Salesforce Architect · Full-Stack Builder · Two-Time CTO

I build from the ground up
and own the whole stack.

20+ years as a technology generalist, 15+ architecting enterprise platforms across mortgage, fintech, healthcare, precious metals, and government. Two-time CTO who still writes the code. Today I'm the solo architect behind every system at a wholesale mortgage lender: Salesforce, Encompass integrations, a servicing platform, and AI agents running in production. Based in Simi Valley, CA. Open to remote, hybrid, or onsite in Los Angeles.

David Medina
15+
Years Enterprise SaaS
2x
CTO Tenures
8
Direct Reports at Peak
30+
Production Tools Shipped
7
Salesforce Certifications
Executive Summary

A builder who leads, and a leader who still builds.

Consulting and W2, government and fintech, teams of eight and a team of one. The pattern has never changed: arrive, assess, architect, ship, own.

Two-time CTO with the keyboard still in hand. I have led teams of seven and eight, set multi-year platform strategy, and reported to CEOs, CFOs, and a COO. I have also personally shipped the Apex, the Lightning Web Components, the serverless integrations, and the AI pipelines those strategies depended on. I do not hand off the hard parts.

The whole stack, not a slice of it. At Cake Mortgage I am the solo architect and developer for a wholesale lender: the Salesforce org supporting 28 to 30 account executives and the broker network, the Encompass-to-Salesforce sync (40+ serverless functions), a TypeScript loan-servicing platform, a marketing platform, an AI underwriting pipeline, and every production AI agent in the building. All of it runs in production with no sandbox, on a deploy discipline I built for exactly that reason.

AI-forward by default. A repeatable enrichment pattern (Serper, ScrapingBee, Anthropic Haiku, structured JSON) runs across four production systems. RedFlag is a live AI contract scanner. NMLSScout replaces a manual research process with a sub-five-second lookup. Cake Underwriting extracts a full paystub and W-2 in about 21 seconds for roughly five cents. The point is not the demo. These run every day.

How I Work

Ground up. Every time.

I would rather earn my place in a company than be handed one. Titles come and go. What stays is whether the people around me trust the systems I built.

The same pattern, every company

Arrive, assess, architect, ship, own.

Consulting and W2 · Federal and fintech · Teams of eight and a team of one

Every role I have held started below where I ended up. That is on purpose. Earning the stack means I know every piece of it, and owning it afterward means I am the one who answers when it breaks.

Ground Up

Earn the stack, then own it

  • Joined Cake Mortgage as the Salesforce person; now own every system that touches a loan
  • CTO at Bishop Gold Group, and also the person who set up the office network and ran helpdesk
  • Self-taught into Salesforce on a six-month bet with a company owner, and won it
  • In the consulting years: scoped engagements, wrote proposals, ran offshore teams on the work I was not building myself
Titles Are Titles

The work does not change with the business card

  • Director, CTO, Lead Developer, Architect: the same job underneath, find the root cause and ship the fix
  • Concurrent consulting and W2 roles for years, shown on the timeline below rather than hidden in it
  • A title below my last one is not a step down. It is a chance to prove it again
  • Reported to CEOs, CFOs, and a COO. Equally at home as the whole team or leading one
Production Discipline

No sandbox, no excuses

  • Validate-then-quick-deploy with specified tests on every production change
  • Dry run before every live data write; a 1,329-record reassignment matched its dry run exactly, zero errors
  • Additive edits only, so a rollback is a revert and never a rebuild
  • Owned an August 2026 outage end to end: proved the root cause sat upstream, drove the fix, rebuilt the lost history
25%
Lead Conversion Time Reduction
40%
Manual Data Entry Eliminated
200+
Service Cloud Users Onboarded
2M+
Records Migrated and Deduped
40+
Serverless Functions in Production
Core Competencies

What I actually do.

Every competency below is something I have personally delivered in production, with the receipts to back it up.

Vision & Strategy

Multi-year platform roadmaps

Defined and executed the full Salesforce platform strategy for Augusta Precious Metals, Bishop Gold Group, and Casamba. Established five-phase data cleanup plans, post-acquisition CRM consolidation, and ground-up greenfield architecture at Cake Mortgage.

Digital Transformation

Classic to Lightning to AI-native

Led platform migrations across multiple orgs, transitioning teams from legacy Classic to Lightning to AI-augmented workflows. Built the canonical AI enrichment pipeline (Serper, ScrapingBee, Haiku, structured JSON) and applied it across four production systems.

Self-Service Platforms

In-app guidance, portals, AI assist

Designed Experience Cloud partner portals with real-time visibility, AI-powered lookup tools that replace manual research, dedup engines that self-correct data quality at point of entry, and Bulk CSV onboarding with built-in validation and preview.

Operational Excellence

KPIs, project health, resource visibility

Built and shipped the CakeTPO daily AE leaderboard email system with goal-based progress bars, manual recap controls, and admin dashboards. Established reliable deployment patterns (Workbench + SF CLI with targeted test runs) and standing rules for production change management.

Cross-Functional Leadership

Bridging engineering, product, customer

Sole interface between sales leadership, broker partners, and the technology stack at Cake Mortgage. Translated frontline AE friction into product roadmap priorities. Led teams of 7 and 8 in prior CTO roles, balancing strategic vision with hands-on delivery.

Customer-Obsessed Build

Frontline insights to product features

Built the WAR Room competitor intelligence LWC, the Cake Card App PWA for business card scanning at events, the Condo Review Request modal, and the Broker and LO Search interface. Every tool started from a frontline user telling me where they were stuck.

Compliance & Trust

HIPAA, FISMA, AML, KYC

Maintained HIPAA and FISMA-aligned configurations across multiple government orgs for six years. Managed AML and KYC-aligned data visibility controls at Augusta Precious Metals. Built role-based and profile-based sharing rules for sensitive financial and healthcare data.

Entrepreneurial Drive

Two live products outside the day job

Built and operate Prospect Pages (recruiting site SaaS for high school athletes) and RedFlag (AI contract scanner) as independent products with paying customers, full-stack pipelines, payment integration, and operational dashboards. Proof of end-to-end product thinking.

Experience Cloud

Portals that people outside the company actually use.

Two ends of the Experience Cloud spectrum, both in production: public federal services for anyone who shows up, and authenticated client portals for people whose data has to stay locked down.

PUBLIC-FACING GOVERNMENT

FEMA, via Sensis

Salesforce Lead Developer · Mar 2020 to Oct 2024 · Contract

Built and managed Experience Cloud sites with public access, guest-user configuration, and custom sharing rules supporting public-facing FEMA services, inside HIPAA- and FISMA-aligned orgs. Unauthenticated users, a federal security posture, and content that has to be right when people are in a crisis.

Programs the work supported, among many others:

Experience Cloud Guest User Sharing Rules FISMA Lightning Migration
PARTNER & CLIENT PORTAL

Augusta Precious Metals

Chief Technology Officer · Feb 2024 to Sep 2025

A client-facing portal giving customers secure access to their trade documents and live pricing, replacing email-driven document handoffs. AML- and KYC-aligned data visibility across roles and profiles in a regulated precious-metals business, alongside a NetSuite integration that cut manual data entry by 40%.

Experience Cloud Authenticated Users Profiles & Roles NetSuite AML / KYC
THE HARD PART

The sharing model is the product

Guest, authenticated, and audited

Guest-user permissions, sharing sets and sharing rules, what a login-less visitor can touch versus what an authenticated partner can see, and how all of it survives an audit. I have designed both ends of that spectrum in production, and I still treat every public page as stateless and every approval link as something an email scanner will click first.

Guest User Security Sharing Sets Sites LWC Apex
Experience

Where I have led, built, and shipped.

Two CTO tenures, a director role, and a multi-year concurrent federal engagement. Consulting and W2 ran side by side for years, so the timeline shows them as overlapping bars, because that is how it happened.

Concurrent engagements, 2018 to today
Hover any bar for exact dates
201820192020202120222023202420252026
Cake Mortgage
Augusta Precious Metals
Bishop Gold
FEMA via Sensis
Casamba
W2 Consulting, in-house Contract, concurrent
Sep 2025 - Present
Salesforce Architect & Developer (Solo)
Cake Mortgage (Cake Home) · Wholesale / TPO
In-house W2Reports to CEO and SVP of Sales
  • Sole owner of the full Salesforce stack supporting 28 to 30 Account Executives and the broker partner network, plus every integration and application around it
  • Built and operate the Encompass-to-Salesforce sync: 40+ Netlify serverless functions, scheduled polls, month-scoped backfills, idempotent Apex REST upserts, and permanent probe tools for field discovery
  • Shipped TPO Operation Metrics, an executive dashboard (Apex + LWC, about 250 automated tests) with per-underwriter, processor, closer, and funder views, SLA math, and loan-level drill-downs, mirrored on a standalone Netlify site with Excel export
  • Built CakeServicing, a TypeScript loan-servicing platform on Railway with Dialpad CTI, payment sync, and a full Risk module with an AI early-payment-default analyst
  • Built Cake Underwriting, an AI first-pass underwriting pipeline: Claude Haiku classification, Claude Sonnet extraction, and a calculation engine with contradiction checks
  • Shipped the Price Exception Tool (tokenized email approvals on a stateless public Site with a live Encompass pull) and the Cake Marketing Hub (rep self-serve portal, A/B campaign testing on Mailchimp)
  • Delivered the TPO Leaderboard (LWC-wrapped React, daily Outlook-safe email, monthly recap PDFs, Salesforce mobile), the NMLS Duplicate Finder (3,600+ resolved), WAR Room, NMLSScout, Cake Secure Docs, and Wallet Share with Claude-generated next best actions
  • Owned an August 2026 production incident end to end: proved the loss originated upstream in Encompass, drove the fix, and rebuilt the missing review history
Feb 2024 - Sep 2025
Chief Technology Officer
Augusta Precious Metals · Consultant
Consulting, in-houseReports to CEO and CFO
Team of 8 Direct Reports
  • Led a team of 8 direct reports, overseeing all technology strategy and Salesforce platform operations across the organization
  • Integrated Salesforce with NetSuite and refinery systems, reducing manual data entry by 40% and eliminating reconciliation friction between commerce and operations
  • Built client-facing Experience Cloud portal with secure access to trade documents and live pricing, replacing email-driven document handoffs
  • Managed AML and KYC-aligned data visibility controls across roles and profiles in a highly regulated precious metals environment
  • Ran Salesforce Data Cloud and Snowflake around the Marketing Cloud program
Nov 2023 - Oct 2024
Chief Technology Officer
Bishop Gold Group · Consultant
Consulting, in-houseReports to CEO
Team of 7 · CTO Role
  • Led a team of 7 direct reports as CTO, driving full technology direction and CRM platform strategy across the organization
  • Migrated 2M+ legacy records with deduplication processes, restoring clean access to relationship history for the entire sales floor
  • Rolled out Service Cloud for 200+ users with case queues, Omni-Channel routing, and a searchable knowledge base, replacing fragmented support channels
  • Automated sales processes with Flow, reducing lead conversion time by 25% and removing manual handoffs between marketing and sales
  • Also ran internal IT end to end: office setup, network, and helpdesk, because someone had to and I wanted it done right
Mar 2020 - Oct 2024
Salesforce Lead Developer
FEMA · Contract via Sensis, Concurrent Engagement
Contract, concurrent
  • Multi-year concurrent engagement as Lead Developer alongside other senior roles, sustaining a federal commitment while leading elsewhere
  • Built and managed Experience Cloud sites with public access, guest user configurations, and custom sharing rules supporting public-facing services, including work tied to NIMS, National Preparedness, Disaster Relief Fund reporting, and FEMA in Action
  • Maintained HIPAA and FISMA-aligned configurations across multiple Salesforce orgs serving sensitive government workflows
  • Transitioned teams from Classic to Lightning, improving load times, mobile responsiveness, and the foundation for future in-app guidance work
Jan 2018 - Nov 2021
Salesforce Director
Casamba · Full-Time · Healthcare SaaS
Full-time W2Reports to COO
Director-Level Leadership
  • Directed the Salesforce Admin team through post-acquisition CRM consolidation, unifying disparate orgs into a single source of truth
  • Enhanced Marketing Cloud automation with Journey Builder and email segmentation, driving better lifecycle engagement for healthcare customers
  • Designed scalable permission structures and dynamic record pages to support diverse user personas across a multi-vertical SaaS product
  • Established the operational pattern of consolidating Education, Support, and Implementation touchpoints under one platform strategy
Featured Work

Systems running in production today.

Not slides. Live systems, most of them built solo, all of them owned end to end.

AI / SUPPORT DEFLECTION

NMLSScout

AI-Powered Self-Service Lookup

Replaces manual loan officer research with a sub-five-second AI lookup. Salesforce LWC and standalone PWA, one-click sync to record. Pattern transfers cleanly to support ticket deflection and in-product diagnostic tooling.

LWC PWA Claude Haiku Serper ScrapingBee
AI / KNOWLEDGE EXTRACTION

RedFlag

AI Contract Scanner, Live at rfdocs.net

Multi-photo contract scanning with Claude Vision, risk scoring, branded PDF exports, Stripe billing. End-to-end product proof of AI document processing, the same engine pattern that powers modern in-product guidance and support diagnostics.

Claude Vision Netlify Supabase Stripe PDF.js
TEMPLATIZED DELIVERY

Prospect Pages

7-Template Productized Site Builder

End-to-end productized delivery: intake form to site generation to deploy, 7 templates not locked to vertical, color picker for accent overrides, AI scouting reports. Proof of moving Professional Services beyond bespoke into repeatable, scalable templated frameworks.

Netlify Supabase Cloudinary Claude Haiku
DYNAMIC IN-APP GUIDANCE

TPO Scenario Pricing Tool

Custom Metadata Driven Workflow

Custom Metadata Type drives a dynamic LWC form with 37 case fields, auto-generated PDF quotes, one-click email approve and decline buttons. Replaced scattered email chains. Same architectural pattern works for in-product configuration and contextual guidance at scale.

LWC Apex Custom Metadata Visualforce
DATA SELF-HEAL

NMLS Duplicate Finder

Cross-Object Dedup Engine

Scans Account, Lead, Contact, and Loan Officer for duplicates. Side-by-side cherry-pick merge, activity rollup, call history re-parenting. The kind of self-service tooling that lets the customer fix their own data without a support ticket.

LWC Apex Batch Apex SOQL
INTEGRATION / SERVERLESS

Encompass to Salesforce Sync

40+ Netlify functions, running every day

Scheduled polls, month-scoped backfills, and a custom Apex REST endpoint that upserts loans idempotently, so any run is safe to repeat. Probe functions turned field discovery from guesswork into a five-minute query.

Netlify Functions Node Apex REST Encompass API
EXECUTIVE ANALYTICS

TPO Operation Metrics

Loan Reviews Executive Dashboard

Per-underwriter, processor, closer, and funder production with SLA math, an open-reviews at-risk board, and drill-downs to the loans behind every number. About 250 automated tests and a methodology document with reproduction SOQL.

Apex LWC SOQL Netlify
AI / DOCUMENT INTELLIGENCE

Cake Underwriting

AI first-pass underwriting pipeline

Ingests borrower documents, classifies with Claude Haiku, extracts with Claude Sonnet, then runs a calculation engine with contradiction checks. A paystub and W-2 fully extracted in about 21 seconds for roughly five cents.

Fastify Prisma pg-boss Claude Sonnet Railway
REFERENCE ARCHITECTURE

Loyalty Cloud Architecture

Partner Rewards & Tier Engine · reference design

A reference architecture, not a client build: volume-based tier engine (Bronze, Silver, Gold, Platinum), automated point accrual, partner-facing Experience Cloud portal, Marketing Cloud journeys on tier and inactivity. How I would structure partner loyalty on the platform.

Loyalty Mgmt Experience Cloud Marketing Cloud Flow
Education

Foundation.

B.S. Computer and Information Science
California State University, Northridge (CSUN)
2008
Certifications

Salesforce Certified × 7

Continuous credentialing across the platform stack, with Loyalty Management as the most recent specialty.

SF
Salesforce Certified Administrator
SF
Salesforce Certified Advanced Administrator
SF
Salesforce Platform App Builder
SF
Salesforce Sales Cloud Consultant
SF
Salesforce Service Cloud Consultant
SF
Salesforce Marketing Cloud Email Specialist
SF
Salesforce Loyalty Management
Outside the Work

The part that does not fit on a resume.

Married 18 years. This is my son's senior year before he heads to Grand Canyon University, so every weekend I can get with the family, I take. We are sightseers; I would rather stand in a place than read about it. The rest of my spare time goes into building things nobody asked me to build, which is exactly how Prospect Pages and RedFlag happened.

18 years
Married, and still the best decision I have made
Senior year
One last year at home before Grand Canyon University
Sightseers
Go see it. Reading about it does not count
Contact

Ready to build the next chapter.

Open to remote, hybrid, or onsite in Los Angeles. If you are hiring someone to own the stack, let's talk about what you are building.

sfdevpro6@gmail.com (805) 404-2630 Simi Valley, CA · Remote, Hybrid or LA Onsite prospectpages.net rfdocs.net