
Patrick Sturgis
New Student Orientation Team Leader

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About me
Field Service Practice Architect @ Salesforce, 19x Salesforce & Conga Certified, 3x Trailhead Ranger
Education

Clemson University
2008 - 2012Bachelor of Arts (B.A.) Pre-Law Studies/ HistoryActivities and Societies: Beta Theta Pi Fraternity, William T. Howell Pre-Law Society, Welcome Leader, New Student Orientation Ambassador, Sailing Club Earned my B.A. in History/ Pre-Legal Studies in the College of Arts, Architecture, and Humanity- Minor in English
Experience

Clemson University
Jan 2009 - Jan 2012New Student Orientation Team Leader
The Walt Disney Company
Jun 2012 - Jan 2013Disney College Program
Sturgis Web Services
Jan 2014 - Mar 2016Account ExecutiveSturgis Web Services is a leading provider of innovative e-commerce solutions for non-profit utilities and local government. With their channel partner PayPal, Sturgis provides search, view, and pay solutions for collection of taxes, utility bills, and other revenue streams. - Managed custom payment gateway integrations using the PayPal payment platform with county and municipal tax and utility collection software applications

Cloud on Tap
Apr 2016 - May 2018Salesforce ConsultantCloud on Tap is a Charleston, SC based company whose primary focus is to assist businesses with the consultation and implementation of Salesforce.com and Pardot.com CRM and Marketing Automation platforms. - Managed custom SFDC implementations and best practice adoptions, specifically within the ESB and Mid-Market space- Worked with client’s sales and operations managers to develop internal processes to be built within the client’s SFDC org using workflow automation, system notifications, assignment rules, and validation rules- Led clients' administrator and business user training, user acceptance testing, deployment, and data migration strategies Show less

RelationEdge, a Rackspace Technology Company
May 2018 - Sept 2020- SME providing best practices for SFDC implementations, enhancements, and AppExchange integrations for Mid-Market and Enterprise projects- Lead Solutions Engineer for Sales Cloud, Service Cloud, Field Service Lightning, and CPQ Solution Design and Implementations- Design and development for visual flows, process builders, workflow rules, validation rules, and custom email notifications- Created a training outline and facilitated workshops for clients' system administrators and business users in addition to overseeing subsequent UAT efforts, data migration, and go-live strategies- Created and managed Rackspace’s CoE for Conga product suite to support growth in CPQ and FSL projects Show less Rackspace Technology is a global multi-cloud solutions provider that is leading the way in Salesforce implementations and enhancements with a process first, technology second approach for solutioning business needs.- Collaborated with a team of Salesforce Solution Architects, Developers, and Engineers to determine appropriate technical strategies- Executed SFDC implementations and enhancement projects within the SMB and Enterprise market in accordance with planned timelines; earned six new certifications within first year of employment Show less
Sr. Salesforce Engineer - ANZ
Jan 2020 - Sept 2020Sr. Salesforce Engineer
Jun 2019 - Jan 2020Salesforce Engineer
May 2018 - Jun 2019

Salesforce
Nov 2020 - nowThe Salesforce Field Service (SFS) Practice is an internal center of excellence dedicated to helping our community of highly skilled professional services resources that have a passion for the SFS product by providing subject matter expertise related to proposed project solutions and customer needs in order to ensure successful delivery, developing and executing strategic initiatives to promote product and industry best-practices, and mentoring resources looking to grow their consulting skills. As a Practice leader, my responsibilities include:- Engaging with customers with complex requirements and assisting the project team leadership by providing insights to Salesforce Field Service best-practices- Facilitating solutioning, and leading discussions involving implementation methodology, project road mapping, enterprise transformation strategy, and executive-level requirements gathering workshops- Aligning with account and services sales teams, and partnering in pre-sales activities such as scoping, engagement plan development, and project staffing- Ensuring tight stakeholder alignment by offering proactive and prescriptive counsel resulting in outstanding customer success - Developing internal initiatives to drive engagement with members of the Salesforce Field Service community to share knowledge and experience in order to scale both size and skill within the Practice Show less Salesforce is the world's #1 customer relationship management (CRM) platform. Salesforce unites your marketing, sales, commerce, service, and IT teams from anywhere with Customer 360 — one integrated CRM platform that powers our entire suite of connected apps. As a Solution Architect within the Salesforce Professional Services Team, my responsibilities include: - Requirements gathering, user story definition, and acceptance criteria refinement for enterprise-level Salesforce implementations and advisory services- Solution design and workflow process mapping for targeted business units and work streams- Leading teams of resources through building, testing, and deployment phases using both waterfall and agile methodologies - Providing industry best practices to key business and technology stakeholders in addition to identifying areas of strategic growth and scalability Show less
Field Service Practice Architect
Apr 2022 - nowSolution Architect
Nov 2020 - Apr 2022
Licenses & Certifications
- View certificate

Salesforce Certified Advanced Administrator (SCAA)
SalesforceJul 2020 
Salesforce Certified Administrator (SCA)
SalesforceJun 2017- View certificate

Trailhead Ranger x3
TrailheadMay 2018 - View certificate

Advanced Field Service Accredited Professional
SalesforceJul 2023 - View certificate

Salesforce Certified Business Analyst
SalesforceJul 2022 - View certificate

Salesforce Certified Sales Cloud Consultant
SalesforceDec 2019 - View certificate

Service Cloud Specialist
Salesforce Trailhead SuperbadgesJul 2020 - View certificate

Billing Specialist
Salesforce Trailhead SuperbadgesSept 2020 
Conga Orchestrate Certified Administrator
CongaApr 2020- View certificate

App Customization Specialist
Salesforce Trailhead SuperbadgesAug 2020 
Conga Contracts Certified Consultant
CongaMay 2018- View certificate

Process Automation Specialist
Salesforce Trailhead SuperbadgesAug 2020 - View certificate

Salesforce Certified Data Architecture and Management Designer
SalesforceDec 2020 
Salesforce Certified Platform App Builder Certification
SalesforceMay 2019- View certificate

Salesforce Certified Application Architect
SalesforceJan 2021 - View certificate

Salesforce Certified CPQ Specialist Certification
SalesforceDec 2020 - View certificate

Conga Sign Certified Consultant
CongaDec 2019 - View certificate

Salesforce Certified Platform Developer I
SalesforceAug 2020 
Conga ActionGrid Certified Consultant
CongaMay 2018
Conga Composer Certified Consultant
CongaMay 2018- View certificate

Security Specialist
Salesforce Trailhead SuperbadgesAug 2020 - View certificate

Salesforce Certified Service Cloud Consultant
SalesforceFeb 2019 - View certificate

Salesforce Certified Sharing and Visibility Designer
SalesforceJan 2021 - View certificate

Salesforce Certified AI Associate
SalesforceFeb 2024 
Salesforce Field Service Lightning Consultant
SalesforceMar 2019
Volunteer Experience
Oyster Bed Reclamation
Issued by South Carolina Department of Natural Resources on Jan 2016
Associated with Patrick SturgisVolunteer
Issued by Charleston Habitat for Humanity on Jan 2016
Associated with Patrick SturgisVolunteer
Issued by Lowcountry Food Bank on Jan 2017
Associated with Patrick SturgisRack Gives Back Volunteer
Issued by Rackspace on Jul 2019
Associated with Patrick Sturgis
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