Sam H.

Salesforce, fully off your plate. ☁️ 2000+ hours of work delivered. Average customer engagement 2+ years.

You know how you sell. You need Salesforce to match, and nobody on your team has time to own it. That's what I do. I'm your whole Salesforce team: architecture, builds, integrations, and the day-to-day admin work. You have one person to call. 📞

🛠️ What I've done

• 📄 Built the whole document stack for a 300-person consumer finance firm inside Salesforce: AI that reads incoming client paperwork into fields, templates that generate the agreements, and an e-signature portal with a full audit trail. It replaced DocuSign and Conga and saves them more than $250,000 a year.
• ☎️ Wrote a cybersecurity vendor's phone system from scratch. It's a Chrome extension on Twilio that runs on Chromebooks. It dials from any Salesforce record, logs every call and voicemail as a Task, and lets reps set their own call forwarding. It replaced Zoom Phone at 75% lower cost and passed their security review.
• 🏥 Stood up a venture-backed healthcare company's Salesforce from nothing and owned it for three years. It now holds 896,000 contacts, 12,800 providers, and 80,000 leads. I replaced eight attribution flows with one Apex engine across 78,000 leads. When a bad sync corrupted 12,250 lead statuses, I restored every one in two days.
• 🔄 Migrated two companies off HubSpot into Salesforce, one of them a 20-rep sales team.
• 🤝 Merged two Salesforce orgs into one after an acquisition, including both companies' systems and data.
• 🧹 Rescued orgs that too many contractors had built on, where overlapping automation made every change risky. I cut them back to one owner per domain and one automation writing each field, so a single admin can run it.
• 🎧 Built an AI call analytics platform for a 128-rep sales floor. It transcribes and grades every call and turns it into coaching notes inside Salesforce dashboards.
• 🏢 In-house before that, I ran a 1,000-user org at Nasdaq across sales, customer success, legal, and support. At KnowBe4 I scaled Salesforce to 1,200 users, cut quote generation time 45% with CPQ, and trained more than 200 users.
• 📈 For the same cybersecurity vendor, built the renewal engine that clones won deals nightly, the proration math for mid-term seat add-ons, and a board dashboard embedded in Salesforce. The seat rollup I wrote found about 7,000 licensed seats the old rollup had missed.
• 🔌 Connected HubSpot, NetSuite, QuickBooks, Gong, Zoom, Twilio, Talkdesk, Outreach, Heymarket, RingCentral, Front, Google Calendar, USPS, and custom APIs to Salesforce, including HubSpot to Person Accounts with no middleware.