20+ years experience in Digital delivery, Enterprise Software, Open Banking, SaaS Account Management, ERP Project Management, and Sales
Overview
23
23
years of professional experience
Work History
Senior Manager
Third Stage Consulting Group
Remote
12.2022 - Current
Provided analysis and readout for 5 year, $500m SAP S/4HANA implementation
Delivered the following: 1. Assess Program Alignment, Governance, and Resourcing; 2. Assess Business Process Artifacts
Scheduled and led 12 workstream leader interview discussions; collated most critical issues for heat map readout
ERP Project Manager
State Of Maine PMO
Remote
09.2021 - 11.2022
Partnered with ERP vendor to deliver their budget application within Agile Framework and Project Governance
Coordinated Human Centered Design to streamline current budget processes and mitigate friction points
Developed and executed Project Charter and Communication Plan
Mapped business requirements to use cases for gap solutioning
Provided weekly status reports including deliverables, risks, schedule, tasks completed and look ahead in Teams/SharePoint
Presented biweekly Executive Steering Committee updates to Deputy Commissioner
Cross coordinated dependencies and resources with HRMS Workday integration
Project Managed ADP Tax Integration Project.
Data Agreement Partnerships Manager
Finicity, A Mastercard Company
Remote
10.2020 - 03.2021
Supported data connectivity to >9,000 U.S financial institutions (FI)
Troubleshoot and resolved data aggregation connections with offshore development and QA teams
Daily stand-ups with Dev/Ops and Client Success
Initiated and executed project to run SQL queries; scrub and bulk imported >5,000 FIs and contacts into Salesforce.com.
Director of Alliances
NS8 Inc
Remote
02.2020 - 09.2020
Qualified API data extension partners to support NS8’s rules-based cybersecurity fraud protection platform
Facilitated partner discovery calls with Product, Client Success, and Data Engineering
Analyzed over 70 vendors to support NS8 use cases: Order Scoring, Account Takeover, Email/Phone Intel, Selfie/ID Verification, Chargeback Protection, and Payments
Supported Capgemini global partnership
Enterprise Account Manager
Ninth Wave
San Diego, CA
05.2018 - 04.2019
Collaborated with Product, Engineering, and Marketing to pitch enterprise platform via durable data APIs, Open Financial Exchange (OFX), and Fintech integration
Scoped out SOWs for software services
Named accounts included H&R Block, USAA, and Silicon Valley Bank
Led Finovate2018 NYC Trade Show to product pitch, and import over 200 new warm leads into Salesforce.com
Strategic Partner II
Intuit Inc, Remote
San Diego
10.2014 - 04.2018
Managed named accounts with new SOWs and priced new data connectivity and add on products
Managed 80 named global accounts including JPM Chase, Wells Fargo, PNC, Santander, HSBC, TD Bank, etc.
Channel partner managed 60 Online Banking Service Providers including Fiserv, FIS, and ACI
Executed go-to-market plans selling Turbo Tax Alliance Program to western regional FIs
Led creative marketing campaigns to upsell and cross-sell new connectivity products
Consultant
Hire Vision, LLC
San Diego, CA
06.2010 - 08.2014
Hunter/Recruiting role with www.hire-vision.com; filled niche Product and Engineering roles via www.bounty.com for Fortune 500 companies
Partner Account Manager I
Intuit Inc
Mountain View, CA
08.2005 - 05.2010
Scoped, sized, and fully executed hundreds of OFX marketing agreements to Western Regional FIs
Developed business plans and opportunity strategies to consistently exceed annual $1.25M quota
Created mail merge campaigns to increase sales $200k; tracked via CRM
Project Manager II
Intuit Inc
Mountain View, CA
08.2003 - 07.2005
Led OFX implementation projects moving data from FIs and technology service providers into Quicken and QuickBooks
Managed up to ~30 implementations simultaneously
Transitioned from implementation to business role in 2005.
Enterprise Project Manager
Visa
Austin, TX
08.2000 - 01.2003
Utilized Visa’s Waterfall SDLC methodology from within their PMO to manage global Risk applications
Delivered enterprise products including 3D Secure, Cardholder Risk Online, Merchant Predictive Risk, Magnetic Stripe ID, Back Office Imaging, etc.
Led end to end from high level business requirements to technical requirements, dev/QA into pilot and production
Managed all resources in matrix environment
Education
Bachelor of Science - Mechanical Engineering Technology
University of Maine
Orono, ME
Skills
Cross-Functional Collaboration
Executive level presentation
Consultative Analysis
Communication
Leadership
Vendor Selection
Timeline
Senior Manager
Third Stage Consulting Group
12.2022 - Current
ERP Project Manager
State Of Maine PMO
09.2021 - 11.2022
Data Agreement Partnerships Manager
Finicity, A Mastercard Company
10.2020 - 03.2021
Director of Alliances
NS8 Inc
02.2020 - 09.2020
Enterprise Account Manager
Ninth Wave
05.2018 - 04.2019
Strategic Partner II
Intuit Inc, Remote
10.2014 - 04.2018
Consultant
Hire Vision, LLC
06.2010 - 08.2014
Partner Account Manager I
Intuit Inc
08.2005 - 05.2010
Project Manager II
Intuit Inc
08.2003 - 07.2005
Enterprise Project Manager
Visa
08.2000 - 01.2003
Bachelor of Science - Mechanical Engineering Technology