Hi, I’m
Stefany Ortiz
Sales Enablement
Bronx,USA
Summary
Performance-driven Vice President with 10+ years of experience aligning systems with business requirements, policies and regulatory requirements. Passionate about applying excellent organization and communication skills to manage and lead teams. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall business judgment.
Overview
14
years of professional experience
1
Certification
Work History
Bank of New York Mellon
Vice President, Senior Sales Enablement Specialist
03.2010 - Current
Job overview
- Responsible for driving the advancement and adoption of the Sales Enablement platform for over 2,500 users globally within 8 different lines of business
- Partner with key stakeholders in Sales, Marketing and Technology to strategize and integrate new product features with other sales enablement tools as well as capability enhancements
- Strengthen user adoption by restructuring platform and evangelizing benefits and value
- Provide thought leadership to marketers, and sales teams on how to effectively use the platform, and maximize effectiveness and pipeline activity
- Restructured the platform to create an intuitive UX for eight unique lines of businesses based on user feedback and challenges
- Includes auditing over 3K pieces of collateral to ensure relevancy, version control and single source of truth
- Implemented content management best practices and ongoing organization of sales and marketing collateral through taxonomy projects and a cadence of refresher trainings
- Provide support and solutions for timely Marketing Communications to sellers by way of adopting Newsletters and creating in-system Campaign pages
- This allows sellers find what they need, when they need it in one location to share seamlessly with clients and prospects
- Integrated platform with CRM, MS Outlook, MS Teams, and Mobile app to ensure sellers have quick access to content wherever they are in the sales journey
- Optimized the overall CRM integration with predictive content processes and enrichment data to report out on and improve win rates
- Transformed the RFP content submission process by integrating digital experiences to share product and services information / collateral with a goal to improve the CX and widen the net on prospects for business growth.
Neuberger Berman
Marketing Operations Associate | Systems Product Owner
03.2010 - Current
Job overview
- Lead project as per Agile methodology to develop firm-wide sales and marketing enablement system for 1200+ staff members across globe; also, manage all system capabilities and enhancements while maintaining SLAs
- Formulate system roadmap and ensure end-to-end management of system integration/automation projects
- Keep management up-to-date on system adoption progress through ad hoc reporting
- Coordinate with operations/technology teams and external vendors as point of contact to conduct RCA and troubleshoot issues
- Develop and head system governance team to identify opportunities for improvement, business priorities, and processes/workflows
- Provided updates on new system rollouts, enhancements, procedures, and projects
- Designed and developed system training guides as well as videos
- Implemented processes to gather actionable insights for sales and marketing teams to drive marketing initiatives
- Saved content owners over 4000 hours per year by converting static content into customizable and dynamic content
- Planned, aligned resources, and conducted employee one-on-one and group system training/informational sessions
- Achieved annual savings of $50K by transitioning sales training/pitch videos from third-party vendor platforms to Seismic platform
- Challenged status quo of legacy processes and secured improvement opportunities to significantly reduce external (vendor) dependencies.
Education
New York City College of TechnologyBrooklyn, NY
Bachelor of Arts in Paralegal Studies
Skills
- Documentation and Reporting
- CRM Software
- Training and Mentoring
- Performance Metrics Analysis
- Content Automation
- Strategic Planning & Analysis
- Vendor Management
- Project Management
- Roadmap Development
Websites
Certification
- Project Management Professional Certification (In Progress)
- Seismic Administrator Certification
Qualifications Summary
Accomplished business leader with extensive experience strategizing, providing consultations, leading teams, and managing programs to achieve strategic objectives. Deft at identifying and removing program inefficiencies and implementing measures for supporting organizational initiatives. Skilled at providing program management concepts, strategies, and models to implement positive change. Ability to maintain strict adherence to high standards of quality throughout all phases of project delivery. Possess knack for designing effective methods to monitor processes and improve operation/project management systems, processes, and best practices. Ability to promote organizational culture conducive to top performance and high employee morale. Demonstrate excellent leadership, analytical, cross-functional, interpersonal, and communication skills.
Timeline
Vice President, Senior Sales Enablement Specialist
Bank of New York Mellon
03.2010 - Current
Marketing Operations Associate | Systems Product Owner
Neuberger Berman
03.2010 - Current
New York City College of Technology
Bachelor of Arts in Paralegal Studies
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