Patrick Fallon

About Patrick Fallon

Motivated and perpetually learning professional with 16+ years of experience in complex problem solving and critical thinking positions. 7 years of experience specific to the Salesforce ecosystem with experience across multiple industries including Education, Oil and Gas, and Insurance. Passion for automation and logic within Salesforce including Flows, Process Builders, and Workflow Rules. Excellent communications skills and team player that loves mentoring.Certifications:• Salesforce Administrator • Business Analyst• Platform App Builder• Service Cloud Consultant • Sales Cloud Consultant• Process Automation Accredited Professional• Field Service Lightning Consultant• Agentforce SpecialistPlatform experience includes:• Multi-Level Approvals • Formula Fields • Email Alerts • Custom Metadata • Custom Labels• Sharing Rules• Gmail Integration• Outlook Integration • Validation Rules• Custom Objects• Workflow Rules • Dynamic Forms• Page Layouts• App Exchange • Lightning Pages• Quick Actions• Permission Sets • Flow• Process Builder• Troubleshooting

Experience

1. Director, Digital Services Advisory - Salesforce Practice

   Citrin Cooperman

   Oct 2024 — Present

   Supported financial design on strategic initiative to enhance relationship with Salesforce Account Executives; scheduled execution for 2026Developed roadmap to raise Partner Level for Salesforce ecosystem.Collaborated with marketing team to develop go-to-market strategies around newly developed products and services. Built and maintained strong stakeholder relationships, contributing to improved client satisfaction and retentionServed as primary escalation point for client delivery concerns, ensuring resolution and maintaining trustDeveloped and presented thought-leadership content including seminars, webinars and blogs to improve brand recognitionFacilitated process improvements to streamline execution and improve accountability. Directed a team of 6-9 in delivering managed applications support, optimization engagements and multi-cloud implementationsSupported pre-sales efforts for clients in manufacturing, construction, health & life sciences, and not for profit sectors Tracked and analyzed key practice metrics including utilization rates, billable hour goals, client retention, profitability, contribution margins.Collaborated with Salesforce Account team to win $300k Service Cloud, Service Cloud Voice, and Order Integration for Health & Life Sciences client

Education

• Rensselaer Polytechnic Institute

  B.S., Civil Engineering

  2004 — 2008

Skills

• Submittals
• Structural Engineering
• Civil Engineering
• Structural Analysis
• Construction Management
• Revit
• Autocad
• Microsoft Office
• Concrete