DAVID GELBMAN
Melbourne,FL
Summary
Accomplished Senior Director at ICF, adept in Core Values Management and Practice Operations Management, led transformative projects under budget and ahead of schedule. Excelled in team building, enhancing workplace culture, and driving strategic initiatives with a keen focus on exceeding client expectations. Proven track record in collaborative leadership and operational excellence.
Overview
27
27
years of professional experience
1
1
Certification
Work History
Senior Director – Creative Systems and Consulting
ICF
05.2020 - Current
- Company Overview: Sales Force.com – Federal Gov
- Cloud Plus, Tableau & UI Path
- Providing program strategic leadership and operational oversite to numerous Federal Agency Clients
- Managing approx
- $10-15M budgets
- Responsible for exceeding client expectations, roadmap development, monthly invoicing, forecasting budgeting/staffing, training and ensuring all projects are delivered within schedule and budget
- Business Development responsibilities include response to proposals and identifying and closing new opportunities within both new & existing clients
- Spearheaded projects to implement GitHub, to support DevOps and drive usage of automated testing tools Leapwork
- Sales Force.com – Federal Gov
- Cloud Plus, Tableau & UI Path
Manager
Acumen Solutions
09.2019 - 05.2020
- Company Overview: Sales Force.com (Lightening) – Federal Cloud, Service Cloud, Einstein, Jira, GitHub
- Spearheading a $2.9M, 20-member agile project team for the US Coast Guard AUXDATA Replacement project
- Responsible for end to end project plan, project schedule, daily operations, resource and budget management, facilitation of client meetings, driving the Authority to Operate (ATO) process, creating weekly and monthly status reports, Scrum Master, vendor mgmt., and employee mentoring and coaching
- Sales Force.com (Lightening) – Federal Cloud, Service Cloud, Einstein, Jira, GitHub
Senior Manager
Creative Systems and Consulting
09.2017 - 09.2019
- Company Overview: Sales Force.com – Federal Gov
- Cloud, Einstein and Tableau
- Leading end to end risk assessment tool development projects in Salesforce.com for the US Treasury, CDFI
- Managing other vendors and internal project resources
- Responsible for all deliverables, deployment planning, coordination, schedule creation, budget mgmt
- Spearheaded a $2M, 11-member agile project team for the US Treasury CDFI CIIS to AMIS project
- The project was completed under budget and ahead of schedule
- Business Analyst Practice Lead responsible for establishing the short and long term strategies around the PA
- Standardized all internal BA processes from hiring, onboarding, training/certification and standardization of project processes, and documentation
- Leading Responses to Quote/Proposal and other Pre-Sales efforts for various Gov Agencies, managing pre-sales process & team
- Sales Force.com – Federal Gov
- Cloud, Einstein and Tableau
CRM Project Manager
HID Global
02.2017 - 06.2017
- Company Overview: Sales Force.com & CPQ
- Short term, remote, contract project focusing on acquisition incorporation to existing cloud-based platforms
- Led end to end CRM project plan creation, execution and tracking on DemoTeller integration into HID Global Salesforce.com system
- Sales Force.com & CPQ
Business Systems Manager
Move, Inc.
06.2013 - 11.2016
- Company Overview: Sales Force.com, CPQ, Eloqua, Zuora, Jira, NetSuite
- Managing a team responsible for all business processes, and product support for all enterprise systems throughout Move’s Realtor Organization, utilizing Agile/Scrum methodology
- Construction of functional/technical design documents, including cloud architecture in AWS and other cloud based applications
- Designed processes and lead implementation around order mgmt., billing, product set up, case mgmt., eCommerce, prospect to leads mgmt
- Integration with Eloqua
- Sales Force.com functional specialist in both Sales and Service Clouds
- Knowledgeable with SOQL, Visualforce/APEX usage, data loaders, workflows, integration components & UI administration
- CPQ (Big Machines) functional owner and responsible for order to cash project and integration with SDFC and Zuora
- Organized and lead IT Change Control Board working with the Network and Infrastructure & managed property applications including hardware
- Sales Force.com, CPQ, Eloqua, Zuora, Jira, NetSuite
Lead Business Analyst (Consultant)
Move, Inc.
06.2010 - 06.2013
- Company Overview: Environment: Siebel 8.1 Call Center, SharePoint
- Supported 4 full life cycle CRM projects based on agile methodology
- Specific duties included: Understanding and documenting business processes modeling, facilitating requirement secessions, conducting GAP analysis, constructing functional design documentation, product modeling, pricing design and solution architecting
- Responsible for order to cash, product configuration, pricing reporting requirements, data design and schema, used SQL & OBIEE, designed data transformation rules and data modeling, deployment planning, user follow-up training and production support
- Environment: Siebel 8.1 Call Center, SharePoint
Senior BA (Consultant)
Hitachi Data Systems
11.2009 - 06.2010
- Company Overview: Environment: Siebel 8.1 Call Center and Partner Portal
- Responsible for the overall functional design, test plan and deployment support of the Quote and Pricing tracks for both direct and indirect customers for a new worldwide Order to Cash (O2C) Siebel implementation
- Environment: Siebel 8.1 Call Center and Partner Portal
Senior BA (Consultant)
Farmers Insurance
11.2008 - 09.2009
- Company Overview: Environment: Siebel 8.0 Insurance, Marketing, Oracle, Unix
- UPGRADE from 6.x to 8.0
- Lead functional design JAD secession for specific use cases of Activity Management, Claims and Claim Units and Marketing
- These secessions composed of 16 business representatives for their respective organization
- Business process modeling
- Environment: Siebel 8.0 Insurance, Marketing, Oracle, Unix
- UPGRADE from 6.x to 8.0
Senior Business Analyst (Consultant)
Macerich
06.2008 - 11.2008
- Company Overview: Environment: Siebel 8.0 Call Center, Oracle, Linux
- Managed and supported SIT-2 phase by addressing Siebel related issues, facilitating daily calls, defect reporting and tracking
- Environment: Siebel 8.0 Call Center, Oracle, Linux
Lead Functional Analyst (Consultant)
PTC
04.2008 - 06.2008
- Company Overview: Environment: Siebel 8.0 Call Center, Sales, Marketing, Partner Portal, Partner Manager, Oracle, Windows
- Performed analysis of current indirect sales ‘as is’ order processes, pricing metrics and marketing practices for world wide price lists and developed ‘to-be’ processes using Siebel 8.0 Partner Portal for Order to Cash project
- Environment: Siebel 8.0 Call Center, Sales, Marketing, Partner Portal, Partner Manager, Oracle, Windows
CRM Project Manager - 3Com
Eagle Creek Software Services
01.2008 - 04.2008
- Created and managed project plan for all BA tasks during the design and testing phases
- Lead requirements and functional design around product returns processes
CRM Project Manager – Internet Brands
Eagle Creek Software Services
03.2007 - 12.2007
- Wrote RFP based on 1M contract where I was site evaluation client’s business and systems needs to support Smart Car Lead routing initiative
- Recommend and provisioned Hardware, OS and DB to support Siebel Enterprise Systems including webserver & application servers
- Performed installation of Siebel on MS Windows using Oracle DB
- Managed full lifecycle 9-month project including budget management
- Users consisted of 100+ partners and 20+ internal users
- Delivered the project ahead of schedule and under budget and exceeded clients’ expectations
CRM Environment and Deployment Lead/Project Mgr.
IBM
01.2001 - 03.2007
- Company Overview: Environment: OBIEE, Siebel 7.8 Call Center, Sales Force Automation, Marketing, Partner Portal, EAI, EIM, MQ Series, AIX
- Lead the deployment of 5 full life cycle projects for IBM’s internal Global Siebel implementation of CRM and PRM with OBIEE
- Installed and configured IBM WebSphere, MQ Series & Siebel on AIX
- Constructed and managed technical deployment project plans also drove execution of cutover plans for world-wide deployments
- Developed change control procedures
- Used AIX, Vi editor, SLQ and wrote Korn Shell scripts
- Environment: OBIEE, Siebel 7.8 Call Center, Sales Force Automation, Marketing, Partner Portal, EAI, EIM, MQ Series, AIX
Lead Consultant - Storage Tech
Connaissance Consulting
12.2000 - 01.2001
- Performed an analysis of client’s business process, customer service and web applications and provided low level recommendations and step by step migration guidelines for a CRM eBusiness solution
Application Development Lead Telecom Asia
Connaissance Consulting
05.2000 - 12.2000
- Team lead for application development of Service Order/Requests
- Full life cycle project working with Siebel eCommunications 2000 vertical utilizing CTI (Genesis Middle-wear), Workflow and Assignment Manager, eConfigurator, ePricer, Service Orders and EIM
Siebel Consultant
Scios
12.1999 - 05.2000
- Company Overview: Environment: Siebel 99.5 Pharma
- Defined business process around Pharma sales opportunities
- Responsible for user customization of Siebel Parma 99.5 using Siebel Tools
- Environment: Siebel 99.5 Pharma
Project Manager/BA
EPRI
12.1998 - 12.1999
- Company Overview: Environment : Sybase
- Created and managed multiple project plans for SDLC projects
- Led meetings, defined business scope and requirements, reengineered business processes, wrote technical and functional specifications
- Defined research document organizational structure, product lifecycle, ordering and distribution processes
- Used SQL and modified client server applications and produced reports
- Environment : Sybase
Project Manager
Charles Schwab
09.1997 - 12.1998
- Company Overview: Environment: Siebel Call Center 98, EIM
- Responsible for the implementation of Siebel '98 Sales and Service Enterprise Applications for the Fixed Income Dept
- Managed end to end project plans, deliverables, resources budgets, and operations
- Managed a fixed income internal trading system
- Used Bloomberg & Reuters and very knowledgeable about fixed income and investment securities
- Environment: Siebel Call Center 98, EIM
Education
MBA -
Golden Gate Univ.
SF, CABS - Business Admin /Finance
San Jose St. Univ.
San Jose, CASkills
- Key Performance Indicators
- Team Building and Motivation
- Core Values Management
- Practice Operations Management
- Collaborative Leadership
- Workplace Culture Improvement
Certification
- Project Management Professional (PMP)
- Sales Force Certified Admin (Winter 23)
- Certified SAFe 4 Agilist
- Siebel Certified Consultant v5, v6, v7, v7.7
Training
- CPQ Big Machines Yellow Belt
- Sales Force Admin, Service Cloud, Einstein & Tableau
- PMI/PMP
- SAFe Agilist
Timeline
Senior Director – Creative Systems and Consulting
ICF
05.2020 - Current
Manager
Acumen Solutions
09.2019 - 05.2020
Senior Manager
Creative Systems and Consulting
09.2017 - 09.2019
CRM Project Manager
HID Global
02.2017 - 06.2017
Business Systems Manager
Move, Inc.
06.2013 - 11.2016
Lead Business Analyst (Consultant)
Move, Inc.
06.2010 - 06.2013
Senior BA (Consultant)
Hitachi Data Systems
11.2009 - 06.2010
Senior BA (Consultant)
Farmers Insurance
11.2008 - 09.2009
Senior Business Analyst (Consultant)
Macerich
06.2008 - 11.2008
Lead Functional Analyst (Consultant)
PTC
04.2008 - 06.2008
CRM Project Manager - 3Com
Eagle Creek Software Services
01.2008 - 04.2008
CRM Project Manager – Internet Brands
Eagle Creek Software Services
03.2007 - 12.2007
CRM Environment and Deployment Lead/Project Mgr.
IBM
01.2001 - 03.2007
Lead Consultant - Storage Tech
Connaissance Consulting
12.2000 - 01.2001
Application Development Lead Telecom Asia
Connaissance Consulting
05.2000 - 12.2000
Siebel Consultant
Scios
12.1999 - 05.2000
Project Manager/BA
EPRI
12.1998 - 12.1999
Project Manager
Charles Schwab
09.1997 - 12.1998
- Project Management Professional (PMP)
- Sales Force Certified Admin (Winter 23)
- Certified SAFe 4 Agilist
- Siebel Certified Consultant v5, v6, v7, v7.7
MBA -
Golden Gate Univ.
BS - Business Admin /Finance
San Jose St. Univ.
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