Professional with robust background in directing and managing large-scale operations, consistently driving success through strategic planning and execution. Adept at implementing innovative solutions that enhance productivity and operational effectiveness. Known for fostering teamwork and adapting to evolving business needs, ensuring alignment with organizational goals.
Overview
19
19
years of professional experience
Work History
Director, Business Systems Analyst
BOLD North America LLC (formerly CareerBuilder LLC, CareerBuilder + Monster)
Arizona
10.2018 - 03.2026
Responsible for the team supporting three Salesforce.com instances, including the existing process administration and development of future enhancements and the implemented and connected tools, as well as Financial Systems administration.
Lead the procurement process for vendor contracts associated with the Enterprise, including contract management, engaging with business owners and negotiation of new and renewal contracts.
Implemented processes to manage vendor contract renewals utilizing contract management tools resulting in over $5M in savings as compared with prior contract values.
Worked with Finance to build a Credit Approval Process to eliminate manual steps and iterate over time, reducing approvers, eliminating duplicative approvals increasing speed by applying appropriate approval levels.
Continually evaluating business processes built within Salesforce.com to minimize end-user effort, allow Sales to work more seamlessly with clients, increase data availability and allow for non-renewals of paid tools by maximizing available technology, such as an unauthenticated Knowledge Base website and other business processes replacing paid solutions, Agency Order enhancements, Opportunity Approvals to reduce contract cancellations, Sales Comp details surfaced for Sales Users, form driven support requests to ensure consistent messaging and routing and Multi-Factor Authentication.
Participated in a multi-team project to build an Auto Renewal process for Client Contracts and continue to optimize over time by automating and reducing manual post auto renewal clean-up work. While in use, over $35M auto renewed, freeing up Sales resources for prospecting and renewals requiring Client support.
Experience implementing Salesforce.com related tools, such as ZoomInfo, People.ai, Zoom Phone, Skuid, DemandTools, Chili Piper and Sales Compensation Tools.
Assisted Marketing with Lead Lifecycle projects to simplify, automate and document the process to continually evaluate for maximum ROI and future enhancements.
Consistently evaluating data governance and clean-up, by employing training to end-users on proper data entry and automated archiving and deletion to ensure available data can be relied upon.
Built a custom object in Salesforce.com to capture Contract details and sync with DataWarehouse to provide Sales a single source of Client information. Also used to compute Opportunity Upsell and Compression.
Responsible for leading the continued implementation of the Salesforce.com implementation, sales operations and sales support efforts. Additional responsibilities include Salesforce.com administration, sales productivity metrics, sales process maintenance, Opportunity workflow and streamlining sales support to improve sales effectiveness.
Led the implementation of the Pursuit Process, designed to automate deal reviews and approvals to ensure compliance with required business requirements. Implemented additional phased enhancements to improve User Experience and deliver better results.
Developed Executive, Sales Management, Sales Operations and Operations Reports and Dashboards to provide data for managing areas of responsibility.
Implemented the Contracts and Products object in Salesforce.com
Participated with the development and administration of Compensation Plans for multiple groups.
Manage Sales Operations budget and negotiate vendor contracts, including Salesforce.com and related applications.
Work closely with Marketing and other internal teams to develop, deploy and continually refine the sales tools and processes required to support the sales team.
Document and continually revise job aids for responsible business processes.
Facilitate end-user training for new Users and new implemented enhancements.
Project Director
Pitney Bowes Management Services
Seattle, WA
01.2007 - 01.2012
Lead proposal development team by assigning tasks, creating schedules, conducting status meetings, tracking milestones and driving project to successful completion. Provided non-technical writing to assist team and advance win themes.
Achieved a 35% Win Rate, with another 50% expected from verbal awards, combined to 40%.
Created process for managing projects, developing status reporting, disposition and lessons learned. Developed tools to track productivity, communicate priorities and piloted SharePoint team sites to add technology to work processes.
Developed on-boarding tools, forms and contacts for new Project Director’s to manage to project disposition. Trained and mentored new Project Director.
Led two successful improvement projects: Forms & Process Library and Metrics & Dashboard Reporting.
Created customized customer-focused sales proposals utilizing company branded and situation specific content to achieve a 25.0% Win Rate against a company average of 19.5%.
Solutions Consultant
Pitney Bowes Management Services
Seattle, WA
01.2007 - 01.2012
Responsible for crafting creative and cost-effective solutions for the provision of facilities management proposals for existing and prospective customers.
Participated on the renewal team responsible for securing a large healthcare industry customer renewal for five years, valued at $15M. Provided leadership in pricing strategy and exceeding the customer's 20% savings expectations.
Education
Business Administration
Northern Arizona University
Flagstaff, AZ
Legal Assistant
Mesa Community College
San Diego, CA
Legal Assistant
Miramar Community College
San Diego, CA
Business Administration
University of CA, San Diego
San Diego, CA
Skills
Salesforcecom
Contract Management
Project Management
Business Strategy
Assessing Operational Issues; Audit for Best Practices