Connor Small

Professional Summary

Innovative technology leader with expertise in Salesforce solution architecture & platform development, enterprise architecture, and process optimization. Proven track record in designing and implementing scalable solutions that drive operational efficiency and support business growth. Skilled in translating complex business requirements into robust technical solutions, with a focus on user experience and system integration.

Core Competencies

Salesforce Solution Architecture, Development & Administration
Enterprise Architecture & Solution Design
Data Migration & Integration
Project Management & Agile Methodologies
Business Process Optimization
Cross-functional Team Leadership
Financial Services Technology

Professional Experience

The Retirement Planning Group, Leawood, Kansas

Solution Architect (05/2019 - Present) Progressively responsible roles: Senior Operations Specialist, Operations Specialist, Operations Associate

Architected and delivered end-to-end Salesforce solutions, encompassing custom objects, workflows, VisualForce pages, and Lightning Web Components for critical processes such as DOL Form Management, Client Agreement Generation, and Investment Account Lifecycle Management
Optimized user experience and system functionality through strategic development of custom LWC components and intuitive interfaces, significantly enhancing efficiency in critical business operations
Led end-to-end data migrations from various CRMs and financial reporting software, ensuring high levels of data accuracy and minimal business disruption
Designed and implemented cloud-based solutions, transforming legacy processes into scalable, automated workflows
Architected Salesforce data models and wrote custom AMPScript code to drive sophisticated email automation in Salesforce Marketing Cloud, enhancing marketing capabilities
Collaborated with C-suite executives to align technology initiatives with business objectives, contributing to company growth from $800M to $2.6B AUM over 5 years
Managed team of system administrators, fostering a culture of continuous learning and excellence in end-user support across multiple departments

Technical Skills

Salesforce: Lightning Web Components, Visualforce, Apex, SOQL, Flow
Salesforce Marketing Cloud: AMPscript, Journey Builder
Web Development: JavaScript, HTML5, CSS3, Astro, Svelte, Tailwind CSS
Tools: Git/Github, VS Code, Notion, Dropbox, Zapier

Certifications

Salesforce Certified Data Architect
Salesforce Certified Administrator
Salesforce Certified Platform App Builder
CIMBA Leadership Initiative for Excellence
CIMBA Kepner-Tregoe Problem Solving

Education

University of Kansas, School of Business Bachelor of Science in Finance (2015-2019)

CIMBA Study Abroad Program, Paderno del Grappa, Italy (2017)

Global business education with emphasis on leadership and personal development

Professional Development

Participated in Acumen Emerging Leaders Leadership Course
Achieved ‘Ranger’ ranking on Salesforce Trailhead, completing 3 Superbadges and accumulating over 50,000 points
- Completed 100+ badges, demonstrating comprehensive knowledge across various Salesforce technologies and best practices

Resume