Zachary Sluss

Serve as enterprise CRM and platforms architect and CRM platform owner for thousands of global users across 20+ countries. Oversee a $3M+ annual CRM, analytics, and integration portfolio aligned to executive and board-level growth objectives, setting architecture standards, roadmaps, and governance for the Salesforce-centric ecosystem.

• ▹Define and govern the enterprise CRM reference architecture and multi-year roadmap spanning Salesforce Multi-Cloud, ERP, and analytics ecosystems, documenting solution designs, architecture diagrams, and integration maps to ensure interoperability, data integrity, and scalable growth across all business units
• ▹Architect and lead a global digital transformation program that increased sales and operational throughput by 40%, automated 1,000+ hours annually, and enforced global process standardization through API-led integration across CRM, ERP, and analytics platforms
• ▹Design and implement the enterprise governance and compliance model, aligning CRM, integration, and analytics platforms to SOX controls and privacy requirements (GDPR, CCPA) and sustaining 100% audit readiness with zero regulatory breaches across all markets
• ▹Architect a managed services pricing platform that integrates automation with standardized product data models, increasing deal velocity by 30% and enforcing a consistent, globally governed pricing strategy
• ▹Enable executive and board-level decision-making by designing Salesforce-centered analytics and dashboards that provide real-time forecasting, pipeline visibility, and revenue insights across regions and product lines
• ▹Own the CRM and data platform roadmap, aligning architecture decisions with corporate strategy, M&A integrations, and geographic expansion, while managing initiatives to balance risk, capacity, and long-term scalability
• ▹Manage a multi-vendor ecosystem ($3M+ annual portfolio; 10+ contracts) across CRM, integration, analytics, and automation, overseeing vendor selection, contract renewals, and multi-year ROI assessments tied to platform strategy
• ▹Provide architectural oversight for a delivery portfolio of 12+ concurrent strategic programs annually, ensuring alignment with reference architectures, on-time delivery, and measurable business outcomes
• ▹Mentor analysts and regional power users and lead cross-functional working groups across sales, operations, finance, and IT to ensure platform decisions reflect real-world workflows and drive high adoption

Led enterprise-wide CRM transformation and integration initiatives, building the technical foundation for global platform standardization.

• ▹Spearheaded Salesforce Multi-Cloud implementation across sales and service operations, establishing integration patterns and data models that became enterprise standards
• ▹Built API-led integration framework connecting Salesforce to Workday HCM and SAP ERP, enabling real-time data synchronization across enterprise systems
• ▹Designed and deployed automated workflow solutions reducing manual processes and establishing foundation for 1,000+ hours of annual automation

Drove sales analytics strategy and executive reporting capabilities, establishing data-driven decision frameworks across global operations.

• ▹Developed comprehensive analytics frameworks for sales forecasting and pipeline management, establishing reporting standards across 22+ countries
• ▹Designed executive dashboards in Tableau and Power BI providing leadership with visibility into global sales performance and trends
• ▹Implemented data quality controls and validation rules improving CRM data integrity and establishing foundation for enterprise reporting

Led key technology-enabled lending initiatives within CIT's $46M+ national syndicate business portfolio, integrating automation, compliance, and data-driven decision frameworks.

• ▹Co-architected cloud-based loan origination modernization, unifying analytics, compliance, and CRM platforms to reduce approval cycles 35% and deliver real-time executive reporting
• ▹Established data governance and workflow automation standards that improved data accuracy, auditability, and risk oversight across all lending operations
• ▹Designed workforce enablement frameworks and training systems that cut national new-hire ramp time 80%
• ▹Partnered with executive leadership to prioritize automation and platform initiatives that improved portfolio yield, accelerated funding timelines, and strengthened compliance integrity

Led technology-driven risk initiatives and process modernization for a $10B+ annual transaction portfolio, helping architect automated risk analytics and compliance workflows within enterprise credit systems.

• ▹Contributed to modernization of credit risk evaluation infrastructure by integrating SQL- and Oracle-based analytics for predictive insight and earlier fraud detection
• ▹Engineered automated scoring and data-cleansing models that improved accuracy and reduced process time by 60%
• ▹Collaborated with IT and compliance directors to embed analytics pipelines into enterprise processing systems, aligning risk workflows with global architecture and governance standards

Provided technical and analytical support for risk evaluation processes across enterprise credit systems.

• ▹Supported credit risk evaluation workflows and data analysis initiatives
• ▹Assisted in data quality improvements and compliance documentation
• ▹Contributed to process optimization efforts within underwriting operations

Founded and scaled multi-channel digital ventures spanning e-commerce, creative media, and analytics-driven services, using them as a lab for automation and cloud systems that later informed enterprise platform architecture work.

• ▹Built and governed a cross-industry digital operations portfolio generating significant revenue across e-commerce, creative production, and technical services
• ▹Implemented end-to-end automation and analytics frameworks that optimized marketing performance, customer journeys, and operational efficiency across digital channels
• ▹Delivered advanced aerial mapping and 3D modeling solutions as an FAA-licensed remote pilot, leveraging data visualization and photogrammetry to solve complex client problems in the physical world