Jeff Summers
Jeff has 20 years of experience as a technology executive and consultant, including 10 years in the recruitment and human capital sector in CTO and Senior IT Director roles. He has helped over 100 organizations optimize their people, processes, and technology resources using a wide range of products, including in the Salesforce ecosystem. This includes process automation, creating cohesive systems from disparate technologies, software development, and other transformative projects.
- 20 + Years of Experience
- 300 Completed Projects
What I Do
Professional Skills
Advisor
I have years of experience helping boards, committees and strata councils succeed and engage all stakeholders.
Change Agent
I have implemented systems and processes in a variety of organizations, so I know how to help teams and people adopt and embrace change.
Operations Executive
I have helped scale up operations teams, processes and systems to support hyper
growth.
Salesforce
I have helped and managed Salesforce instances across multiple clouds, instead Sales, Service, Marketing and Experience.
Project Management
I am managed multi-million dollar multi-year projects to implement new systems and solutions.
Board Member
I have been on multiple boards and provided strategic guidance on institutional challenges.
Portfolio
Resume
Education
Board Fundamentals at Rotman School of Management and Institute of Corporate Directors (November 2024)
Management of Urban Interfaces (2023) via Coursera
Supervised Machine Learning (2022) via Coursera
Salesforce Certifications (2014 to Present)
CCBA, Business Analysis at International Institute of Business Analysis (2013 to 2014)
Certificate, Professional, Technical, Business and Scientific Writing at Vancouver Community College (2008 to 2010)
Six Sigma Qualified via Six Sigma Online (2009)
BBA, Marketing at Capilano University (2002 to 2008)
Experience
Board Member & Previous CTO at iwinBACK Sales
As a board member I helped provide strategic and technological guidance. I also, in the role of CTO, helped to develop an innovative Omni-Channel Marketing Software Solution that can help organizations retain, and winback their customers, all from a napkin diagram. With this software, organizations can deliver marketing communications (SMS, Email, etc.) via more providers, in a more scalable and customizable method. This has helped several organizations increase their customer retention and spend by over 20%. I was responsible for managing the product team and technology team while also bringing my previous start-up experience to help bring scalable processes across the operations and technology teams.
Founder at Float into the Clouds
In this role I have helped to launch and manage Float into the Clouds, an independent business process and system consultancy. We have helped a hundred plus organizations improve their use of people, process and technology. This has been accomplished via providing mentoring services and Salesforce consulting services.
Director, IT/Services at Mindfield Group
I oversaw the Technology department for a leading Canadian RPO (recruitment process outsourcing) company that delivers recruitment/recruiting services for leading Canadian retailers across Canada. Presently the systems and processes we have built have handled over a hundred thousand jobs and millions of candidates and are still in use today.
Manager, Recruitment Programs and Service Delivery at Mindfield Group
In this role I managed a team of ten recruiters who provided 2 qualified candidates for every job vacancy within 72 hours for leading Canadian retailers.
Business Systems & Marketing Analyst at Mindfield Group
In this role I was responsible for establishing the marketing systems roadmap for this organization. This included all online and traditional marketing mediums as well.
Given my involvement in a client implementation, I was quickly promoted from this role into the Manager, Recruitment Programs and Service Delivery for said client implementation.
Business Systems & Marketing Analyst at AXA
In this role I worked with the Marketing and Business Development teams to conduct a Business Analysis of "client and broker needs" for insurance products. With that knowledge I then worked with those teams internally to develop appropriate insurance products and related marketing materials.
The key project in this role was the creation of a Broker Database/CRM system that allowed our team to have a central list of our brokers, and their related skills and sales data. Previously this data did not exist in one location.
Solutions Delivery Manager at Talent Technology Corporation
In this role I was responsible for managing the team that handled all of the HireDesk Recruiting Software Implementations for clients. Part of this role also includes assisting with technical account management, pre-sales and internal company training.
On average my team is responsible for implementing $300k of contract revenue (which is approximately 40 clients) per quarter.
Testimonials
Jeff was a lifesaver during the implementation of Marketing Cloud at our company. Not only did he bring passion and dedication to the project overall, he quickly became a trusted advisor. Jeff could gather requirements, make business recommendations, and build the solution. From start to finish, Jeff could lead the project focusing on both quality and quantity. He is efficient, educated, and eager to learn more. Jeff is a great leader and his skillset and dedication are top-notch!
Michaela Riestenberg
Jeff and I worked very closely together for 2 years, both on the management team at MindField Group and to run the Best Companies to Work for in BC program in 2009 and 2010. Jeff is one of the best problem solvers I have ever worked with. He can take any situation or problem, analyze it effectively, and come up with an IT-based solution or improvement. He maximizes the effectiveness of any technology - I have never seen a systems-related problem that he couldn't fix. People enjoy working with (and for) Jeff and he is an impressive team leader. He is the kind of person you want on your team, and I would welcome the opportunity to work with him again in the future.
Liz Whalley
Jeff has played a senior and critical role in growing our business. He is a forward thinking manager, highly service oriented and knows everything about technology! Regardless of his official role in the organisation, he's been given the name McGyver by his staff due to his ability to solve all problems. As a member of the leadership team he consistently contributes value in helping the business grow, re-form and grow again. His personal approach is collaborative and helps to maintain solid cohesion across teams within the organisation. He also loves trains and train systems.
Corey Brooks
Stephen Race
Enter title
Pricing
Let’s help get any of your Salesforce issues sorted out.
Let’s get any of your business challenges sorted out.
Latest Blog
Hello to my New Site!
I have created this new site to help share details about me. I would love any feedback you may have!
Moving to Port Moody
After many years living in Vancouver, it is time for a new adventure. So we are moving to Port Moody!…
So Ends London and Begins a New Adventure
After two great years living in London, England, it is time for a new adventure. So we are moving to…