Stacy McDaniels
Sr Salesforce Consultant at Ideahelix
Based in Durham, United States
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Seniority
Staff
Department
Sales & Business Development
Location
Durham
Industry
IT Services and IT Consulting
Company size
209
Contact information
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s•••••••@ideahelix.com
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Background
About Stacy McDaniels
With a strong background in AI-driven automation, Agile methodologies, and Salesforce optimization, I specialize in transforming business goals into smart, scalable systems that empower both people and processes. As a Senior Business Analyst in the telecom industry, I supported enterprise clients by analyzing requirements, improving workflows, and implementing solutions that aligned business needs with technical capabilities. My toolkit includes Salesforce CPQ, Vlocity, UAT testing, Jira for Agile delivery, and the ITIL framework for service management. I'm also highly skilled in Microsoft Visio, creating process diagrams and system flows that bring clarity to complex operations. I bridge the gap between business teams, sales operations, and developers—supporting quote-to-cash workflows, driving sprint delivery, and creating stakeholder-ready mock-ups using Canva, CorelDRAW, and Paint. I’ve worked directly with sales teams to streamline CRM experiences and improve sales enablement outcomes. Outside of corporate environments, I’m the founder of Creative Flair LLC & Flair Dynamiq where I merge AI, automation, and digital design to develop innovative solutions for entrepreneurs. My work spans digital product creation, AI-powered branding, and tech-driven monetization strategies, helping individuals and organizations build strong online ecosystems. What sets me apart is my commitment to continuous innovation. I actively use LLMs like ChatGPT, Microsoft CoPilot, and Gamma to support AI enablement, accelerate documentation, and automate internal knowledge workflows. I'm well-versed in prompt engineering, natural language processing (NLP), and leveraging AI to scale communication, streamline business processes, and create strategic assets. Core Skills & Expertise Business Analysis & Agile Delivery (Jira, Scrum, Kanban) Salesforce CPQ, SFA, Vlocity Configuration Microsoft Visio, Process Mapping & Wireframing Prompt Engineering & LLM-Based Automation (ChatGPT, CoPilot, Gamma) UAT Testing, ITIL Frameworks & Service Documentation Digital Product Development & AI-Enhanced Branding Sales Enablement Workflows & Quote-to-Cash Optimization Now, as I transition into new opportunities, I’m focused on leveraging AI, Agile practices, and Salesforce-driven solutions to help organizations scale, automate, and innovate. Let’s connect and explore how we can drive digital transformation together!
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