David Levine Email & Phone Number

San Francisco, CA, US

North York, Ontario, CA

Delivering 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.

Offering 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

San 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.

San Jose, California, US

Data Product Strategy for a FinTech Digitization Digital Ledger Technology Company

New York, NY, US

• Led 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.
• 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.
• 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.
• 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.

Toronto, ON, CA

• Conceived, 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.
• 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.

Toronto, ON, CA

• Drove 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.

Toronto, ON, CA

• Directed 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.

Toronto, ON, CA

• Following 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.
• 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.

Earlier Experience Includes: VP, Investor Capital Markets Intelligence Director, Capital Markets IntelligenceManaged client-facing teams

Realized value for investors through work on management team of development capital fund.

Ma International Affairs, Politics, Economics, Marketing

Ba, History, Political Science

Education record