Steven C Oakes, MBA, is an experienced professional currently serving as a Customer Experience Manager and Senior Salesforce Administrator at Arcus Partners, beginning in September 2024, assisting financial services firms across the U.S. Prior to this role, Steven was the Business Application Manager at Tolleson Wealth Management, where responsibilities included documenting complex business processes, analyzing workflows, and leading the implementation of Oracle NetSuite OneWorld and Salesforce development. Previous experience includes working as a Salesforce Administrator at Capestel Property Group, where Steven implemented Salesforce Marketing and Sales Cloud solutions, and as an IT Project/Portfolio Analyst at General Motors, where Steven developed tools that substantially improved project estimate accuracy. Steven holds an MBA from Indiana University, along with a Master of Science in Software Engineering and a Bachelor of Science in Computer Science from Texas State University, as well as a Bachelor of Business Administration in Accounting and Finance from Texas McCombs School of Business.
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