Providing expert assistance to Nue.io's Customer Success organization and their clients, focusing on evaluating and enhancing the readiness of customers' Quote-to-Revenue policies and processes. This is aimed at bolstering the successful implementation and efficiency of Nue.io's tools, thereby accelerating the achievement of desired outcomes and improving overall customer satisfaction

I am helping Headfarmer LLC's customers to upscale their lead-to-cash policies, processes, systems, and organizations.Managed a Material Weakness Remediation Program. The customer reported a material weakness in their financial reporting caused by upstream Opportunity-to-Cash processes and system failures. I was the Program manager and provided Opportunity-to-Cash policy, process, and systems remediation recommendations:• Implemented scalable, automated Entitlement Provisioning solution policies and processes replacing 85% of the manual provisioning activities.• Developed a tiered Deal Desk policy, process, and organizational model proposal for Finance, Legal, and Sales.• Managed remediation of Warranty order management, accounting processes and system functionality issues• Implemented a QA program to track and accurate and timely processing of Professional Service Work Orders for onsite installation activities, resulting in zero revenue recognition issues in Q3.• Implemented a 3-way purchasing process for 3rd party onsite installation Professional Services in collaboration with Finance, Procurement, A/P, and IT, resulting in accurate COGS / Revenue matching and timely payments to vendors.• Participated with executive leadership on an Opportunity-to-Cash Business Process Re-engineering strategic initiative to improve business processes' accuracy, scalability, and efficiency.

Standardized and simplified key Opportunity to Contract sales policies and processes in the preparation of automation and integration of acquired companies in Google Cloud’s business policies and processes. Worked with cross-functional partners in Finance, Operations, Deal Desk, GTM, Legal, Sales, Compliance, and IT:• Developed end-to-end Subscription Management capabilities (including Renewals) supporting the acquired companies with their subscription business models supporting $500M+ annual revenue. • Standardized Commercial Programs (discounts, incentives, and credits) by defining policies, governance procedures, and program standardization in preparation for automation in our CRM system.• Rationalized and cleaned over 1,000 quoting approval rules by auditing the validity of approval requirements and standardization of approval rules and governance processes across products and regions.• Supported integrating the Opportunities to Contract processes of 5 acquired companies in Google Cloud's sales processes.

Asana's mission is to help humanity thrive by enabling all teams to work together effortlessly.Led a global team of 20+ in developing scalable Lead-to-Cash solutions and Operational support services for a global Self-Serve, Direct Sales, and Customer Success organization in hypergrowth mode (~70% ARR growth YoY). Initiated and directed business transformations in Lead-to-Cash GTM processes to support a major shift in the business: fast-growing Direct and Partner sales motion in close collaboration with Business Technology, Finance, Legal, Customer Care, and Marketing. • Remotely recruited, onboarded, and developed a global team from 3 to 20+ of Business Process analysts, Sales and Channel Ops Analysts, including 2 senior managers.• Upscaled and operationalized Asana’s Lead-to-Cash processes and systems in preparation for an IPO and related SOX requirements.• Led Routing and Scoring (Traction Complete) Process and Tool implementation. • Developed Configure, Pricing, Quoting, Deal Desk, Order Form, Order Management, and Forecasting solutions (Salesforce – CPQ, Ironclad CLM, and Zuora). Achieved the goals of creating of 80% of quotes in less than 5 minutes and reduced error rates on order forms (contracts) by 90% in 3 months after deployment.• Prospecting and Data Enrichment tools deployment enablement, optimization, and integration (Zoom Info, Clearbit, LinkedIn Sales Navigator with Salesforce and Marketo), new reporting environment (Tableau). • Operationalized and set SLAs for Revenue Ticketing management processes and systems for Sales and Customer Success.• Implemented an outsourced data cleansing Account and Contact data enrichment process for prospecting, account segmentation, and book-cutting purposes.

Led a team of business analysts managing Asana’s global Revenue Process & Technology Roadmap, working closely with cross-functional partners to continue improving Asana’s Revenue policies, processes, and systems.

Led a partner-centric “Quote-to-Order” cross-functional Transformational Business Process and Systems Re-engineering project. Managed in collaboration with the CIO, a group of business and IT professionals. • Led a business transformation initiative supporting evolving expectations of Partner Communities, the transformation to new Route-to-Markets, and shifts from Perpetual Hardware to a multi-product portfolio of Perpetual, Subscription, and XaaS Hardware, Software, and Service offerings.• Led over 25 business IT analysts and project managers in a matrix structure. Managed a project budget of ~ $12M. The project supports the deployment of a new (Salesforce) CPQ platform. • Oversaw Sales Program Management Office (PMO) and its processes, methods, and standards, including Portfolio management governance and Demand management with the business and IT stakeholders and Project management of global M&A activities, Business Process Improvement initiatives, and business system deployment.

Reporting to the SVP of Sales Operations, providing strategic and operational leadership to the Order Management and Sales Support team of 33 members with three direct reports at five global locations. Focused on the overall process, system, and organizational transformation, supporting the company’s aggressive growth plans. Managed an annual budget of ~$3.5M.• Improved resource management, reduced processing time by 20%, and achieved a 10% gain in customer satisfaction scores by offering a Single Point of Contact to Tier 1 Distributors, merging Sales Support and Order Management teams into one team supporting Quote-to-Order activities end-to-end.• Participated in strategic cross-functional Q2C Process and System assessment supporting the transformation from Hardware Perpetual to a mix of Subscription, Cloud, and Consumption-based business models. • Implemented a Deal Registration Team and re-engineered process in close collaboration with the Channel Operations team resulting in predictable and faster Deal Registration processing for Partners. • Integrated Q2C processes of three acquired companies, growing the revenue stream from the acquired companies during and after the integrations.

Managing key global Quote-to-Cash policy, process and system initiatives across the organization, I implemented initiatives which improved operational processes, tracking and reporting. Responsibilities and accountabilities included:• Re-engineering Hardware and Software Trial & Loan processes.• Developing and implementing a Hardware and Software Trial & Loan policy. • Initiating a global Quote-to-Order Level 1, 2 and 3 Process Documentation project.• Leading a CPQ assessment project resulting in an overall strategic cross-functional Q2C Process and System assessment.• Participating in developing the Sales Operations PMO framework.

The company’s mission focused on delivering world-class, global, strategic, and operational professional services that enabled companies and their employees to meet their business goals more effectively and efficiently.Led the operations, marketing, business development, and financial management of the organization. Much of my work involved providing several on-site ISM CPSM, APICS CSCP, and Cross-Functional Supply Chain and Business Simulation training programs to supply chain professionals for a large petrochemical company in Saudi Arabia.

FocalPoint (www.focalpointcoaching.com) is the world’s premier Business Coaching and Training organization, an elite group of focused business professionals who deliver massive value through the proven methodologies of Brian Tracy.As a Certified Business Coach, I coached business owners and senior leaders through a powerful system and curriculum for 1-1 coaching in an environment of continuous learning, positive support, and results-driven accountability. Provided sales training, skill development, and more to business owners and entrepreneurs of all levels.• Supported business owners in creating strategies to take their business to the next level by developing strategic plans, investment proposals, time management, and communication training for sales and management teams, establishing KPIs to manage the business, process optimization assessments, improving their financial performance, formulating winning business strategies, or preparing their business for a successful sale.

Led global Procurement, Order Fulfillment, and Travel management departments with five senior managers and 130 employees distributed over teams in Portland, Oregon, Ireland, the UK, Egypt, India, and Japan with a budget in the multi-millions. Partnering with global Finance, Sales, Customer Support, IT, and Legal, my focus was to improve customer experience, effectiveness, and efficiency of the “Source-to-Pay” and “Quote-to-Cash” processes. • Developing the Order Fulfillment vision and strategy by engaging stakeholders in Sales and Finance organizations to understand their requirements and expectations.• Led the transformation from a locally managed, decentralized, and ineffective organization to a global, focused organization with consistent and efficient Order-to-Cash processes, positive customer experience, and cross-functional collaborative organization meeting the needs of a fast-growing global company.• Implemented initiatives to reduce annual expenses with $850K associated with order processing, delivering, and billing while maintaining excellent customer service.• Originating and directing the company’s procurement transformation from a tactical Purchasing department to an enterprise-wide organization meeting company scaling requirements.• Streamlined and managed the corporate New Product Introduction, Pricebook, Product Release, and Product, Customer, and Vendor Master Data processes with Marketing, Product Divisions, Sales, Manufacturing, and Finance • Achieved $42M negotiated spend savings over four years by leading the company’s transformation of procurement from tactical local purchasing departments to an enterprise-wide “Procure-to-Pay” organization.• Led and served on various company-wide projects, including companywide in-house development and deployment of Software Entitlement Management system, major SAP-based enterprise resource planning (ERP) implementation, and conversion initiatives in USA, Pac Rim, and Japan regions.

Managed Mentor Graphics Europe Manufacturing and Distribution, Software Release Management and Master data management activities.Responsible for site management of Mentor Graphics Europe Shared Service Center (European Order Management, Manufacturing and Distribution, Procurement, Finance, IT and Netherlands Sales)