Summary
Overview
Work History
Education
Skills
Websites
AREAS OF EXPERTISE
Awards
Timeline
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Michelle Lagunte

Millbrae

Summary

Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

Overview

14
14
years of professional experience

Work History

Head of Worldwide Incentives & Investments and Compliance

NetApp
12.2021 - Current
  • Responsible for the Incentives and Investments Strategy and Execution.
  • Own end to end strategy of Global Incentives/Investments and Compliance.
  • Determine metrics to be leveraged for MBR and QBR.
  • Collaborated with the Worldwide Channel leaders, BU’s, and Sales Teams to design the incentives and investments suite.
  • Drafted the work back plan and partnered with leadership to ensure excellence in execution.
  • Partnered closely with Finance on building the program financial models and affordability.
  • Reviewed Incentives and Investments programs for Compliance Risks and provided mitigation plans.
  • Ensured operational feasibility for proper execution.
  • Drove alignment with leadership on program strategy and Governance Committee.
  • Drive process document creation to ensure operational feasibility and efficiencies.
  • Continued Lifecycle operational process improvements driving efficiency, simplification and system vendor RFP.
  • Presented Incentives and Investment strategy to C-Staff and ensured alignment on objectives and goals.
  • Lead Partner Compliance efforts to ensure compliance and alignment with Sarbanes Oxley, and applicable laws / regulations.
  • Achieved successful client outcomes by identifying and addressing their unique needs and goals.
  • Stayed informed on industry developments and market trends to gain competitive advantage.
  • Networked with other professionals and organizations to expand contacts and opportunities.
  • Monitored partner performance and provided feedback on areas of improvement.
  • Provided outstanding service to all individuals, promoting effective, and lasting business relationships.
  • Leveraged technological tools for efficient case management, organization, and enhanced client communication.
  • Prepared and presented reports on status of projects and initiatives.
  • Developed and implemented strategies to enhance partner relations.
  • Negotiated settlements, achieving mutually satisfactory resolutions for clients involved in disputes.
  • Oversaw firm's day-to-day administrative operations, provided guidance to support staff and enforced compliance with state, federal, and local regulations across organization.
  • Crafted persuasive written communications including briefs, memoranda, and contracts with attention to detail and clarity.
  • Streamlined internal processes, fostering improved efficiency and productivity within the firm.
  • Developed and implemented strategic plan for entering new markets, resulting in substantial increase in brand visibility and market share.
  • Cultivated a positive work environment within the firm by promoting collaboration among colleagues.
  • Enhanced client satisfaction, consistently delivering customized solutions that met unique business needs.
  • Conducted in-depth financial analysis to guide firm's investment decisions, maximizing returns.
  • Implemented rigorous quality control measures, ensuring highest standards of service delivery.

Director, Strategy & Transformation Distribution, Programs & Experience

VMware
11.2020 - 12.2022
  • Lead the Global Center of Excellence team.
  • Serve as a Chief of Staff to the VP of Strategy & Transformation overseeing Partner / Digital Experience, Programs, Incentives and Distribution.
  • Own the rhythm of the business which includes operational processes, goal setting, tracking, planning and engagement model.
  • Work closely with Global Operations and IT to ensure prioritization and execution of strategies.
  • Partner with VP’s / HR, building job descriptions, team expansion, performance plans, leadership development and talent search.
  • Develop synergies and partnerships within VMware to drive execution priorities and build strategies converting them into execution plans by leading discussions with IT and Partner Operations.
  • Serve as a liaison between global sales leads and functional team owners.
  • Work with M&A team for programmatic mapping and operational feasibility.
  • Utilize various KPI’s, building dashboards to help measure the performance of our initiatives.
  • Work across all verticals within the Global Sales organization to align roadmaps, drive execution, identify hurdles and resolution.
  • Responsible for reviewing enablement plans, building training documents and FAQs for functional areas.
  • Key leader within Global Partner Experience, Programs and Distribution who assists with escalations and drives resolution.
  • Oversee team budgets, communication plans, team workback plans, and operational components required for successful execution.
  • Drive process improvements and process creation to help streamline partner program operations.
  • Drive GEO and BU engagement and accountability of program planning.
  • Lead data driven policy discussions and decisions to improve program performance leveraging a Governance Intake model.
  • Responsible for identifying problems and process breakdowns and providing mitigation plans and advise to the Leadership Team.
  • Drive customer and partner experience lifecycle and processes.
  • Manage 3rd party SOW’s on consulting services and contractors.
  • Organize, prioritize, and program manage the execution of strategic initiatives and delivery of new programs.
  • Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
  • Established a culture of continuous improvement by fostering open communication channels and empowering employees to voice their ideas.
  • Managed budgets effectively to ensure optimal use of resources while maintaining financial stability.
  • Strengthened internal controls by reviewing existing policies and procedures, ensuring compliance with regulatory requirements.
  • Facilitated cross-functional collaboration for improved decision-making processes within the organization.

Director, Worldwide Program Incentives & Investments

VMware
05.2016 - 11.2020
  • Help drive SaaS strategy and enablement discussions with all stakeholders including all GEO’s.
  • Run the business by overseeing progress and status of programs and programmatic changes.
  • Provide program and process improvements while identifying risks and working through mitigation of risks.
  • Own operational processes, communications, newsletters, budgets, committee planning and leading communication.
  • Work with cross functional teams on complex projects, compartmentalizing components to build solutions.
  • Responsible for program escalations management which drives in assessing areas of opportunities.
  • Data driven decision making to help drive policy discussions and decisions to improve program performance.
  • Creation and maintenance of KPI’s, dashboards, operational plans, quarterly business review documents.
  • Cultivated a positive work environment that fostered employee engagement, increased retention rates, and boosted overall team morale.
  • Implemented innovative solutions to solve complex problems, resulting in increased productivity and streamlined operations.
  • Proactively identified potential risks and implemented mitigation strategies to minimize negative impacts on projects or business operations.
  • Leveraged professional networks and industry knowledge to strengthen client relationships.
  • Increased company revenue by streamlining processes and implementing cost-saving measures.

Director, Gx Customer Rebate Program and Operations

McKesson Corporation
02.2014 - 04.2016
  • Responsible for over $1.1B in customer investments
  • Lead several business and system transformations, serving as the liaisons between the business and IT.
  • Significantly reduced risks by establishing and maintaining business validation processes for annual rebate payments.
  • Responsible for assessing processes for efficiency and implementing process improvements and validations.
  • Lead and conduct partner and customer meetings and system training for programs user success.
  • Build scalable programs with the best ROI for each business unit.
  • Build, manage and track all key performance initiatives in accordance with the departmental and company goals.
  • Leverage various metrics to assist in identifying trends and to assist with various business decisions and cost drivers.
  • Define, lead and ensure customer onboarding success criteria are met.
  • Administer all facets of operational processes which include financial reporting, compliance, validation, calculation, forecasting and streamlining.
  • Establish new customer incentive programs in alignment with documented contractual requirements.
  • Present status of projects and financial position to executive leadership teams and top key partners executives.
  • Functioned effectively as subject matter expert and worked stream lead for multiple technology projects.

Senior Manager, Customer Rebate Program and Operations

McKesson Corporation
11.2011 - 01.2014
  • Lead multiple complex projects to drive efficiency through programs, while partnering with various stakeholders.
  • Closely monitored and approved more than 28,000 monthly customers rebate payments.
  • Responsible for all aspects of Rebate Accounting close process.
  • Initiated and implemented new projects, complex rebate structures, compliance requirements aligned with SOX and account reconciliations.
  • Accurately collected and assessed critical financial data and agreements for impact related to forecast and trends while successfully continuing to enhance processes and reduced risks by working with all stakeholders.
  • Analyzed large data sets for payment and reconciliation purposes, building processes around the review of data for various high-visibility projects.
  • Managed post sale activities as it relates to technology demos, relationship building, quarterly business reviews with the partners and understanding purchasing behavior.
  • Earned the 2012 McKesson Customer Accounting iCARE Award.
  • Provided strong leadership to enhance team productivity and morale.
  • Led cross-functional teams to achieve project milestones and deliver high-quality results.
  • Established strong relationships with clients and stakeholders, ensuring long-term partnerships and repeat business.
  • Mentored junior staff members for skill development and career progression within the organization.
  • Balanced competing priorities efficiently while maintaining focus on critical tasks requiring immediate attention.
  • Championed process improvement initiatives that led to significant cost savings without compromising on quality standards.

Education

Certificate in Marketing Strategy and Certificate in Business Strategy -

Cornell University

Master of Business Administration - undefined

University of Phoenix
San Francisco, CA

Bachelor of Science in Business Administration - Accounting

University of Phoenix
San Francisco, CA

Skills

  • Microsoft Office Suite
  • Workday
  • PeopleSoft
  • Oracle
  • SAP
  • Vistex
  • SFDC
  • Tableau
  • Excellent communication
  • Active listening
  • Organizational skills

AREAS OF EXPERTISE

  • Customer Success
  • Sales Operations
  • Business/System Transformation
  • Project Management
  • Process Improvement
  • Channel Management
  • Finance and Accounting Operations
  • Program Management
  • Strategic Planning and Analysis
  • Partner Experience
  • Partner Compliance
  • Incentives & Investments
  • GTM Strategy

Awards

Awards: 2012 McKesson Customer Accounting iCARE Award, 2013 McKesson Project Empire Award on Execution, 2019 VMware Award for Integrity and Execution, 2022, 2023 & 2024 CRN Women of the Channel Award, 2023 CRN Woman on the Rise

Timeline

Head of Worldwide Incentives & Investments and Compliance

NetApp
12.2021 - Current

Director, Strategy & Transformation Distribution, Programs & Experience

VMware
11.2020 - 12.2022

Director, Worldwide Program Incentives & Investments

VMware
05.2016 - 11.2020

Director, Gx Customer Rebate Program and Operations

McKesson Corporation
02.2014 - 04.2016

Senior Manager, Customer Rebate Program and Operations

McKesson Corporation
11.2011 - 01.2014

Master of Business Administration - undefined

University of Phoenix

Bachelor of Science in Business Administration - Accounting

University of Phoenix

Certificate in Marketing Strategy and Certificate in Business Strategy -

Cornell University