Boyd Petrie

Boyd Petrie (he/him)

e: boyd@boydpetrie.com | e: boydpetrie@gmail.com | www.boydpetrie.com

Summary

Senior Salesforce administrator and support specialist with 8+ years of experience focused on OEM platform management (400+ orgs), Service Cloud implementation, and developing self-service documentation for clients.

Work experience

Compliatric/Ntracts | Taylorsville, UT | August 2018 to June 2026

Senior Salesforce Administrator / Senior Support Specialist

Helped build the company from early-stage startup through transition to a full-fledged compliance application, growing from 5 clients to over 400 clients, expanding from Tier 3 support into application ownership and internal platform development.

  • Launched Compliatric from early-stage startup through transition to a full-fledged compliance application, growing from 5 clients to over 400 clients
  • Triaged Tier 3 support cases, working directly with Product and Development teams to investigate software bugs, permission issues, and improve product refinement, resolving hundreds of support cases each month
  • Led migration from Desk.com to Service Cloud, including design and implementation of a custom Apex inbound email handler (Email-to-Case) to simplify support processes
  • Authored documentation for both internal and external users of the Compliatric application, reducing the number of support cases received by the Support Team
  • Delivered complex client-specific Salesforce customizations including custom objects, Lightning page layouts, Flows, custom report types, reports and dashboards across a diverse client base
  • Managed complex data migrations (ETL) and ongoing import/export operations using Salesforce Data Loader, Dataloader.io, and Salesforce Inspector tools to migrate data cleanly from third-party systems into the Compliatric application’s data structure

TreeStar Programming | Salt Lake City, UT | January 2017 to July 2018

Independent Contractor

Full-cycle development of custom SQL Server tooling and web applications for medical billing clients.

  • Assisted building Compliatric in its early days of development on the Salesforce platform
  • Authored and deployed T-SQL queries (SQL Server) to catch potential coding issues that might prevent reimbursement, resulting in a decrease in claim denials by insurance companies
  • Created and maintained front-end applications in ASP.Net to manage these SQL statements and subscribe clients to these scrub routines
  • Built web-based dashboard application pertaining to medical charges, refunds, and other financial and employee productivity metrics to give managers an overview of the billing system

Medical Billing Experts | Salt Lake City, UT | September 2015 to December 2016

Software Support Specialist

  • Assisted administration of the IMAGINE billing system
  • Built and managed coding scrubbing software to reduce coding issues that would prevent payment by insurance companies
  • Converted federal regulatory files for use in scrubbing software to alleviate coding issues
  • Authored ad hoc and scheduled SQL queries for medical coders
  • Maintained and managed internal Salesforce CRM environment

Education

  • Associate in Science (AS) in Computer Information Systems
    • Salt Lake Community College – Salt Lake City, UT

Skills

  • Development: .NET Framework / ASP.Net, C#, Entity Framework
  • Data/SQL: T-SQL, Microsoft SQL Server, Stored Procedures, Linked Servers, Dynamic SQL
  • Salesforce: Apex, SOQL/SOSL, Flows, Lightning, Service Cloud, Profiles/Permission Sets, Data Loader, Inspector, Metadata Migration
  • Google Workspace Administration
  • Other: Microsoft Office (Excel, Access), Windows 10/11, Windows Server

Certifications