Brad Meley, Mba, M. Eng. Email & Phone Number

Austin, Tx, Us

Redwood City, Ca, Us

Optimized Sales Processes: Converted legacy Tableau tools into PowerBI - which increased forecasting accuracy by 16%, leading to increased confidence in forecasting for a publicly traded SaaS enterprise. Data-Driven Strategies: Developed and maintained sales dashboards within PowerBI and Salesforce to provide real-time insights, enabling data-driven decision-making that more accurately forecasted expected churn.Cross-Functional Collaboration: Worked closely with the renewals and finance teams to align strategies, resulting in a 10% reduction in the amount of time to reconcile end-of-quarter activities.Pipeline Management: Enhanced pipeline management processes within Salesforce, which led to a 14% increase in lead-to-opportunity conversion rate.Training & Development: Conducted training sessions to upskill date analysts, individual renewal specialists and management on Salesforce report creation, dashboard design, and a decrease of error flags within the Salesforce CRM.

Austin, Tx, Us

Salesforce Trainer: Extensive experience in delivering comprehensive Salesforce training sessions, ensuring teams are proficient in utilizing the platform to its fullest potential, and driving user adoption across the organization.CPQ Operations Specialist: Expertise in Configure, Price, Quote (CPQ) operations, optimizing the sales quoting process, and improving accuracy and efficiency within complex sales environments.Global SaaS Support Management: Led support management operations within a publicly traded global SaaS enterprise, enhancing customer satisfaction, streamlining processes, and driving operational excellence.Remote Team Management: Successfully managed a remote data analytics team based in Bangalore, India, fostering collaboration, maintaining high performance, and ensuring alignment with global objectives.Data Analytics Expertise: Provided expert data analytics support to a global sales team and the COO, delivering actionable insights that informed strategic decision-making and drove business growth.

Austin, Tx, Us

Deal Desk Management: Led deal desk operations, improving alignment between legal, finance, and implementation teams to streamline contract negotiations and ensure compliance with company policies.Predictive Analytics Enhancement: Spearheaded the enhancement of predictive analytics for a publicly traded fintech company, resulting in more accurate sales revenue forecasting and better-informed business decisions.Analytics Champion: Promoted from SaaS implementations and consulting to sales operations, where I played a pivotal role in improving and aligning product configuration during the sales scoping process.Sales-Implementation Liaison: Served as the primary liaison between sales and implementation teams, ensuring that project implementations were aligned with contractual terms and customer expectations.

Austin, Tx, Us

SaaS Consultant: Led the most complex agile software implementations and upgrades, ensuring seamless integration and high-quality outcomes for clients.Treasury Management & Banking Specialist: Specialized in implementing and upgrading systems for treasury management, ACH, and commercial banking, delivering tailored solutions that meet industry standards.Process Modeling & Digital Solutions: Designed and modeled workflows and systems to configure, test, onboard, and launch digital banking solutions across treasury management, business, and consumer/retail platforms.Technical Communication & Training: Expertly articulated technical requirements to non-technical clients and their customers, providing both direct and indirect training solutions to ensure user proficiency and satisfaction.Executive Consultation: Routinely consulted with CIOs, CMOs, COOs, and other key stakeholders, offering guidance on best-in-class configurations, site design, and go-to-market strategies to drive success.Issue Resolution & User Acceptance: Facilitated bug triage, tracking issue causes, resolutions, and user acceptance through tools like Salesforce, Confluence, and JIRA, ensuring smooth project delivery.UX Configuration & Compliance: Configured web and mobile user experiences specific to client scoping, translating customer business requirements into comprehensive processes and procedures that passed internal and external audits.

Chicago, Il, Us

Public Sector Project Manager: Led a successful SaaS ERP implementation for TxDot, a $12 billion state agency, reengineering sourcing, procurement, and contract disbursements to improve operational efficiency.Stakeholder Collaboration: Worked closely with senior-level stakeholders at TxDot to scope the project, develop process maps, and configure technical software features, ensuring alignment with State Comptroller control systems, departmental constraints, and end-user feedback.Issue Management: Effectively managed issue escalation and resolution processes, including end-user acceptance testing, to ensure smooth project execution and user satisfaction.Governor-Approved Initiative: The project was approved by the Governor of Texas, delivered under budget, and completed ahead of the contractual deadline, demonstrating strong project management skills and cost efficiency.Scalable Success: The success of the initiative led to its replication and scaling across other state agencies in Texas, further validating the effectiveness of the implementation.Key Achievements:Delivered a $12 billion project under budget and ahead of schedule.Achieved project approval at the highest state level, setting a standard for other state agencies.

San Antonio, Texas, Us

Business Process Redesign: Successfully redesigned business processes, operational risk, and procedures, leading to the brand’s repositioning as a market leader within just 12 months.P&L Management: Transformed an underperforming P&L into one of the most profitable divisions, second only to the credit card portfolio, demonstrating strong financial acumen and strategic leadership.Asset Scaling & Delinquency Reduction: Scaled assets and significantly decreased delinquency rates, contributing to the division's financial health and stability.Mentorship & Industry Influence: At the request of State and Federal Examiners, provided mentorship to peer credit unions, sharing best practices and fostering industry-wide improvements.Key Achievements:Repositioned a brand to market leadership within 12 months.Elevated division profitability to second-highest within the organization.Recognized by regulators for contributions to industry mentorship and best practices.

Live Oak, Texas, Us

Leadership in Commercial Lending: Handpicked by the Board and CEO to design, launch, and manage operational risk, marketing, branding, and underwriting for a newly formed commercial lending division.Rapid Growth & Success: Successfully scaled operations from $0 to over $55 million in less than three years, earning multiple accolades for the division's performance and impact.Mentorship & Team Development: Focused on mentoring and developing my team, ensuring they had the skills and support needed to excel in their roles while contributing to the division's success.Supporting Local Businesses: Proudly delivered capital and lending support to small businesses across Central and South Texas, driving economic growth and community development.Key Achievements:Grew a commercial lending division from $0 to $55 million in under three years.Recognized for outstanding leadership and division performance.Played a pivotal role in supporting the growth of small businesses in Texas.

Live Oak, Texas, Us

Digital Transformation Leader: Spearheaded a critical digital transformation initiative, migrating loan underwriting from a traditional paper-based system to an advanced electronic application scoring process.Impact on Lending: The transition significantly reduced bias, enhanced compliance, integrated cross-sale opportunities, and accelerated loan decision timelines, improving the overall applicant experience.Leadership & Team Management: Managed a diverse team of senior lending officers, loan processing teams, and compliance personnel, ensuring seamless coordination and successful project delivery.Key Achievements:Led a successful digital transformation in loan underwriting.Enhanced compliance and reduced bias in loan processing.Improved loan decision speed and integrated cross-sale strategies.

Masters Of Engineering, Industrial Distribution/Supply Chain

College Of Engineering, Digital Transformation (Completed)

Mba, Information Technology

Ba

College Prep

Post Graduate Program In Data Science And Business Analytics