Results-driven professional with extensive experience in pricing strategy, labor models, and proposal development. Complemented by advanced skills in data analytics, strategic scenario planning, and process improvement & automation utilizing tools such as PowerAutomate, SharePoint, PowerBI, and PowerApps, to optimize workflows and enhance business processes. Proven track record in sales engineering, technical consulting, and contract management. Strong ability to bridge technical and business needs through clear, formal presentations and effective communication. Adept at developing dynamic pricing models, managing procurement processes, and collaborating with cross-functional teams to drive strategic initiatives and improve organizational performance. Strategic advisor with a knack for innovation and a commitment to delivering actionable insights and solutions.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Sr. Software Strategist
American Technology Services, LLC
11.2021 - Current
American Technology Services is a subsidiary of Worldwide TechServices.
Sales Engineering - Developed customized proposals that demonstrated a clear understanding of client requirements and offered compelling solutions to meet their unique needs.
Developed a range of easy to use templates enabling sales team to deliver consistent and unified responses to potential clients.
Assists in sales efforts by offering expertise and acting as a technical liaison providing solutions that bridge the gap between technical needs and business needs.
Successfully communicates with clients/stakeholders to bridge the gap between technical expertise and business requirements for Managed Services involving end user workstations, network devices, and servers. Proficient in licensing procedures along with on-site support techniques as well as extensive knowledge of Azure/AWS/Google Cloud platforms coupled with Business Disaster Recovery and Government Cloud Compute (GCC) familiarity.
Facilitates seamless communication between technical teams and non-technical stakeholders by effectively translating complex concepts into understandable terms for all parties involved in projects.
Contract Management - Implemented efficient processes for contract management, improving organization's ability to track and manage agreements.
Vendor Management - Implemented effective vendor management practices, leading to improved performance metrics and increased collaboration between departments.
Pricing - Developed dynamic pricing models, capturing expenses, labor, commissions, SGA/OH, margins, etc. allowing executive management to make critical decisions on the fly when it comes to product and service offerings.
Procurement - Manages a diverse portfolio of suppliers and vendors, ensuring timely delivery of goods and services at competitive prices.
Participates actively in brainstorming sessions, contributing creative ideas for process improvement and innovation.
Effectively utilizes the Microsoft 365 suite tools such as SharePoint Online, PowerAutomate, PowerBI, and PowerApps to achieve process optimization. This facilitated easy executive management interpretation through dynamic reporting dashboards.
Collaborates with finance departments on budgeting and forecasting activities, ensuring accurate representation of procurement expenses and cost-saving opportunities.
Plays a key role as a strategist/trusted advisor in partnership with executive management and the C-suite to devise innovative strategies, introduce new offerings, and elevate business performance.
Collaborates with cross-functional teams to develop and execute strategic initiatives aligned with organizational objectives.
Solutions Architect - EUC & Software Solutions
WorldWide TechServices
08.2018 - 11.2021
Supported both the company's pre and post award sales efforts.
Performed in-depth assessments of potential client's business and technical requirements such as staffing levels, current processes, ticket data analysis, software utilization evaluation, and operational procedures review to identify potential pain points ultimately leading me to develop a comprehensive solution.
Effectively transformed business and technical strategies into feasible deliverables. This was a collaborative effort between myself, developers, Business Analysts, and stakeholders between incumbents, the new client, and WWTS' leadership team.
Suggested improvements to internal processes, addressing bottlenecks and enhancing efficiency through execution.
Developed comprehensive documentation for technical specifications, project plans, operating procedures, and user guides, streamlining communication across teams and removing tribal knowledge.
Evaluated emerging technologies to stay current on industry trends, making informed decisions for technology adoption.
Branch Manager
WorldWide TechServices
03.2015 - 08.2018
Managed a team of between 75 and 115 associate-level employees.
Conducted performance, utilization, overtime, and budgetary analyses and incorporated findings by adjusting resource allocation.
Reduced employee turnover through implementing morale-building techniques, driving synergy, and promoting teamwork.
Established operational objectives, work plans, and delegated assignments to supporting supervisors and associate employees.
Completed performance reviews each year, offering praise and recommendations for improvement.
Trained, coached, and mentored staff to ensure smooth adoption of new programs and process improvement.
Managed the hiring process and conducted training sessions for more than a hundred new staff members.
Backup Territory Supervisor
WorldWide TechServices
12.2011 - 03.2015
Supported Territory Supervisor in branch operations to ensure operational continuity in their absence.
This was a junior management position which included: All duties below as a Field Engineer.
Supervised a team of approximately 84 associate-level employees.
Directed the work of independent contractors.
Drove customer satisfaction by developing associate-level employee customer soft-skills.
Managed day-to-day operations.
Filled in for Territory Supervisor as needed.
Field Engineer
WorldWide TechServices
01.2008 - 03.2015
Demonstrated exceptional commitment to customer satisfaction by consistently providing outstanding service on all field visits, in alignment with Worldwide TechServices' established protocols.
Interacted with vendors, peers, and senior management to ensure effective collaboration.
Completed partial or full dismantling of equipment such as laptops, desktops, servers, tablets, full-size printers/copiers to quickly repair or replace defective components and restore functionality.
Provided comprehensive training and ongoing support to new employees, promoting process comprehension and adherence to safety protocols.
Maintained a productivity rate of completing an average of 5 repairs for every 8-hour workday.
Interpreted and validated technical issues, tested solutions, and followed-up and escalated when necessary.
Vendors and ITOs that I worked with included but were not limited to Dell, Apple, IBM, Lenovo, HP, Lexmark, Canon, GasTV, Hughes Network Systems, ScriptPro, TATA, WiPro, Deloitte & Touche, Morgan Stanley, and Amtrak.
Education
MBA - Information Systems Management
Keller Graduate School of Management of DeVry University
Pomona
01.2020
Bachelor of Science - Technical Management/Business Administration
DeVry University
Pomona
01.2018
Skills
Vendor Management
Proposal Development
Pricing Strategy
Data Analytics
Strategic Scenario Planning
Microsoft 365 suite expertise include advanced applications such as Visio, PowerAutomate, Sharepoint, PowerBI, and PowerApps
Project Management
Workflow Optimization
Business Process Management
Formal Presentation Skills
Technical consulting
Technical Documentation
Certification
Various Computer OEM certifications
ITILv3
Blockchain Certified Solutions Architect
HubSpot
AutoTask PSA Technician
Timeline
Sr. Software Strategist
American Technology Services, LLC
11.2021 - Current
Solutions Architect - EUC & Software Solutions
WorldWide TechServices
08.2018 - 11.2021
Branch Manager
WorldWide TechServices
03.2015 - 08.2018
Backup Territory Supervisor
WorldWide TechServices
12.2011 - 03.2015
Field Engineer
WorldWide TechServices
01.2008 - 03.2015
MBA - Information Systems Management
Keller Graduate School of Management of DeVry University
Bachelor of Science - Technical Management/Business Administration
IT Project Manager at TATA Consultancy Services Pvt Ltd, American Bank – TechnologyIT Project Manager at TATA Consultancy Services Pvt Ltd, American Bank – Technology
Relief Foreman/ Carman Welder/Environmental Health and Safety Assistant at BNSF RailroadRelief Foreman/ Carman Welder/Environmental Health and Safety Assistant at BNSF Railroad