Monitoring and evaluating the performance of CX Subscription Services against established goals and targets; identifying deviations and recommending corrective actions. Creating and managing forecasts, budgets, resource plans, and financial models for CX SubX.Developing reports and dashboards to provide transparency to performance indicators across bookings, revenue, pipeline, and profitability gains.

Global Program Manager for M&A, New Offerings, Service Offerings, Packaged Solutions, and Strategic Initiatives supporting the CX Services Sales Field OrganizationPartnering with key stakeholders from the Services Sales field team and other program managers involved in new programs including representatives from Services Sales, Subscription Sales, Marketing, and Consulting and Delivery

Served as a Program Manager for new and existing advisor-facing tools in agency distribution model helping maximize efficiencies for field and optimize ROI of Technology Portfolio with a primary focus on Salesforce.Developed KPIs, roadmaps, communications & training plans to drive advisor adoption and ongoing utilization of Salesforce CRM while partnering with Agile Technology Teams to ensure business requirements were received and project work was in line with overall strategy.Assisted in ongoing evolution of technology strategy for advisors, reviewed industry trends and best practices to make program recommendations for Salesforce.com enhancements and drive Sales Enablement Capabilities.Key Contributions:• Co-program managed the Teaming Pillar’s Ease of Doing Business Workstream improving dozens of rules & procedures and driving critical Technology Updates for teams to operate more efficiently and grow their practices.• Implemented New Long-Term Reporting and Dashboard Strategy including streamlined Folders and Sub-Folders, Off-the-shelf Reporting Suites (Financial Professionals & Management), and Training Resources to help maximize CRM capabilities (Optimize, Manage, & Grow).• Rolled out Monthly Guidance, Knowledge Transfer & Best Practice Meetings with Upstream and Side stream Partners supporting Dashboards across the Organization leading towards advances in overall Dashboard Framework, Long Term Strategy, and Improved User Experience.

Compiled and analyzed business trends, performance, and channel effectiveness to communicate key insights that influence strategic areas of investment and development.Executed day-to-day reporting, requirements support, testing, and improvements of Salesforce.com CRM Platform to deliver effective data usage and drive automation to increase productivity; liaison with Salesforce Product Management team and functional leaders to roll out new capabilities and data enablement.Served as Primary SME for sales business requirements on reporting frameworks and approaches for how hybrid sales pipelines are managed across a variety of channels, engagement approaches, and solutions.Consulted with senior leadership to establish suitable processes to support administrative, development, and change management activities.Key Contributions: • Co-Led the development and implementation of Prudential Hybrid Advisors Lower Funnel Conversion Deep Dive Packages, Acquisition, and Population Segmentation Reporting providing key monthly insights on Sales and Marketing Effectiveness. • Led the successful BPO transition of Mid-to-lower Funnel Reporting and training for critical sales business requirements, sourcing systems, artifacts, and data capabilities enabling stronger consistency and efficiency for Analytics Partners. • Built SFDC Lightning Lead Reporting Portfolios and Sales Management Dashboards streamlining both operational and executive reporting capabilities with significant reduction in manual reporting needs. • Established key relationships with Upstream and Side stream Partners to further refine and enhance reporting capabilities, best practices, and strategies for long term data enablement and reporting strategies.

Led Long-term Domestic and Global FTE planning to ensure appropriate staffing levels for 1250+ Resources (and P&L forecast responsibility for $55M+ in Direct Workforce Costs) to meet Client and OptumHealth Goals and Commitments.Strengthened Upstream and Side Stream Partnerships to close gaps, provide recommendations, drive process improvements, and deliver ongoing macro level insights for performance, staffing, and expense optimization to senior business leaders (helping drive yearly Productivity Goals of 5-7%).Led cross-functional initiatives to develop, enhance, and improve forecasting effectiveness and drive improvements to overall operational capabilities.Served as Primary Liaison with RFP/BPO Teams, Finance, Automation, PMO Office, Enabling Services, and Six Sigma to strengthen collaboration and accountability for Staffing Budget Forecasting, Executive Reporting, Project Benefit Realization, and Expense Alignment.Key Contributions: • Provided key forecasting insights that resulted in $1.5M+ cost avoidance FY2017, greatly contributing to achieving overall Yearly Productivity Results• Developed and implemented RFP/BAR Tracker to assist with self funding opportunities and monitoring Revenue/Margin impacts • Established key relationships with additional UHC and Optum side stream partners to further refine and enhance modeling capabilities, best practices, and strategies for WOPA• Implemented Monthly (or more frequent) Forecast Reviews with all Legacy Areas

Managed Enterprise Operations (EO) Annuity New Business Staffing Models and Variable Reporting to provide insights for staffing recommendations, service forecasts, process improvements, budgeting, and strategic outlooks for Senior Leadership. Responsible for the collection, analysis, review and communication of data trends to support business decisions. Served as EO Primary Liaison with Finance, Distribution, and Actuary for Monthly Annuities and Life Volume Projections, Portfolio Benefit Realization Forecasting and Tracking, and Portfolio Consultant Expense Tracking. Led the controlling and monitoring of all new EO Staffing Requisitions for Full Time Employees, Temps, and Contractors to ensure effective expense management and strategic alignment. Worked with EO Process Groups, Project Teams, Business Partners, Senior Leadership, and Offshore Vendor Partners to develop and enhance Workforce Planning Models used to analyze Staffing Demand, Capacity, and Service Levels. Key Contributions: •Proven ability to consistently deliver quality Staffing Recommendations, Service Forecasts, and Strategic Outlooks; Served as Lead Onshore Contributor for all internal and external service forecasts on our Fixed 222 Premium Plus Event during 1Q2016 (+$1.5B Premium - Largest Event in AllianzLife History). •Co-led the development and implementation of EO Consolidated Staffing Views providing the first ever cross-org staffing tool with capabilities to analyze staffing capacity and flexibility across 24 lines of business. •Successfully led the EO CBA Inventory Collection Initiative resulting in the design and implementation of the EO CBA Master Log used for Benefits Realization Monitoring and Controlling. •Co-chaired the establishment and implementation of the 2016 EO Intern HUB Program resulting in an easily repeatable structure and the first ever Intern Hiring Class with 75% offers and 40% acceptances.

Managed the CA Clarity Tool for the RPTS as the FedPPM Administrator and System Liaison with responsibility for all activities related to Executive Portfolio and Project Reporting, Onboarding new Resources, Training, adding new Functionality, Project Setup, and Data Integrity for the tool.Managed and led FedPPM Implementation Team for an unprecedented setup and onboarding of over 240 Resources across 9 Districts and 120 Projects to ensure critical Project Reporting Functionality was in place to meet System Financial Guidelines for several RPTS Initiatives underway avoiding numerous Audit infractions. Created and managed all central SharePoint Sites for the PMO and ADLT INIT 010 Groups including all initial setups, ongoing maintenance, auditing and security for over 10,000 artifacts and over 250 common users. Led and participated in several workgroups to establish improved PMO standards and processes during department reorganization resulting in streamlined efficiencies and reporting capabilities.

Served as Lead Analyst for multiple Portfolio Implementation Initiatives including RPTS ACH Project Initiation & Release Management, RPTS Project & Resource Capacity Planning, and several Project Management Information Systems. Co-conducted a Certified FedACH Program Audit and archived over 4,000 Project Specific Artifacts from various tools into one consolidated database within a critical timeline. Co-project managed and coordinated successful FedACH Business Resumption Test and certification for spring 2015. On boarded new QA Defect Manager and Support Analysts; served as backup and provided ongoing support and training to Defect Management Team.

Compiled and revised weekly PMO Management and RPO Senior Leadership Requests including QA Defect Reports, Resource Time Allocations, TPS Artifacts, Risk/Issues Logs, and ad hoc Project/Program Metrics and Forecasts. Provided IT Project Management assistance in coordinating efforts of multiple cross-department initiatives for newly on boarded PMs.Developed VBA Macros for advanced reporting on Traceability, Status, Defects, and ah hoc in support of FedACH Projects, Programs and other Initiatives. Co-created and assisted in the integration of several process improvements leading to easier and faster QA Defect Reporting through various internal tools. SME on Microsoft SharePoint (Department SharePoint Administrator), Jama Contour requirements tool and JIRA defect management tool.

Conducted and compiled sector-focused proprietary deal intelligence, data, news and research on investors and their investments, M&A and the public capital markets. Created a client distributed Data Insight Report providing a definitive analysis of the Global Top 10 Corporate Venture Capital Firms from 2000 through 2012. Produced daily reports on Clean Energy specific SEC Filings based on Forms S-1, D, and 8-K.Generated multiple surveys linking investment analytics and forecasting trends from an average of 500 investors, corporate executives, bankers, sponsors, lawyers and other active Clean Energy Sector professionals.

Compiled data from multiple inter-department divisions to create universal program plans to maximize FedACH department efficiency and inter-department synergy.Customized project management tools such as @task and Contour to organize FedACH's multiple ongoing tasks and projects.Created dynamic reports analyzing complex inter-department functions, requirements and forecasts.Worked with a team of Interns to compile data and recommendations for senior management to enhance financial literacy throughout the 9th District.

Spoke with over 600 alumni, garnered 250 pledges totaling over $26,500 towards student support at the U of MN.Trained, assisted, motivated and coached over 100 representatives after promotion to Lead Caller in Fall 2011. Informed, updated and processed individualized Alumni information with data integrity while maintaining a very high level of professionalism.

Processed in excess of $600,000 worth of orders, invoices, and credit/debit adjustments on a daily basis from GP customers based in their West Coast Territory. Negotiated hundreds of delivery appointments, avoiding thousands of dollars of fines based on individual customer requirements. Created exclusive value-added customer forecasting reports based on changes in weekly inventories.