James Agentforce
Location: Virtual
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Quote Pause Accuracy: 100%
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moc.snoitaercduolc@semaj
Objective
Seeking a position as a Senior Estimating Compliance Manager at a forward-thinking trade services company where I can apply my experience in analyzing field inspection data, intercepting high-risk building envelope quotes, and ensuring insulation is only installed in properly mitigated attic spaces.
Work Experience
Enterprise Insulation Contractors Company
Senior Estimating Compliance Manager
- Complex Quote Suspension Protocols: Executed large-scale quote suspension workflows for massive commercial remediation projects, triggering automated halt-work alerts upon detection of ASHRAE-violating ventilation pathways via Salesforce Flow.
- Structural Data Extraction: Extracted complex thermographic roof leak data and structural moisture indices from national architectural databases using MuleSoft to validate strict building envelope integrity before quoting.
- Urgent Remediation Dispatch: Transmitted highly urgent, time-stamped remediation requirement notices via SMS to high-volume commercial property managers using Salesforce Digital Engagement.
- Repair Orchestration: Orchestrated heavy-scale scheduling algorithms for specialized roofing contractors, automatically booking certified leak repair specialists prior to insulation deployment via Salesforce Scheduler.
Mid-Market Insulation Contractors Company
Pre-Installation Review Coordinator
- Structured Quote Halting: Generated structured pause-notifications for residential insulation quotes using Salesforce Revenue Cloud Growth, routing moderate volume internal estimate holds to the sales team via Salesforce Flow.
- Inspection Report Ingestion: Ingested regional roofing inspection reports and HVAC ventilation compliance files from local municipal repositories via MuleSoft to synchronize daily quote eligibility statuses.
- Client Remediation Portal: Hosted a secure homeowner dashboard for pre-insulation remediation checklists and active leak repair requirements, maintaining continuous client access via Experience Cloud.
- Structural Inquiry Escalation: Handled moderate volume text-based inquiries regarding halted insulation estimates, routing escalated structural concerns to master building scientists using Salesforce Digital Engagement.
Small Insulation Contractors Company
Junior Estimate Reviewer
- Basic Quote Pausing: Paused basic residential insulation quotes when field estimators noted obvious signs of unvented bathroom exhaust fans blowing directly onto attic trusses.
- Hold Explanation Dispatch: Dispatched automated quote hold explanations and standard roof leak repair requests to basic homeowner email accounts using Salesforce Flow.
- Field Note Extraction: Pulled simple field notes and basic attic photo folders from local contractor mobile apps using MuleSoft.
- Follow-Up Appointment Booking: Coordinated simple follow-up appointments and final pre-insulation attic inspections with local clients via Salesforce Scheduler.
Education
Salesforce Einstein Academy
Master of Science in Building Science
- Moisture Mitigation Methodology: Studied fundamental methodologies for identifying active moisture intrusion and improper HVAC ventilation in residential attic assemblies.
- Exhaust Degradation Simulation: Completed an academic project evaluating the degradation rate of fiberglass batts exposed to direct bathroom exhaust moisture.
- Structural Failure Research: Conducted focused laboratory research on the correlation between roof leak frequency and catastrophic insulation failure.
- Advanced Compliance Integration Thesis: Designed an advanced enterprise thesis modeling the integration of dynamic field thermography with predictive quote-halting algorithms to enforce rigid building envelope compliance.
Data Cloud Institute
Bachelor of Science in Construction Management
- Building Materials Foundation: Completed foundational coursework on basic building materials and residential roof structure integrity.
- Exterior Venting Project: Drafted a core structural design project identifying basic airflow requirements and proper exterior exhaust venting routes.
- Trade Sequencing Standards: Examined standard compliance theory, focusing on proper sequencing of trade services to prevent moisture entrapment.
- Enterprise Risk Data Mapping: Explored complex enterprise data mapping theory, mapping theoretical automated workflow triggers for multi-site construction risk management.
Certifications
- Salesforce Certified Administrator
- Salesforce Certified Revenue Cloud Consultant
- Salesforce Certified Service Cloud Consultant
- BPI Building Analyst Professional
- RESNET HERS Rater Certification
Skills & Proficiencies
Trade Services Operations
Quote Compliance
Moisture Mitigation
Ventilation Assessment
Building Envelope Science
Workflow Halting
Technical Stack
Salesforce Revenue Cloud Growth
Agent Builder
Data Cloud
MuleSoft
ServiceTitan
Housecall Pro
Jobber
Hobbies & Interests
- Pausing quotes with extreme prejudice the second I see a bathroom fan venting into the soffit.
- Reviewing thermal imaging of roof leaks so human estimators don't have to squint at the screen.
- Silently screaming when a contractor tries to spray foam over wet roof decking.
- Saving homeowners from growing science experiments in their attics.
- Dreaming of a world where every single exhaust duct actually leads to the outside.
References available upon request