Andre Robitaille

Andre Robitaille

Accountant

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location of Andre RobitailleSan Francisco, California, United States

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  • Timeline

  • About me

    Success Architect Director at Salesforce

  • Education

    • ACHS

      2001 - 2005
      High School Diploma AP 4.8

      Activities and Societies: Varsity Soccer Varsity Volleyball Varsity Track Geography Bowl

    • California Polytechnic State University-San Luis Obispo

      2005 - 2009
      Bachelor of Science (BS) Economics 3.6

      Activities and Societies: Lambda Chi Alpha, Net Impact

  • Experience

    • Boroff and Co.

      Jul 2009 - Jan 2010
      Accountant

      Boroff & Co. is an accounting and consulting firm in Seal Beach, California, that specializes in small business and the apparel industry.•Responsible for weekly bookkeeping and basic bank reconciliations for several local small businesses.•Used QuickBooks to create monthly profit and loss statements and keep balance sheets current.•Designed and implemented a budgeting and forecasting model in MS Excel that used weekly revenues and expenses to predict and compare profit margins to prior period’s figures.•Other financial reports were prepared when necessary to accurately advise the business owners.•I have a firm understanding of the financial statements and how to locate discrepancies within these reports, having managed over $1,000,000 of assets and liabilities. •Responsible for preparation of a new company fee sheet and created a model for the company’s financial package offerings that made up 40% of the company’s revenue stream. •Assisted in the development of a new website layout and design and submitted weekly research and writing samples that created the web content for the company. Show less

    • Bullrad Inc.

      Mar 2010 - Oct 2010
      Technical Consultant

      Bullrad inc. is an international cabinetry company based in Fresno, CA supplying at a residential and commercial level.•Charged with improving the information flow from the office to the shop.•Remodeled the company’s spreadsheet designs for office invoicing and job orders which lead to improved efficiency in tracking and input time requirements. •Using the Adobe Page Maker, I created a new edition with revised pricing, design specifications and graphics for the shop's 700 page product catalog. Show less

    • Salesforce

      Oct 2010 - Sept 2013

      As one of 3 members on the CSG Architecture team, I was responsible for reviewing and ensuring the architectural implications of internal solutions were aligned to be scalable and extensible for the overall vision of the company. Additionally I was responsible for leading a performance improvement project that aimed to improve the processing the annual global territory realignment.The recommendations led to a 90% performance improvement in record processing time which contributed to a successful deployment and an on schedule delivery of the annual initiative. Show less Salesforce.com offers hosted SaaS applications that manage customer information for sales, marketing,and customer support, providing clients with a rapidly deployable alternative to buying and maintaining enterprise software. •Work closely with Account Executives on data-quality analysis for sales into strategic accounts. •Advising strategic account teams on the corporate and legal structure of their accounts. •Responsible for aiding in the construction of Sales Pipeline for the largest strategic accounts the company handles. •Leading to penetration of accounts enabling $557,936 of open opportunities and $25,974 in ACV.•Help govern the internal Case-Queue regarding Sales Territory disputes, with an average turnaround within 24 hours. Show less

      • Business Systems Analyst

        Oct 2012 - Sept 2013
      • Associate Business Analyst

        Jan 2011 - Sept 2012
      • Enterprise Corporate Sales Intern

        Oct 2010 - Jan 2011
    • Salesforce

      Nov 2013 - now

      Responsible for development & delivery of transformational engagements at Salesforce's Largest Enterprise Customers - Cover Healthcare, Tech, Comms & Media and Retail & Manufacturing. - Lead customer facing enterprise engagements helping strategize, architect or remediate Analytics, Integrations, AI, Data and platform performance for scalable customer success. - Develop and pilot new engagement approaches - Build collateral for internal and external enablement and deliveryPartner with Product Management to prioritize and deliver high value use cases and customer toolsResearch and consume all I can to stay on the bleeding edge of technology and business trends that will drive ongoing customer success Show less Part of a distributed team of experts supporting our largest enterprise customers globally.Provide deep technical, architectural, and Industries expertise to Regions through:Proactive and reactive Architecture, Technology Strategy, and Product Technical expertise across core salesforce productsHelp maximize Customer Adoption, minimize Attrition Risk, and assist with Sales growthSupport Account Leads (RL/PLs, Success Managers and Advisory Services) and partner with Support and Product ManagementLead, curate, and organize targeted and relevant enablement sessions, best practices, and assets Show less Working with our largest enterprise customers to solve complex business challenges and accelerate their adoption of Platform and Analytics capabilities. Deliver targeted and prescriptive engagements designed to increase product awareness, provide industry best practices, and drive product adoption.Responsible for:Facilitating high impact workshops targeted at all levels of an organization (C-level, VP, Mid-Level Management and Project Team) to drive strategic vision and enable scalable execution.Understand customer's implementation issues and provide best practice and technical recommendations for resolutionContribute to the design, development, and delivery of complex Information Architecture AssetsEffectively manage the consultation and delivery of multiple simultaneous customer projects Show less Part of small team that is responsible for the review of all internal Business requests and Technical solution designs to ensure alignment with overall vision and strategy of the customer online experienceI own Solution Architecture for our Customer Online Experience notably Federated Search, Analytics and the Help & Training Portal.Rsponsiblities:Drive Mobile Responsive UI/UXLeverage Metadata Tagging defined in previous role to establish differentiated experiencesDevelop the framework for Demographic and Firmographic personalization segmentationExpand use of online analytics to improve machine learning modelsLeverage text analytics for auto-categorization and issue routingDefine method and technology requirements for Personalized and Prescriptive recommendationsDeliver a robust set of features that improve every online interaction with our customersPartner with R&D, IT and Business Executives to plan, prioritize and deliver on a unified roadmapParticipate in Organizational Governance review boards to ensure consistency across technologies and business unitsParticipate in customer calls, visits and EBCs to share best practices, lessons learned and ideate on the art of the possibleCollaborate with sales and marketing to improve SEO, lead gen and customer communications Show less Primary focus was on expansion and delivery of the Support & Customer Online Experience.Key responsibilities included:Prioritizing feature delivery based on usage analytics, technology dependencies and budgetary limitations.Defined a robust Channel Strategy for the Customer Journey.Collaborated with Business, IT and R&D teams to align strategy and roadmap needsDefined and evangelized a comprehensive Metadata strategyCoordinated localization of the H&T Portal for all 18 supported languagesM&A integration for internal support processes and enabled their customers to leverage our online presenceExpansion of online tracking through custom analytic and Data Warehouse/ETL definitions Show less As a member of the Support & Customer Online Experience team I was a key contributor in leading initiatives that improve Salesforce's Help & Training Portal and Agent Console.Notably I lead the identification and deployment of a new search engine in the Help & Training portal. This was the first federated search experience that was offered to our customers and allows for users to search across all of Salesforce's web properties to find the most relevant content.Included in this rollout was an analytic event structure that I defined which is being used to track heuristic user behaviors, case deflection events and search engine/ content inefficiencies. These events are then used in concert with our data warehouse to give a complete picture of our customer's behaviors. This initiative is the foundation for proactive and prescriptive content suggestions and a personalized user experience in the portal. Show less

      • Success Architect Director

        Feb 2021 - now
      • Success Architect

        Mar 2019 - Feb 2021
      • Sr. Principal Success Specialist, Platform & Analytics

        Mar 2018 - Mar 2019
      • Sr. Business Solutions Architect

        May 2016 - Mar 2018
      • Sr. Manager Business Solutions

        Feb 2016 - May 2016
      • Business Solutions Manager

        Nov 2014 - Feb 2016
      • Business Solutions Sr. Consultant

        Nov 2013 - Oct 2014
  • Licenses & Certifications

    • DAT208x: Introduction to Python for Data Science

      Microsoft
      Nov 2016
      View certificate certificate
    • Salesforce.com Certified Force.com Developer

      Salesforce
    • Salesforce Certified Data Cloud Consultant

      Salesforce
      Nov 2023
    • Salesforce Certified Einstein Analytics and Discovery Consultant

      Salesforce
      Feb 2019
      View certificate certificate
    • Salesforce Certified Data Architecture and Management Designer

      Salesforce
      Mar 2018
      View certificate certificate
    • Salesforce Sharing and Visibility Designer

      Salesforce
      Jan 2018
      View certificate certificate
    • Salesforce.com Certified Advanced Administrator

      Salesforce
    • Salesforce Certified Development Lifecycle and Deployment Designer

      Salesforce
      Dec 2020
    • Salesforce Certified Identity and Access Management Designer

      Salesforce
      Dec 2020
    • Certified Application Architect

      Salesforce
      Mar 2018
      View certificate certificate
    • Salesforce.com Certified Administrator

      Salesforce
    • Salesforce Certified AI Specialist

      Salesforce
      Oct 2024
    • Salesforce Certified Platform Developer I

      Salesforce
      Mar 2018
      View certificate certificate
    • Service Cloud Consultant

      Salesforce
      Aug 2013
    • Platform App Builder

      Salesforce
      Jan 2017
      View certificate certificate
    • Sales Cloud Consultant

      Salesforce
      Jul 2013