Promoted to position leading a 3-person technical Product Development team and a 10-person offshore IT consultant team based in India. The Product Development team is responsible for driving system enhancements, features, and innovation within the order-to-fulfillment (O2F) domain, focusing on Salesforce and NetSuite to support the delivery of physical products, including manufacturing and distribution processes. The offshore team manages a range of operational tasks, such as order management, amendments, item management, and various ad hoc responsibilities related to digital onboarding, data management, and more.

Hired to scale and enhance operations within the core curriculum domain, focusing on the production and distribution of physical print materials, as well as the fulfillment of digital assets. Combining strategic program management and technical product management, responsible for managing the development and maintenance of Salesforce and NetSuite to support technical innovation and operational excellence in order-to-fulfillment (O2F) and manufacturing and distribution (M&D) efforts.𝐆𝐥𝐨𝐛𝐚𝐥 𝐂𝐚𝐩𝐚𝐛𝐢𝐥𝐢𝐭𝐲 𝐂𝐞𝐧𝐭𝐞𝐫 (𝐆𝐂𝐂). Led the successful rollout of an India-based partnership with an initial team of 10 IT consultants, who are responsible for facilitating the creation and management of orders for large, complex, multi-year deals, and handling order change requests and contract amendments. Responsibilities have expanded to include item management, further enhancing the scope and impact of our operations.

Promoted to position managing a 6-person team focused on business intelligence (including KPIs) and oversight of end-to-end international operations, including financials and data analytics, business platforms, print production and fulfillment, and billing/cash operations. Forecast financials and manage two P&L statements. Oversee large-scale business initiatives, including migration to customer-facing self-serve technologies, specifically B2B eCommerce platforms. 𝐁𝟐𝐁 𝐞𝐂𝐨𝐦𝐦𝐞𝐫𝐜𝐞. Led development of customer-facing online ordering platforms with a host of self-service features from print and digital product purchasing, order tracking, invoice receipt, payment, and delivery of dynamic onboarding instructions after users are instantaneously provisioned to downstream eLearning solutions—projects that support 3,000 institutions and $35MM in annual revenue. Eliminated eCommerce product redundancy and automated downstream activity, including contract creation, renewal, digital provisioning, and billing via a PCI-compliant credit card integration — a project that realized significant staff efficiencies through 4,000+ hours saved.𝐏𝐫𝐨𝐝𝐮𝐜𝐭𝐢𝐨𝐧 𝐨𝐩𝐭𝐢𝐦𝐢𝐳𝐚𝐭𝐢𝐨𝐧. Led overhaul of print production and fulfillment operations across internal stakeholders and vendors by articulating and orchestrating events over a 2-year time horizon from product creation and iteration, forecasting, scheduling, and warehousing—a $5MM+ operation resulting in $500K+ in cost savings and elevated performance against KPI and SLA metrics.𝐏𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐫𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠. Established a Salesforce-integrated Tableau program performance dashboard to report on Year-to-Date (YTD) and Full-Year (FY) volume, revenue, and service projections across new and renewal business — an effort that migrated from Excel-based reporting.

Promoted to position managing a 3-person team focused on financials and data analytics, business applications, including CRM oversight, and print production and fulfillment. Develop and monitor regional volume and revenue sales goals, including monthly reporting to senior leadership. 𝐂𝐮𝐬𝐭𝐨𝐦 𝐚𝐩𝐩𝐥𝐢𝐜𝐚𝐭𝐢𝐨𝐧 𝐝𝐞𝐯𝐞𝐥𝐨𝐩𝐦𝐞𝐧𝐭. Partnered with a third party to build a custom application enabling the organization to track 3MM+ units across 750 unique items in nine warehouses located in eight states—an application that moved the organization away from spreadsheets and automated the consumption and delivery of data to partners and Salesforce.com.𝐒𝐚𝐥𝐞𝐬 𝐬𝐮𝐩𝐩𝐨𝐫𝐭. Streamlined regional sales planning and management applying a customized Salesforce.com process and report feeding into Microsoft Excel, PowerBI, and Tableau—managing $35MM+ in revenue across two different programs and multiple market segments.𝐅𝐮𝐥𝐟𝐢𝐥𝐥𝐦𝐞𝐧𝐭 𝐨𝐩𝐞𝐫𝐚𝐭𝐢𝐨𝐧𝐬. As more business shifted to the Pacific Northwest, the need for a new distribution point became critical. Worked with supply chain vendors to reduce freight costs by opening a new distribution facility—reducing delivery turnaround time from five business days to 2-3 business days—saving the organization $100K+ in recurring expenses.𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭. Facing a cash crunch in 2020, managed $31MM and $23MM in revenue and expenses producing $8MM (25%) in operating margin — beating expectations by $2MM. Streamlined the process and management of prepaid long-term contracts. Worked to reduce annual write-offs—taking this line item from $150K to less than $15K.𝐑𝐞𝐩𝐨𝐫𝐭𝐢𝐧𝐠 𝐚𝐮𝐭𝐨𝐦𝐚𝐭𝐢𝐨𝐧. Automated the process behind state contracts, including the creation and reporting of critical information through a custom application that creates the order and delivers the info in Salesforce.com using AWS—a protocol supporting $2.5MM in revenue.

Promoted to position with incremental responsibility for overseeing and improving quote-to-cash processes. Served as department product owner for Salesforce.com. Partnered with IT and outside consultants to ensure adherence to CRM roadmap, release priorities, execution of solution design and adoption of platform changes. Managed contracting and proposal development to ensure adherence to best practices, budget & corporate policies. Managed and executed vendor agreements. Collaborated with cross-functional team members to ensure effective requirements gathering on enterprise-wide CRM solution development in Salesforce.com.𝐂𝐑𝐌 𝐦𝐢𝐠𝐫𝐚𝐭𝐢𝐨𝐧. Led the migration of the organization’s CRM business from QuickBase® to Salesforce.com—an application supporting 7,000 orders and 750 institutions representing 1.8MM student experiences across 350 unique items generating $31MM in annual revenue.𝐒𝐚𝐥𝐞𝐬𝐟𝐨𝐫𝐜𝐞.𝐜𝐨𝐦 𝐞𝐯𝐞𝐧𝐭 𝐦𝐚𝐧𝐚𝐠𝐞𝐦𝐞𝐧𝐭. Introduced event management capabilities in Salesforce.com to migrate from Microsoft tools—developing a streamlined application process and session management process through a custom consultant portal.

Hired to analyze and consolidate critical data for full year budgeting and forecasting while facilitating delivery of a portfolio of projects and events. Designed and implemented robust policy and cost-containment measures driven by evidence-based data findings. Worked with the Director of Business Planning overseeing and reporting on the department’s expense budget. Facilitated and supported annual enhancements and oversaw maintenance of the then-CRM database, QuickBase.

Utilized quantitative skills to assess performance of investment ideas marketed to hedge and mutual funds. Assisted in retention of relationships with buy-side firms resulting in more than $3MM in revenue. Collaborated with colleagues to analyze research from multiple investment strategies.