SUMMARY:

• Technology Change Driver, IT Strategy, Revenue & Profit Enhancement
• Expert in Customer Relationship Management (CRM), Salesforce.com (SFDC), and Enterprise Application Integration (EAI) as well as Cloud Computing.
• These expertises encompass the skills of Program Management, System Architecture, Applications Integration, and Process Design & Reengineering.
• Proven experience in the design and delivery of innovative CRM, Salesforce.com solutions that have generated millions of dollars in new revenues/cost - savings for the Media, Telecom, and Financial Industries.

SALESFORCE.COM EXPERTISE:

• Advanced Workflows
• Apex Triggers
• Advanced Notifications
• Process Builder
• Social Networking tools and Communities
• Enhancements development using Visual Force
• Estimates of Technical Requirements
• Integration of SFDC to other systems using Boomi
• Consolidation of disparate SFDC instances
• Process and Organizational Management
• Advanced Forecasting (developed using Apex)
• Customized Applications
• Integration of Seismic, DocuSign, LevelEleven
• Configuration of Sales, Service, and Marketing Clouds

HIGHLIGHTS OF EMPLOYMENT:

Confidential

Principal Management Consultant

Responsibilities:

• Reporting to the VP of North East Sales with responsibility to lead and manage all CRM Application Projects.
• Provided hands on technical leadership and project management to new integration Proposals, and CRM projects.
• Managed and provided Solution Architecture to new clients in the North East.

Confidential

Director CRM Applications & Project Management

Responsibilities:

• Reporting to the COO with responsibility to lead and project managed all CRM Application Services.
• Provides hands on technical leadership and management to achieve a distributed computing and SOA information structure.
• Project Managed and provided Solution Architecture to all aspects of Salesforce.com, Connect Wise, and Customer Portal applications, including all user services/functions, priorities, strategies, and resources.
• Project Managed the full life cycle of process definition, requirements, design, implementation training and support for all CRM initiatives
• Utilized Salesforce.com to implement advanced workflows, Apex triggers, and Visual Force pages to support critical company operational processes
• Architected the integration of Salesforce.com to Microsoft Dynamics, Connect Wise, Seismic, DocuSign and Pardot
• Implemented advanced commission calculators, Discount Requests, and proposal management in Salesforce.com
• Developed a prototype using Salesforce.com Service Cloud and Communities to prove feasibility of migration of ticketing system and helpdesk functionality to Salesforce.com
• Provided a leadership role in setting service direction and ensures standards and policies are maintained and compatible with state of the art systems architecture, tools, policies and procedures.
• Ensures that all information systems and networks operate according to internal standards, external accrediting agency standards, regulatory agencies and legal requirements
• Manages the SOC2 compliance process for the company
• Manages all reporting needs and data analysis for the organization. Ensures that the gathering, processing, distribution and use of information required by management to make decisions occur in a timely, accurate and cost effective manner.
• Manages all technical and customer support issues as they relate to Single Sign On, Customer Portal, Seismic, DocuSign

Confidential

Senior Director of Client Services & Project Management

Responsibilities:

• Reporting to the CIO with responsibility for Program Management of multiple client projects in different media segments, including online publishing, real-time news delivery, and infrastructure to deliver specially processed financial news to clients all over the world.
• Provided day-to-day management of project resources, and day-to-day client relationship management at the executive level; work closely with client project managers and stakeholders to maintain their accountability and to ensure that their responsibilities were met, as well as those of our own team;
• Managed all custom development projects utilizing company employees and consultants.
• Managed the negotiations of multiple Work Orders with new and existing clients. Estimate and assign the client team resources. Manage the planning and successful implementation of fast-track programs at multiple clients.
• Program Manager for the planning and successful implementation of projects involving the installation, configuration and customization of Confidential 's suite of products.

Confidential

Director IT Solutions & PMO

Responsibilities:

• Director responsible for Program Management and Solution Architecture of a large complex international Salesforce.com development and deployment, as well as overall IT strategic planning for advertisement information and technology.
• Responsible for managing a yearly budget of 7M in support of current and new initiatives which included Sales Force Automation, Marketing Support systems, and Reservation systems.
• Program Managed a large scale, enterprise-wide global end to end complex deployment of Salesforce.com for 400 users spanning different user groups. Program included package selection, preparation of business case, solution architecture, requirements, development, testing, and full production support as well as training and documentation. The team included 4 -6 developers, two system administrators, and 2 DB developers. The deployment included complex integration of backend and customer management systems as well as unique forecasting and financial modules in salesforce.com (Apex and S-Controls) to provide measurable competitive advantage to Confidential . It consolidated two Salesforce.com instances into one and included several different user interfaces to support different sales and marketing groups in three continents (Asia, Europe, and North America). The three phased project was delivered on time and slightly under budget and was included in the IT road map as a potential unified user interface.
• Established a division wide program and project management discipline to ensure that technology strategies are executed on - time and on budget while maintaining aggressive delivery schedule.
• Facilitated shared goals and vision among business and technology leaders by demonstrating how a business vision can be achieved using advanced technologies.
• Enabled increased productivity, reduced head count, and profitability by leveraging an onsite/offshore development model

Confidential

Senior Program Manager

Responsibilities:

• Manage the negotiations of multiple Work Orders with new and existing clients. Estimate and assign the client team resources. Manage the planning and successful implementation of fast-track programs for a new service-oriented architecture programs at multiple clients. Used an on site / offshore model to reduce cost of engagements.
• Managed the planning and successful implementation of projects involving the installation, configuration and customization of TIBCO’s Enterprise Application Integration suite of products. Managed both new program start up activities and on-going projects; perform project audit activities and rescue operations for projects that are in trouble.
• Program Manager for a large scale implementation of EAI/MDM solution for a food company under re-organization.
• Develop engagement strategy, budget, cost estimates, forecasting, and financial models

Program Manager

Confidential

Responsibilities:

• Managed the RFP response process for a Network Security Solution Provider at multiple clients.
• Supported the planning and project management of custom software solutions at multiple clients.
• Managed new program start up activities and performed project audit activities for on going projects.
• Program Manager for a large complex Callidus Enterprise Incentive Management implementation. The implementation

Confidential

Senior Manager

Responsibilities:

• Designed an integrated Arbor/BP Siebel End-to-End solution for a startup.
• Promoted and developed competitive cost and time estimates on a complex Arbor/BP, Vitria, Siebel integration project.
• Authored design recommendation for international billing clients to enable seamless global billing.

Confidential

Senior Manager

Responsibilities:

• Managed a number of system integration projects and proposals in the area of CRM/MDM that generated multimillion dollars in new annual revenues and IT cost savings.
• Integrated systems were Arbor/BP, Vitria, Siebel, and converted/migrated database were Oracle and Sybase.
• Designed new infrastructure architectures to enable superior seamless customer services and billing using Portal and Siebel (Sales, Marketing, Customer Care, and Integration).
• Promoted and developed competitive cost and time estimates on complex integration projects of a Billing system which resulted in winning a number of multimillion projects for the firm.
• Served as the North America SME for all Lucent SPG products and provided QA and estimate approvals to all Arbor/BP, Billdatas, and Siebel projects enabling quality competitive bids.
• Redefined end to end architecture, resources, team structure, estimates, and detailed work plans to produce new sales and marketing initiatives in order to expedite time to market.
• Headed all administrative, fiscal management policies, and practices including the creation and management of the program office during the delivery phase of projects to generate major cost savings to the firm and the clients.
• Mentored and coached consulting and client staff to ensure engagement success.