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    Rick Boccard

    CSG, Solutions Advisor

    Rick Boccard is a Customer Success, Solutions Advisor at Salesforce based in Raleigh, North Carolina.1 He has been in this role since July 2021, focusing on collaborating with enterprise clients to identify and resolve business challenges through cloud technologies.1

    Professional Background

    Rick has an extensive career in sales and customer relations:

    • Prior to his current role, he took a sabbatical in 2020-2021 to explore America's backroads.1
    • He worked as a Field Sales Executive at Salesforce from 2018 to 2020.1
    • Before joining Salesforce, he spent 8 years as a Sales Director at Beacon Technologies.1
    • His earlier experiences include roles at Bronto Software, Morgan Stanley Investment Management, and Merrill Lynch.1

    Skills and Expertise

    Rick excels in several areas:

    • Consultative selling
    • Communication (both written and spoken)
    • Proposal creation and negotiation
    • Executive engagement
    • Creative problem solving
    • Leading cross-functional teams1

    Certifications

    Rick holds several Salesforce certifications:

    • Salesforce Certified Sales Cloud Consultant
    • Salesforce Certified Administrator (SCA)
    • Salesforce Certified Nonprofit Cloud Consultant
    • Salesforce Certified Education Cloud Consultant1

    Personal Interests

    Outside of work, Rick enjoys:

    • Traveling in his Westfalia camper
    • Searching for the best americano
    • Chasing sunsets with his girlfriend and dogs1

    Community Involvement

    Rick is actively involved in community service:

    • He serves as the Board Chair for a non-profit organization committed to ensuring safe, litter-free neighborhoods.13
    • He participates in and promotes events like The Great Raleigh Cleanup.24

    Rick Boccard is known for building strong relationships with clients and colleagues, with one teammate praising his ability to build "trust, openness and community" among diverse groups of customers.1

    Related Questions

    What inspired Rick Boccard to transition from sales to customer success?
    How does Rick Boccard balance his work and personal interests?
    What are some of the biggest challenges Rick Boccard has faced in his career?
    How has Rick Boccard's experience at Salesforce influenced his approach to customer success?
    What makes Rick Boccard's approach to customer relations unique?
    Rick Boccard
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    Location

    Raleigh, North Carolina, United States