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.

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.

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.

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.

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.

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.

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.

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.