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Work Background
Business Architect
MTX GroupBusiness Architect
Jan. 2023Remote
Delivery Manager
UptimaDelivery Manager
Jan. 2022 - Dec. 2023In this role, I support the alignment of business strategy and needs with technology solutions. I work with clients from pre-sales/pre-project through deployment to ensure project success.
Lead Solution Architect
RSM US LLPLead Solution Architect
Jan. 2021 - Dec. 2022I managed and delivered pre-sales and assessments, including overseeing the large project work. I established the Salesforce Assessment Project offering and the team, scoping pre-sales client engagement and driving superior client value. I led scoping sessions and developed proposals including client goals, the system landscape, high-level integration architecture, project deliverables, out-of-scope items, the project timeline, key assumptions, and costs, raising the average project size by greater than 100%. I increased the deal size by 30%, creating a new revenue channel and follow-on business between $500k-$1MM. In addition, I transformed the failing pre-sales process and unmet project deliverables and corrected over-budget situations due to a lack of expectation setting and knowledge transfer. I expertly stood up processes and improved communications. With personnel, I escalated career paths and the development of the team, removing roadblocks to success. I also fulfilled requests and supported production, hitting individual utilization targets.
Director, Consulting - Business Architect
CGIDirector, Consulting - Business Architect
Jan. 2017 - Dec. 2021Remote, USAIn this role, I actually began as a skilled consultant, assisting with scoping and then evolved into managing utilization and team of 9 direct reports who consistently delivered on time and within budget projects. I established best practices and templated proposals, reducing time spend by 50%. I also stabilized and improved employee morale post acquisition. I increased communication and mentored, warrantying achievement of individual revenue goals and utilization targets. On another front, I conducted scoping sessions to understand the client’s business processes and critical user stories, architecting solutions and aligning client needs with Salesforce.com capabilities. I created level of effort estimates, future state roadmaps, and other proposal documentation related to transformational Salesforce projects. I also authored demos and POC's highlighting Salesforce functionality. With clients, I partnered and established CRM sales and service strategies. I led discovery sessions utilizing human-centered design techniques, uncovering current pain points and prioritizing user stories based on value to the organization. Consequently, I also harmonized client sales and service processes across multiple business units and geographies. Finally, I configured and delivered Salesforce Sales Cloud, Service Cloud, Community Cloud, Commerce Cloud, Marketing Cloud, CPQ, Field Service, and Mobile Publisher functionality for multiple clients.
Manager, Management Consulting
AccentureManager, Management Consulting
Jan. 2015 - Dec. 2017Remote, USAAt Accenture, I initially ran the program but quickly pivoted to a SME role for Salesforce, leading a team of 12, and implementing full cycle large projects up to $5MM+. I managed and mentored consultants and analysts. More specifically, I directed the functional team during Discovery, Design, Build, Test, and Deploy phases of multiple releases of Service Cloud for a global implementation of Salesforce.com. I gathered detailed requirements and user stories, developed solution proposals, and level of effort estimates for Sales Cloud, Service Cloud, and Marketing Cloud releases. I consistently supplied feedback and updates to internal Salesforce.com implementation methodology and processes. My specialty is providing solution recommendations, designing reviews, building reviews, and application demos. In addition, the way I lead client meetings is second to none in efficiency, effectiveness and enjoyment.
Senior Director, Global Operations, Director, Global Services & Solution Architecture, Consultant
OpenSymmetrySenior Director, Global Operations, Director, Global Services & Solution Architecture, Consultant
Jan. 2007 - Dec. 2014Remote USAHere, I developed strategic plans and initiatives in partnership with the C Suite. I owned the strategy, process and technology, as well as the financial management of a $4M expense budget and global administration of the P&L for the Operations department and entire global company. Remarkably, I grew company revenue $15M over 4 years, improving close timing and cash flow and establishing new digital standards. I delivered FinancialForce.com PSA and accounting solutions, leading to improved billing and project visibility. I provided timely reporting on cash flow, non-billable expenses, AR, AP, consolidated P&L, and utilization metrics. I also managed international treasury, cash management functions, and global banking relationships while I supervised 13 direct reports across the globe. I delivered enticing keynote presentations and contributed to the Consultant New Hire Bootcamp curriculum. I assisted in skyrocketing company revenue from $5M to $20M in 4 years. My communication style allows me to excel at value proposition presentations, SOW and proposal generation, product demonstrations, and contract negotiation. Lastly, I coordinated audits of OpenSymmetry's international entities.
Functional Consultant
Callidus Software (acquired by SAP)Functional Consultant
Jan. 2004 - Dec. 2006Remote, USA · Remote
Sales Operations Manager
FileNet (acquired by IBM)Sales Operations Manager
Jan. 2003 - Dec. 2004Costa Mesa, California, United States · On-site
Sr Financial Analyst
ExperianSr Financial Analyst
Jan. 2001 - Dec. 2003Costa Mesa, California, United States · On-site
Sales Compensation Manager
Quest SoftwareSales Compensation Manager
Jan. 1999 - Dec. 2001Irvine, California, United States · On-site
Application Analyst
Pacific LifeApplication Analyst
Jan. 1998 - Dec. 1999Newport Beach, California, United States · On-site
Senior Payroll Specialist
PaychexSenior Payroll Specialist
Jan. 1995 - Dec. 1997Santa Ana, California, United States · On-site
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