Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Lori J. Harris

Park City,UT

Summary

Professional Summary: Experienced technology executive with a long track record of driving innovation, growth, and delivering results through strategic planning, financial acumen, and collaborative decision making. Adept at aligning IT strategies with business objectives, enhancing operational efficiency, and leveraging broad industry knowledge across technology, insurance, hospitality, telecommunications, retail, and industrial services.

Objective: Seeking a board position to leverage industry knowledge, entrepreneurial mindset, and proven ability to guide companies through digital transformation.

Overview

32
32
years of professional experience

Work History

Sr. Director, Services Operations & Strategy

ServiceMax (PTC - Jan 2023)
07.2012 - 04.2022
  • Set and managed strategic, financial, and performance goals to strengthen Customer Solutions operations and drive growth including providing feedback and solutions for underperforming areas.
  • Grew revenue by 100% during tenure and ensured continuous profitability year over year for the Customer Solutions organization.
  • Set and administered multi-million dollar cross functional annual budgets with little to no overages.
  • Directed the design and execution of business transformation initiatives to drive performance, profit optimization, operational efficiencies and revenue growth opportunities.
  • Developed and led a team of Operations professionals that supported the cross functional Customer Solutions team and other departments as needed.
  • Acted as a member of the Executive Leadership team to attain organizational goals and support corporate-wide initiatives such as performance & bonus processes, merger and acquisitions, technical and financial certifications, system implementations and more.

Owner

Mary Jane’s, LLC
01.2003 - 03.2023
  • Opened and operated three successful retail boutiques.
  • Grew sales 300% from first year to mature years at all three locations.
  • Developed standard operating practices and trained managers and employees to perform these daily functions while achieving sales goals.
  • Managed designers and suppliers to maintain cost controls and improve profitability.
  • Advised 20+ entrepreneurs in opening and operating retail stores.

Independent Consultant

Multiple Companies
01.2003 - 08.2012

R4GS

  • Developed the Professional Services methodology for implementing complex RFID solutions for Fortune 500 companies.
  • Delivered training to consultants who implemented RFID solutions for Costco and Wal-Mart.

Zuora, Inc./Aggressor, LLC/ATG, LLC

  • Implemented 80+ small to mid-sized customers on Zuora's SaaS based billing and payment solution.
  • Assisted the Practice Director in developing the Emerging Markets and Self Service Implementation products.

Hoover Solutions, Inc.

  • Developed As Is and To Be business process flows for the large tank manufacturing and rentals business.
  • Developed a Request for Proposal (RFP) process for an asset management, order management and billing system, and guided the team in selecting the software and implementation vendors.

Phillips Services Corporation

  • Developed As Is and To Be business process flows for the large industrial services cleaning process that required strict safety and hazardous chemical handling compliance.
  • Completed an order management system vendor selection process including customizations for safety and hazard management.
  • Managed the entire implementation of a SaaS based order management system for 20+ locations providing automation, best practices in safety and hazard management, tracking and reporting for a previously all manual process.

Director, Sales and Services Operations

QuantumShift, LLC
01.1999 - 01.2003
  • Developed, launched and managed several telecommunications software products.
  • Created, maintained, and trained the consulting teams on the Professional Services methodology for the telecommunications billing software platform products.
  • Managed a national team of consultants that provided business process re-engineering and cost reduction policies for client's telecommunications services.
  • Developed and managed the operations and reporting for both the Sales and Professional Services organizations.

Operations & Implementation Manager

Allied Riser Corporation
01.1997 - 01.1999
  • Worked with the Executive and Engineering teams in creating the first building local exchange carrier (BLEC) in downtown San Francisco.
  • Developed the marketing, sales and delivery materials for the BLEC product lines and trained the Sales and Engineering teams on how to sell and implement.
  • Provided Sales and Customer Support.

Independent Consultant

Multiple Restaurants
01.1995 - 01.1997

Multiple Restaurants

  • Installed POS restaurant systems for several local restaurants and provided training on how to use the computer system, reduce shrinkage and provide reporting on a daily basis.

Sr. Consultant

Price Waterhouse Coopers
01.1991 - 01.1995
  • Implemented and supported large mainframe (COBOL-based) systems for health insurance companies.
  • Developed and launched a joint venture re-insurance business between US based and South American based insurance firms.
  • Managed a ERP system implementation for a Fortune 500 consumer goods business.

Education

Associate of Arts - Culinary Arts

California Culinary Academy
San Francisco, CA
06.1996

Bachelor of Science - Finance And Marketing

Lehigh University
Bethlehem, PA
05.1991

Skills

  • Strategic Planning and Execution
  • Financial Analysis and Reporting
  • Team Leadership and Development
  • Business Process Operations, Optimization and Change Management
  • Business & Technology Strategy
  • Software Vendor Selection, Implementation & Maintenance
  • Project and Engagement Management
  • Digital Transformation
  • Contract Management
  • Lead to Cash Lifecycle Management

Languages

Spanish
Professional Working

Timeline

Sr. Director, Services Operations & Strategy

ServiceMax (PTC - Jan 2023)
07.2012 - 04.2022

Independent Consultant

Multiple Companies
01.2003 - 08.2012

Owner

Mary Jane’s, LLC
01.2003 - 03.2023

Director, Sales and Services Operations

QuantumShift, LLC
01.1999 - 01.2003

Operations & Implementation Manager

Allied Riser Corporation
01.1997 - 01.1999

Independent Consultant

Multiple Restaurants
01.1995 - 01.1997

Sr. Consultant

Price Waterhouse Coopers
01.1991 - 01.1995

Associate of Arts - Culinary Arts

California Culinary Academy

Bachelor of Science - Finance And Marketing

Lehigh University
Lori J. Harris