Jocelyn leads with purpose, transparency, and an unwavering commitment to delivering business-aligned Salesforce solutions that scale. With every engagement, she ensures that no requirement falls through the cracks, no stakeholder is left guessing, and every decision is tied to long-term impact.

She is the founder and Lead Functional Solutions Architect of CRM & Data Angels.AI Consulting, LLC, where she blends strategic vision with hands-on Salesforce expertise to help organizations unlock transformational value across CRM, data, and AI initiatives.

With over 25 years of leadership in client-facing roles — specializing in business systems, process transformation, and enterprise technology — and more than a decade focused on Salesforce solution architecture, Jocelyn brings exceptional depth in discovery, system integration, systems and data analysis, KPI instrumentation, governance, and cross-functional delivery.

Jocelyn is known for leading high-impact Discovery Workshops, developing Centers of Excellence (CoEs), and designing Salesforce strategies that streamline complex business processes while enhancing data quality, regulatory compliance, and customer satisfaction.

She brings transparency to every stakeholder — ensuring RAID is tracked from beginning to end, requirements are documented and validated, and nothing disappears into a black hole. Every insight gathered is added to the backlog, prioritized for grooming, and mapped to the roadmap with intention.

She has successfully led large-scale Salesforce implementations across industries including Life Sciences/Medical Devices/Biopharma, Higher Education, Public Sector, and Nonprofit. Her multi-cloud experience spans Service Cloud, Experience Cloud, Sales Cloud, and Manufacturing Cloud — with an emerging focus on Agentforce and Data Cloud to help clients build toward scalable, AI-ready CRM ecosystems.

From CRM consolidations to post-merger integrations, Jocelyn has helped organizations unify fragmented operations, retire redundant tools, and realign Salesforce around how the business actually functions. In one program, her framework supported 5,200 agents across 9 countries, retiring 30+ legacy systems and transforming Salesforce into a streamlined, scalable solution.

She has worked inside organizations like Rational Software (now IBM ELM), Cisco Systems, Cisco Foundation, Intuit, Stryker, and Humane Society Silicon Valley — gaining firsthand understanding of how business operations actually run, where requirements get lost, and what it takes to earn and keep stakeholder trust across every layer of an organization. And she has led delivery as a Salesforce Lead Consultant at firms like LTIMindtree, Wipro (formerly Appirio), and Infosys — with clients including Harvard Business School, Becton Dickinson, Forcepoint, and others.

That dual vantage point — client side and partner side, embedded and advisory, strategic, technical, and execution-level — shapes everything about how we work and why we serve who we serve.

Jocelyn has served in roles such as Salesforce Practice Delivery Leader, Principal Consultant, Sr. Solution Architect, Functional Lead, Business and Systems Analyst, Program Manager, Project Manager, and Information Developer — equipping her with a 360° understanding of what it takes to lead CRM programs from strategy through execution.

Her delivery style is agile, inclusive, and grounded in best practices. She excels at guiding cross-functional teams using Scrum and Kanban, ensuring smooth execution from roadmap planning through go-live. Whether she’s planning backlog sprints, mapping data dependencies, or leading enterprise-wide transformation, Jocelyn brings intentionality and depth to every task.