Overview:

Professional with over 15 years experience in project and product management, finance, economic and business development, contract drafting and compliance, decision support, and competitive intelligence. Expert in analyzing existing operations and implementing effective systems, strategies, and processes to improve organizational performance. Track record of increasing efficiency, boosting productivity, and slashing operational expenses. Highly effective communication skills including evaluating and solving problems and conflict resolution with a comprehensive knowledge of management, organizational development, and team building. Proven ability to cultivate productive relationships with key decision makers.

Key Capabilities:

• Cross-Functional Team Leadership Contract Drafting Negotiation Strategic Operational Planning
• Finance Management Cost Control Productivity Improvement Account Management Retention
• Client Relations Consultation Vendor Relationship Management Process Reengineering
• Demonstrated personal commitment to the highest standards of integrity
• Proven dedication and initiative, maintaining personal accountability and top levels of performance

Computer Related Skills:

Microsoft Word, Excel, PowerPoint, Project, Access, SalesForce, FunnelSource, Apttus, Echosign, Hyperion, Essbase, MARS, SPSS, SAS, REMI, Claritas, Harris, Oracle CRM, Catalyst, Summation, Crystal Reports, EMSI, D B, Customer Relationship Management - ACT, Oracle CRM, Westlaw, Lexis-Nexis, Lotus, Photoshop, Clarity, VersionOne, SDLC Agile and Waterfall, Business Requirements Write-ups, QA Testing, User Acceptance Testing, Graphic User Interface Screen Mock Up, Product Testing, Training and Rollout, Budget and P L Responsibility

Professional Experience

Confidential

Manager

• Business owner and program manager of Demo Sites project, a set of pre-configured sales demo sites for multi-
• Oversaw and executed strategies for maximizing contract renewals including regular meetings with sales teams,
• Led the effort to develop the business case for a large scale financial billing, contract management,
• Managed Sales Administration Processes: including lead management and triage, coordination with Accounting
• Led Sales Analytics Initiative: Utilized and developed architecture/approach to manage and present various
• Responsible for overall Sales Enablement Infrastructure: including SalesForce CRM, and Apttus Contract
• Led Sales Optimization Group including management of a team of four, planning and budgeting, define and
• Responsible for leading a 21st-Century sales enablement infrastructure that includes technologies, processes and strategies to drive higher revenue across all HealthStream sales channels, measurably shorten sales cycles and reduce the cost of sales through standardization, automation and the capture and dissemination of sales best practices.
• document key team processes, and serve as sales team representative on key internal committees
• Management
• Sales analysis and KPI metrics, including FunnelSource, pipeline report, renewal metrics, sales dashboards, and
• win/loss analyses
• and Professional Services, sales processing and contract management, and annual account assignment and commission plans
• commissioning tool process and product evaluation special project to sunset multiple replicating IT processes
• and to minimize decision points and manual processes.
• tracking in SalesForce, GSA management, SalesForce-specific reports, and regular communication of renewal results to key HealthStream stakeholders e.g., Weekly Revenue Meeting team, Accounting , etc.
• product customer demonstrations and future solutions. In addition, support efforts to ensure standardized,
• categorized product demonstration materials, including demo scripts, demo sites and best practice examples are
• available for sales team members. Successfully led the project effort from initiation to beta testing ahead of scheduled delivery and under budget.

Confidential

Consultant, Project Manager

• Manage a portfolio of 10 client reporting projects through automation process
• Develop requirements based on customers reporting needs
• Assist the Client Reporting staff in the development of new reports
• Team lead for developing requirements for automated reporting for major clients
• Lead the effort to establish cohesiveness in a matrix environment
• Established regular status reporting process and procedures
• Responsible for coordinating efforts with district managers and clinical staff

Confidential

Consultant, Project Manager

• Managed a portfolio of projects and product backlog relating to cross project tasks
• Led a team of on-shore and off-shore personal in completing Electronic Transmission Projects to

Confidential

• Managed the efforts of multiple internal and cross organizational projects
• Managed the resource allocation of efforts in Clarity
• Utilized VersionOne for prioritizing product backlog and release planning
• Maintained the Clarity timesheets for approximately 25 on-shore and off-shore personnel
• Analyzed all incoming project requests and assigns to development personnel
• Increased efficiencies and decreased turn around time for defect resolution
• Ensured completion and approvals of all project artifacts

TConfidential

Senior Project Manager

• Developed products by customer needs, established and implemented short, intermediate, and long-term marketing plans and associated budgets
• Managed a number of critical activities pertaining to sourcing and procurement process with vendors and suppliers
• Developed Request for Information RFI and Request for Proposal RFP documents for proposed project consulting and service agreements
• Maintained and managed all contracts related to the Research Department
• Negotiated and drafted language for contracts for service provider agreements
• TVA's current target marketing strategy including next-economy industry sectors such as biofuels, bioplastics, solar, data processing and other high tech industries
• Managed research and analysis function to include supervision of staff and consultants
• Tracked and analyzed related customer, market, and competitive trends and their potential impacts on TVA's marketing positioning, solutions and business strategy
• Constructed financial, statistical and other analytical models for strategic decisions
• Prepared and presented study results and research efforts to senior-level audiences both internally and externally
• Developed customer insights and voice of the customer research and reporting including the development of surveys, action plans, risk mitigation, customer satisfaction and retention strategies
• Managed and maintained annual budget, profit and loss statements, and variance analysis
• Developed long-range projections to model the financial impact of proposed programs and projects

Confidential

Senior Research Analyst

• Responsible for researching, analyzing, and communicating information concerning strategic business and legislative trends for multiple industries, clients, and targets
• Subject matter expert and National Lead Analyst for Energy Utilities, Technology, Telecommunications, Financial Institutions, and Healthcare industry sectors
• Prepared key deliverables for senior management including oral and written presentations on prospect profiles, market studies integrating both qualitative and quantitative information
• Built statistical and financial analytical models to track trends in company, market and industry performance
• Reviewed and analyzed SEC filings for opportunities to sell accounting services to potential and current customers