Jason Treacy

Experience & credentials

Résumé

Technical delivery, business systems,
and applied AI operations.

Download résumé PDF ↓

Brooklyn, New York · Open to NYC hybrid or remote
jason@jlt-consulting.com · LinkedIn ↗

Profile.

I turn ambiguous operational needs into scoped, tested systems. My work connects client discovery, workflow design, technical delivery, and ongoing use.

I own client relationships and delivery across eight Salesforce organizations, administer an enterprise Salesforce environment, and run JLT Consulting. My independent work explores applied AI, voice interfaces, and knowledge workflows through Olympus.

Professional experience.

Various Innovations

Product Delivery Team Manager

  • Own client relationships and technical delivery across eight Salesforce organizations.
  • Define scope, requirements, acceptance criteria, and effort estimates; coordinate offshore developers and QA.
  • Run daily scrums, resolve blockers, and align delivery commitments with client budgets and team capacity.
  • Build centralized scoping, QA, and triage views to clarify ownership and handoffs.

Snow Companies | Omnicom Health

Senior Salesforce Administrator & Compliance Analyst

  • Administer enterprise Salesforce supporting pharmaceutical patient-engagement programs across Sales Cloud, Experience Cloud, and Digital Engagement.
  • Translate marketing, legal, compliance, and IT requirements into workflows, integrations, reporting, and access controls.
  • Deliver through a ServiceNow queue and Copado release process; document procedures and train colleagues.
  • Joined through YuzuZest, an IPG Health company, and continued through the transition into Omnicom Health.

JLT Consulting

Founder & Principal Consultant

  • Lead discovery, solution design, implementation, and optimization for healthcare, nonprofit, and growing business clients.
  • Connect Salesforce with CallTrackingMetrics, Google Ads, Microsoft 365, and Power Automate for intake, routing, attribution, and reporting.

Caron Treatment Centers

Salesforce Administrator & Data Analyst

  • Primary Salesforce administrator supporting 40+ users.
  • Built Flow automation, custom objects, and leadership dashboards using Nonprofit Success Pack; managed imports, exports, and data quality.

Caesar Capital Consulting

Director of Business Development & Salesforce Administrator

  • Previously Admissions Supervisor, December 2020 – June 2021.
  • Led call-center operations, hiring, onboarding, and training. Improved Salesforce workflows, integrations, data quality, and reporting.

Banyan Treatment Centers

Admissions Coordinator

  • Coordinated admissions in a treatment-center environment.

Independent project.

Olympus

Product direction, agent operations & AI-assisted development

  • Define requirements, workflow architecture, operating rules, and acceptance criteria for a personal AI automation system.
  • Connect agent workflows, email, meeting capture, and a Notion/Obsidian knowledge base across two Macs.
  • Direct AI-assisted development and validation, including duplicate handling, source checks, uncertain-action holds, and destination readback.
  • Develop a private iPhone and web voice-assistant prototype with source-linked retrieval.
Read the case study ↗

Education.

Florida Atlantic University

BA, Communication and Media Studies · 2022
Minor in Business Administration · Cum Laude

Certifications.

Salesforce

  • Certified Platform App Builder · 2026
  • Certified Advanced Administrator · 2023
  • Certified Administrator · 2022

Operations platforms

  • Notion Certified Admin · 2026
  • Asana Administrator Certificate · 2026
  • Asana Workflow Specialist Certificate · 2026
  • 1Password Business Admin Certification · 2026

Tools & capabilities.

Business systems

Salesforce, Flow, Experience Cloud, Digital Engagement, API integrations, Asana, Notion, ServiceNow, Copado, Power Automate, CallTrackingMetrics, Microsoft 365, and Google Workspace.

Applied AI & technical delivery

Claude Code, Codex, MCP, OpenAI Realtime, Node.js, Python, SQLite, Cloudflare Workers, Git/GitHub, Obsidian, and Littlebird. Requirements, acceptance criteria, QA, documentation, and training.