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Work Background
MTX GroupBusiness Architect
Jan. 2023Remote
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.
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.
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.
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.
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.
Callidus Software (acquired by SAP)Functional Consultant
Jan. 2004 - Dec. 2006Remote, USA · Remote
FileNet (acquired by IBM)Sales Operations Manager
Jan. 2003 - Dec. 2004Costa Mesa, California, United States · On-site
ExperianSr Financial Analyst
Jan. 2001 - Dec. 2003Costa Mesa, California, United States · On-site
Quest SoftwareSales Compensation Manager
Jan. 1999 - Dec. 2001Irvine, California, United States · On-site
Pacific LifeApplication Analyst
Jan. 1998 - Dec. 1999Newport Beach, California, United States · On-site
PaychexSenior Payroll Specialist
Jan. 1995 - Dec. 1997Santa Ana, California, United States · On-site
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