TIM WAGNER
Tampa,FL
Summary
Dynamic leader with 20+ years of experience and a proven track record driving strategic initiatives that generated new revenue. Expert in business optimization and team leadership, leveraging advanced learning methodologies to enhance performance. A trusted advisor skilled in consulting and financial leadership, fostering growth through innovative solutions and effective operational strategies.
Overview
21
21
years of professional experience
Work History
Fractional COO
American Graphene Co.
06.2025 - Current
- Developed comprehensive risk management plans to protect company assets.
- Analyzed market trends and assessed potential impact on organization's growth strategy.
- Developed and implemented strategic plans to achieve organizational objectives.
- Assisted in budgeting process by evaluating costs and allocating resources appropriately.
- Supervised the executive team, providing guidance on operational decisions.
Director – Client Learning & Development Experience
Stambaugh Ness, Inc.
01.2022 - 06.2025
- Hired as Practice Area Leader to create, hire, and develop the first L&D program for Stambaugh Ness
- Developed and implemented a comprehensive AI-driven learning management system for improving training efficiency leading to over 1,500 client and employee users in the first year
- Managed vendor relationships (Docebo LMS) to ensure high-quality and cost-effective solutions
- Created 3-phased approach to team: Client focus, Employee focus, and Partner focus
- Acquired and integrate leading-edge learning methodologies to develop curriculum that meets not only the current needs but anticipates what AE firms and employees will need to know in the future to be successful
- Rolled out successful LMS for client access in 18 months from hire date
- Created new revenue stream opportunities with paid courses, custom client hubs, and L&D needs analyses
- Reported directly to the CEO and collaborated with Practice Area Leaders on strategic planning
Director - Customer Enablement
Deltek, Inc.
01.2019 - 01.2021
- Strategically expanded the Customer Enablement division by developing a network of global training partners. This will create opportunities to broaden the range of products and services Deltek offers internationally, while strengthening support for the DLZ
- 3.0 Learning Platform initiatives (Cornerstone, Talent LMS)
- Managed the Sales and Operations efforts of the business division
- Worked with and managed teams within the US and internationally
- Oversaw the DLZ live training events with the ongoing support of the Customer Experience team
Sr. Go to Market (GTM) Leader – Deltek Global Operations
Deltek, Inc.
01.2018 - 01.2019
- Created and oversaw the Deltek Training Network to create and grow globally an ecosystem of partners contributing advanced-level learning content for the DLZ Enhanced tier
- Created and executed successful virtual live training events offered to our customer base
- Managed and provided leadership to our Operations and Sales teams
- Provided and executed an upselling tier campaign for our DLZ Enhanced tier
- Communicated and engaged with clients at all levels, as well as assessing future supply / demand requirements
- Collaborated with internal Customer Enablement teams and additional teams throughout Deltek
- Advised on best practices for business disciplines, and contributed to the refinement of the training and operational methodologies
Sr. Delivery Leader – Deltek Global Consulting
Deltek, Inc.
01.2014 - 01.2018
- Lead and mentor 30+ global professional services team of functional and business consultants focused on implementing ERP systems for project-based professional services organizations in the A/E/C industry, as a company of 3K+ employees focused on selling and servicing CRMs and ERP systems: Ajera, Vision, Vantagepoint
- Acted as Portfolio Manager with P&L ownership; oversaw consultative solution sales, strategic planning, budgeting and forecasting
- Managed and mentored a team of 9+ implementation consultants while leading highly complex and large account implementations
- Owned readiness responsibilities for multi-discipline functions; oversaw delivery and client success with implementation and consulting services
- Provided the Executive Team with budgets, forecasts, bonus structures and SPIFF programs
- Communicated and engaged with clients at all levels, as well as assessing future supply / demand requirements
- Created and led change management, client training workshops and client adoption
- Trained consultants in existing roles, developed / executed cross-training plans and career plans
- Managed sub-contractors for overflow and partnering arrangements
- Advised on best practices for business disciplines, and contributed to the refinement of the implementation methodology
Senior Consultant and Consulting Manager
Deltek, Inc.
01.2012 - 01.2014
- Led many and helped develop the platform for several successful User Groups
- Nominated as Lead Presenter at Insight, Deltek’s annual customer convention
- Developed and implemented a comprehensive technical training program for a global team, leveraging AI technology to personalize learning experiences, resulting in an increase in employee engagement and performance
- Trained Principal Consultants throughout DGC in Leadership Curriculum courses
- Oversaw the development of new team members; delegated work and maximized efforts
- Resolved client challenges and budget concerns; directed market growth and client events
- Demonstrated industry knowledge expertise and acted as best practices trainer
- Maintained high client satisfaction / success and sold additional consulting opportunities
- Led strategy and process improvement initiatives
- Established a proven history of meeting individual and team financial goals
- Promoted three times in six years to roles with increasing responsibility and leadership
- Led as Senior Consultant (XTS Software dba Axium) in June 2014 Deltek acquisition
- 2017 – 2018 chosen as Deltek Insight Presenter and Meet the Expert panelist
- 2013 – 2018: Presenter of Financial and Project Management Workshops across N.A.
- 2016 – Achieved President’s Club Award Winner
- 2013 – 2017 Received several “Above and Beyond” Awards and Ace Award
- Led multiple service package program creations and executions resulting in additional revenue streams = ~$2M, leading to team growth and to exceeding revenue goals >20%
- Trained staff to manage cross-utilization of CRM Teams = Costpoint, Vision and Ajera
- Built out 2 new business units; hired staff and developed an onboarding curriculum and training; cross-trained staff on ERP integrations: North American Project Information Management (PIM) Consulting Team; Government Contracting Systems to Costpoint Staff Consulting Team
Director of Finance and General Manager
Level 5 Engineering, LLC
01.2005 - 01.2012
- Served as “Acting CFO and Controller” for Vieste, LLC, and the Vieste Consortium of Companies based in Chicago, which owned 45% of Level 5 Engineering
- Controlled financial planning and accounting direction for Level 5, a civil engineering firm with $12M annual revenue and 28employees
- Provided strategic direction and implementation of marketing and business development
- Supervised and mentored Department Managers and staff supervised, managing the work planning, forecasting, training, developing, recruiting, hiring and separations
- Authored many company procedures and policies related to accounting, quality control, project management, marketing, administration and employee manuals
- Controlled fully the successful transition of the Asset Purchase Agreement creating the firm; collaborated with Owners and Management throughout the acquisition
- Implemented successfully internal accounting systems and procedures reducing dependency on outside services by $25,000 /year
- Maximized profits by reducing company overhead costs by 11%
- Demonstrated high-level experience in INDOT OH Rate Audits; brought many functions in-house, saving the firm nearly $100,000 to-date
- Created and trained company on SOP and business operations procedures
Education
Bachelor of Science - Accounting, Finance
Kelley School of Business, Indiana University
Certified in Change Management Profession -
Acuity Institute
Certified Coach, Teacher, Trainer, and Speaker -
The John Maxwell Team
Skills
- Entrepreneurial Leader
- Business Optimization
- Team Leadership
- Financial Leadership
- Software / Consulting
- Systems Integration
- Performance Manager
- Budgets / Forecasting
- Service Engagement
- Strategic Planning
National Presentations
- Change Management - The Employee Side of Change, Deltek Insight (ProjectCon)
- Change Management - Preparations that Reduce Risk, Deltek Insight (ProjectCon)
- Effective Department Structures & Reporting, Deltek Insight (ProjectCon)
- Financial Workshop, presented in several cities throughout the US
- Project Management Workshop, presented in several cities throughout the US
- Host/presenter of several webinars, Deltek and Stambaugh Ness
Accomplishments
- 2019 LEAP Award (Executive Leadership)
- 2017 President's Club Award
- 2013-2017 several Above and Beyond Awards
- 2014 ACE Award
Timeline
Fractional COO
American Graphene Co.
06.2025 - Current
Director – Client Learning & Development Experience
Stambaugh Ness, Inc.
01.2022 - 06.2025
Director - Customer Enablement
Deltek, Inc.
01.2019 - 01.2021
Sr. Go to Market (GTM) Leader – Deltek Global Operations
Deltek, Inc.
01.2018 - 01.2019
Sr. Delivery Leader – Deltek Global Consulting
Deltek, Inc.
01.2014 - 01.2018
Senior Consultant and Consulting Manager
Deltek, Inc.
01.2012 - 01.2014
Director of Finance and General Manager
Level 5 Engineering, LLC
01.2005 - 01.2012
Bachelor of Science - Accounting, Finance
Kelley School of Business, Indiana University
Certified in Change Management Profession -
Acuity Institute
Certified Coach, Teacher, Trainer, and Speaker -
The John Maxwell Team
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