Jason Bates

Jason Bates

Director, Consulting Services at EPAM

Eccleshall, England, United Kingdom
2K followers 500+ connections

About

11x Certified Salesforce Consulting Director with a demonstrated history of delivering large scale projects across multiple industries. Substantial experience in leading consulting, functional and change enablement teams on transformational programmes from inception through to adoption in Delivery Lead, Business Architect, Solution Architect, Change Enablement and strategic consulting roles.

Experience Cloud Technical Advisory Board member since 2019.

Activity

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Experience

  • EPAM Systems Graphic

    Director, Consulting Services

    EPAM Systems

    - Present 3 years 9 months

    United Kingdom

    Strategic consulting Director for Stage 0 & Discovery phase of large transformational projects, assessing client current state CRM capabilities and processes ahead of target state recommendations. Delivering change enablement programmes and implementation of CoE’s to enable customer success.

    Business Architect, Solution Architect, Lead BA and Consulting Lead for global transformational Salesforce programmes.

  • Appirio

    Appirio

    3 years

    • Appirio Graphic

      Functional Manager & Salesforce Business Architect

      Appirio

      - 1 year 10 months

      My role is divided between two core areas, team management and leading the delivery of large transformational Salesforce projects.

      I lead the recruitment, training and management for a team Salesforce functional consultants of varying levels, whilst also working with the sales and solution architecture team on presales efforts. The second part of my role is to lead workshops to gain understanding of our customers’ requirements, technology in the Salesforce space, lead the design and…

      My role is divided between two core areas, team management and leading the delivery of large transformational Salesforce projects.

      I lead the recruitment, training and management for a team Salesforce functional consultants of varying levels, whilst also working with the sales and solution architecture team on presales efforts. The second part of my role is to lead workshops to gain understanding of our customers’ requirements, technology in the Salesforce space, lead the design and implementation work that follows. Handling complex and challenging projects, working with the customer to find the technical solution, uncover pain points and work with the delivery team to design the best future solution and transpose into user stories.

      Providing guidance and recommendations, as well as sharing best practice across various business environments and industries. Responsibilities include;

      • Building a clear requirements development strategy for each customer engagement
      • Communicate Salesforce’s capabilities and limitations to customers
      • Hands on Salesforce configuration and declarative development
      • Plan and lead discovery workshops; facilitate large audience discussions and present solutions
      • Identify and document customer process pain points and gaps in best practices
      • Perform rapid analysis and decomposition of complex business information into functional user stories, epics and components
      • Organise and drive process reengineering sessions
      • Perform business process modelling, user experience modelling and basic technical architecture diagramming
      • Build and demo prototypes in Salesforce
      • Leverage multiple implementation team (User experience, Change Management, Global Development Centers, Developer Communities)

    • Appirio Graphic

      Senior Salesforce Consultant

      Appirio

      - 3 years

      London, United Kingdom

      My role is to lead requirement gathering sessions and workshops to gain understanding of our customers’ current state processes, technology in the Salesforce space and lead the implementation work that follows. Handling complex and challenging projects, working with the customer to find the technical solution, uncover pain points and work with the delivery team to design the best future solution and transpose into user stories.

      Providing guidance and recommendations, as well as sharing…

      My role is to lead requirement gathering sessions and workshops to gain understanding of our customers’ current state processes, technology in the Salesforce space and lead the implementation work that follows. Handling complex and challenging projects, working with the customer to find the technical solution, uncover pain points and work with the delivery team to design the best future solution and transpose into user stories.

      Providing guidance and recommendations, as well as sharing best practice across various business environments and industries. Responsibilities include;

      • Building a clear requirements development strategy for each customer engagement
      • Communicate Salesforce’s capabilities and limitations to customers
      • Hands on Salesforce configuration and declarative development
      • Plan and lead discovery workshops; facilitate large audience discussions and present solutions
      • Identify and document customer process pain points and gaps in best practices
      • Perform rapid analysis and decomposition of complex business information into functional user stories, epics and components
      • Organise and drive process reengineering sessions
      • Perform business process modelling, user experience modelling and basic technical architecture diagramming
      • Build and demo prototypes in Salesforce
      • Interpret technical and business strategy roadmaps and apply a detailed technical solution
      • Synthesise technical and business information and present implementation needs and options confidently
      • Leverage multiple implementation team (User experience, Change Management, Global Development Centers, Developer Communities)

  • Jobscience Graphic

    Senior Salesforce Implementation Consultant

    Jobscience

    - 7 months

    London, United Kingdom

    Responsible for the implementation of multiple Jobscience projects across the UK and Europe within both corporate and staffing businesses. Supporting the sales and development teams to work with clients on finding the best solution that meets their their requirements.

    Strong understanding of Sales, Marketing, Recruitment and Back Office processes (Finance, HR, Procurement) and how best Salesforce can be customised to support customers needs. My expertise ranges from general Salesforce…

    Responsible for the implementation of multiple Jobscience projects across the UK and Europe within both corporate and staffing businesses. Supporting the sales and development teams to work with clients on finding the best solution that meets their their requirements.

    Strong understanding of Sales, Marketing, Recruitment and Back Office processes (Finance, HR, Procurement) and how best Salesforce can be customised to support customers needs. My expertise ranges from general Salesforce administration, Implementation, Configuration, Development, Business Analysis and Project Management. Taking a leading role in the organisation and planning of development, implementation and delivery of technology solutions, whilst ensuring that all projects are delivered on time and against agreed specification.

    Working on the Salesforce platform to customise Jobscience and work with 3rd party applications to integrate bespoke integration solutions.

  • Uniting Ambition

    Uniting Ambition

    6 years 4 months

    • Uniting Ambition Graphic

      Head of Salesforce Projects & Development

      Uniting Ambition

      - 3 years 9 months

      Newcastle-under-Lyme

      Heading up all Salesforce and technical business projects, having complete responsibility for IT systems, overseeing the implementation and setup of new technology, providing the ICT infrastructure and aligning IT & Digital Marketing to the UA's strategic plan. Organisation and direction of product development for the implementation and deployment of information systems and technology solutions meeting the business' needs. Acting as the focal point for all major IT decisions.

      Ensuring…

      Heading up all Salesforce and technical business projects, having complete responsibility for IT systems, overseeing the implementation and setup of new technology, providing the ICT infrastructure and aligning IT & Digital Marketing to the UA's strategic plan. Organisation and direction of product development for the implementation and deployment of information systems and technology solutions meeting the business' needs. Acting as the focal point for all major IT decisions.

      Ensuring that all projects meet the required standards, managing any third party providers, utilising third party support and liaising with all other heads of departments.

      Advising the CEO and Finance & Operations Director on technology solutions that will lead to more efficient growth and scalability of UA. Working with stakeholders, outlining the most effective resources and oversee projects through feasibility, design, development, testing and completion. Designing the architecture and structure of developed/customised systems ensuring data integrity and scalability (predominantly Salesforce.com).

      Accountable for implementing the IT strategy across the business as well as managing the IT infrastructure. Responsible for managing the IT department, by planning, directing and coordinating daily activities that support the core business applications. Oversee the day-to-day delivery, availability and performance of business and information systems. Key focus on people management, process management, application and infrastructure improvement, project management of IT projects/programmes and management of suppliers.

      Managing the service desk team and service process whilst maintaining customer satisfaction by providing problem solving resources. Formulating, reviewing and agreeing detailed plans for new projects and ongoing service delivery that are consistent with service delivery requirements.

    • Uniting Ambition Graphic

      Salesforce Project & Systems Manager

      Uniting Ambition

      - 2 years 7 months

      Newcastle-under-Lyme

      Managing a large Salesforce implementation project, migrating from a legacy CRM to the Force.com platform.

      Creation and delivery of project work plans, whilst revising as appropriate to meet changing needs and requirements gathered. Research, design and implement projects ranging from CRM and finance systems, through to IT infrastructure, web and BPM. Resources are identified, with responsibilities being defined as part of managing the day-to-day operational aspects of multiple…

      Managing a large Salesforce implementation project, migrating from a legacy CRM to the Force.com platform.

      Creation and delivery of project work plans, whilst revising as appropriate to meet changing needs and requirements gathered. Research, design and implement projects ranging from CRM and finance systems, through to IT infrastructure, web and BPM. Resources are identified, with responsibilities being defined as part of managing the day-to-day operational aspects of multiple projects. Ensuring project documentation is complete, current and appropriately stored.

      Strong stakeholder management, whilst implementing a hybrid methodology championing user involvement and fast delivery. Working closely with relevant stake holders to ensure effective and efficient implementation of the projects.

      Working with developers and designers to define and document questions, communicating with the business via all platforms to obtain new requirements and explain feasibility. Project status reports submitted to stakeholders; bugs reviews; planned software releases and anticipating/reacting to change.

      • Proven record of ability to deliver change on time, to scope and in budget;

      • Proven ability to deliver a wide range of projects in Marketing, Training, Recruitment and IT;

      • History of building strong internal and external business relationships with networking skills and presentation experience;

      • Well versed in creating and executing cross functional Marketing roll-outs and meeting the dynamic needs of a fast paced, flexible environment. These include managing, Press, Social, Editorial, Digital / Online and PR/Events for major product and service launches;

      • Effective stakeholder management ensuring direct and efficient communication (including sensitive and confidential information) with the additional ability to challenge and influence decisions or change;

      • Ability to deliver engaging, informative, well-organized presentations and workshops;

  • Corporate INTL

    Corporate INTL

    2 years 1 month

    • Corporate INTL Graphic

      CRM Project Manager

      Corporate INTL

      - 1 year 8 months

      Birmingham, United Kingdom

    • Corporate INTL Graphic

      Project Admin

      Corporate INTL

      - 6 months

      Birmingham, United Kingdom

Education

  • University of Staffordshire Graphic

    Staffordshire University

    Business Information Technology Computing

    -

    Activities and Societies: 5 a side football league chairman, Staffordshire University 11 a side

  • University of Staffordshire Graphic

    Staffordshire University

    Computing Information Technology Project Management

    -

    Activities and Societies: 5 a side football, 11 a side football

  • Uplands Community Technology College

    Cisco CCNA Computer Systems Networking and Telecommunications

    -

    Activities and Societies: Football, Basketball, Tennis.

Licenses & Certifications

  • Salesforce Certified Strategy Designer Graphic

    Salesforce Certified Strategy Designer

    Salesforce

    Issued
    Credential ID 4858337
  • Salesforce Certified AI Associate Graphic

    Salesforce Certified AI Associate

    Salesforce

    Issued
    Credential ID 3698181
  • Salesforce Certified Business Analyst Graphic

    Salesforce Certified Business Analyst

    Salesforce

    Issued
    Credential ID 2424153
  • Salesforce Certified CPQ Specialist Graphic

    Salesforce Certified CPQ Specialist

    Salesforce

    Issued
    Credential ID 21838881
  • Salesforce Field Service Lightning Consultant Graphic

    Salesforce Field Service Lightning Consultant

    Salesforce

    Issued
    Credential ID 19859826
  • Salesforce Experience Cloud Consultant Graphic

    Salesforce Experience Cloud Consultant

    Salesforce

    Issued
    Credential ID 19804190
  • Salesforce Advanced Administrator Graphic

    Salesforce Advanced Administrator

    Salesforce

    Issued
    Credential ID 19442747
  • Salesforce Service Cloud Consultant Graphic

    Salesforce Service Cloud Consultant

    Salesforce

    Issued
    Credential ID 19359007
  • Salesforce Sales Cloud Consultant Graphic

    Salesforce Sales Cloud Consultant

    Salesforce

    Issued
    Credential ID 19320155
  • Salesforce Certified Administrator Graphic

    Salesforce Certified Administrator

    Salesforce

    Issued
    Credential ID 19113387
  • Salesforce Platform App Builder Graphic

    Salesforce Platform App Builder

    Salesforce

    Issued
    Credential ID 19134231

Honors & Awards

  • The Virgin & The Sunday Times Fast Track 100

    Virgin & The Sunday Times

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