SUMMARY

• Proven leader with experience managing Salesforce development teams, project managers and business analysts supporting over 500+ global business partners.
• Experience with Sales Cloud, Marketing Cloud, ExactTarget as well as numerous third - party data integrations as part of a highly integrated, mature Salesforce instance.
• Additional skills include configuration, data modeling/clean-up, data mapping, implementations and org merges. Experience leading large and small Salesforce initiatives concurrently as well as first tier production support.
• Recent consulting experience working with non-profit and small businesses to implement Salesforce and migrate data to an existing Salesforce instance. Currently working towards obtaining the Salesforce Administration Certification.
• Over 20 years in the financial services industry with 10+ years of IT Project Management. Broad experience managing both in-house and outsourced models in the web, marketing collateral automation and Salesforce space.
• Led large-scale data projects requiring highly complex ETL mappings and job scheduling utilizing Informatica and AutoSys. Great communication and multi-tasking skills with the ability to understand priorities, identify risks and resolve issues.
• Detail oriented with the ability to create project plans, resource plans and budgets in whatever format is required. Extensive experience managing large scale projects that require C-level interactions and reporting. Certified Scrum Master with experience managing all aspects of Agile ceremonies as well as working in Waterfall or hybrid models.

PROFESSIONAL EXPERIENCE

Confidential, Lone Tree, CO

Senior Manager

Responsibilities:

• Lightning upgrade to enhance user experience and engagement. Revamped page layouts, created opportunity process thereby increasing the Sales and Product team’s usage.
• Integrated 3rd party asset and flow data providing the Sales Team a full view of client assets, empowering Sales to act on opportunities and improve client service
• Website re-platform to Drupal 8.0, enabling the Marketing team to make content changes on the fly with less reliance on IT resources and processes
• Automation of product data via web services, eliminating manual processes and dramatically reducing errors and risk of incorrect data being presented to clients
• Worked with vendor Delta Data to implement cloud-based solution allowing the Intermediary Oversight team the ability to ensure partner intermediaries supporting end-clients are in compliance with regulatory guidelines. Automated the invoices received by intermediaries improving efficiency and accuracy.
• Worked with vendor Qvidian to implement cloud-based solution that automated the RFP, RFI and Due Diligence reports for new and existing clients
• Managed budgets and program status reports to C-level stakeholders
• Served as a member of steering committee, prioritizing technical work across CSIM

Confidential, Denver, CO

Head of Client Communication Change

Responsibilities:

• Managed global team of project managers and business analysts in the US and London supporting all aspects of client facing communications including marketing collateral, client reporting/statements and regulatory documents.
• Managed project to evaluate redundant systems, present recommendations, resource plans and estimates to implement global solution for marketing collateral and client statements for the newly merged Confidential
• Managed global day to day operations of product data automation for marketing collateral and JanusHenderson.com
• Oversaw project in Europe to implement solution to be in compliance with the Markets in Financial Instruments Directive (MiFID)

Confidential, Denver, CO

Business Application Manager

Responsibilities:

• Managed team comprised of Salesforce.com developers, ETL developers, project managers and business analysts supporting the Marketing, Sales and Product business groups in the US, Europe and Asia.
• Responsible for all aspects of Salesforce.com projects, small enhancements, releases and production support for a mature Salesforce.com org with over 500 global users
• Supported multiple integrations including:
• SAP to support employee on-boarding
• DST SalesConnect to provide a single source for Intermediary contact records, client details, assets and flows and territory management
• ExactTarget for email and client interactions
• Concur to track gift and entertainment spend against clients for compliance purposes
• Janus.com to track client page views and generate sales follow-up
• Provided custom solutions to facilitate collateral management and ordering, generate tasks for the Sales team based on client asset and flow activities, managing opportunities throughout the sales pipeline, and providing custom interfaces to organize client data
• Managed the global data automation process for marketing and sales collateral and Janus.com

Confidential, Denver, CO

Senior Project Manager

Responsibilities:

• Completely revamped how data is analyzed, calculated and delivered for print and web utilizing the Eagle Investment Systems platform
• Created requirements and specifications to support Eagle uploader development
• Documented source to target mapping and business rules for all ETL mappings in Informatica and job scheduling in AutoSys
• Coordinated with multiple departments across the firm including Portfolio Analytics, Investment Data, IT, Marketing and Compliance in order to document requirements, establish business rules and processes, design solutions to adhere to all regulatory guidelines
• Developed the RFP, conducted vendor interviews in the US and London guiding the business in their selection of the vendor
• Served as Data SME for all fund and portfolio data, periodically acting as consultant for data projects in other areas of the firm
• Managed the complete rebuild of the Janus.com Intermediary website
• Functioned as Project Manager and Business Analyst for the complete platform replacement
• Developed RFP, conducted vendor interviews, participated in contract negotiations and selection of vendor
• Lead the technical team, managed vendor throughout the project and developed the support model for post-launch

Confidential, Denver, CO

Project Manager

Responsibilities:

• Managed day to day maintenance of Janus.com Intermediary, Retirement, Institutional, International and Direct websites.
• Managed vendors supporting Janus.com in a US and India based outsourced model
• Responsible for a variety of projects ranging from application security and infrastructure upgrades to marketing and compliance initiatives
• Managed development of RFPs/RFIs, Service Level Agreements and Statements of Work