Dr. Beth Kaplan, Ed.D. Email & Phone Number

New York, Ny, Us

World-wide learning and leadership development, talent and learning strategy, people and performance management, field enablement, revenue enablement, product enablement, onboarding, training initiatives, competency-based skills development, coaching, company kickoff, events, people operations, communications, and change management.

Washington, Dc, Us

Philadelphia, Pennsylvania, Us

Washington, D.C., Us

Philadelphia, Pa, Us

Philadelphia, Pa, Us

C.i Squared: Continuous Improvement and Innovation is a behavioral change company focused on advanced communication skills for customer-facing teams.

New York, Ny, Us

The Global Connections for Women Foundation (GC4W) believes in women and girls, and their rights to create new opportunities for themselves and their communities. GC4W is one of the leading international non-profits of the millennium in the areas of Gender Equality and Women Empowerment with a reach of over 3.5 million people worldwide. The connection, education and empowerment initiatives of GC4W provide a unique opportunity to make a real difference in the lives of those we serve. GC4W is the recipient of the Best of Manhattan Charity Organization (New York, USA) for 3 consecutive years in 2015, 2016, 2017, and 2018.

San Francisco, California, Us

Responsible for global go-to-market learning strategy, onboarding, and leader development.Managed the teams that designed and deployed Global Sales Kickoff and key sales training programs and events across sales.

San Francisco, California, Us

Responsible for the AMER Field Sales Enablement training strategy, development roadmap and global role journeys. Worked with senior sales executives across AMER Sales to define enablement priorities for the business and coaches Enablement teams to achieve results.

San Francisco, California, Us

Created sales leader development program and managed a team focused on helping leaders improve their performance through customized training, coaching and emotional intelligence programs.Go-authored and deployed coaching curriculum with InsideOut Development Co.

San Francisco, California, Us

• Lead the Solution Engagement Community. Solution Engagement Mangers at Salesforce.com are dedicated to helping ensure all of our customers are set up for long-term success. They are cloud and industry experts who create implementation strategies, roadmaps, and ensure that every solution is delivered with excellence, making customers successful and passionate evangelists for Salesforce.com• Lead the Customer Success Manager Community. Customer Success Mangers at Salesforce.com are dedicated to helping customers achieve business value. They are Salesforce.com ’s customer success program leaders, looked at as trusted advisers driving C-Level alignment and engagement, helping customers take their vision to reality• Fostered community collaboration and governance resulting in organizational alignment with key stakeholders, fast ramp on-boarding and increased job satisfaction • Developed training programs, productivity improvements and ensures that we deliver the best customer experience in the industry

San Francisco, California, Us

• Managed Customer Success Organization’s (+1,000 employees) Academy including: on-boarding, continuous education, role-based development, methodology, and events• Created, managed, and delivered global on-boarding program designed to welcome and support the needs of new hires joining the organization, resulting in decreased ramp-up time and increased employee retention• Drove energizing and measurable events and methodology, resulting in confidence in delivery of our service and focused execution• Delivered energized enablement and continuous learning opportunities, builds innovative tools, and promotes collaboration• Identified needs of the entire organization and created, developed, and sourced role-based learning paths and syllabi to develop our expert community and encourage role growth

San Francisco, California, Us

• Developed a Trusted Advisor relationship with customer executive sponsors such that all Salesforce.com activities are closely aligned with the customer's business case and business strategy, allowing the full potential of their Salesforce.com solution to be realized • Managed initiatives designed to add business value, disseminates best practices, and evangelizes product capabilities • Drove customer success and user adoption• Coached and advised customers to develop Centers of Excellence and Steering Committees across global organizations

Wayne, Pa, Us

• Worked with internal and external customers to provide subject matter expertise, assessments, proposals, estimates, operations analysis, and executes contract negotiations for Professional Services • Created business plans and models for delivery for cross-functional teams, identifying skill set needs, risks, dependencies, and migration strategies• Identified opportunities to deliver further solutions, enhance professional services relationships, and contract further work with assigned enterprise customers• Managed executive level customers relationships and provided team oversight while on-boarding and mentoring consultants delivering projects

San Francisco, Ca, Us

• Recruited, motivated, and mentored business/technical team of consultants creating development plans for each employee.• Increased the visibility of EMEA Professional Services department from an international perspective through improved process management and weekly meeting with Global executive management teams.• Engineered and advocated best practices and methodologies thus controlling quality, format, and consistency. • Forecasted revenue and expense, managed resources, utilization, and budget management for consulting services deliverables reporting to Executive Director of Professional Services. • Actively worked with sales, marketing, and development to understand and influence business direction. • Structured a comprehensive training program for all staff on a range of operational activities (including global implementations, product certification, business analysis and integration), empowering people at all levels to contribute and implement ideas.

San Francisco, Ca, Us

• Sold consulting services to new and existing client base through service campaigns, cold-calling, and marketing promotional materials. In 2005, exceeded fiscal year team quota of by 30%. • Managed consulting projects. In 2005, managed over 220 projects and 500 consulting days through effective project management. Tasks included: reviewing system requirements, identifying risks, costs, assessing workflow, creating training plans, and managing resources. • Partnered with clients, as an Advent liaison, fostering client loyalty in all vertical market segments, specifically but not excluding: VP of Operations, CFO, CTO, Traders, Brokers, Custodians, and Administrators. • Fostered client loyalty through relationship management including conflict resolution, understanding key business needs, and selling new solutions.

Valley Forge, Pa, Us

• Facilitated team meetings, team projects and business development. • Assessed team goals, production, and trends. • Reviewed current technology, workflow, and telecommunication to meet department needs. • Helped establish methods for assessing internal and external client feedback.

Doctor Of Education - Edd, Leadership And Learning Strategy

Master Of Education - Med, Learning And Leadership Development

Ba, English Rhetoric, Communications & Political Science