Helping to merge people and solutions, offered by Vertafore & VUE software, that will allow Insurance companies to manage their Producer relationships, credentials and compensation beginning on day one and continuing unabated throughout the Producer life-cycle. The merger of our two companies blends the best of the best into one single source Distribution Management solution for the Insurance industry.

My pre-sales engineering team at VUE drives the discovery of new prospect business need and the delivery of technical and software presentations that show how VUE solves for the need. My team also provides the design requirements for new product offerings and existing product enhancements. My role has included establishing, building and managing a team of solution consultants to provide prospective customers with world class product demonstrations of VUE Insurance Software. These demos include License Validation, On-boarding, Contracting, Producer Maintenance & Compliance, Producer Relationship Management, Customer Relationship Management and Compensation. Further, I lead the design specifications for expanding our CRM and PRM product offerings in conjunction with our Product Development organization.

Provided Customer Experience (CX) Solution Consulting Management & Architecture support to Oracle's North American Industry Sales teams. My National team of 12, was responsible to provide Pre-Sale technical solution recommendations for all of our CRM Cloud, SaaS and On-Premise AI, SPM, Marketing, Sales, Service, CPQ & Business Intelligence applications. We supported all regulated industries including PC&L Insurance, Financial Services, Life Sciences, Healthcare and Communications.Primary responsibilities:• Delivered C-Suite presentations of Oracle’s Cloud and Industry solution strategy.• Managed a national team of Solution Consulting resources each with deep industry expertise.• With Regional Sales VP, created and delivered Industry specific sales enablement training.• Developed Cloud based, industry specific, omni-channel, reusable prototypes to support sales .• Identified skill improvement needs in my staff and developed individual training plans.• Participated in strategic planning, sales strategy, pipeline review and forecasting activities.• Provided customer feedback to Product Development on application enhancement suggestions.

Provided Sales Consulting Management support to Siebel's Pharmaceutical, Medical Device, Healthcare, Consumer Goods & Telecommunications vertical Sales teams. My team of 8 pre-sale technical resources developed & presented customer facing Siebel & SaaS based, multi-channel demonstrations to solve unique business problems by Industry.

Directed the creation and maintenance of the 3 year AT&T Consumer Services strategic architecture and vision realization plan. This directional plan included Marketing, Sales and Service Applications, Customer Data, Integration, Infrastructure Technology and Organizational strategic direction. This work required my direct leadership of 18 management staff employees and external consultants.My team and I approved all new vendor applications & technologies for inclusion into the eco-system.