Shawn Jones

Senior Salesforce Admin

Mountain America Credit Union

Mar 2026 - Current (7 months)

S

Salesforce Certified Administrator / Consultant

Oct 2019 - Current (7 years)

Highly proficient and results-driven Salesforce Administrator with deep expertise in optimizing Sales Cloud and Service Cloud for complex business environments. I specialize in developing advanced automation solutions using Flows and Apex to drive operational efficiency and data quality. My core competencies include comprehensive platform governance, managing the full security model and advanced features (CPQ, Forecasting, Territories), and facilitating deployments with Copado. Proven ability to maintain and scale a large, integrated ecosystem, including mission-critical connections to WooCommerce, Marketo, Google Office Suite, Google Ads, and multiple survey tools.
• Advanced Automation & Development: Designed and implemented complex

H

Senior Salesforce Administrator

Heggerty

Sep 2022 - Jan 2026 (3 years 5 months)

As the Senior Salesforce Administrator at Heggerty I have built automations and integrations that have allowed Sales, Customer Success, Professional Development, Finance, Customer Support, and Order Fulfillment to utilize Salesforce as the primary tool for their jobs.
• Ecosystem Integration: Managed critical two-way data flows and external system connections (Direct and Zapier) with high-value platforms including Marketo, WooCommerce, Avalara, Stripe, Microsoft Business Central, and AWS. Implemented Google SSO.
• Data & Security Management: Governed platform security via Profiles/Permission Sets, managed data quality with Data Loader and Duplicate Rules, and leveraged Rollup Helper for complex reporting requirements.
• Sales

Director of Enterprise Implementations

Aktify

Sep 2021 - Sep 2022 (1 year 1 month)

In this capacity, I led new client acquisition team on identifying and capturing business prospects. I conducted detailed analysis of implementation reports, scrutinized deadlocks, and recommended corrective action plans to improve client experience and ensure seamless execution of assignments. I reduced errors and optimized process efficiencies by developing integrations to support data transition. I designed and implemented new SOPs for implementation team to boost success rate. Highlights of accomplishment in this role include:
• I increased number of concurrent implementations handled by each member from 10 to 20 and improved success rate from 45% to +90% by introducing new processes.
• I boosted time to revenue for new client

Director of Enterprise Implementations

MaestroQA

Feb 2021 - Sep 2021 (8 months)

While working as Director, Enterprise Implementations, I built and headed a dedicated team to plan and manage large enterprise implementations. I nurtured a productive work environment by establishing streamlined processes and eliminating barriers to implementation. I collaborated with product and engineering teams to develop additional features on the MaestroQA platform and provided hands-on support to enterprise customers. Highlights of accomplishments in this role include:
• I developed a portfolio of high-value enterprise customers by offering additional features and delivering value-added solutions.

Senior Manager, Implementations

Rainfocus

Jul 2019 - Jan 2021 (1 year 7 months)

In this role, I provided hands-on leadership to a highly-skilled team of 16 implementation project managers to lead new customer implementation projects on advanced software. I introduced best project management practices and developed user-friendly templates to standardize project management functions. I collaborated with team members to establish new processes within a customer success organization. Highlights of accomplishments in this role include:
• I improved team readiness process from four months to three days by organizing comprehensive training sessions and deploying performance-focused development plans.

Global Implementation Manager

ObservePoint

Aug 2018 - Jul 2019 (1 year)

With this organization, I established a duplicatable implementation and onboarding process for optimal utilization of platform by new customers. I spearheaded end-to-end management of new ObservePoint client implementation across the globe. I directed all facets of sales, implementation, and client success to deliver best-in-class customer experience and accelerate business growth. I implemented an advanced customer experience program to conduct surveys on customers after onboarding and before contract renewals. Highlights of accomplishments in this role include:
• I substantially reduced turnover and delivered outstanding customer experience by launching a first-ever customer experience program to improve recommendations for customer

Senior Manager, Enterprise Implementations

MaritzCx

Oct 2016 - Jul 2018 (1 year 10 months)

In this capacity, I supported implementation managers and consultants with monitoring of implementation projects on the MaritzCX SAAS Platform using Workfront and collaborating with teams to remove roadblocks. I designed innovative processes, including hand-off of clients from sales, implementation, and customer success. I organized engaging training sessions to instruct team members on new developments and work practices. Highlights of accomplishments in this role include:
• I received “Employee of the Quarter” and “Employee of the Year” awards for completing implementation projects within predefined deadlines and improving client experience.

Senior Implementation Manager

MaritzCx

Feb 2015 - Aug 2016 (1 year 7 months)

• Provided excellent service to retain and increase business from existing Enterprise customers.
• Led cross functional teams to oversee the design, configuration, development, and consulting for new clients on the MaritzCX Platform.
• Delivered on-time, trouble-free onboarding experience for some of MaritzCX’s largest clients.

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Senior VP of Client Services

Jan 2010 - Oct 2015 (5 years 10 months)

As Senior VP of Client Services & VP, I inspired client service teams in managing the largest client relationships and client success initiatives. I supported onboarding process for new partners and clients. I led full life cycle of management of product roadmap for BizVision video-webcast platform. I wrote specifications and directed development projects in collaboration with a team of 10 PHP developers. I organized platform walkthroughs for potential partners and communicated with development teams to discuss technical integration. Highlights of accomplishments in this role include:
• I accelerated revenue growth by $6 million and secured a position among the top 25 companies under five years old based on growth (Utah) through promot

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Director of Business Development

Mar 2008 - Jan 2010 (1 year 11 months)

• Assisted in creating the business plan and financial goals for BizVision.com.
• Recruited dozens of the top Training Video Producers to sell their videos on the BizVision site.
• Managed the development of the BizVision.com site and platform.

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Channel Partner Project Manager

Infopia

Jan 2007 - Feb 2008 (1 year 2 months)

• Project Manager for all Marketing/Lead Generation campaigns, coordinating between Sales, Marketing Communications and Strategic Partners.
• Managed a team of up to 12 lead generation / market research employees.
• Coordinated participation in 15-20 events annually as sponsor and/or attendee company.
• Salesforce.com Administrator, setting up the system, importing large lists of leads and managing day-to-day changes.

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Founder and COO

GBT Mobile

Jan 2005 - Jan 2007 (2 years 1 month)

• Oversaw the product development of a co-brandable e-commerce platform from inception to launch.
• Founded and built GBT to do over $650,000 in sales in 2nd year.
• Recipient of the Fort Worth Chamber Small Business of the Year Award.

A

Asia Pacific Partner/Project Manager

Apr 2002 - Feb 2006 (3 years 11 months)

• Opened key markets in Asia Pacific by establishing partnerships with top companies in each country (Japan, Hong Kong, China, Taiwan, Korea, Australia, New Zealand, Malaysia, and Singapore).
• Managed a dedicated Product Development team to complete projects for the Asia Pacific partners

New Account Manager/Level 2 Tech Support

Verio

Dec 2000 - Apr 2002 (1 year 5 months)

• Provided excellent Technical and Customer Support to resellers via phone and e-mail.
• Worked closely with new resellers to assist them through the order and startup process.

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Shawn Jones

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