SUMMARY:

• Professional with broad experience in; finance, automated sales process, CRM, and client services.
• SFDC Administration Background, Management of SFDC development cycle.
• Strong analytical, financial, problem solving and multitasking skills.
• Consistent results - Top performer assumes total ownership of assigned responsibilities.
• Ability to develop creative solutions to business challenges.
• Self-starter able to deliver immediate contributions.
• Experience in the; Technology, Manufacturing, Wholesale, Finance, and Retail industries.
• Experience in the sales cycle background - Client set up, credit line approvals, quotes, order processing, sales fulfillment, sales service, billing, accounts receivable, and collection.
• System integration experience across many cross-functional business groups, utilizing “RTL” extract, transform, load tools. Fully aware of enterprise upstream and downstream data/process requirements.
• Experienced in vendor relations; RFP, proposal evaluation, selection, contract negotiations and relationship management for my areas of responsibility.
• Experience in the automated CRM space, Salesforce.com & Navision CRM.
• Business Owner Salesforce.com.
• Led Open Solutions - SFDC deep dive - Enterprise CRM requirements gathering project.
• Led Open Solutions - SFDC Re-engineering project (six month project).
• Business Owner for Open Solutions accounts receivable and collection.
• System Design Architect AR - led a 15-month project from technical design through implementation, system efficiency resulted in a 56 day DSO reduction.
• Provide full Business Intelligence source data for Open Solutions pertaining to; sales cycle, pipeline, closed/won deals, win rates, future revenue recognition, billing, AR, and working capital, utilizing - APIs, dashboards and reporting.
• Manage multiple internal projects concurrently, utilizing agile methods, while prioritizing timelines for maximum business gains.
• Championed SLA’s (service level agreements) best practices for Open Solutions.
• Managed department staff of up to 40+ individuals.
• Led virtual placed teams (US, UK, France, India).
• Past experience managing several client service and sales service call centers.
• 5+ years experience in external and internal business process shared service outsourcing. Including employee selection, team building, process development, and results reporting.
• Experienced in EPR systems and management (Navision, PeopleSoft, MacPac).

• Salesforce.com
• Navision CRM
• Lead to Cash Process
• L2C
• Quote 2 Cash
• Q2C
• Client Origination
• Sales Quotes
• Sales Contracts
• Pricing Conditions
• Automated Approval Flows
• Electronic Signature
• Sales Process
• Sales Order Processing
• CPQ
• Contract Management Solutions
• Delivery Processing
• Billing and Account Receivables
• Collection
• Client Service
• Commission Compensation
• Reporting
• Sales Profitability eCommerce
• System Integration
• SaaS
• ERP Systems.

TECHNICAL SKILLS:

ERP Systems: Oracle PeopleSoft, Microsoft Dynamics NAVISION

Platforms: Salesforce.com, Force.com, Workday HR

Software: Excel, Word, Powerpoint, Visio, SaaS Informatica, Apttus Certified CPQ

PROFESSIONAL EXPERIENCE:

Confidential, Boston, MA

VP, Director CRM

Responsibilities:

• Manage the Commercial and Business Banking divisions CRM platform
• Responsible for administration of the commercial instance of salesforce.com, 1,250 users, 8 divisions.

Confidential, Glastonbury, CT

Director Shared Financial Services

Responsibilities:

• Manage a multinational team delivering best in class services for several business units.
• Provide leadership to change management and transformation activities. Business owner for enterprise CRM platform (Salesforce.com), Automated Sales Process, A/R, product configuration.
• Establish project plans and timelines. Engage and leverage internal and external subject matter expert resources. Manage cross-functional project dependencies with other business groups; IT, finance, operations, sales, etc. Develop and lead continuous improvement projects utilizing internal and/or outsourced third party resources.
• Provide leadership with broader activities to obtain synergies and create a cohesive global shared services structure. Ensure proper functional alignment/support required to deliver global SFS activities utilizing the salesforce.com platform. Full budget development / expense management responsibilities.
• Manage a staff of 11 located in US and India through 3 direct reports.

Confidential, Portsmouth, RI

Corporate Credit Manger

Responsibilities:

• Developed credit, collection, and A/R policies and procedures primarily for Confidential a distributor of high quality juvenile products; strollers, toys, and skin care products.
• Maintained all intercompany contractual financial requirements within the US, UK and France.
• Intimately involved in the US customer base; CRM (Navision), account set-up, parameter setting, workflow triggers, etc.

Confidential, Providence, RI

Operation Controller

Responsibilities:

• Maintained the financial and operational operations of a liquidating company.
• Responsible for maximizing stockholder value through remaining asset sales.
• Handled all investments, A/R, A/P, payroll, pension and group benefit administration.
• Coordinated; CPA, insurance, bank, legal and stockholder relations.
• Also managed real estate rental income and facilities.
• Position reported directly to the stockholders.

Finance Operations Manager

Confidential

Responsibilities:

• Primary responsibility was to manage all aspects of customer relations, credit evaluation, product pricing, and financial project management for an international manufacturer of precious metal jewelry. Hiring and development responsibility for 3 Direct Reports - Staff 12.
• Established all credit policies and procedures. Oversaw new account evaluation process, final credit line approval, LOC administration, monitoring of aging activity, maintained acceptable DSO levels. Managed all internal, banking, and CPA accounts receivable audits.
• Responsibilities included; data collection, analysis and reporting for the purposes of; aging trend, cash flow, borrowing base, and audit compliance. Deduction analysis and management.
• Provided support and sales lead information to an international independent sales rep organization. Developed sales reporting methods that concentrated on, individual sales efforts results, new account results, and open to sell tools.
• Managed sales commission tracking, payment, and adjustments.
• Developed procedures, which insured timely and accurate order processing. Maintained a steady and open line of communication with sales, production and distribution.
• Developed sales channel pricing models which insured adequate company margin based on customers product selection and sales allowance requirements.

Confidential, South Attleboro, MA

Consumer Credit and Collection Manager

Responsibilities:

• Responsible for all credit, collection, and billing operations for a regional retailer.
• Developed all credit department policies and procedures.
• Ensured compliance with all state and federal consumer credit laws.
• Managed - 2 direct reports, with a staff of 35 - 40 associates.

Confidential, Smithfield, RI

Responsibilities:

• Held various positions of increasing responsibility during my tenure at the company that allowed me to gain practical experience in the finance industry.