Rick Pearson

About Rick Pearson

Helping services organizations unlock the full value of their Salesforce investments, from Quote-to-Cash to operational excellence. 25+ years solving complex business + technology challenges.Owner & Services Delivery Leader at CLD Partners.For more than two decades, I’ve helped professional services organizations transform how they sell, deliver, and scale. At CLD Partners, we specialize in end-to-end quote-to-cash solutions built on Salesforce, including PSQuote, PSForecast, Certinia, and custom applications designed for real-world complexity. What Drives MeI’m passionate about bridging the gap between business strategy and technical execution. Whether I’m working with CROs, VARs, SaaS companies, or global consulting organizations, my goal is the same:Help teams streamline operations, improve forecasting, and create a scalable, data-driven services organization. What CLD Partners DeliversWe help services businesses- Improve strategic planning and operational efficiency- Build accurate, actionable resource and revenue forecasting- Strengthen business development with integrated quoting and pricing- Deliver predictable, repeatable services delivery processes- Maximize ROI on their Salesforce + Certinia ecosystemsAs an owner and delivery leader, I oversee engagements that drive measurable results, including- Helping clients reduce time-to-quote and time-to-invoice- Leading multi-year transformation programs across enterprise-scale clients- Growing delivery teams and maturing delivery frameworks that improve client satisfaction and retention- Guiding organizations through complex business process redesign and platform modernization🧩 How My Background Helps ClientsWith a foundation in software development, business analysis, and solution architecture, plus 25+ years in consulting across industries, I bring a rare blend of technical depth and business acumen.My early career shaped me into a translator — someone who can align executives, PMOs, architects, and delivery teams to drive a shared vision and tangible outcomes. 🤝 Let’s ConnectIf you’re exploring ways to modernize your quote-to-cash processes, improve forecasting, or simply want to learn what’s possible on the Salesforce platform, I’d love to connect. Visit or reach out directly to start a conversation.

Experience

1. Director of Services Delivery

   Cld Partners

   Jan 2024 — Present · Raleigh, NC, US

   Experienced leader focused on the end-to-end delivery of services to clients, ensuring quality, efficiency, and client satisfaction. Responsible for team development, process improvements, and aligning service delivery with the firm\'s strategic objectives.

Education

• University of Maryland - Robert H. Smith School of Business

  MBA, Business Management

• North Carolina State University

  BS, Computer Engineering

Skills

• Data Analysis
• Requirements Gathering
• Software Development
• Architectures
• Pmp
• Leadership
• Agile Methodologies
• Management
• Business Process
• Integration
• IT Management
• Business Process Improvement
• Systems Engineering
• Agile Project Management
• Project Management
• Software Engineering
• Articulate Communicator
• Business Analysis
• Sdlc
• Process Improvement
• Enterprise Architecture
• Requirements Analysis
• Cloud Computing
• System Architecture
• Salesforce.com
• Software Project Management
• Financialforce.com Psa