SUMMARY:

• Successful, dynamic executive leader with 15+ years’ experience in sales, service, operations and supply chain in a variety of industries.
• Experienced in project management, gathering requirements, planning, implementing and controlling projects from the implementer or client side. PMO, organizational change and business process management, meeting facilitation, project and budget tracking, test planning and strategy.
• Accomplished sales rep and sales operations executive.
• Management of $1M - $300M in backlog, grow and support of global sales teams, forecasting, budgeting, P&L responsibility in wholesale, retail, manufacturing and consumer industries.
• Contributed to the success of eight SAP implementations.
• In addition, I’ve had significant non-technical roles in implementation projects including SalesForce, SuccessFactors, SharePoint, RDCoder, B2B and B2C ecommerce sites.

TECHNOLOGY SKILLS:

Familiar Software: SAP ECC, AFS, SD, MM, FICO, EWM, BW, SolMan, WPB, uPerform, R2, R3, EDI, SuccessFactors, SharePoint, Salesforce, B2B/B2C, Magento, PlumRiver, Sales portals, JD Edwards, Logon, Cognos, Monarch, Camtasia, Snag-it, HPQC, Jira, Pivotal Tracker, WinShuttle, POS, MS Word, Excel, PowerPoint, Project, Access, Visio, iOS, Pages, Numbers, KeyNote, Google Apps, Totara LSM, RDCoder, Click&Pledge, Swiper1, GoToMeeting, WebEx

CAREER PROGRESSION:

Confidential

CEO, Principle Consultant

Responsibilities:

• Provide business and project management consulting to a wide-variety of companies.

Consultant

Confidential, Oakland, CA

Responsibilities:

• Support development for non-profit annual fundraising gala event.
• Create event in Salesforce auction, campaigns, donation items, auction items, tickets and users.
• Develop marketing materials for event.
• Set up event and users in Click&Pledge and Swiper1 software.
• Developed plan, instruction guide and test exercises to train event staff. Trained staff on auction process, check in/out, Salesforce and Click&Pledge.

Project Manager

Confidential, El Segundo, CA

Responsibilities:

• Work directly with company owners to structure, manage and grow the SaaS business from the ground up.
• Focus on start-up, strategy formulation, strategy execution, pre-sales support, sales presentations, general operations, HR, finance and user help desk.
• Develop software implementation plans, testing RDCoder app, strategy and process documentation.

Consultant

Confidential, Los Angeles

Responsibilities:

• Support organizational change for finance and operations teams in the implementation of new SAP functionality.
• Develop process flow and business process documents for new (IP) integrated planning, supply chain and FICO projects.
• Determine organization change impacts and analysis.

SAP Project Manager

Confidential, Santa Rosa, CA

Responsibilities:

• Mange full-cycle SAP implementation by closely collaborating with onshore/offshore consulting team, business sponsor and other key stakeholders.
• Implementation included SAP ECC AFS, EWM, BW2 and WPB.
• Facilitate weekly PMO and OCM meetings, prepare project updates, gather requirements, track status of deliverables and report on daily/weekly metrics.
• Develop and manage project testing and plan.
• Led client’s 25 person project leads through unit/integration/user acceptance testing, end user and go-live process for all functional areas.
• Determined security roles requirements, developed companywide security role map, approved transactions for each role, performed security role testing and worked with end users resolving SOX compliance and security discrepancies.
• Documented new test cases for SAP Finance and HANA implementation. Created documentation of business requirements.
• Prepared process flow documents and step-by-step work instructions for testing and end user . Facilitated online for global users.

Consultant

Confidential, Irvine, CA

Responsibilities:

• Developed and facilitated hands-on classroom to large groups of end-users in various locations and online for SAP CRM, Mobility and Workflow projects.

Sr. Consultant

Confidential, Los Angeles, CA

Responsibilities:

• Managed cross-functional SAP SD/OTC projects from realization through after go-live support for full-cycle SAP ECC and Magento B2C implementation.
• Test lead for all SD scenarios.
• Interviewed business managers through ongoing meetings to determine and document requirements.
• Provided best practice regarding order-to-cash, supply chain processes and security role mapping gaining efficiencies and helping the client make good business decisions.
• Participated in blueprinting workshops to gather requirements for global order to cash processes.
• Created step-by-step testing scenarios and gathered feedback from various business units ensuring all requirements were met. Created test scenarios in HQPC for quality control and tracking of open defects.

Sales Operations Manager

Confidential, Richmond, CA

Responsibilities:

• Led team of customer service, account services, credit processing, logistics and sales operations for the Confidential and Montrail brands ($250M).
• Forecast, analyze and report on sales, operations, distribution, expense and commissions.
• Support sales team of 50+ sales reps and outside sales agencies. Coordinated cross-functionally with all divisions ensuring company sales goals were met.

Confidential

Director of Sales Operations

Responsibilities:

• Functioned as member of the executive management team establishing annual operating plans and management of $200M sales backlog.
• Planning, organizing and implementing overall operations strategy and philosophy to consistently provide exemplary service to a domestic sales force, international distributors, 5000+ retail dealers, end consumers, internal and external customers.
• Led team of 35 exempt and non-exempt staff including functions of the call center, inside sales, account management, return to vendor, 3rd party distribution and sales operations functions.
• Support business groups in bi-annual forecast, pipeline management, S&OP, order management, inventory management, invoicing, sales program management and return to vendor processes.
• Presented new goals and processes to sales team and customers at national sales meetings and trade shows.
• Managed third party warehouse, sample order process, inbound/outbound logistics, product allocation and inventory management processes.

SAP SD Business Lead

Confidential

Responsibilities:

• Served as Sales and Distribution Lead for the company’s SAP ECC one year implementation which included Materials Management, Sales and Distribution, Finance and Controlling, EDI, BI, Enterprise Portal and B2B. Test lead for SD business processes.
• Led data migration team to handle customer, credit and material master migration from legacy systems.
• Sales lead for Cognos implementation. Determined company reporting needs, gathered sales team requirements, developed new reporting, mapped fields from legacy and SAP systems and validated data for company’s end use.

Confidential

Sales Operations Manager

Responsibilities:

• Drove $120M sales through management of 20 person customer service, sales operations and master data team.
• Managed development and implementation of a new B2B website and online sales portal supporting order entry processes and managing content on the site to meet customer and sales team needs.
• Provide helpdesk support for global sales team.

Sales Operations Supervisor

Confidential, Irvine, CA

Responsibilities:

• Established sales operations team from ground up in a one-month period resulting in a smooth transition from out-of-state and no downtime for the Confidential & Confidential Company.
• Hired, trained and led staff of 30+ customer service, logistics and accounts payable staff in a fast-paced, dynamic environment. Improved service to foodservice clients, brokers, sales team, 3PL, vendors and customers while increasing operational efficiencies.
• Recruited and interviewed candidates, scheduled interviews, networked and built relationships with outside recruiters, coordinated job fairs, events and new hire orientation, booked travel arrangements, maintained employee Access database & PeopleSoft records and processed employee paperwork.

Confidential

General Manager, Sales Manager, Operations Manager

Responsibilities:

• Directly responsible for annual P&L, sales quotas and daily management of 100+ staff for $10-20M locations.
• Recognized for exceeding all sales, payroll and expense goals.
• Responsible for tracking market trends, forecasting and daily purchasing/buying for the store.
• Implemented projects of weekly store resets, set up of merchandising materials, POP displays and ongoing inventory management.
• Continuously improved expense control through efficient use of people resources and improved operational processes.