SUMMARY:

• An accomplished management executive with multifaceted business and technology experience for both public and private firms.
• Proven ability to develop and execute global customer strategies for business, consumer, and retail channel customers in the Healthcare & Life Sciences, Manufacturing, Food, and Consulting industries.
• Accountable for multimillion - dollar business and IT initiatives.
• Recognized as a decisive leader and resourceful problem solver with a clear sense of vision. Strong developer of people, able to build flexible employee skills and competencies while initiating change. Effective communicator with all levels of an organization, from C-Suite to technical analysts.

CORE COMPETENCIES:

Leading teams in driving commercial excellence for sales, marketing, and customer service organizations. Providing customer-centric strategic direction, optimized front-office processes, and innovative digital/CRM technology solutions. Enabling business agility and customer success.

TECHNOLOGY CAPABILITIES:

Enterprise Software: SAP R/3, SAP CRM, Salesforce.com, CPQ, Microsoft Dynamics 365/CRM Online, SharePoint, Seismic, Planview, Success Factors, Workfront, Cisco Call Center, ServiceNow

Desktop Applications: MS Word, Excel, PowerPoint, Access, Project, Visio, Outlook & Lotus Notes

CAREER HISTORY:

Confidential

Global Director, CRM & Data Strategy

Responsibilities:

• Develop strategy and associated Salesforce development roadmap. Lead data and system governance procedures, direct executive CRM/CX Steering Council, guide Salesforce.com solution architecture, drive successful project delivery
• Implemented global CRM and Customer Experience roadmap aligned with digital marketing strategy
• Successfully deployed Seismic (sales enablement) & Marketo (marketing automation) solutions with 80% and 100% adoption in the first 6 months. Marketing Qualified Leads increased by 50%
• Developed CRM portfolio resource plans providing a platform for project selection & demand allocation. Enabled project completion on time and achievement of project objectives
• Merged Salesforce instances, migrating 300k+ accounts, contacts, & transactions with no disruption
• Led data cleanliness initiative, reducing duplicates by 80% and enriched data for improved segmentation

Confidential

Global CRM Program & Success Director

Responsibilities:

• Drive company CRM vision from inception to implementation. Accelerating commercial excellence in 20+ countries with improved processes, robust data models, and a customized Microsoft CRM cloud application
• Developed global CRM roadmap, strategic alignment of program, and success criteria to drive value
• Standardized global sales process and delivered solution to 20 countries in 12 months with minimal resources - ensure customer success through ongoing adoption management and data analysis
• Negotiated over $550k in license fee savings for Microsoft Dynamics CRM contract
• Architected Commercial Excellence process solutions to drive adoption & enhance sales performance
• Standardized and implemented Customer Service Complaint Management solution across N.A.

Confidential

Advisory - Management & Technology Consultant

Responsibilities:

• Provided customer engagement strategy and technology enablement advice, leveraging Salesforce.com agile platform & mobile application development in Healthcare Services, Life Science, & Manufacturing sectors
• Drove business development activities ($1M+) focused on transformative customer centric business models for healthcare provider, payer, pharma, and retail organizations
• Built Salesforce.com internal and external practice awareness and industry leading “points of view”
• Provided clients CRM architecture and best practice guidance and center of excellence direction to increase user adoption and success in customer transformation initiatives

Global Director

Confidential

Responsibilities:

• Managed corporate customer facing technologies including Salesforce.com and Cisco Contact Center.
• Led consultative relationship building with global business units, evaluated business challenges, and recommended solutions that drove competitive advantage and success
• Built successful Salesforce.com program - initiatives on time and on budget for 17 countries - Adoption rates at 90th percentile for comparatively sized companies.
• Provided Sales Operations best practice guidance to improve performance and pipeline management
• Shaped customer experience vision and plan using research to develop process efficiency and technology enablement opportunities to enhance customer satisfaction
• Created new IT portfolio management process to improve project selection based on business value maximization and total-cost-of-ownership considerations

Director, Global Sales & Marketing IT Applications

Confidential

Responsibilities:

• Consolidated portfolio from 15 ERP & CRM systems into 4, simplified landscape & reduced costs
• Delivered large U.S. sales force realignment on time and with minimal disruption to the business
• Guided five successful merger/acquisition and divestiture initiatives with no disruption to business

Director, eCommerce and Customer Service

Confidential

Responsibilities:

• Directed successful Cisco call center system implementation, maintained 90%+ plus service levels
• Developed new business model for Ameda brand, leveraging e-business and process optimization
• Executed multiple email and web campaigns to drive action (40% action response rate)

Sr. Manager, Global Marketing Intelligence

Confidential

Responsibilities:

• Managed internal business consulting initiatives to improve company performance.
• Developed market size and segmentation forecasts, identified sales channel approaches, influenced new product launch direction, and improved health insurance understanding to build effective marketing strategies
• Designed and delivered balanced scorecard to provide executive view of business financial health
• Built competitive intelligence applications that improved organization insight and understanding

Manager, Global Marketing Research

Confidential

Responsibilities:

• Headed innovative global marketing research, analytics, and competitive intelligence efforts.
• Co-led development of numerous comprehensive global business & financial plans for major company product lines.
• Managed cross-functional teams, evaluating and commercializing new product & package design concepts.
• Oversaw intranet development and provided web site guidance, audited web site performance
• Initiated e-business and online marketing initiatives for B2B and B2C campaigns, (10%+ response)
• Saved company several $100,000 through consulting agency negotiations and relationship building

Manager, Sales Operations & Marketing Intelligence

Confidential

Responsibilities:

• Managed sales incentive program and sales territory optimization activities.
• Drove domestic analytical business evaluations and began building marketing research program
• Recommended and integrated large company acquisition (30% growth over 3 years)
• Led Sales & Distribution (SD) team in a $10 million ERP SAP implementation. Managed full Order-to-Cash work stream, complete with custom pricing modules. Implemented with no business disruption