David Ortiz
About David Ortiz
David Ortiz serves as the Head of Business Systems at Leaf Home, where he has been instrumental in implementing Salesforce CPQ and developing key deliverables. With a strong background in technology and management, he has held various leadership roles in companies such as TikTok, Snapchat, and Salesforce.
Current Role at Leaf Home
David Ortiz serves as the Head of Business Systems at Leaf Home since 2023. In this role, he has developed the first deal desk team within Salesforce and established the 2024 roadmap along with key deliverables for the organization. Ortiz has implemented Salesforce CPQ, enhancing the Order to Cash process by integrating automated quote generation with NetSuite order management.
Previous Experience in Business Systems
Prior to his current position, Ortiz held various roles that contributed to his expertise in business systems. He worked at TikTok as the Global Head of Product and Program Management for Sales Tools from 2020 to 2023. He also served as Director of Ad Sales Systems at Snapchat from 2016 to 2019. His experience includes leading the migration of legacy CRM systems to Salesforce and automating commission calculations using Xactly.
Education and Expertise
David Ortiz holds a Master of Business Administration (MBA) from MIT Sloan School of Management, which he completed from 2020 to 2022. He also earned both a Bachelor of Science (BS) and a Master of Science (MS) in Computer Science and Engineering from The Ohio State University. His educational background supports his extensive experience in engineering and business systems.
Professional Background
David Ortiz has a diverse professional background that spans multiple industries. He began his career as a Graduate Research Fellow at The Ohio State University Center for Automotive Research from 2008 to 2010. He then transitioned to roles at OCLC, WeWork, and Salesforce, where he focused on systems engineering and IT management. His experience includes managing onshore and offshore consultants for vendor management and IT budget purposes.
Achievements in System Implementation
Throughout his career, Ortiz has made significant contributions to system implementation and process improvement. He led the re-engineering of HRIS systems at TikTok, standardizing processes from sourcing to onboarding. Additionally, he condensed approximately 450 reports into 70 templates using SFDC, PowerBI, and Tableau, demonstrating his ability to streamline operations and enhance reporting efficiency.