Your Salesforce Partner dream team
Meet the expert team behind the next evolution of your business.
Our experience makes the difference in how you experience the Salesforce platform.
Orion was founded by CRM industry pioneer Yacov Wrocherinsky, who after 30 years of ensuring success for hundreds of customers on various CRM platforms, set about forming the best team of consultants and solutions architects in the Salesforce ecosystem.
Orion team members have over 35 Salesforce certifications and are passionate about leveraging Salesforce to make an astronomical impact on the way businesses grow. That mission drives us every day. With origins dating back to the emergence of CRM technology, our team brings an unrivaled amount of experience, CRM knowledge and best practices to each Salesforce project.
Technology can seem all about coding and programming, but our work goes far beyond that. While we love coming up with innovative, customized Salesforce solutions, we’re just as passionate about sharing strategic business advice and creating a positive experience for the people behind the business.
Orion is one of the fastest-growing Salesforce partners in the New York Metro area. Headquartered in New York City, we work with small- to medium-sized companies and enterprise divisions, implementing and leveraging the Salesforce Platform through best practices, innovation and the integration of powerful third-party apps.
Founder and CEO
An experienced and knowledgeable technology entrepreneur with a strong passion for people, culture and helping companies grow, Yacov develops a special trusted advisor relationship with customers.
Prior to Orion, Yacov founded Infinity Info Systems in 1987, a leader in ACT!, Sage Saleslogix CRM, Microsoft Dynamics CRM and business intelligence software. Under his leadership, Infinity completed 3,500 successful CRM implementations - including transitions to Salesforce - over 30 global projects and trained 130,000 people before being sold in 2013. Read more
With extensive experience managing professional services teams in CRM and High Tech environments, Dan has a proven track record of maximizing customers' investments in technology. Customers most value Dan’s unique ability to understand their business and his passion to help them grow. Prior to Orion, Dan was the Managing Director of Professional Services at Infinity Info Systems, where he managed a portfolio of over 100 CRM Business Intelligence and Business Process Management projects. Read more
Jen is a veteran Cloud and CRM software implementation professional with over 18 years of project experience, implementing complex solutions for dozens of enterprise clients. Working with enterprise clients such as American Express, Blue Cross Blue Shield and Citrix Online, she has a proven track record of successful projects with high user adoption.
Jen holds multiple certifications in Salesforce (Admin, Sales Consultant and Service Consultant) and is also a Certified ScrumMaster® (CSM). She is regarded in the Salesforce ecosystem as an experienced Cloud and CRM strategist, a highly skilled solution architect and a top notch project manager.
Diane brings over 25 years of B2B and B2C marketing expertise to our Salesforce marketing practice. She is a Salesforce Certified Pardot Consultant and an astute marketing strategist, who works with clients to ensure that the Pardot marketing automation platform is implemented and optimized to align with marketing and sales objectives.
Prior to Orion, Diane worked for several years with Salesforce Gold Partner CoreMatrix Systems, as well as Bellcore and Telcordia Technologies, among others. She brings a unique combination of technical, analytical and creative abilities to each Orion Global Solutions client engagement.
Anna brings to Orion over two decades of IT and CRM experience and more than 10 years of Salesforce experience. She brings a wealth of expertise in Change Management, User Adoption and training strategies, and has a proven track record for completing complex integrations, data migrations and implementations for SMB and Enterprise clients.
Prior to joining Orion, Anna served as senior engagement manager/senior solution architect at Silverline, a Salesforce Platinum Consulting Partner. Highly regarded in the Salesforce ecosystem, she has held those roles, as well as that of head of delivery, at other Salesforce partners, as well.
Marissa brings to Orion a decade of professional sales and relationship management experience. She has a passion for working closely with clients to understand their unique business needs and to help provide customized solutions that bring lasting value.
Prior to joining Orion, Marissa worked in sales and business development in the healthcare industry, where she gained experience in manufacturing and distribution and leveraged the Salesforce platform to grow her business. She holds a Bachelor of Science degree in Business Administration, Marketing and International Business, and has completed numerous workshops and training seminars focused on consultative selling.
Sr. Account Executive
The Orion Global Solutions Advisory Board comprises diverse individuals with experience in sales, customer service, operations, leadership and management consulting. They bring over 80 years of combined experience to the Orion Global Leadership Team.
Director, Orion SEAL Leadership Academy
Rob Roy spent twenty years as a Navy SEAL (including service on the legendary SEAL Team Six) before founding SOT-G, an eighty-hour intensive leadership course that uses military combat training to teach executives and managers the leadership skills they need to succeed in business and in life.
Founder & Chief Investment Officer, Gerstein Fisher
Gregg S. Fisher, CFA, CFP, is the Founder and Head of Quantitative Research and Portfolio Strategy of Gerstein Fisher, an investment management and advisory firm in New York City that he founded in 1993.
Henry Kasindorf is an experienced entrepreneur and angel investor with over 20 years’ experience in leadership. As a Principal at Accelerant Capital Partners, Henry works closely with entrepreneurs to build, scale, and globalize great companies.
Former VP, Sales and Customer Experience - Panasonic
James King, currently Assistant Professor at Rutgers Business School, Supply Chain Management Department, is a Supply Chain, Operations, and Financial Management executive who drives and delivers transformational business results through value creation and cost effective business operations. James brings over 25 years of experience to the Orion Global Advisory Board.
CEO, RSL Media
Robert Levin is a seasoned, multifaceted, and hands-on CEO with experience as a C-level executive for businesses in a variety of industries. As founder of The New York Enterprise Report, Levin led his team to create a media company with an audience in excess of 100,000 business owners and executives.
CEO, Criteria for Success, Inc.
Charles Bernard brings over 15 years’ experience in direct sales, sales management, recruiting, and training. As a sales consultant for General Electric, Charles was the top revenue producer.