Joshua Rodrigues

• Executive owner of a $30M+ annual digital transformation
portfolio, leading the enterprise CRM (Salesforce), mobile,
analytics and AI platforms supporting 2, 200+ advisors
nationwide at RBC Wealth Management Canada
• Led the retirement of legacy CRM systems and delivered a
single, scalable ecosystem, improving advisor productivity,
data quality and speed-to-market by over 20%
• Established a future-ready digital foundation that
strengthened advisor attraction and retention while enabling
rapid innovation across wealth management
• Launched secure, compliant AI-enabled advisor capabilities,
leveraging RBCs top 3 global AI infrastructure
• Senior digital leader partnering with business, technology,
risk and compliance executives to align platform strategy
with enterprise growth and regulatory requirements

• Executive advisor to C-suite and senior leaders, shaping CRM and digital transformation strategies and positioning Salesforce as a long-term growth platform
• Strategic and technical lead for Salesforce Canadas most critical account (Rogers Communications), including Shaw and multiple subsidiaries
• Drove net-new enterprise wins (Home Depot Canada, Chapters Indigo, Compass Group) and major platform expansions at Walmart Canada, Loblaws, and Home Hardware
• Top 3 nationally for Annual Contract Value (ACV) sales, reflecting consistent enterprise impact and executive credibility

• Senior digital and CRM leader for Financial Services clients, leading internal delivery teams and owning enterprise RFIs, RFPs, and SOWs across Salesforce programs
• Program Business Architect for Slaloms largest Financial Services Cloud client (The Co-operators), defining a multi-year CRM and advisor experience roadmap spanning advisors, call centers, and end customers
• Led roadmap execution through delivery and rollout, driving strong client adoption and satisfaction while establishing a long-term managed account and growth pipeline