Ted Margison
Los Angeles,California
Summary
DIGIITAL TRANSFORMATION LEADER Over 12 years of experience with Salesforce. Extensive experience helping companies transform how they do business. Sold and oversaw delivery of over 200 projects. Recognized for the ability to work with clients to solve complex problems and create solutions which exceed business needs – see ‘Select Highlights’ below. Developed and managed professional services teams. Expert at pre-sales scoping and estimating, and creating successful project delivery processes.
Select Highlights
- Managed a consulting practice at Ernst & Young and PriceWaterhouse; managed my own consulting firm.
- Established an implementation methodology that reduced client-onboarding costs by $500,000 and timeline by 56%, enabling the company to triple its size in 2 ½ years.
- Implemented processes which drove the most successful project in 17 years according to the Account Executive. Leveraged this to expand access through parent company, growing user base from 200 to over 5,000 in one year.
- Established processes to help companies control demand, resulting in $30 million additional revenue from 20 accounts in three months for one company and a 62% increase in sales over 18 months for another company.
Overview
33
33
years of professional experience
8
8
Certification
Work History
President
Pebble
Los Angeles
02.1991 - 04.2016
- Drove sales and delivery of services; and recruitment and development of consulting team
- Developed Go-To-Market strategies and partner relationships
- Services focused on ERP and CRM system selections and implementations, transforming how companies operate to get dramatic results
- Provided Interim Management as Sales Director and VP Operations
- Worked with software vendors to improve product quality and user experience; and develop target business models to create product roadmaps
- Business partner for Ernst & Young.
- Initiated strategy to drive company growth and increase market share and profitability.
Senior Principal LA Salesforce Practice
Slalom Inc.
Los Angeles
06.2022 - Current
- Part of leadership team managing and growing practice
- Responsible for driving sales, utilization, customer success and CSAT, and on-budget and on-time delivery
- Establish Go-To-Market strategies
- Conduct pre-sales efforts and oversee delivery in various roles: Engagement Manager, Delivery Lead or Solution Architect.
- Team sold over $13 million in one year.
Pre-Sales & Delivery
NTT Data Services
Los Angeles
07.2019 - 06.2022
- Responsible for pre-sales efforts and solution architect services on projects focused on driving customer success and CSAT scores
- Conducted pre-sales efforts to set direction for transformations
- Provided delivery oversight as Engagement Manager or Solution Architect
- Worked on one of the largest data-driven decision-making and integration efforts to help a global holdings company manage over 1,000 operating companies.
Sr Architect Business Transformation Salesforce Practice
Cognizant
Los Angeles
08.2018 - 07.2019
- Provided solution consulting for Salesforce projects
- Developed new student-centric journey management solution for a higher education organization, enabling client to triple expected volume of students without adding staff.
Director Professional Services & Support North America
Adstream
Los Angeles
04.2016 - 08.2018
- Managed pre-sales through delivery and ongoing support
- Responsible for utilization, customer success and CSAT/ NPS, on-budget and on-time delivery; in addition to helping drive sales
- Built team to sell and deliver professional services and support
- Led demos, discovery, estimating, proof-of-concepts, roadmap planning, implementation, and support
- Provided product feedback and recommendations for product direction to development team
- Led project whose success gained access to parent company and its related companies on a global scale, growing user base from 200 to over 5,000
- Implemented processes that turned around a problem account that was withholding several million dollars.
Engagement Manager
Enablepath
Los Angeles
02.2015 - 04.2016
- Engagement Manager/ Solution Architect for Salesforce-as-a-Platform projects to build custom solutions
- Worked with several firms to develop custom solutions to manage their business.
- Established solution for media company enabling them to double their volume with half the staff.
Director Operations
Medical Scribe Systems
Los Angeles
03.2012 - 02.2015
- Established target operating model and built supporting processes and systems, using Salesforce as central hub
- Enabled company to triple its size in 2 ½ years.
Education
Bachelor of Applied Science: Systems Design Engineering -
University of Waterloo
Skills
- Business Digital transformation
- Salesforce
- Pre-Sales
- Delivery
- Strategy development
- Go-to-Market strategies and execution
- Data Driven Decision Making; Analytics
- Consulting
- Leadership Management
- Process Improvement; Lean Six Sigma
Certification
- Salesforce Data Cloud Consultant (01/01/24)
- Salesforce AI Associate (10/01/23)
- Salesforce Experience Cloud (04/01/23)
- Salesforce Business Analyst (11/01/22)
- Salesforce CPQ (03/01/20)
- Salesforce Admin (04/01/18)
- Miller-Heiman Strategic and Conceptual Selling
- Lean Six Sigma Green Belt (02/01/23)
Other Work Experience
PriceWaterhouse, Sr Manager
- Managed West Coast practice for manufacturing
Ernst & Young, Manager,
- Started Food Industry consulting practice
Timeline
Senior Principal LA Salesforce Practice
Slalom Inc.
06.2022 - Current
Pre-Sales & Delivery
NTT Data Services
07.2019 - 06.2022
Sr Architect Business Transformation Salesforce Practice
Cognizant
08.2018 - 07.2019
Director Professional Services & Support North America
Adstream
04.2016 - 08.2018
Engagement Manager
Enablepath
02.2015 - 04.2016
Director Operations
Medical Scribe Systems
03.2012 - 02.2015
President
Pebble
02.1991 - 04.2016
Bachelor of Applied Science: Systems Design Engineering -
University of Waterloo