Download PDF

Text Section

Hard-working, performance-driven, insightful professional with over ten years' Salesforce (administration, architecture, and development), biomedical engineering, and medical informatics experience.  Effective leader with strong multi-tasking, analytical, communication, and computer skills.  Excellent Salesforce CRM and Force.com knowledge in nearly all aspects of the products, including administration, configuration, architecture, and custom coding.  An outside-the-box thinker, I specialize in finding effective solutions to apparently impossible problems.

Relevant Experience

October 2015Present

Lead Platform Solution Engineer

Salesforce
Jun 2015September 2015

Principal Solution Engineer

7Summits
  • Scope open opportunities
  • Provide feedback for product team
  • Give product demonstrations of CoreConnect Community Cloud accelerator, Salesforce Service Cloud, and more
Mar 2008Present

Founder

X-Squared On Demand

Custom Salesforce/Force.com Application Development

  • Business process modeling and Salesforce org optimization
  • AppExchange product development for client distribution

Selected clients

  • Bloomberg (technical lead on Chatter compliance application for financial services using Chatter Connect API & Heroku Connect)
  • RocketSpace (customer community, member/asset management)
  • Chabad (person/household details and lifecycle events, donation tracking)
  • Juniper Networks (global partner and territory reorganization, partner certification and locator, Oracle integration)
  • McKesson (technical team lead for pharmaceuticals-related project)

AppExchange Product Creation

  • Mass Update Contacts - now recommended by salesforce.com account executives for its customers
  • Mass Update Contacts Pro (Premium Edition)
  • Email Inbox Console - acquired by MK Partners
  • Chatter BINGO - written for Dreamforce 2010

All AppExchange products are developed to scale from 1 user to an almost infinite number.  This allows a develop-once, deploy-many model. All code is "bulkified."

Other Projects

  • Second place, drop.io API coding competition, Dec 2009 with salesforce.io (Salesforce to fax)
  • Contributor,Twilio Force.com library
  • Call-to-Case using Twilio
  • Geocode and display local time for Salesforce records

Community

  • Reviewer for "Salesforce Handbook" by Jeff Douglas & Wes Nolte
  • Active member of Salesforce Answers (profile) and Twitter (@dschach) communities
  • Organizer, Dreamforce Tweetup (2009, 2010, 2011, 2012)
  • Leader, San Francisco Salesforce Developer User Group
Dec 2012Jun 2013

Technology Evangelist, System Architect

FinancialForce.com

Technology Evangelist

Worked with product marketing to position FinancialForce.com products in alignment with salesforce.com partner guidelines and to update AppExchange listings

Spoke with salesforce.com platform sales teams and vice presidents to help them position FFDC products in their sales pitches

Spoke at Salesforce User and Developer Group meetings

Maintained strong relationships with salesforce.com executives, including sitting on the Partner Advisory Board

Responsible for maintaining relationships with salesforce.com product management, especially for pilot programs, with an eye towards using those features internally and in ISV applications

Systems Architect

Centralized vendor selection decisions to maximize utility from any vendor across departments; reduced or removed redundant vendor contracts fulfilling same purpose in different departments

Built new forecasting accuracy tool using Apex and Visualforce and implemented Collaborative Forecasting, leading to improved forecast accuracy, more accurate pipeline reporting, and increased sales rep accountability

Redesigned and rearchitected company sales process, from marketing through inside sales, account executives, quoting, recurring invoices and billing, and revenue recognition

Designed integrations to provide sales teams with better information before contacting prospects, including geocoding and displaying the local time for every lead, contact, and account

Designed Service Cloud implementation with an upgrade from solutions to Knowledge

Designed migration from customer portal to Salesforce Communities

Built custom product entry screens and paperless quote system to email PDF to prospects. Designed modules for signing sales orders and assigning SLAs/entitlements and custom sales, payment, and MSA terms.

Jun 2010Jul 2010

Contact Center Architect

Obama For America

Worked with campaign leadership to select Salesforce as Contact Center provider

Represented the campaign in scoping and negotiating the system with salesforce.com sales and engineering teams

Designed the system and documented requirements

Because I would have had to work, unpaid, in Chicago for 18 months, I chose not to continue the engagement, but it is nice to see the people I worked with (Michael Slaby, Harper Reed, Ed Schlicksup, and others) speak well of it and to hear how the system I designed was used.

Jan 2007Mar 2008

Sales Engineer/Technical Consultant

Model Metrics Inc

Sales Engineer

Created demonstrations for larger client prospects

Served on committee to validate & improve all proposed client configurations

System Administrator

As the first Administrator for Model Metrics, streamlined and optimized internal org, implementing: Salesforce Content, Ideas, Mobile, CAN-SPAM compliance, email marketing analytics, Google Adwords and Analytics, DreamFactory’s Snapshot and Carousel

Created internal change-management system and completely redesigned sales process, including products and opportunity splits

Technical Consultant

Go-to person for most difficult projects - nicknamed "guru" and "Neo" (because of speed and quality of work)

Spoke at all weekly company meetings, teaching at least one feature, and gave longer presentations about each new Salesforce CRM release

Sample clients: Blue Shield of California, OptionCare, Ameritox, Advanced Equities Financial Company, Cars.com, Tribune Media Services

Data Migration Specialist

Coordinated with delivery team to determine optimal object-relationship model, and executed data-migration plan, populating customer org

Sample clients: Chicago Mercantile Exchange/Chicago Board of Trade merger, Blue Shield of California, SurePayroll, BW by Honeywell, Newsday

Oct 2006Dec 2006

Database Manager

Chicago Mercantile Exchange (CME Group)

Deduplicated & cleaned large account/contact database, adding multiple individual addressbooks into Salesforce CRM

Education

Dec 2010

MS, Medical Informatics (MMI)

Northwestern University

Northwestern University's Master of Science in Medical Informatics program gives individuals with information technology backgrounds and clinically trained health professionals the knowledge and experience needed to apply their talents to careers in information services organizations within hospitals, health systems, academic environments, and the health systems and equipment industry. This interdisciplinary professional program aims to blend computing and clinical skills in the emerging field of medical informatics. The curriculum recognizes the complexities and academic demands of the field and emphasizes the specific technical requirements of the profession without training its students too narrowly. Graduates are able to understand and affect developments in the medical informatics field from a technical, theoretical, and managerial perspective. (Program website)

Selected coursework:

  • Intro to Object-Oriented Programming (Java)
  • Database Systems Design and Implementation
  • Telecommunications and Computer Networks
  • Health Care Enterprise Operations
  • Health Care Information Tech Integration & Standards
  • Decision Support Systems & Health Care
  • Legal, Ethical & Social Issues in Informatics
  • Leadership Skills
  • Thesis project: Medical student evaluation tool using Force.com
  • Reflection Paper: Diabetes Clinic Patient Portal using Force.com

MD, Medicine (3/4 years completed)

Northwestern University

Completed three years of coursework, including clinical clerkships. Realized that I did not want to practice medicine.

Worked on one of the first Electronic Medical Systems to deliver on-demand printed follow-up instructions to emergency department patients.

Taught gross anatomy to physical therapy graduate students.

BS, Biomedical Engineering

Columbia University in the City of New York

Concentration in Quantitative Physiology and Cellular Engineering

Honors and Activities:

Dean's List all eight semesters

C. Prescott Davis Scholar - One of only two CU merit scholarships

Columbia Gold Crown Award for community service

Vice President, Biomedical Engineering Society

Men's Swim Team

Salesforce Awards

Speaking Engagements, Guest Posts

  • Salt Lake City Salesforce user Group "What Is This App Cloud Thing?" March 2016
  • Tahoe Dreaming "Salesforce Shield" February 2016
  • Dreamforce "Developer Console for Administrators," September 2015
  • Salt Lake City Salesforce User Group "Skinning Cats: Clicks vs Code," February 2015
  • Melbourne Salesforce User Group "Lightning Process Builder," December 2014
  • Dreamforce "Live-Coding Call to Case with Twilio," October 2014
  • Dreamforce "Introduction to Apex for Developers," October 2014
  • San Francisco Salesforce Developer User Group "Call to Case with Twilio," July 2014
  • Apttus Accelerate "Top Tips for Salesforce Success from Salesforce MVPs," June 2014
  • San Francisco Salesforce Developer User Group "Building a Chatter Compliance App Using Apex and ConnectApi," March 2014
  • Salt Lake City Salesforce User Group "Bridging the Gap Between Admins & Devs," February 2014
  • Dreamforce "Collaborative Forecasting" with Robin Grochol, November 2013
  • Salt Lake City Salesforce User Group "Forcing Functions: How to Make Your Users Do What You Want," April 2013
  • Dreamforce "Top #Askforce Tips" September 2012
  • Salt Lake City Salesforce User Group "Give Them What They Want: Understanding Your Users And Their Motivations," April 2012
  • Cloudforce San Francisco 2012 "Extend: Supercharge Your Social Enterprise with the AppExchange" with Mike Rosenbaum, Mar 2012
  • Summit on Customer Engagement "Why We Advocate" panel discussion about customer MVPs and salesforce.com, February 2012
  • Salesforce SuccessTV: Filtered Dashboards with Karine Versace and Srinivas Vishnubhatta, December 2011
  • 1800Contacts "Voice of the Customer" video, October 2011
  • Dreamforce "Top Ten Analytics Questions Asked and Answered" with Tom Tobin, August 2011
  • Dreamforce "Analytics Flashmob: Master Topics for Analytics Admins" with Tom Tobin, August 2011
  • AppExchange All-Star Blog Post "My Favorite AppExchange Apps," May 2011
  • Dreamforce "Be a Rockstar Admin: Using Customizations to Build a Fan Base" with Kyle McCauley, December 2010
  • Milwaukee Salesforce User Group "Apex and Visualforce," April 2009
  • Saper Law Open Source Symposium "Open Source Licensing and Implementation; a Developer's Perspective," February 2009
  • Dreamforce "Wrangle Data and Pump Up the Configuration" with Ezra Kenigsberg, November 2008

Certifications

October 2015Present

Salesforce Platform Developer II

Salesforce
Jul 2014Present

Salesforce Service Cloud Constultant

salesforce.com, inc.
Dec 2011Present

Force.com Advanced Developer

salesforce.com, inc.
Jul 2011Present

Salesforce Sales Cloud Consultant

salesforce.com, inc.
Jun 2010Present

Salesforce Advanced Administrator

salesforce.com, inc.
Mar 20092012

Salesforce Consultant

salesforce.com, inc.
Certification retired
Nov 2008Present

Force.com Developer

salesforce.com, inc.
Sep 2008Present

Salesforce Administrator

salesforce.com, inc.
20072008

Salesforce Level II

salesforce.com, inc.
SFA, Partners, Salesforce Mobile, and Service & Support authorizations. Certification retired.

Activities

  • Team in Training: Triathlon and Cycle teams - 2014-present
  • United States Masters Swimming - 2011-present
  • AIPAC New Leadership Network - 2006-2014
  • Columbia University Club of Chicago - Treasurer 2006-2009
  • Society of Columbia Graduates - Inducted 2009, first year of eligibility
  • Columbia University Club of Northern California - 2009-present
  • American MENSA - 2008-present
  • Snow skiing - 2011-present
  • Photography
  • Cooking
  • International Travel

Publications

  • Schach, Stephen R, Jeffrey G Gray, and David M Schach. "Instructor's Solutions Manual to Accompany 'Object-Oriented and Classical Software Engineering,' Fifth Edition, by Stephen R Schach." New York: McGraw-Hill, 2002.
  • Schach, Stephen R, Jeffrey G Gray, and David M Schach. "Instructor's Solutions Manual to Accompany 'Classical and Object-Oriented Software Engineering with UML and Java,' Fourth Edition, by Stephen R Schach." New York: McGraw-Hill, 1999.
  • Schach, Stephen R, Jeffrey G Gray, and David M Schach. "Instructor's Solutions Manual to Accompany 'Classical and Object-Oriented Software Engineering with UML and C++,' Fourth Edition, by Stephen R Schach." New York: McGraw-Hill, 1999.

Online Resume