketing-to-sales handoff with custom objects and automation, improving data accuracy 15%.
• •Designed at-risk-customer monitoring using reporting snapshots and automation, supporting a 2% churn reduction.
• •Retired $20K/year of storage-cost technical debt; a custom field-history solution avoided a $35K subscription increase.

Sales Operations

• •Modernized the sales process with stage requirements and embedded learning content, raising data completion 70%.
• •Built lead round-robin routing and automated customer emails, improving average reply time by 40 minutes.
• •Managed sandboxes, releases and three seasonal platform upgrades a year with 100% uptime.

• •Led a team of three client success managers driving product adoption, Net Promoter Score (NPS) and retention.
• •Rebuilt client success operations in Salesforce — objects, fields, automation, reports and dashboards.

• •Primary relationship owner for 150 medical practice accounts, sustaining 99% client satisfaction and retention.
• •Partnered with the salesperson assigned to each account to strengthen the relationship and support expansion.
• •Built the client onboarding and training program — narrated video walkthroughs and written guides used across the client base — and delivered live training to practice staff.

• •Carried a quota on a 350-account territory: renewals, expansion and service escalations.