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Jocelyn C. Salesforce, Data Analysis and Project Management

My name is Jocelyn C. and I have over 5 years of experience in the tech industry. I specialize in the following technologies: Project Management, Requirement Management, User Acceptance Testing, Data Cleaning, Data Analysis, etc.. I hold a degree in . Some of the notable projects I've worked on include: Article: They bought the CRM with AI. But it missed the mark., Data Cloud & AI Automation Architecture Workflow, Most Salesforce Projects Jump to Solutions. Yours Won’t., Case Study: Consolidating Salesforce Across Mergers and Legacy Systems, Salesforce Official Consulting Partner, etc.. I am based in Laguna Niguel, United States. I've successfully completed 6 projects while developing at Softaims.

I specialize in architecting and developing scalable, distributed systems that handle high demands and complex information flows. My focus is on building fault-tolerant infrastructure using modern cloud practices and modular patterns. I excel at diagnosing and resolving intricate concurrency and scaling issues across large platforms.

Collaboration is central to my success; I enjoy working with fellow technical experts and product managers to define clear technical roadmaps. This structured approach allows the team at Softaims to consistently deliver high-availability solutions that can easily adapt to exponential growth.

I maintain a proactive approach to security and performance, treating them as integral components of the design process, not as afterthoughts. My ultimate goal is to build the foundational technology that powers client success and innovation.

Main technologies

  • Salesforce, Data Analysis and Project Management

    5 years

  • Project Management

    4 Years

  • Requirement Management

    4 Years

  • User Acceptance Testing

    2 Years

Additional skills

  • Project Management
  • Requirement Management
  • User Acceptance Testing
  • Data Cleaning
  • Data Analysis
  • Salesforce CRM
  • Documentation
  • Training
  • Report
  • Requirement Analysis

Direct hire

Potentially possible

Previous Company

Founder & Salesforce Solution Architect

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Experience Highlights

Article: They bought the CRM with AI. But it missed the mark.

This article outlines my reusable Discovery Framework for CRM and AI projects—designed to prevent scope gaps, missed requirements, and delivery delays. It introduces a 3-layer discovery model (L1–L3)

Data Cloud & AI Automation Architecture Workflow

This asset showcases a real-world architecture workflow connecting Salesforce Data Cloud with AI-driven automation. It illustrates how unified data flows into AI orchestration tools (like Prompt Build

Most Salesforce Projects Jump to Solutions. Yours Won’t.

Bad data and technical debt are killing AI projects before they even start. If your Salesforce CRM is haunted by legacy issues, no shiny new tool is going to save it. At CRM & Data Angels.AI Consulti

Case Study: Consolidating Salesforce Across Mergers and Legacy Systems

Consolidating Salesforce Orgs? Retiring Legacy Systems? Read this case study first. In this behind-the-scenes case study, I share: ✔ How we unified 5,200+ users across 9 countries ✔️ Retired over 30

Salesforce Official Consulting Partner

Founder of CRM & Data Angels.AI Consulting, driving transformation with 25+ years in CRM and IT (10+ years in Salesforce). Supports clients via direct contracts and W2 roles, delivering outcomes acros

Education

  • Foothill College

    in

Languages

  • English (Native or Bilingual)
  • Tagalog (Fluent)