Patrick Schiffli
About Patrick Schiffli
Patrick Schiffli serves as the Client Engagement Director at Atrium.ai, where he also works as a Business Strategy Architect. With over 17 years of experience in IT professional services, he has held various roles in Salesforce consulting and development, contributing to customer success and partnerships.
Current Role at Atrium
Patrick Schiffli serves as the Client Engagement Director (Elevate) at Atrium.ai, a position he has held since 2020. In this role, he is responsible for the creative approach to customer success and partnerships through the 'Elevate' managed service offering. Additionally, he works as a Business Strategy Architect at Atrium, contributing to the company's strategic initiatives and client engagement efforts.
Previous Experience in Salesforce Consulting
Prior to his current role, Patrick Schiffli held various positions at Appirio, including Principal Salesforce.com Consultant and Sr. Salesforce Consultant. His tenure at Appirio spanned from 2011 to 2018, during which he also served as the Mid-West Region Chairperson from 2013 to 2015. His experience in Salesforce consulting has equipped him with extensive knowledge in CRM analytics and business transformation.
Background in Financial Services
Patrick Schiffli has a background in the financial services sector, having worked at BOK Financial as a Salesforce.com Developer and Salesforce Enterprise Administrator from 2008 to 2011. His experience in this field provided him with insights into the integration of technology and financial services, enhancing his expertise in IT shared services.
Education and Certifications
Patrick Schiffli studied Management Information Systems at Oklahoma State University, where he earned a Bachelor of Science degree from 1999 to 2002. He also attended Connors State College, achieving an Associate degree in Business Management from 1997 to 1999. He holds eight Salesforce certifications, including Salesforce Certified AI Associate and Einstein Analytics and Discovery Consultant, demonstrating his commitment to professional development in the Salesforce ecosystem.
Professional Contributions and Presentations
Patrick Schiffli has actively contributed to the Salesforce community, notably presenting at Dreamforce 2019, a significant Salesforce conference. His involvement in the Oklahoma Region Salesforce User Group from 2011 to 2015 as VP further highlights his dedication to sharing knowledge and fostering collaboration within the industry.