Josh Rojas, CFP

• Acting as lead QA tester on an enterprise solution designed to create a loan origination system within Salesforce
• Ensuring best practices in regards to solution design and overall org schema  Salesforce Financial Services Cloud are adhered to.
• Surfacing potential issues in long term solution viability to principal Technical Architect. 
• Acting as liason between Coastal's development team and the client's own QA team. 

• Led requirements gathering and solution design for multiple FSC implementations, mapping client needs to platform capabilities and identifying customization opportunities
• Architected and implemented complex integrations between FSC and external financial systems, optimizing data flows and ensuring seamless interoperability
• Designed and extended FSC data models to accommodate client-specific requirements, enabling efficient management of financial accounts, securities, and transactions
• Collaborated with cross-functional teams to develop and execute comprehensive testing and deployment strategies, ensuring successful and timely FSC rollouts
• Provided trusted guidance and expertise to clients throughout the project lifecycle, driving adoption, managing risks, and delivering measurable business value

• Successfully overcame a significant health challenge, demonstrating resilience & determination throughout the treatment and the resulting recovery process.
• Utilized this period to focus on personal well-being, self-reflection, and developing a deeper appreciation for work-life balance and the importance of health.
• Developed a deep passion in supporting others facing similar challenges; actively involved in fundraising and awareness initiatives for the American Cancer Society.

• Spearheaded Salesforce optimization initiatives, implementing custom workflows and automations to streamline key business processes and improve operational efficiency.
• Designed and delivered end-user training programs and documentation, driving Salesforce adoption and empowering users to leverage the platform effectively.
• Collaborated with stakeholders across the organization to identify and prioritize enhancements, managing a pipeline of Salesforce projects and ensuring alignment with business objectives.

• Rapidly advanced to Principal Consultant, overseeing the wealth management sector and upholding high standards among a team of consultants and developers.
• Excelled in a dual role, combining sales engineering with business analysis to identify and engage potential wealth management firms seeking expert consulting, app development, and platform reseller services.
• Played a pivotal role in guiding wealth management firms through the tech maze, helping them choose the right CRM—be it industry-specific options like Wealthbox and Redtail or customizable platforms like Salesforce and MS Dynamics.

• Provided comprehensive financial planning and wealth management services to high-net-worth individuals and families, driving client satisfaction and portfolio growth
• Migrated to Salesforce and utilized the platform to optimize client onboarding, relationship management, and service delivery processes, resulting in a 25% increase in operational efficiency
• Developed and implemented a data-driven approach to client segmentation and targeted outreach, improving client retention and uncovering new business opportunities

• Conducted in-depth analysis of operational data using advanced visualization tools like PowerBI and Tableau, identifying areas for cost optimization and process improvement.
• Utilized Salesforce to generate reports and gather information to create a comprehensive client matrix, enabling better client segmentation and targeted outreach strategies.
• Demonstrated leadership and problem-solving skills by taking swift action to address a critical infrastructure failure caused by an external IT team, working tirelessly to restore operations and maintain business continuity.

• Supervised  the integration of the securities transaction reconciliation process within Salesforce, enabling seamless data flow and enhancing visibility into client transactions
• Continuously evaluated and optimized operational processes related to securities transactions, identifying opportunities for automation, efficiency gains, and risk mitigation
• Ensured compliance with all relevant securities regulations and internal policies, maintaining a robust control environment and collaborating with compliance teams

Academic Interests: Machine Learning & Neural Networks

Minor in Business Management