NOTABLE EXPERIENCE
Uptima
David joined Uptima's Delivery and Engagement practice as a Principla Customer Success Consultant. Uptima has established itself as the premier Salesforce AI partner. David is bringing his experience to ensure success in each engagement to ensure the client's goals are met and set up success for scalable future innovations.
Salesforce
David tenure at Salesforce in Professional Services was known for his strong commitment to his teams and the client. Straddling between delivery excellence and working with Account Executives, David delivered consistent results and CSAT scores, while assisting Accounts grow their SKU's and drive revenue.
Bellevue University
David led and managed the first connected campus utilizing Salesforce to fulfill the Universities vision of a single source of truth. Using the mindset to meet students at any point of their journey to be "Met where they are", He was a fierce proponent to ensure a student could be serviced in a manner that met THEIR needs. Bridging generations and allowing systems to be viciously automated to increase productivity and increase enrollment.
Atherian Consulting
David is a Principal Senior Consultant at Atherian Consulting, he is an advisor and thought leader for the consulting practice. David serves as a consultant and engages in select projects that need a high level of acumen and skill. Most recently, David is assisting in the growing AI practice.
Republic Finance
Directed delivery and strategic alignment for a large-scale financial services Salesforce program supporting over 1,330 user licenses. Oversaw a complex, integrated ecosystem including Core Salesforce (Sales and Service Cloud), CRMA, Marketing Cloud, MuleSoft, Financial Services Cloud, Einstein Bots, and CPQ. Successfully turned around a major digital transformation initiative that was three years behind schedule and $35 million over budget, realigning program goals, stabilizing execution, and bringing the project back on track. Streamlined loan origination and servicing processes by re-architecting OmniScript, Data Mappers, and FlexCards, reducing process times by 53% and accelerating time to funding. Delivered significant improvements in operational efficiency, customer service performance, and business value, ensuring alignment of technology strategy with organizational objectives.
Ameritas Financial
David architected the consolidation of six Salesforce core orgs into a single instance for 3,200 users and merged five Marketing Cloud instances into one, driving enhanced cross-marketing capabilities and improved customer engagement. Unified data and processes across multiple verticals — including Group Health, Annuities, Wealth Management, and Investment Brokerages — into a centralized single source of truth. Managed a broad technology stack including Core Salesforce (Sales and Service Cloud), Tableau, Marketing Cloud, MuleSoft, Financial Services Cloud, CPQ, Omni-Channel, and CTI.