Candidate Detail

I am a business & marketing technology executive with extensive experience in program management, digital transformation, customer experience management, customer success, and c-suite advisory.Since 2005, I've specialized in helping senior business and technology leaders leverage the Salesforce Customer Success Platform to drive digital transformation, automate complex business processes, deliver key business insights, and craft compelling customer experiences.

Skills and tools

Management
Team Management
Corporate communications
Digital marketing
Sales

Education

  • - June 2007
    BA, Liberal Studies
    Thomas Edison State College

    Graduated with Honors

  • - June 2000
    Technical Communication
    Northeastern University

    Professional CertificateDigital Media, Web Design, Technical Communication

Work Experience

  • September 2018 - April 2020
    Salesforce Practice Lead
    OnPrem Solution Partners
    Responsible for developing and executing strategies to grow the OnPrem Salesforce practice, as well as PMO / OCM leadership for global media & entertainment and retail logos.Experts in Digital Media Supply Chain, Content ROI, CRM / CX, AI, and Data & Analytics, we strategize, advise, design, develop, and integrate digital solutions.
  • August 2016 - September 2018
    Global Engagement Partner
    Cognizant Technology Solutions
    I provided oversight for a $MM, global portfolio of Salesforce projects and managed distributed teams of solution architects, technical analysts, developers, and project managers. Responsibilities included: - portfolio governance and program structure - stakeholder development - innovation and thought leadership - operational and delivery health (revenue, utilization, profitability) - business development - engagement transformation Cognizant’s Enterprise Application Services (EAS) help clients reimagine their digital CX, engage their partner ecosystems more productively, and run their operations and financial organizations more efficiently.
  • June 2013 - May 2016
    PMO & Salesforce Program Manager
    FirstKey
    Cerberus Capital Management, L.P. is a private equity firm based in New York City with $50 billion under management in funds and accounts. FirstKey (a Cerberus Portfolio Company) provides real estate financing products and services. As PMO Manager, I supervised a multimillion-dollar portfolio of concurrent CRM, sales and marketing technology projects, including: An enterprise Salesforce PaaS implementation that tracks leads from a variety of inbound and outbound marketing campaigns from initial inquiry through final close/won or close/lost. The implementation also included multiple integrations with external/third-party platforms, including Emma (email marketing) and various loan origination systems, as well as SEO, SEM, PPC, and Web-to-Lead partners. Concurrent integration and implementation projects involving a variety of real estate and cloud technology platforms, including Rockport, Backshop, BlueSage, Encompass 360, Amazon Web Services (AWS), and Net Oxygen.
  • January 2012 - July 2013
    Salesforce / Sales Trainer
    Baker Communications
    Baker Communications offers leading edge sales training solutions for sales makers and sales managers. I coached sales teams through weekly burst sessions “in-the-cloud” with the objective of identifying, advancing and converting qualified opportunities while driving Salesforce CRM best practices.
  • May 2005 - March 2012
    VP, Business & Program Development
    AWPRx LLC
    AWPRx, LLC is a leading pharmacy benefit management company that serves the workers' compensation industry and is contracted with 95% of all United States pharmacies. As part of the executive team, collaborated with CEO to develop business strategy, business architecture, and to leverage technology to achieve key business goals. Also responsible for Salesforce Customer Success Platform product planning and execution throughout the product lifecycle, as well as Salesforce administration, Service Cloud, CRM/SFA, Force.com, Visualforce coding. Additional accomplishments: Managed SAS 70 compliance audit (resulting in successful certification) and governed ongoing SSAE 16 compliance controls. As interim director of operations, developed call center performance dashboards and KPIs and managed customer service teams to 96% success rate as measured against those KPIs. Developed comprehensive online knowledge bank to train employees, clients and business partners on proprietary software platform. Produced employee engagement programs. Designed elegant, impactful online content solutions to support business objectives. Coached customer service managers around management essentials, leadership, and team-building strategies.

Awards and Certificates :

  • May 2019
    Understanding Buyer Psychology
    Cardone Training TechnologiesNo Expiration
  • May 2019
    Sales Fundamentals
    Cardone Training TechnologiesNo Expiration
  • June 2019
    The Perfect Sales System
    Cardone Training TechnologiesNo Expiration
  • June 2019
    Mastering the Close
    Cardone Training TechnologiesNo Expiration
  • July 2019
    Professional Prospecting Strategies
    Cardone Training TechnologiesNo Expiration
  • July 2019
    Perfecting Customer Retention & Conversion
    Cardone Training TechnologiesNo Expiration