
The CRM Success Show
Talking with the people who own the largest and most complex CRM systems, with a strong focus on Salesforce. https://www.crmsuccess.show/
Your Host on LinkedIn:
Maz: https://www.linkedin.com/in/davidmasri/
Khero: https://www.linkedin.com/in/kherothetxrecruiter/
The CRM Success Show
#25 Jon Beller: First United Bank - Partner Selection & Lean Six Sigma
Featured: Jon Beller
Jon is a big-picture strategist, down-to-earth, with a track record of guiding teams from vision to impact through bold collaboration and relentless curiosity. His approach empowers individuals and teams to solve complex problems, bridge strategy to execution and grow through diverse perspectives, tailored tools and adaptive approaches.
Jon's expertise covers:
• Business & Experience Transformation
• Journey Ownership & Evolution
• Design Thinking, Agile, Digital, Automation
• Cross Functional Leadership & Influence
• Salesforce FSC, nCino, Mulesoft, CI/CD, DevOps
• Enterprise Workflow & Data Strategy
• Effective Change Agent & Change Manager
• Operational Excellence & Lean Six Sigma
Recently, Jon spent 9 years at First United Bank, as the program owner & partner, driving Enterprise CRM, Workflow & Data architectures with a focus on Salesforce and nCino.
As well as Banking, Jon's background includes Healthcare and Consulting.
Talking with the people who own the largest and most complex CRM systems.
https://www.crmsuccess.show/
Your Host on LinkedIn:
Maz: https://www.linkedin.com/in/davidmasri/
Khero: https://www.linkedin.com/in/kherothetxrecruiter/