Summary
Overview
Work History
Education
Websites
Certification
Accomplishments
Community Service
Timeline
Generic

Jeff Lefevere

Carmel,IN

Summary

Experienced professional with a proven track record of driving growth and generating high bookings and revenue in the professional services industry. Recognized as a trusted advisor in solution consulting and project design delivery, consistently exceeding client expectations. Skilled in team leadership, coaching, and mentoring, with a strong focus on portfolio management, planning, and execution. Proficient in Agile and SDLC methodologies, particularly in regulated industries such as financial services and life sciences. A technology generalist with expertise in SaaS/PaaS/IaaS integration, data management, web application development, and digital and mobile solutions.

Overview

22
22
years of professional experience
1
1
Certification

Work History

Account Partner, Director, Professional Services

MULESOFT, a SALESFORCE COMPANY
03.2020 - Current
  • I lead professional services engagement activity with net-new and current customers, work as a SME and consultant in accelerating the pace of their innovation in their digital transformation initiatives leveraging the leading integration and automation platform in the market as well as a proven methodology, IP and change management principles that drives IT operating model evolution and market success
  • Bookings: Drive YoY growth in bookings and sales goals across pre-sales with net-new and current customers in enterprise banking, driving outcome-based services engagements ranging in size from $125K - $1M+
  • Team leadership: Support team success in performance management and personal development while also driving team enhancements with various projects like revised pricing calculators, group presentation development, cross-functional enablement, onboarding and other initiatives as needed
  • Delivery: Oversee the full project lifecycle across pre-sales, solution design, opportunity management, resourcing, and project delivery leadership to project outcomes and CSAT
  • Consulting: Act as a subject matter expert and consultant to customers around solution design, IT operating model analysis, leveraged use of MuleSoft’s intellectual property, KPI’s and metrics management.

Engagement Manager

NEW ERA TECHNOLOGY (Formerly Fusion Alliance)
02.2012 - 03.2020
  • Accountable for delivering business value via solution delivery
  • Over 125 projects delivered during tenure
  • Led solution design, SOW development, project team formation, and oversight in solution delivery for Fortune 150 client Eli Lilly & Co
  • (LLY) and its subsidiary Elanco (ELAN) with $10M+ annual revenue contribution and status as the company’s largest client
  • Additional client responsibilities in financial services and insurance
  • Led annual and quarterly strategic planning and strategy
  • Accountable for bookings growth, project profitability, program and project health, risk and issue management
  • Oversee, mentor and coach 4 – 7 project managers with matrix management of 40 + consultants
  • Responsible for quality governance and artifact management in regulated environments.

VP, Client Services

THE BASEMENT
11.2008 - 01.2012
  • Oversaw business development, new account acquisition, account management and project delivery with oversight of 5-person team
  • Developed client strategy, engagement, and technical project management for campaigns and enterprise-level web application development.

VP, Client Success

ORACLE MARKETING CLOUD (FORMERLY COMPENDIUM BLOGWARE)
02.2008 - 10.2008
  • Led 6-person team and client account management, including strategy, consulting, retention, customer implementation, and technical support
  • Developed dashboard and consulting methodology for client lifecycle.

Director of Development, Trade

WINEDIRECT (FORMERLY INTERTIA BEVERAGE GROUP)
09.2006 - 02.2008
  • Full responsibility for sales and marketing from field-based sales and marketing leadership role
  • Program development: Led concept to the first sale in 120 days supporting Series A and B financing metrics
  • Channel Acquisition: Acquired seven net-new distributor relationships for channel program in eight weeks
  • Sales & Launch: Sold-in and launched 40 new clients to program in three months.

Business Development Manager, Software

ARROW ENTERPRISE COMPUTING SOLUTIONS
03.2003 - 09.2006
  • Hired as Brand Manager leading all aspects of internal and channel-facing growth for $185M server line including partner development, marketing program management, enablement, and deal structuring, as well as net gross profit margin
  • Increased responsibility: Promoted from Brand Manager to lead business development in Midwest territory
  • Revenue generation: Drove $30M in incremental sales in ’05-’06 through brand growth program targeting SMB customers; national account manager for ten technology solution providers contributing $18M in annual revenue
  • Turnaround of underperformance: Achieved 148% of goals in 1H 2006 of historically underperforming accounts.

Education

Bachelor of Science - Journalism and Strategic Communication

BALL STATE UNIVERSITY

Master of Science - Strategic Leadership and Design

School of Business, UNIVERSITY OF INDIANAPOLIS
01.2021

Certification

  • Accelerate, Salesforce, Leadership and Managerial Development Program – June 2023
  • Certified Scrum Master (CSM), 2015 – Current
  • Certified Scrum Product Owner (CSPO), 2018 - Current
  • Certified Professional Agile Leader (PAL I), 2019 - Current
  • Specialization in Design Thinking and Innovation, Executive program at University of Virginia, 2018
  • Scaled Agile Framework (SAFe) training, 2016, 2019 | Solution Sales Methodology (SSM) based on SPI’s Solution Selling, ‘03, ’05, ’12

Accomplishments

  • Sold and delivered 13 $1M + engagements in years ’22 – Current
  • Professional services operating unit employee of the quarter for outstanding performance in Q1 and Q4 ’22; Q2 ’23; Q1 ’24
  • 214% of quota in 2022; 109% of quota in 2023
  • Grew account (Eli Lilly & Co.) over 400% over a five (5) year period (’14 – ’19) leading to an annual $12M run rate and status as the consulting firm’s largest client while managing a portfolio of 6 – 14 active projects and 40+ consultants
  • Led program management and the first-ever e-commerce based B2B wine transaction within the three-tier system

Community Service

  • Edge Mentoring, Mentor, 2020 – Current
  • ICouldbe, Mentor, 2020 – Current
  • Re: Work, Peer Advisor, 2020 – 2022
  • Pathfinders, Salesforce Mentor, 2020, 2022
  • St. Peter’s United Church of Christ, Volunteer, Pastoral Advisor, 2017 - Current
  • Habitat for Humanity, 2012 - 2018
  • Second Helpings, Inc., Advisory Council and Board of Directors, 2004 – 2009

Timeline

Account Partner, Director, Professional Services

MULESOFT, a SALESFORCE COMPANY
03.2020 - Current

Engagement Manager

NEW ERA TECHNOLOGY (Formerly Fusion Alliance)
02.2012 - 03.2020

VP, Client Services

THE BASEMENT
11.2008 - 01.2012

VP, Client Success

ORACLE MARKETING CLOUD (FORMERLY COMPENDIUM BLOGWARE)
02.2008 - 10.2008

Director of Development, Trade

WINEDIRECT (FORMERLY INTERTIA BEVERAGE GROUP)
09.2006 - 02.2008

Business Development Manager, Software

ARROW ENTERPRISE COMPUTING SOLUTIONS
03.2003 - 09.2006

Master of Science - Strategic Leadership and Design

School of Business, UNIVERSITY OF INDIANAPOLIS
  • Accelerate, Salesforce, Leadership and Managerial Development Program – June 2023
  • Certified Scrum Master (CSM), 2015 – Current
  • Certified Scrum Product Owner (CSPO), 2018 - Current
  • Certified Professional Agile Leader (PAL I), 2019 - Current
  • Specialization in Design Thinking and Innovation, Executive program at University of Virginia, 2018
  • Scaled Agile Framework (SAFe) training, 2016, 2019 | Solution Sales Methodology (SSM) based on SPI’s Solution Selling, ‘03, ’05, ’12

Bachelor of Science - Journalism and Strategic Communication

BALL STATE UNIVERSITY
Jeff Lefevere