Professional Services leader with a track record of recruiting, hiring, and developing high-performing global teams.
Overview
22
22
years of professional experience
4
4
years of post-secondary education
Work History
Senior Manager
DISCO
Austin, TX
08.2019 - Current
Oversees, grows and nurtures development of Data Operations team
Responsible for overall leadership of the DISCO Data Operations team including hiring, training, coaching and performance management
Serves as point of contact for escalations related to Data Operations services including data processing, exception remediation, data loading, and custom technical work
Monitors team’s progress against revenue and utilization goals, while ensuring the team’s expenses are within budget
Works in conjunction with Product organization to continuously improve data-related features and functionality in DISCO products
Develops strategies, processes, and frameworks for managing the input of requests, prioritization and urgency of tickets
Analyzes workload, staffing models, ticket throughput, response times and resolution times to adjust the global Data Operations team’s allocation of resources to ensure a consistently high quality client experience
Provides leadership of internal development initiatives focused on driving efficiency, consistency, and quality for the Data Operations department
Meets and beats the internal and client expectations for turnaround time and quality with a relentless focus on creating clients who are raving DISCO fans
Partners with DISCO Sales team to pitch Data Operations services and staffing models to clients
Senior Director
Solis Security
Austin, TX
08.2018 - Current
Led team responding to ransomware and data breach incidents
Reported to executive leadership and legal team on technical status issues and critical security breaches
Built internal processes to increase consistency across team deliverables
Served as acting Product Leader for an internal Business Email Compromise platform. Related activities include: running daily calls with development team, ensuring end user requirements were translated into useable features.
General Aviation Project Manager
Lakeview Aviation
Lago Vista, TX
02.2016 - 08.2018
Completed large-scale projects and overflow maintenance including structural/sheet metal repairs for aircraft involved in accidents, completing maintenance and inspections required for Airworthiness Directive compliance
Maintained a record of zero incidents throughout tenure
Director
Liquid Litigation Management, Inc
Austin, TX
07.2015 - 02.2016
Reporting to the CEO and CTO, developed long-term strategic plans to shift the Project Management group from a cost center to a profit center
Increased revenue on several large engagements by over 50% by inserting myself into sales process where subject matter expert was required, cross-selling services not previously pitched to new clients
Developed plans including major IT infrastructure changes, software migrations, enhancements to in-house software, and changes in personnel and team structure to drive efficiency
Eliminated all losses on small reoccurring projects by making strategic changes to billing practices and project management workflows
Established several large channel partners, effectively doubling our sales team and expanding the firm's geographical presence in key territories
Acted as LLM’s single international data privacy consultant, helping clients navigate complex data collection and disclosure issues after the fall of the US-EU Safe Harbor agreement
Negotiated new pricing with existing forensics vendors, increasing LLM's share of outsourced revenue from 3% to 20%
Evaluated processes within operations group and designed/implemented new processes, increasing productivity and bandwidth while reducing headcount and project turnaround time
Introduced an incentive program to increase quality of deliverables, reducing the project management team’s error rate below 1% for three consecutive quarters while increasing teamwork/personnel utilization
Designed strategies for sales team to highlight LLM's value propositions to various litigation stakeholders
Director
Litigation Technology Services, AccessData
Houston, TX
06.2012 - 07.2015
Responsible for evaluating the Litigation Technology Services group to assess team compatibility with new department goals, restructuring teams as necessary
Transitioned the Project Management group into a team of expert consultants
Restructured the Operations team to function in a SaaS environment
Developed new production workflows to enable the team to win large scale projects that were previously rejected due to outdated offerings
Trained senior management team and project managers on project scoping to increase cross-selling and accuracy of client requested estimates
Centralized and updated Operations team’s processing infrastructure, streamlining workflows and reducing delivery times and associated payroll costs
Qualified all incoming professional services opportunities, engaging with prospective clients to establish project scope, identify project risks, and provide/negotiate SOW/MSLA as required
Converted nearly ~90% of all web leads for Litigation Technology Services group
Developed a guide for other professional services divisions to cross sell my team’s services while also training my personnel to sell their services, providing a dramatic uptick in professional services revenue
Acted as primary point of contact and subject matter expert for legal sales team
Trained external clients on our highly complex SaaS platforms to ensure they experienced the full benefits of our extensive feature set
Regional Director
Control Risks Group, LLC
Houston, TX
03.2011 - 06.2012
Acting as the Global Director of Project Management, provided high-level oversight on global project portfolio, proactively addressing issues with sales, project management and operations teams
Traveled with sales team as their eDiscovery subject matter expert to close professional services contracts
Traveled to East Asia and South America on many occasions to advise clients on-site on discovery matters with rulings into the multi-billion dollar range, overseeing project teams and providing overflow support as required
Identified opportunities to cross sell CRG's other services and increase the revenue on a $250K project to nearly $2M
Functioned as Product Manager to design, test, and launch v2 of CRG’s proprietary SaaS platform
Trained hundreds of users, both internal client support personnel and external clients, on our web platform
Managed large-scale, highly technical cross-border eDiscovery matters with annual revenue in excess of $1M per project
Hired and trained personnel in the US, Europe and East Asia, creating a global team of expert project managers
Designed Operations and Project Management workflows to account for international data privacy laws
Provided on-site consultations to scope potential projects, assist in 26(f) preparation, design customized delivery solutions, and provide product demonstrations to client executives, board members and General Counsel
Assisted legal teams with international on-site custodian interviews and performed forensic collections
Senior Project Manager/Acting Director
First Advantage Litigation Consulting, LLC
Tokyo
07.2008 - 03.2011
While continuing to fulfill the responsibilities of Senior Project Manager, functioned as the manager of First Advantage Litigation Consulting Japan and Director of the global project management team
Responsible for hiring, training, and managing global PM team and all staff in Tokyo office
Hosted all on-site sales meetings and product demonstrations in Japan
Planned and executed several large scale, international electronic evidence collections
Worked closely with the development team to ensure client suggested software enhancements were incorporated in new versions of our proprietary web platform
Managed multiple ongoing, large-scale, multi-jurisdictional ediscovery engagements from inception (contract development, data mapping, custodian interviews and forensic collection) to completion (document review and production)
Launched and managed a team in Tokyo, Japan office while providing oversight on global project portfolio
Managed over 100 engagements, including several of the top 10 largest FCPA matters of that time, producing to multiple government agencies and international legal counsel
Worked closely with internal consultants, operations, development team, and accounting personnel in order to successfully manage all aspects of complex international projects
Efficiently managed resources to meet deadlines and budget requirements; structured information in a useful manner for presentation to internal and external executives
Translated non-technical client requirements for a web-based review platform and effectively worked with Development team to ensure client requested enhancements were implemented as requested
Production Planner / Project Manager
RenewData Corp
Austin, TX
01.2005 - 01.2008
Championed project kickoff meetings with Production teams to communicate project scope and client deadlines
Worked directly with clients to design the most efficient workflows to accommodate their individual project needs while reducing internal project costs
Communicated change requests to Production teams, confirming all client requirements were satisfied before delivery
Communicated with Process Engineers on a daily basis to ensure projects were on schedule by identifying and relaying scope changes to clients as projects evolved
Designed new processes for extremely complex projects, reducing error rates below 1% while drastically reducing project costs.
Data Systems Analyst
United States Air Force
01.2002 - 01.2004
Developed customized workflows to improve overall data entry accuracy while reducing labor
Planned preventative maintenance periods for mission critical F-16 fighters by identifying weapon systems deficiencies through the collection and analysis of key metrics
Delivered a broad range of custom reports to the leadership team daily, providing trend analysis and solutions for operational shortcomings.
Education
Aviation, Airframe and Powerplant Maintenance Professional Training -
Lakeview
06.2000 - 12.2002
United States Air
02.2003 - 06.2004
Skills
Change Management
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Timeline
Senior Manager
DISCO
08.2019 - Current
Senior Director
Solis Security
08.2018 - Current
General Aviation Project Manager
Lakeview Aviation
02.2016 - 08.2018
Director
Liquid Litigation Management, Inc
07.2015 - 02.2016
Director
Litigation Technology Services, AccessData
06.2012 - 07.2015
Regional Director
Control Risks Group, LLC
03.2011 - 06.2012
Senior Project Manager/Acting Director
First Advantage Litigation Consulting, LLC
07.2008 - 03.2011
Production Planner / Project Manager
RenewData Corp
01.2005 - 01.2008
United States Air
02.2003 - 06.2004
Data Systems Analyst
United States Air Force
01.2002 - 01.2004
Aviation, Airframe and Powerplant Maintenance Professional Training -
Lakeview
06.2000 - 12.2002
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