Customer Success - Data Science and Qlik AutoML (formerly Kraken)- Directed a team of data science engineers to retain and grow Fortune 500 customers 88% from 26 to 40 at $10m ARR in 12 months. Managed successful customer implementation of 100x ROI using Qlik AutoML.- Developed and launched the Qlik customer churn/retention app on Qlik Sense/Cloud and Snowflake to identify customers at-risk- Developed 7 case studies (40% above goal) and 23 customer references (130% above goal) for Qlik- Successfully integrated all back-office Big Squid activities including human resources, accounting, finance, contracts, revenue recognition, legal, and facilities processes Customer Success Operations - Developed a real-time integrated employee compensation app using Qlik Sense/Cloud and Snowflake to provide bonus attainment to employees- Established a program, along with weekly communications, to resolve compensation issues and restore order/confidence to employees - Developed FY23 compensation program to reduce complexity, streamline results, and simplify data gathering thereby improving employee morale and retention.Familiar with SQL, Javascript, and Python

Served as executive and board member resulting in a >10x exit and successful acquisition of Big Squid by Qlik, Inc.- Financials: Managed all financial processes including accounts payable, accounts receivables, budgeting, revenue and expense forecasting, and cash management. Managed investor relations with board of directors.- Operations: developed sales and customer success business processes, implemented Salesforce and Hubspot tools for prospect and customer mgmt- HR: Served as human resources leader and established basic HR processes including hiring, termination, and benefits management- Legal: Developed standard contract framework including Master Services Agreement and Service Order contract templates- IT: Head of information technology with oversight on computers, network, telephony, and cloud software- Facilities: Managed both Salt Lake City, UT and Atlanta, GA offices- Sales Ops: Established foundation sales processes by implementing Salesforce and Hubspot, developing quarterly performance results for management, and managing compensation plans

- Responsible for provide quarterly budgets, scheduling periodic board meetings, and overseeing cash balance

• Advise CEO’s on business improvement ideas and product improvements• Developed product framework to identify services and pricing as part of company offerings• Promote the Mindshare Ventures brand through social media and blogging

• Responsible for team of up to 20 professionals to execute on corporate-wide programs (Business Intelligence, Education, Knowledge Management, and Contract Management)• Led a team of top corporate leaders to evaluate, acquire, and execute on a business acquisition of Uptivity, Inc. including integration of people, processes, and IT systems• Recognized thought leader on Contact Center and Customer Service topics: http://www.incontact.com/blog/author/brianolesen/.• Championed corporate strategic objectives by helping to define, manage, and track our corporate goals in conjunction with leaders across the company using FranklinCovey's 4DX program (4 Disciplines of Execution)• Established an Education team focused on providing instructor-led training and eLearning for employees, customers, and implementation partners• Established a Project Management Office (PMO) to resolve inefficiencies and establish solutions to improve productivity and ROI• Established a Knowledge Management program for Services using Salesforce Knowledge• Responsible for managing customer orders from Sales to Implementation hand-off• Led a cross-functional team of company leaders to identify go-to-market strategy for midmarket and enterprise customers• Established Salesforce.com as the customer system of record• Launched a BI program to track corporate performance metrics• Responsible for quarterly Board of Directors reports for the Chief Business Officer that documents business performance

• Implemented AtTask (@Task), a worldwide Professional Services Automation solution, consolidating legacy systems and improving customer billing, project portfolio analysis, and risk reduction• Responsible for quarterly business reviews (QBR's) to provide executive management status on key performance indicators (KPI's) including revenue, margin, bookings, sales, hiring, and overall business performance• Established global Consulting metrics to measure business performance for 400+ global organization• Developed processes to achieve record revenue growth of 100%/yr for 3 years, achieving 34%+ margins• Deployed worldwide Enterprise Data Warehouse using Business Objects and Xcelsius to provide a 360 degree view of the customer to drive data-driven business decisions• Launched customer analytics program designed to improve retention and provide early warning of possible terminations• Deployed Adobe LiveCycle, a Business Process Automation solution, to automate a global quarterly compensation process for 350+ employees

• Managed team of 6-8 consultants with responsibilities for mentoring, reviews, and promotions• Implemented department-wide professional services system (SofTrax/Changepoint, Microsoft Sharepoint) to track time, expenses, and project status• Served as Practice Lead for Channel Partner projects: resolved escalations, developed Statements of Work for consulting services, developed processes to improve efficiency• Managed department hiring• Trained new consultants on technology, tools, and business processes

• Managed implementation of SiteCatalyst software through full range of systems develop lifecycle• Trained and mentored new Implementation Consultants on technology and group methodology. • Provided frequent status updates on all pilots and projects, where applicable.• Notable Clients: Avaya, General Motors (GM), Sony, National Geographic, Sina.com, Electronic Arts

- Served as lead technology integration consultants for a variety of clients and projects- Traveled extensively and consulted with clients onsite- Provided recommendations on technology strategy- Implemented technology solutions using Oracle and Siebel- Clients include: The Home Depot, US Department of Homeland Security, McDonald's, Acco, Hallmark, State of Michigan

• Created server-based application to integrate with Identrus product for Professional Services implementation• Managed in-house software change control process• Researched smart cards, USB tokens, and signing and encryption technologies for customer deployment• Designed demonstration materials and scripts of Identrus products for Professional Services consultants

• Performed research of international marketing and demographic information for the United Kingdom, Germany, Japan, Italy, and France • Established international contacts for franchise license rights• Updated and improved international franchise operations manual