My Professional Journey
A decade of building, teaching, and solving
Salesforce
Earned the Salesforce Certified Revenue Cloud Consultant credential — April 2026.
Validated expertise in designing and implementing Salesforce Revenue Cloud solutions including product catalog configuration, pricing strategies, billing and payment operations, and revenue recognition. Verify Certificate →
CertificationSalesforceRevenue CloudBilling
Major Financial Services Provider
Collaborated on and delivered complex workflows to drive appropriate business logic.
• Designed and wrote SQL-based advanced reporting
• Designed and enhanced dynamic statement documents
• Delivered training to successfully hand off to customer success teams
• Handled errors quickly and independently
Solution ArchitectureSQLReportingBillingTrainingFinancial ServicesBillingPlatform
Transportation Company
Delivered a complex billing cutover on a tight timeline as the 14th revenue stream integration.
• Delivered on a very tight timeline with multiple usage rating schemes
• Designed the 14th revenue stream cutover to fit into the client's existing Oracle revenue integration
• Integrated with the client's existing PEPPOL compliance framework
• Adapted the solution to fit within the client's established invoice template
Solution ArchitectureUsage RatingOracle IntegrationPEPPOLInvoice DesignTransportationGoTransverse
BillingPlatform Academy
Partner Accounting Pro Module 5: Contract Modifications — July 2024
Verified certification in contract modifications and advanced accounting configurations. Verify Certificate →
CertificationBillingPlatformAccounting
BillingPlatform Academy
Partner Pro Module 5: End-to-End Billing with Complex Formula Products — January 2024
Verified certification in complex formula product billing configurations. Verify Certificate →
CertificationBillingPlatformComplex Billing
National Fiber Internet Provider
Led integration design for account, order, and payment creation.
• Designed as a headless billing system with full API-driven architecture
• Delivered API playbooks for integration partners
• Led integration design for change orders, add-ons, deactivations, and dunning
• Built and maintained a trusting relationship with the client
• Mentored new resources with knowledge sharing on the GoTransverse platform and best practices
Solution ArchitectureIntegration DesignAPIGoTransverseMentorshipTelecom
Major Financial Services Provider
Collaborated on and delivered complex workflows to drive appropriate business logic.
• Designed and wrote SQL-based advanced reporting
• Designed and enhanced dynamic statement documents
• Delivered training to successfully hand off to customer success teams
• Handled errors quickly and independently
Solution ArchitectureSQLReportingBillingTrainingFinancial ServicesBillingPlatform
Autonomous Vehicle Data Service Provider
Led solution design for complex usage rating in the autonomous vehicle data space.
• Worked to extract detailed usage rating rules from business stakeholders
• Conducted multiple demos to help the business visualize and refine their rating requirements
• Project ultimately did not go live due to evolving business requirements
Solution ArchitectureUsage RatingRequirements GatheringDemosAutonomous VehiclesGoTransverse
VoIP and Telecom Provider
Delivered custom reporting, invoice templates, and complex usage rating with unique tax treatment.
• Designed custom reports and invoice templates
• Solved the challenge of charging usage at resell rates while evaluating taxes at wholesale rates
• Navigated complex billing logic where pricing and tax basis differed across the same transactions
Solution ArchitectureUsage RatingTaxationReportingVoIPTelecomGoTransverse
Grocery Delivery Service Provider
Built complex rating schemes with modular components for a rapidly evolving pricing model.
• Designed a modular rating scheme that allowed for flexible, interchangeable rating components
• Supported customers and sales teams who frequently changed their preferred charging models
• Delivered a billing solution that adapted to rapidly evolving business needs
Solution ArchitectureUsage RatingModular DesignPricingGrocery DeliveryGoTransverse
Online Trading Service Provider
Configured high volume usage rating for a complex billing account hierarchy.
• Designed and configured high volume usage rating to support complex billing scenarios
• Solved the challenge of supporting minimum and maximum invoice amounts across billing account hierarchies
• Managed the complexity of evaluating charges across parent-child and sibling account relationships
Solution ArchitectureProject ManagementUsage RatingBilling HierarchyHigh VolumeGoTransverse
Mortgage Service Company
Configured complex usage rating to meet invoice scenarios with highly customizable rating schedules.
• Developed custom tax tables for local, federal, and international taxation to ensure accuracy
• Collaborated and communicated effectively with QA and other implementation roles
• Mentored new resources with knowledge sharing on the GoTransverse platform and best practices
ImplementationUsage RatingTaxationQAGoTransverseMentorshipTelecom
Travel Expense Service Company
Tested current and future state CRM, CPQ, Billing, and FMS platforms along with middleware systems.
• Developed deep cross-platform knowledge of complex billing and financial management ecosystems
• Built foundational understanding of the full quote-to-cash lifecycle that directly informed transition to Solution Architecture
• Rapidly learned new technologies and domain-specific terminology across enterprise implementations
QACRMCPQBillingFMSMiddlewareTestingSAP/S4HANA
Montana Office of Public Instruction
Secondary Math Teaching certification — Issued May 2012.
Certified to teach secondary mathematics in Montana public schools. Issued May 2012. Expired May 2022.
CertificationTeachingMathematics
Montana Department of Labor and Industry
Engineering Intern certified by the Montana Department of Labor and Industry.
Certified Engineering Intern following completion of the Industrial Engineering degree at Montana State University.
CertificationEngineeringFE Exam