Josh Rojas CFP®

• Client Management: 8 Long-term relationships maintained through managed service agreements inadditon to acquireing  new clients & projects, both independently and in collaboration with Salesforce Alliance Partners.
• Customer Satisfaction & Growth: Achieved 100% client retention and 75% referral-based client acquisition in 2 years while undergoing 16 months of chemotherapy treatment.
• Implementation Leadership: Over 4 full-cycle Financial Services Cloud implementations delivered, ensuring compliance with industry regulations.
• Compliance Frameworks: Custom packaged compliance frameworks developed using Apex Classes and Data Processing Engine, adopted by 3 law and accounting firms.
• Volunteer Contributions: 100+ hours volunteered implementing Nonprofit Cloud for faith-based organizations, tracking $2M+ in donor funding.

• Sales Strategy and Development: Advised and collaborated on the development of sales presentations and pre-sales engineering demos tailored to the Financial Services (FINS) division, contributing to its success as part of the leading Salesforce Partner.
• Division Transition and Sales Enablement: Assisted in creating a comprehensive sales strategy, marketing materials, and facilitated the smooth transition of sales opportunities from the general Services division to the newly formed FINS division.
• Product Ownership and Expertise: Served as product owner and key knowledge expert for Wealth and Asset Management (WAM), providing expertise during client interactions and enterprise-level presentations.
• Quality Assurance Leadership: Established and led formalized QA testing policies and liaised with QA teams on a $15 million project for one of the Midwest's largest banks, ensuring seamless implementation and client satisfaction.

• Client Success and Performance: Served as a Salesforce administrator and consultant for a portfolio of managed services clients, ensuring optimal performance and achieving high client satisfaction by consistently applying best practices.
• Implementation Leadership: Directed three successful Financial Services Cloud (FSC) implementations and contributed to two Sales Cloud projects, streamlining business processes and ensuring compliance while integrating complex customer data for efficient ETL operations.
• Platform Optimization: Led platform optimization initiatives to strengthen organizational capacity for sales operations, driving continuous improvements in sales performance and customer engagement strategies.

• Innovative Contributions: Despite a brief tenure due to a cancer diagnosis, I was recognized as a key contributor in balancing strategic innovation with practical implementation.
• Process Improvements: Revamped outdated automated flows by integrating API calls, reducing account opening times by 30% and enhancing client onboarding efficiency. Led a data integration initiative to prefill system fields using siloed data, streamlining processes for both clients and staff.
• Operational Efficiency: Addressed operational inefficiencies by implementing strategic workflow improvements that enhanced intuitive usability and fostered a more efficient work environment.

• Leadership and Team Management: Rapidly promoted to Principal Pre-Sales Engineer/Consultant, leading the wealth management sector and overseeing a team of consultants and developers. 
  
• SF Industry/Vlocity Solutions: Utilized Vlocity's industry-specific solutions to enhance client operations, focusing on streamlined processes and improved efficiency. This included leveraging Vlocity's capabilities in insurance, financial services, and other sectors to drive business growth and operational excellence.
• Client Engagement and Solutions: Successfully blended sales engineering expertise with business analysis to identify and engage prospective clients in wealth management. Delivered consulting services for platform reseller solutions, app development, and tailored CRM strategies.

• CRM Migration &  Improvement: Directed the successful migration from a local CRM to Salesforce, enhancing client data management, communication, and operational efficiency.
• Regulatory Compliance: Ensured full compliance with regulatory standards, maintaining secure and compliant operations across all activities.

• Data-Driven Decision Making: Conducted comprehensive analysis using PowerBI and Tableau, delivering data-driven presentations to senior management that identified cost optimization opportunities and process improvements.

• Technology Initiatives: Led securities transaction reconciliation and CRM integration initiatives, streamlining end-to-end trade settlement processes and improving execution accuracy.

Thesis: "Agentic AI for Predictive Analytics in Financial Services Compliance Automation"