Your Salesforce Partner dream team
Meet the expert team behind the next evolution of your business.
A different kind of Salesforce experience
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 150 Salesforce certifications and completed over 1300 successful Salesforce implementations. We 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.
Meet Our Operations and Leadership Team
Our team is made up of highly experienced, passionate people who are driven to deliver results above and beyond our customers' expectations.
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
Peter started his career holding various positions in financial operations and financial planning & analysis. These experiences helped him understand the inner workings of the organization and more importantly the systems and processes being used. He spent several years supporting Information Technology and Operations teams, helping “tell” a financial story to non-financial professionals.
He has led several admin and development teams responsible for managing and expanding operations for all internal support systems such as Salesforce, NetSuite, and Adaptive Planning. This involved the direct management of all aspects of these systems including day-to-day support, strategy, P&L, plans, processes, tools, technologies, resources, reporting, and related continuous improvement.
An accomplished senior leader and strategic advisor with 20+ years of accelerating revenue growth by delivering transformative solutions and increased value for his clients.
As Managing Director, Jeff will tap into his experience building and scaling high-performance professional service teams to expand Orion’s impact and reach more clients.
Prior to joining Orion, Jeff worked with KPMG leading digital transformation engagements for Fortune 500 clients leveraging leading SaaS and ERP technologies. He was responsible for sales, solutioning, methodology, and managing certified delivery teams for multiple global clients.
In 2015, Jeff transitioned from KPMG to become a Partner and founder of RelationEdge, a Salesforce focused consultancy. Jeff held a pivotal role in the executive leadership team, where he was tasked with propelling the organization's growth to reach $30 million in revenue, a workforce of over 160 employees, and successfully guiding through acquisition by Rackspace
Vicki serves as Orion’s Manager, People & Culture and has over 15 years of administrative experience in Office Management and Human Resources. She assists in the development and implementation of Orion’s policies and procedures; manages and oversees the administration of HR policies within the company. She excels in the areas of employee relations, HR administration, assessments, on-boarding, and staff management. Prior to joining Orion, Vicki worked as a HR Business Partner for a staffing firm in NYC.
Edit serves as the Director of Finance at Orion Global Solutions, bringing over 15 years of experience in finance and operations. Since joining Orion in March 2019 as Finance and Operations Manager, she has played a critical role in overseeing the company’s financial and administrative functions. Edit expertly manages accounts receivable and payable while ensuring daily operations run seamlessly and efficiently.
Her diverse background spans industries such as property management, high-end design manufacturing, and construction, adding valuable expertise to Orion’s leadership team.
Over the past 25 years, Ellen has advised, and assisted, hundreds of clients on business management and digital transformation. She conducts and documents in-depth requirements gathering interviews and needs analyses to uncover business insights that result in improved streamlined processes and increased productivity; both manual and technological.
As an industry expert in ERP and CRM systems, Ellen's digital transformation advisory work directly relates to sales, marketing, customer experience, and financial management. In addition to assisting clients, Ellen is also a nationally known writer and speaker.
Ellen is a Certified Business Process Management Specialist, Integrated Reporting Practitioner, and Sustainability Excellence Associate.
Advisory Board
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.
Rob Roy
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.
Gregg Fisher
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
Entrepreneur/Angel Investor
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.
James King
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.
Robert Levin
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.
Charles Bernard
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.