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Currently, focused on helping small and mid-sized companies solve staff augmentation and digital transformation challenges to improve business processes. 25+ years experience delivering creative solutions to generate customer successes. Also, founder and owner of ecommerce companies Pookie Home (designer aprons) and Design Reklama (vintage travel posters).Track record of accomplishments bridging technology, sales and business leadership across company ecosystems; experience creating, managing and maintaining enterprise client relationships over business cycles and product transitions; growing, mentoring and leading service teams in NYC and SF; proposing, managing and delivering strategic initiatives to apply predicative analytics to transform data product offerings; client engagement in retention, sale and upsell of data and desktop products; leadership of successful evaluations and POC’s of new technologies in partnerships with key vendors in support of innovation and SaaS customer workflow platform program; and direction of efforts to create cost saving efficiencies with Machine Learning. Silicon Valley Start-Up experience designing a Data Monetization Strategy.Team leader with a passion for cross-divisional, cross-functional groups, adept at managing processes from business to sales to technology and framing complex concepts, and making and presenting business cases to senior leadership to move the business to action.• Inventive Products & Solutions • Intense Focus on the Customer • Strategic Leader with Business AcumenKey Skills: Strategic vision into tactical direction, with a constant eye on long-term business goals and efficiencies • Business translator to technology • Fortune 500 companies and Start-Ups • Skilled in relationship development • Unmatched work ethic • Expert at growth by promoting new ideas, new approaches, and winning people’s confidence • Strong executive presence
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Managing PartnerValentaSan Francisco, Ca, Us -
Managing PartnerValenta May 2023 - PresentNorth York, Ontario, CaDelivering staff augmentation and digital transformation business process solutions for small and mid-size companies. Valenta is a global market leader in comprehensive staffing and digital solutions for mid-market business needs. Provide businesses of any size with the transformational resources and deliverables only previously attainable by the Fortune 1000. Specializing in Financial Services, automation solutions, staffing, digital marketing. -
Business Owner And FounderPookie Home And Design Reklama Jan 2022 - PresentOffering delightful designer aprons for home, chefs, businesses and restaurants by Pookie Home.Stunning vintage travel posters offered by Design Reklama.Management, Ecommerce, sourcing, production, marketing, digital advertising analysis
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Senior Director, Product Management And User Experience At Business WireBusiness Wire 2019 - Feb 2022San Francisco, Ca, Us● Took over Product and UX team, onboarded new team members, and turned around processes, procedures and morale to release delayed next gen customer cloud platform in eleven months after I joined.● Led the Product and UX team in collaboration with engineering, business, leadership and PMO in developing and executing the strategy for the digital transformation of the business with a focus on the customer experience. -
Head Of Data Product StrategyPeernova Inc 2019 - 2019San Jose, California, UsData Product Strategy for a FinTech Digitization Digital Ledger Technology Company -
Managing Director, Product Strategy, Global Corporate Solutions Product TeamNasdaq 2013 - 2018New York, Ny, UsLed product strategy and innovation efforts on product team for cloud-based SaaS customer success platforms at Nasdaq’s Global Corporate Solutions ($350M revenue) division in support of build out of new $50M revenue client workflow platform. Scope of work captured in quarterly “FinTech Radar” roadmap report shared with senior executives.• Program efforts delivered new data visualization platform, new usage analytics and automation technology solution. • Directed business management of research, development and deployment of Machine Learning technologies designed to drive automation, accuracy and improved insight for Advisory Services business which saved $2M for a $50M revenue business. • Developed business unit segmentation, product and market strategy in support of CEO and board strategic planning cycle; leveraged term “Economic Buyer” to describe the integration requirement of siloed product businesses; component recommendations accepted as part of corporation strategy for $350M business unit integrated efforts.• Effort saved up to $3M by realigning sales & service teams and tiering client services with Lean Six Sigma efficiency implementation.• Collaborated in partnership with strategic enterprise vendors to POC, test and evaluate new embedded SaaS data analysis/visualization tools which were subsequently deployed to Nasdaq Corporate Solutions’ desktop platform, driving new sales and retention as well as Enterprise data usage tools. • Led successful trial and evaluation of Enterprise data usage analytics capability with matrixed team. Production deployment provided division with customer application usage data and identification of over $2M at-risk customers.• Managed escalation-level client presentations and sales/support interactions for predictive analytics suite – 90% retained business (+$1.5M in revenue). -
Global Head, Corporate Services - Product Management, Predictive Analytics ProductsThomson Reuters 2008 - 2013Toronto, On, CaConceived, proposed and business managed matrixed PhD-level team and implemented a multi-year ownership analytics strategy to create new predictive back-tested models (Smart Targets) and insightful and actionable analytics products on a SaaS platform with over 4,000 clients, monetizing an existing flat data set.• Smart Targets helped contribute to $5M in new / retained revenue in its first year and had similar results in subsequent years.• The predictive quantitative analytics effort became a core part of our strategy to demonstrate innovation, monetize existing data, drive growth, and address costs.• Retained over 90% of all customer-facing sales calls and saved approximately 75% of the hardest clients to retain.• Met with clients to present analytic solutions and insure feedback loop exists to constantly drive improvements to the product. Over 80% of meetings resulted in customer retention or new sales.• Led predictive analytics/quantitative research teams with $2.5M+ budget.• Managed team roadmap; Data subject matter expert for division core data sets. • Drove consensus across multiple groups and stakeholders with varied perspectives and interests.• Consistently prevented drift with a laser focus on long-term, cross-location team management.• Invention holder (Smart Targets). -
Vice President, Advisory Services – Large AccountsThomson Reuters 2007 - 2008Toronto, On, CaDrove customer success and managed senior client relationships with Investor Relations Officers, CFOs, and Boards of Dow 30 / Fortune 100 accounts to drive retention of over $5M in annual revenue.• Authored and presented strategic presentations for both team members and executive leadership.• The clients included GE, Boeing, IBM, McDonalds, Hewlett Packard, Intel, Northrop Grumman, Lockheed Martin.
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Vice President, Product Management Workflow PlatformThomson Reuters 2006 - 2007Toronto, On, CaDirected product management, development and global deployment (within budget and on time) of internal workflow platform, driving successful implementation supporting global $150M professional services business.• Workflow platform Tools delivered a 30% gain in productivity for approximately 120 analysts; a key goal to improve margins and profitability; managed roadmap.• Improved efficiencies supported the doubling of the client to analyst ratio from 5:1 to 10:1 while maintaining customer satisfaction.
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Vice President, Advisory Services, Technology Sector / Large Enterprise AccountsThomson Reuters 2000 - 2005Toronto, On, CaFollowing the dotcom bubble burst and 9/11, I co-architected a turnaround plan for a $120M business professional services business into fast-growing $200M+ business in under three years, reducing employee expense by approximately 50%.• Delivered $10M in revenue growth over my ten years in this role.• Contributed to driving revenue growth of ~25% annually.• Worked with sales team to develop and advise on sales pipeline and attend new and add-on business sales calls.• Personally helped close business worth over $800,000.• Co-designed and implemented an internal database resource tool for that helped firm save over $100,000.• Managed client-facing teams.
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Vice PresidentThe Carson Group (Acquired By Thomson Reuters) 1995 - 2000Earlier Experience Includes: VP, Investor Capital Markets Intelligence Director, Capital Markets IntelligenceManaged client-facing teams
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AnalystEuropean Privatization And Investment Corp 1992 - 1994Realized value for investors through work on management team of development capital fund.
David Levine Skills
David Levine Education Details
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The George Washington UniversityMarketing -
Brandeis UniversityPolitical Science
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Pathwise
Frequently Asked Questions about David Levine
What company does David Levine work for?
David Levine works for Valenta
What is David Levine's role at the current company?
David Levine's current role is Managing Partner.
What is David Levine's email address?
David Levine's email address is da****@****ail.com
What is David Levine's direct phone number?
David Levine's direct phone number is +141524*****
What schools did David Levine attend?
David Levine attended The George Washington University, Brandeis University, Pathwise.
What are some of David Levine's interests?
David Levine has interest in San Francisco, Cfa Institute, Member.
What skills is David Levine known for?
David Levine has skills like Product Management, Competitive Analysis, New Business Development, Product Development, Investor Relations, Cross Functional Team Leadership, Saas, Analytics, Strategy, Acquisition Integration, Solution Selling, Strategic Planning.
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