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Consultant & Managing Director Resume

Spartanburg South, CarolinA


  • Experienced and passionate Salesforce Certified Administrator and Business Analyst with Sales and Operations leadership successes as a change advocate, visionary and innovator with hyper - growth oriented industry-leading technology companies.
  • Heritage of results.
  • Throughout my career, I have been consistently selected to lead several high-profile organizational initiatives, start-up and turnaround subsidiaries, and business model transformations.
  • Business Process Gap Analysis & Improvement
  • Corporate & Business Unit Strategic Planning
  • Financial Modeling & P&L Management
  • Demand Generation & Business Development
  • Salesforce Performance Growth & Acceleration
  • Call / Contact Center Operations Leadership
  • Major Account Acquisition & Development
  • Market Analysis, Penetration & Expansion
  • Channel Building & Partner Enablement
  • Leadership Development & Cultural Revitalization


Salesforce Consulting, Analysis, Design, Implementation, Optimization, and Administration (8+yrs).

Collaboratively lead in cross-functional capacity with key-stakeholders aligning charter and Salesforce CRM strategy with organizational mission, corporate strategy, business unit goals, financial objectives, and compliance.

Salesforce Sales Cloud, Service Cloud, Marketing Cloud, Salesforce CPQ, and Lightning Experience

Company and User administration; profiles, roles, permissions, sharing, security, and access

Object and Record customization; page layouts, record types, fields, dependencies, relationships, formulas

Marketing and Lead automation, campaign management, teams selling, web-to-lead

Service and Support; Case management, Salesforce knowledge, Community application, escalation

Data management expertise; migration, import and export, cleanse, append, filter, de-duplication, Excel mastery

Workflows, Process Builder, rules, notifications, alerts, approvals, queues

Apex Triggers and Visualforce development

Custom Reports, Dashboards and Analytics

Training; Administrators, end-users (drive user adoption) and curricula development

Conga Composer, DocuSign, QuickBooks, Data Loader, MailChimp, HubSpot

Custom Salesforce-to-Website integrations: HTML5, CSS3, PHP, JavaScript, Open-Source CMS and ecommerce platforms


Confidential, Spartanburg, South Carolina



  • Led management and strategy consulting firm focused on enabling organizations to gain competitive advantage, develop a sustainable growth strategy, generate demand, and accelerate revenue while optimizing operations.
  • Built leading regional firm providing consulting services in Strategy and Operations Consulting; Strategy, Financial Management, Call Center Operations, Analytics, Marketing, Technology, Sales and Customer Service.
  • Developed Salesforce Consulting Expertise; Analysis, Design, Implementation, Optimization, Administration and Support Services (On-site and On-Demand).
  • Lead Salesforce Consultant responsible for client engagements, project scope, resource requirements, deliverables.
  • Launched strategic Website Design, Development and Social Media Branding practice discipline with highly skilled team resulting in market expansion, client acquisition, incremental revenue, and margin.

Confidential, Greenville, South Carolina



  • Handpicked by parent company on a heritage of performance management, financial and turnaround achievements to lead post-acquisition business model and growth strategy for business process outsourcing (BPO) subsidiary.
  • Tripled operations human capital, scaled business and infrastructure with technology investments while increasing profit margin
  • Tripled inbound / outbound rep / agent productivity (calls and talk-time)
  • Responsible for 300+ call center operations, inside sales and business development, organizational strategy including contract fulfillment, KPI metrics management, workforce management (WFM), pipeline management and resource allocation, human capital management, client retention, contracts and proposals.
  • Leveraged financial modeling expertise and P&L ownership to implement rapid growth model for revenue and expense management aligning recruiting, training, staffing, IT, finance, marketing and sales cost centers’ goals and compensation with company financial goals.
  • Developed rigorous 90-day Call Center Evolution plan; transformed contact center operations to a performance leader among BPO peer competitors with industry-leading performance management benchmarks.
  • Championed strategic technology investment initiatives to support hyper company growth, sustainability, scalability and performance capabilities; enterprise CRM, call-center Nortel VOIP solution, database enhancements.
  • Implemented trailblazing channel building, partner enablement, integrated demand generation marketing programs increasing client agreements 106%, while driving client results, retention and contract renewals.

Confidential, Norwalk, Connecticut



  • Co-led high-profile sales initiative migrating inside inbound call-center to outbound sales integrated with high-impact experienced field sales model.
  • Responsible for $130 million field and inside sales budget.
  • Selected by SVP for financial modeling expertise to create $286 million-dollar sales budget for sales organization and individual business units by territory and rep contribution.
  • Multiple preferred vendor status accounts with purchasing system integrations, custom catalog & client extranet sites.
  • Multiple Multimillion-dollar Annual contracts
  • Collaborated with IT to enhance custom client extranet capabilities, ERP integration process and on-boarding process resulting in significant major account acquisition and numerous K-12, Hi-Ed, state and local contracts.
  • Drove cross-functional process for integrated solution-centric vendor sponsored outbound call campaigns. Included data-mining, vertical technology solutions, direct mail, email, multiple outbound calls, engineering support, field sales appointment, OEM engagement, pipeline and ROI tracking.
  • Developed aggressive regional and vertical based strategic contract marketing plans in collaboration with vendor partners, marketing and publishing, and sales management.

Confidential, Torrance, California



  • Chosen to launch Enterprise sales business unit start-up and initiate major account acquisition strategy.
  • Influential advisor to IT Steering Committee for company-wide sales organization leading sales initiatives on key technology initiatives; CRM implementation, custom client extranet sites, ERP and Ariba integration.
  • Initiated strategic vendor alliances and cultivated key relationships with OEM “fighter-pilots” resulting in significant net-new major accounts.
  • Closed multiple large deals, VPAs, preferred client extranet integrations resulting in incremental multimillion-dollar accounts; Disney, Fox Sports, Vivendi Universal (PC and Server Distribution RFP estimated $20 million).




  • Developed 35+ inbound-outbound inside sale team, financial P&L model, demand generation, market expansion and client acquisition campaigns, marketing and vendor co-op, ecommerce and service strategy.
  • Built strategic vendor partnerships and channel partner programs resulting in significant co-op revenue, demand generation campaigns.
  • Industry trailblazer - 1st VAR integrator for Linux server solution program; campaigns with Compaq, IBM, Red Hat, Caldera, Covalent, Checkpoint and VMware.

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