A provider of innovative S2P/CPQ/CLM business solutions deployed across Sales, Legal, Procurement, IT, and Finance.DIRECTOR, CUSTOMER OUTCOMES / ENTERPRISE SALESNewly created role, focused on existing accounts, responsible for expanding services engagements.• Identify additional service lines and innovations.• Manage the customers roadmap; Manage sales process for Account expansion – Opportunities in play.• Introduce additional service offerings to Accounts – Opportunity development.• Follow-through on Customer Advocacy and Marketing Co-op • Managed a $4.5m pipeline of services opportunities, closing $1m in services.

A provider of consulting, technology, and services to law departments and law firms.MANAGING DIRECTOR, CONSULTINGResponsible for oversight of all delivery of legal process improvement strategies and business development.• Focused on FTSE100/Fortune 500 corporate law departments and UK top 50/US top 100 law firms.• Help leadership teams in legal departments and law firms to originate change projects often as part of the sales process.• Originate consulting sales and sell-on of consulting services, and participate as a member of the sales team to support the growth of Elevates overall revenues.• Whitepaper/Podcast: The Evolution of Contracting, from IA to AI: Examines the historical and systematic evolution of contracting as a business discipline.DIRECTOR, LEGAL TRANSFORMATIONLead large-scale customer transformation programs focused on right sourcing, process re-engineering, optimization and technology enablement.• Direct and advise legal operations teams on solutions to improve service levels, efficiencies and ROI through right sourcing, process optimization and technology application.• Lead complex, cross-functional transformation projects from inception to completion including opportunity assessment, solution design and execution• Create and deliver effective change management strategies that align with business objectives and drive stakeholder adoption• Provide oversight for projects of various sizes and complexities by coordinating all elements and stakeholders to deliver within scope, schedule and budget

A leader in the evolution of the legal operations practice, providing legal operations consulting services to law departments and law firms.CONSULTANT, CLM SMELead CLM technology engagements, including, but not limied to:• CLM Business Analyst subject matter expert services supporting a ContractPodAI CLM implementation at a high tech company• CLM Business Analyst subject matter expert services supporting a Malbek CLM implementation at a high tech company• Provide Technology Solution Assessments, Business Analyst services, Project Plans and Manage Technology Deployments.

A leading provider of Contract Lifecycle Management software application.VP, CLM ADVISORY SERVICESNewly created role by Apttus executives, responsible for generating more value out of their installed customers’ deployments through incorporating a legal consulting perspective.• Accompanying account executives into customers to produce assessment roadmap for targeting value improvements for increased Legal adoption• Provide legal department stakeholder perspectives, priorities, and best practices towards designing incremental value phased implementation and deployment maturity of CLMS• Create sales campaign for assisting account executives in generating customer interest

A leading provider of technology, talent, and knowhow to drive growth, innovation, and performance improvement with in-demand skills, expertise, and inerim executives.CONSULTANT, CLM SMEBrought on to provide CLM subject matter expertise advice and guidance to an existing customer of BTG.• Provided agnostic CLM subject matter expertise and business analyst support to major food service distributor for generating RFP to vendors, scripted demos, and use case proof of concept testing.

A provider of consulting, technology, and services to law departments and law firms.CONSULTANT, CLM SMEBrought on to Elevate to provide CLMS Technology Solution Assessments for Elevate customers. Delivered on services as Project Manager, Business Analyst, Process Transformation, Solution Architect, and CLM SME advisory for product development.• Current state assessment of deployed CLMS for major EMS culminating in generating RFP to vendors, scripted demos, and use case proof of concept testing• Current state assessment of contracting process at major electronics company producing Business Case and ROI for CLMS• Current state assessment of deployed CLMS at major computer security company resulting in redesign of template and workflow, and subsequent reimplementation of their CLMS for improved user adoption

A leading provider of technology-enabled legal services and developer of IRIS, a fully integrated, flexible and cloud-based contract management platform.DIRECTOR, MANAGED SERVICES TECHNOLOGYBrought on to Axiom assist the company in its expansion to delivering technology enabled legal services. • Played a key role in the development, enhancement, marketing and sale of IRIS by Axiom, the company’s core product, while earning bonuses year in and year out for superior performance.• Acted as Solution Designer for client deployments of pilot vendor systems prior to IRIS development. Developed the Product Roadmap/Backlog and defined detailed requirements for Axiom IRIS technology suite. Designed platform process integration with third party systems, i.e., Seal, Apttus, Emptoris.• Served as Solution Designer in numerous custom client deployments. Provided technology solution assessments and developed functional specifications. Selected, deployed and supported third party CLMS tool supporting initial Managed Services Clients, i.e., Unilever, HP, Hess, Kraft, OFI and Vodafone.• Provided the business process analysis that enabled development of an industry-changing, cloud-based solution designed to manage derivatives trading for global financial firm; referenced in Forbes, February 2015. Provided business requirements that facilitated design of technology in support of delivering an as-a-service contracting solution; referenced by winning Axiom/Dell 2015 IACCM Innovation Award.

Within Huron Legal operated in a CLM SME capacity assessing, developing and delivering customer solutions focused on improving legal operations processes within contract lifecycle management. Served in functional capacities that included Business Process Analyst and Project Manager providing leadership and support in multiple Assessments of various Contract Management deployments in the Technology, Pharma, and Biomed industries.Teamed with leading Contract Management vendors to define requirements, provide functional design and drive implementation of Contract Management Systems with capabilities far beyond original vendor offerings for clients in a wide variety of industries.Enhanced the Capabilities of the Practice: Developed and maintained functional matrix of leading Contract Management systems. Defined practice group requirements for Contract Management module development. Developed and presented training for the Contract Management space.

Nextance is a CLMS company delivering enterprise software that enables companies to extract value from and control the risk in their contractual relationships Delivered award-winning performance in Solutions Consulting, Sales Support and Solutions Consulting.As an Account Manager and Presales Consultant, played a pivotal role in new business development. Drove continuing improvement in prototype designs and product demonstrations for early adopter’s sales opportunities. Enabled sales through a strategically planned, systematic approach. Developed demonstration and sales strategies as well as a demonstration system and scenarios. Trained new presales consultants and new sales executives on strategies and procedures.As Director, Solutions Consulting, developed a nationwide presales team from the ground up to grow YoY revenue by 50% year in and year out. Provided business process domain expertise for product engineering and marketing.

Corio is an enterprise application service provider (ASP) that implements, integrates and manages a suite of enterprise software applications.Hired by this new ASP company in a new market to determine how to modularize and design deployment of ERP systems and dramatically reduce implementation time down from months to weeks. Advised client management on the features, benefits and integration of leading CRM and ERP offerings including PeopleSoft, Siebel, SAP, Oracle, Broadvision, CommerceOne, and Epiphany. Defined solution requirements focused on facilitating sales and the flow of internal business processes, enabling communication and collaboration between the clients’ business's departments and its internal functions and data. Developed pre-sales strategy and demonstration scenarios that fully demonstrated the benefit of applications to the client. Developed process to assess client needs, and handoff procedures with Professional Services, partners including implementation timeline and cost

Product Manager for a suite of products addressing Field Service, Depot Repair, and Service Contracts Management for Vantive prior to acquisition by PeopleSoft; Sales Consultant for PeopleSoft ERP prior to Oracle acquisition.