SUMMARY:

• Sr. Project Manager & Business Architect with 18+ years’ experience managing large scale global quoting and ordering systems and processes.
• Extensive experience with managing multiple programs across large stakeholder groups, complex portfolio of business strategies and capabilities.
• Experienced business architect with emphasis on solutions for pricing & discounting, quoting and ordering.
• Project Management Business Architecture Salesforce Leadership
• CPQ Software Development Financial Services Quote to Order
• Requirements Vendor Management Communication Six Sigma / Agile
• Budgeting & Planning Change Management Risk Management Staff & Team Leadership

PROFESSIONAL EXPERIENCE:

Sr. Consultant

Confidential, San Jose, CA

• Captured business requirements and user stories through multiple stakeholder workshops documenting end to end system and process diagrams leading workshops and mapping out solutions for requirements.
• Delivery included: Solution architecture for bundle products/services lifecycle management, auto renewal program automated upsells and catalog pricing features.
• Designed and developed templates for auto document generation. Setup approval workflow for benefit quoting. Designed and developed configuration rules around upselling products, approval, configuration policies on what must be bought with what for certain bundles and standalone product configurations and PLM system design.
• Developed key business cases and presented across stakeholder groups for buy in, partnering with client to determine overall KPIs and value to be delivered based on new CPQ capabilities.

Director, Global Business Operations

Confidential, Rochester, NY

• Leader for the organization for global CPQ & Quote to Order projects. Establishment of overall global PMO, communications, system development, customer support and escalation.
• Programs focused on customer service activities with new and existing clients to drive increased revenue, optimize operational processes and deliver sales enabling services.
• Successful on time delivery and roll out of new pricing & discounting services infrastructure into global managed CPQ service to support $10 Billion in Fortune 50 company revenue.

Operations Manager, Quote to Order Sales Capabilities

Confidential, San Jose, CA

• Brought cross functional stakeholders together across the globe to develop and deliver solutions to drive sales value through new capabilities and transforming end to end processes and systems.
• Strategic design & implementation of incentive portfolio of programs targeting segments, geographies, customer types to allow cross selling and upselling based on sales behaviors. (+$44M net profit)
• Developed Channels strategy to streamline quoting (company savings of +$10M) through redesigning customer discounting experience and implementing discount strategies across CRM platforms. Managed team of IT solution architects and developers.
• Managed the re - design processes and governance for sales quote to order, programs and promotions, and approval processes worldwide. Improving cycle time for customers & led increase in adoption 75%.
• Developed and executed plans; interviewing distributors, sales, operations worldwide that increased company sales (+$500M revenue) Taking initiative from concept to post implementation.

Business Architect / PM, Channel Program & Promotion Pricing, Strategic Finance

Confidential, San Jose, CA

• Led the Project management of changes across systems and processes for pricing and incentives which had a portfolio of delivering $4B in yearly revenue.
• Implemented price changes and discount capabilities across both product & service lines (+$100M revenue)
• Designed and implemented a new deal management and approval routing rules engine and process
• Project management & implementation - Cross functional design and testing of pricing and discounting Service Oriented Architecture (SOA) including Establishment of KPI’s & SLAs as Performance Lead.

Consultant, Ratings & Surveillance Programs

Confidential, NY

• Led large-scale requirements gathering effort for S&P to migrate off 4 separate systems to a single source of truth architecture to provide credit ratings to structured financial products (RMBS, CMBS, REITS, etc).
• Facilitated requirement sessions, Documented requirements and diagrams - (UML) State Diagrams, Process flows, Activity, Context and data flow to design future state. Met with Executives, Managers, Analysts, IT & Customers.

CEO, Staffing and Consulting

Confidential, Sacramento, CA

• Lead consulting company focused in contracting work for High Technology & Public Sector. Primary roles supporting clients where Project Manager and Business Analyst.

Director, International Partner Service

Confidential, Menlo Park, CA

• Managed the implementation of global quoting and ordering web site systems and operations.
• Managed run the business operations for all international partners and affiliates operations, customer service, marketing, finance and legal service level agreements and IT development. Oversaw software design and development of Localization, legal affairs, marketing plans, IT implementation into stock exchanges in country for customers to do research, get quotes and place orders around the world.
• Project Managed the role out of multi-language websites, systems and processes.