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. - 🗂️ Loaded 8,493 accounts and 19,493 contacts with zero duplicates, imported 57,000 leads, migrated 20,900 tasks, and deduplicated more than 50,000 records for a move into HubSpot. I wrote my own dedupe engine for this. In one run it made 402 merges and caught and reversed the 7 that were wrong. - ⚙️ Moved long-running automation out of Salesforce into n8n. For one client that's 45 workflows, including a QuickBooks invoice bridge. For another it's a document generation pipeline that ended their CPU-limit and timeout errors and let non-technical staff run it. 👥 Who I've worked with I was in-house at KnowBe4 and Nasdaq and have been independent since 2023. Four clients have kept me on the whole time. I've worked with venture-backed companies from pre-seed through Series C in healthcare, cybersecurity, fintech, and B2C, plus nonprofits, colleges, go-to-market firms, and wellness spas. 🏅 Certifications - ✅ Salesforce Certified Administrator - ✅ Salesforce Certified Advanced Administrator - ✅ Salesforce Certified Platform App Builder - ✅ Salesforce Certified Sales Cloud Consultant 💡 How I work I learn how you actually sell, then build Salesforce to match, and keep it running as you grow. Every field gets one owner and one automation that writes to it, so when something breaks you look in one place. When Salesforce alone won't do it, I write the code: Apex, Lightning components, Chrome extensions, n8n, and services on AWS. It's forward deployed engineering with Salesforce at the center. Everything I build runs inside your systems, and I hand it over so the next person can maintain it. I work async by default and take calls when they help. 🌎 My clients are in North America and Europe. 📩 Always open to chat - If it turns out I am not the best fit for your project I will be the first to say it.