CAREER SUMMARY Energetic and accomplished client and vendor partner strategy leader experienced in scaling teams, delivering complex projects, expanding customer and vendor relationships, steering product improvements, and building processes that positively impact the organization’s performance. Exceptional interpersonal communication, project management, process improvement, problem solving, planning, forecasting, data analysis, organizational and multitasking skills. Achieves results on complex multi-cultural and cross-functional projects in fast-paced environments.
Overview
14
14
years of professional experience
Work History
Customer Success & Operations Leader
Augustus Commerce, Acquired Moblty Inc
New York, NY
09.2016 - Current
Reported to Chief Operations Officer with dotted line to Founding Officers of the Company
Worked with enterprise clients including CVS, PepsiCo – Gatorade Brand, and Callaway
Sourced, motivated, and coached staff to successfully deliver project objectives which meet or exceed SLA expectations
Built solid client relationships to expand scopes to generate revenue and exceptional QBR ratings
Negotiated SOWs with solid success criteria’s by coordinating with both the client and internal departments (Sales, Sr
Management, and Customer Support)
Continuously identify areas of savings and productivity improvements by streamlining workflows and creating ways for clients to be more self-sufficient in our SaaS solution
Advocate for client feature requests and support resolutions while balancing the objections and development roadmap of our organization
Created an RFP process to answer client proposals timely with sales teams input
Partnered with sales team to establish dynamic price book to improve margins
Trained clients on use of platform to take advantage of full feature functionality it has to offer
Instituted health metric, receivables, and payables process to deliver solid results and reporting
Implemented procurement process’ to coordinate project purchasing between sales and client success implementation services teams
Launched a vendor RFP process creating a competitive bidding process
Strategically sourced equipment based on client requirements on budget for every project
Lead contract negotiator for equipment and services generating double digit margins per project
Established solid vendor relationships to direct ship to multiple locations based on install schedules
Director Sales Operations
Moblty Inc
Created Standard operating procedures for the Account Management team which increased customer service levels from 82% to 92%
Constructed and maintained reporting mechanisms to track employee and business performance including sales forecasts & activities
Organize and draft presentations and selling materials, increasing Moblty’s ability to continue discussions in the sales process
Led the creation of client data reports, to build value of the Moblty Software and prove KPI’s to our clients
Negotiated more than 10% product savings with vendors and created budgets, processes, and mechanisms to monitor expenditures
Participated on team to implement an ERP System (starting with CRM, project/resource management, planning, inventory management, to invoicing) and sourced new office space (from working with real
estate companies, finding appropriate space, to managing the move)
Implemented a procurement process and coordination between sales, procurement, and client success implementation services to improved margins from 10-15% to 18-25% or better.
Sales & Marketing Coordinator
Provenir, Inc
Parsippany, NJ
02.2008 - 09.2016
Constructed and maintained reporting mechanisms to track employee and business performance including sales forecasts & activities
Monitored budgets and made recommendations to reduce expenditures, negotiated programs with at minimum 20% savings off list rates
Reconciled billing to Projector PS system to ensure all ratable time was billed, found $25,000 of time not invoiced to client
Recommended Implementation teams to the Director of Professional Services to install software at clients
Team was accepted 90% of the time
Draft responses to proposals and RFI’s, increased Provenir’s ability to make it to the second round of the selection process (7 out of 10)
Created and maintain a library of slides to share presentation content across departments, improved the consistency of the messaging
Effectively managed events to come in on budget to the projections outlined at the start of the project
Forecasted revenue and utilization rates for the Director of Professional Services
Implemented and Administer of Projector PSA professional services software, and Salesforce.com CRM system