- Manage the software development lifecycle for business applications supporting Podium, an SMB SaaS platform that allows businesses with 120K active locations to utilize texting, phones, chat, and payments from a central CRM.- Defined and executed the roadmap for all lead-to-cash systems including C-Level stakeholder management, project intake and discovery, and quarterly roadmap prioritization.- Increased customer retention by leading CPQ and Salesforce development and implementing and integrating Avalara for the Communications tax engine platform to successfully launch the new Podium Phones product.- Hired, managed, and empowered a team of 3 Business Systems Analysts to discover, document, and own the delivery of initiatives throughout the Podium SDLC including a successful $175MM ARR migration from Zuora to Salesforce.- Delivered fully automated Collections and Dunning methods in Salesforce to remove users from spreadsheet management.- Architected, built, and fully migrated 400+ members of the Product and Engineering department from ClickUp to Jira.

- Own the delivery of companywide initiatives focusing on quote-to-cash systems and finance/accounting operations in coordination with technical and non-technical teams across the entire organization.- Led the execution of Business Application initiatives to introduce a new customer self-service purchasing experience and a new 3rd party application marketplace that enabled integrations with customer technology platforms and reduced acquisition costs- Independently implemented and built a Jira environment to support development workflows and practices and created a fully integrated CI/CD pipeline to improve automation, quality, and compliance for the delivery team.- Driving the implementation of Agile practices across teams through training and workshops for Program Charters, Lifecycle Management, and Quality Assurance with 25+ participants.

- Led and coordinated technology teams with up to 20 staff across distinct business functions to deliver high-quality customer content and experiences, coordinate a complete rebrand, and replace the UX on Android and iOS.- Partnered with Ancestry Search Engine teams to reduce search result times from 3 seconds to <1 second and improve record quality returns for over 6 billion records using machine learning.- Increased daily active users to 2MM+ users and doubled mobile customer acquisition by creating a plan to select web functionality to enhance the mobile experience across device sizes.- Implemented and managed team and program dashboards to ensure visibility into all development efforts in support of the installation of SAFe Agile practices across the organization using Excel and Rally.

- Led Java development to upgrade IT solutions for third-party logistics, sales, fulfillment, and support teams with 60+ staff.- Implemented Salesforce Service Cloud and scoped Salesforce Sales Cloud with MuleSoft integrations for customization.- Implemented SAFe and led multi-team incremental planning sessions with the Director of Program Management.- Served as the Program Jira Admin by building and managing Jira projects and workflows.

- Served as the Scrum Master for Salesforce, Click, a custom inventory platform, and a custom mobile field service application to develop processes and strategic software integrations that reduced delays in the value chain by weeks, increased supply chain accuracies, and enhanced operational processes for 2K+ distributed employees.- Reduced customer delivery times by 30+ days and increased tracking accuracy for tens of millions of dollars in inventory by 80%+ by creating automated tools to replace manual inventory, delivery, inspection, and auditing processes.- Oversaw the turnaround of a custom platform to reduce user issues by 97 percent with a 3-person development team.- Led a team of 25 developers, software administrators, analysts, and QA testers to release of 20+ new features.

- Grew the company to become the second-largest national residential solar provider by defining and executing the company’s overall growth strategy and driving the opening of 25+ new sales and operations locations- Oversaw companywide initiatives to increase market share and revenue by building strategic partnerships with purchasing lenders and state governments and establishing new operational processes. - Reduced annual capital investment by 20%+ percent by successfully introducing a new customer financing product to eliminate in-house underwriting and financing; reducing risk and increasing customer options.- Established the company’s 1st business intelligence team to deliver key data-driven insights to senior and C-level executives including insights that led to the creation of a new inspection fail and retry process that increased milestone success by 88%.- Redefined the customer value chain and developed a systematic method for identifying expansion opportunities based on critical data such as population, sun hours, cost of energy, and margin.- Reduced design times from days to hours by minimizing redesigns, designing for optimization, and setting clear KPIs.- Decreased time from installation to activation by weeks by mapping the success path and implementing new processes.- Reduced backlogs and eliminated $100MM in deployed non-revenue generating capital by spearheading initiatives to produce clear workflows and queues.- Introduced forecasting models to increase the accuracy of hiring targets and reduce excessive customer delivery times while leading and overseeing a team of business intelligence analysts.

Top sales performer finishing in the top 5 nationally of 130.Utilized consultative selling methods to promote products and services offered by the firm to hundreds of clients.Successfully passed the Certified Financial Planner Board Test.