SaaS Revenue & Professional Services leader, I am a driven and collaborative leader who strives to deliver value and satisfaction to clients and stakeholders. As the Head of Professional Services at Procore, I oversee the productization, pipeline, and forecasting of service offerings, leveraging data and analytics to drive growth and retention. I also partner with sales, customer success, and other revenue teams to ensure a smooth and efficient hand-off process between presales and post-sales stages.
Prior to Procore, I held various roles in solutions consulting, engagement management, strategic planning, and global business management at Medallia and the US Marine Corps. I have a proven track record of managing complex and strategic projects, implementing innovative solutions, and enabling service partners. I hold a PMP certification, a Lean Six Sigma Green Belt, and an Industrial Safety Manager credential. I am passionate about developing and empowering teams, fostering a culture of excellence, and solving challenging problems.
Productized Professional Services and Methodology - scaling Professional Services sales (bookings) at 48% CAGR over the last three years and over 100% increase year-over-year. Enhanced PS methodology and best practices in preparation for Procore’s successful initial public offering (IPO).
Professional Services Pipeline & Forecasting - maintained a PS Pipeline ratio of 1.5X or better. As a Clari Admin user, I created Clari Dashboards to monitor and manage our PS pipeline, maintaining a PS Revenue (and ARR) forecast accuracy of 97% or better.
Revenue Teams - established a strong and symbiotic relationship with Sales, Customer Success, and other revenue teams to scope and prescribe Service offerings to new and existing clients while establishing an efficient hand-off process between the presales and implementation stages.
Solutions Consulting and PS Operations -established both functions under the umbrella of Professional Services, received a maturity score of 75% for PS Operations on a recent TSIA benchmark survey.
Professional Services Roadmap - led the development and alignment towards a comprehensive Services roadmap, paving the way toward higher product adoption and PS revenue for years to come.
Go-to-Market (Services Engineering) - in partnership with Marketing and various revenue teams, brought seven PS offerings to Market, increasing product adoption usage and driving PS revenue.
Professional Services Automation (Mavenlink) - Evaluated and implemented Mavenlink as Procore’s Professional Services Automation platform. The platform is managed entirely by PS Ops, driving adoption and best practices.
Professional Services Metrics & Reporting - Implemented accurate and consistent PS KPIs and PS Reporting to drive positive business results and alignment.
Owned all B2B Text Analytics sales and pipeline while working with Medallia Sales teams to ensure a pleasant hand-off experience for clients.
Led strategic service partner management and enablement, establishing implementation quality guidelines and standards. In addition, the initiative created a new global program designed to improve the onboarding and product training of strategic sales and implementation partners worldwide.
Managed all strategic pilots that included Medallia’s Text Analytics product (Natural Language Processing and Artificial Intelligence) for enterprise-level clients and prospective clients. Attained 75% product expansions and/or new client acquisitions success rate.
Successfully managed all Text Analytics global concept-to-launch enterprise SaaS implementations across three different industries.
Developed and managed the Text Analytics implementation teams in preparation for Medallia’s IPO.
As the western United States, supply chain
consulting Leader created a new performance gathering tool, streamlining data processing to detect regional trends and implement corrective actions. The tool reduced consulting time by 30%.
Developed a cost allocation and financial risk management regression model to integrate two major business sectors. The model resulted in $1.2M in cost savings.
Established a new comprehensive self-audit guide, optimizing the decision process for selecting procurement and contracting vehicles. The guide resulted in 100% compliance during three enterprise audits (industry average is 78%).
Designed and implemented a new operating cost forecasting model, using PERT and time series techniques, reducing budget variances by 15% between 2016 and 2017.
Successfully planned and executed four multi-agency business development projects involving over 100 stakeholders across five states.
Provided audit consulting services to three business sectors, successfully completing three enterprise-level fiscal and supply chain audits.
Created, developed, and implemented a lean logistics cost reduction model, focused on supplier management, logistics management, key performance indicators, benchmarking, and value-added services from external entities. As a result, the system reduced operating costs by 15%.
Created a streamlining model to align strategic sourcing and managed services to qualified vendors using three different contracting vehicles, all while adhering to six financial regulatory agencies standards, improving procurement efficiency by 35%.
Completed six IT international projects involving over 300 multinational stakeholders across seven different nations.
Hand-selected to participate in a highly selective commissioning program (top 5% service-wide).
Lead a 10-member cross-functional team in the technical testing and configuration management of four new C4I programs. As a result, all four programs were successfully released to end-users.