Greg Sinclair

About Greg Sinclair

At Avidia Bank, my focus is on leveraging an agile approach to enhance the functionality and user experience of our Salesforce & Creatio CRM platforms. This involves a diligent process of gathering requirements, designing solutions aligned with best practices, and contributing to our product roadmap. The skills honed in change management and governance play a pivotal role in my daily responsibilities.The organization benefits from my proficiency in translating complex technical details into understandable terms for stakeholders. Through this, we ensure informed decision-making that aligns with our business objectives. My previous role in real estate broker, where I excelled in market analysis and transaction management, has enriched my ability to interface effectively with clients and partners, ensuring a seamless integration of services.

Experience

1. Assistant Vice President, Platform Administrator

   Avidia Bank

   Jan 2026 — Present · Hudson, MA, US

   Working on team that led the strategic migration of our enterprise CRM platform from Salesforce to Creatio, serving as the primary system owner from evaluation through rollout. Delivered major operational and financial benefits by shifting from a heavily customized, developer-dependent Salesforce instance to Creatio’s highly configurable no-code platform. This transition reduced our technical backlog, lowered platform costs, and empowered business teams to manage workflows, reporting, and automation independently.Successfully consolidated multiple departments into a unified CRM environment, implemented automated workflows, standardized customer data structures, and drove adoption through accessible configuration tools. Post-deployment, system updates that previously required developer resourcing and long turnaround times were executed in-house within hours or days. The result was a more agile, cost-efficient CRM architecture with improved usability and business ownership.

Education

• Southern New Hampshire University

  Bachelor's degree, Business Studies - Business Administration

  2018

• Babson College

  EXECUTIVE EDUCATION Field Of StudyCertificate: IT - Business Case Development Program

  2014 — 2014

Skills

• Project Management
• Salesforce.com
• Big Data Analytics
• Access
• Project Delivery
• Business Requirements
• Customer Service
• Atg Commerce
• Saba
• Leadership
• Project Implementation
• Learning Management
• E-Commerce Consulting
• Business Analysis
• Etl
• Requirements Gathering
• Endeca
• Software Project Management
• Crm
• Analysis
• Salesforce.com Consulting
• Mobile Commerce
• Lean Sigma
• Strategy
• E-Commerce
• Analytics
• Agile Methodologies
• Management
• Team Building
• Data Analysis
• Six Sigma
• Documentation
• Software Development
• E-Commerce Optimization
• Process Improvement
• Business Process Improvement
• Cross-Functional Team Leadership
• Program Management
• Business Process
• Vendor Management