Senior-level experienced operational management, revenue analysis, and contracts professional with 25+ years working with executive leadership. Employing proven methodologies implementing new business standards globally among multiple business tiers, emphasizing Contract Administration, Sales/Lifecycle Management, and Customer Satisfaction, while ensuring complete adoption, use, and visibility into Sales and Revenue analytics for every engagement.
ACHIEVEMENTS
RESPONSIBILITIES
Streamlined business processes and internal controls, resulting in scalable and detailed set of procedures.
Reviewed customers, contracts, and purchase orders for revenue recognition and verified compliance with internal policies and standards.
Updated, organized, and trained internal team regarding HubSpot client and customer information ensuring proper metrics were used.
Liaised and collaborated with multiple departments ensuring cost vs. ARR was within C-Level approval parameters.
Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
Performed spending analysis and partnerships to refine policies and develop recommendations for improvement.
Validated existing accounting management and reporting systems to assess quality and conformance, identify problems and implement corrective actions.
Increased revenue by implementing effective sales strategies within sales cycle process from prospecting leads through close.
Meetings with director to identify techniques to overcome sales obstacles.
Directed and implemented strategic improvement plans to integrate solutions from audit findings and workflow process issues.
Performed and documented quality control checks to maintain compliance with company initiatives.
ACHIEVEMENTS
RESPONSIBILITIES
Single global point of contact for all commercial documents, corporate records, and contractual agreements.
Global Project Manager for the design, strategic implementation, and organization of related software solutions to consolidate information for a variety of sales channels, document workflow and contract maintenance.
Coordinated deployment and application of new customer programs while providing insight of acceptance into the programs, compliance, and ensuring visibility for stakeholders.
Created, memorialized, and trained sales and marketing teams regarding new strategic internal processes for new program features, flows for execution and performance under multiple operations teams.
Oversaw the annual review of all standard Terms & Conditions along with other contractual temples to revise or update legal language to meet changing laws, anticipating changing industry fundamentals, and the impact on all facets of the organization and its structure
ACHIEVEMENTS
RESPONSIBILITIES
Central liaison and manager for internal/external partners (onshore and offshore) for contract negotiations/redlines including Master Service (MSA’s), Master Transportation (MTA’s), Work Orders/Purchase Orders, and other commercial Agreements.
Managed internal coordination of departments for rate structures, HR, and HSE compliance, sales tax/uses, and insurance.
Designed system notifications for supply chain documentation transparency concerning critical dates, contract renewals, amendments, or extension, thereby revamping the supply chain process to efficiently verify, authorize or reject, and reduce internal risk.
Advised, authored, or reviewed Sales and Operations teams RFP’s, RFI’s, and RFQ’s for professionalism.
Pursued, researched, and assessed legal and forthcoming industry standards/trends (blockchain, smart-contracts, unmanned auto & UAV insurance, and artificial intelligence) and potential effects and corporate risks.
Produced and presented training materials to Operations and Sales regarding different types of agreements, provided simplistic cheat-sheets for relationship owners regarding specific terms for initial customer discussions from the company standpoint. Formalized processes to track compliance of contract terms, requirements, and deliverables, with visibility into target dates, milestones, and KPI requirements.
Project Manager for the scoping and implementation of new CRM and CLM software from a contractual/legal standpoint for record retention and informational flow terms agreed within the 4-corners of the document and the stakeholders.
Educated Executive team regarding any known or potentially detrimental risk(s) agreed to, without prior approval or review from Contracts/Legal department or found in older evergreen documents.
ACHIEVEMENTS
RESPONSIBILITIES
Tracked contracts for management and issued regular tracking reports covering current status and upcoming milestones.
Negotiated/redlined and administered a variety of all sales agreements with diverse audiences from small businesses, global conglomerates, governments, and financial institutions for multiple business segments.
Maintained SharePoint and Salesforce database for with contract, vendor and customer information.
Continuously ensured strategic direction of software aligning with company's business model, movement, and processes.
Initial point of contact for software licensing, development, and services agreements for both SaaS and non-hosted solutions.
Compiled required documentation to keep contracts compliant with SOX requirements.
Mentored/educated internal teams on SOX compliance requirements, Revenue Recognition standards, and Contract and Commercial Management policies.
Facilitated/streamlined contract processes and managed implementing Salesforce contract management solution.
Scrum Advanced Training
OneTrust Certified Privacy Professional
Learning Slack
SAP ERP Essentials Training
Process Improvement Foundations
Lean Six Sigma Training
Project Management Foundations
Oil & Gas Law Short Course
Leveraging AI and Standards to Increase Deal Velocity
Contract and Commercial Management- Expert - IACCM - requires CLE yearly
Integrity Award for Excellence
Inguran, LLC
Licensed to Think Differently
IACCM
Excellence in Customer Relationship Growth
SunGard Data Systems Inc.
Integrity Award for Excellence
Inguran, LLC
Licensed to Think Differently
IACCM
Excellence in Customer Relationship Growth
SunGard Data Systems Inc.
Integrity Award for Excellence
Inguran, LLC
Licensed to Think Differently
IACCM
Excellence in Customer Relationship Growth
SunGard Data Systems Inc.