I am a results-driven Customer Success professional with extensive experience in enterprise financial, workforce, and operational planning. Proven ability to drive value for large-scale organizations by optimizing Planning adoption and enhancing customer retention. Skilled in collaborating with internal and external stakeholders to align strategic goals, analyze risk, and implement best practices for planning solutions. Demonstrated success in leading enablement initiatives, mentoring teams, and achieving significant impact on customer satisfaction and revenue growth and retention, including impacting > $6M+ in SNI ACV over two fiscal years. Trusted advisor with deep product knowledge and a commitment to delivering proactive, data-driven customer engagements.

Focused on converting legacy Workday Planning customers over to Adaptive Planning. This process encompassed the following activities:80% of the sales cycle (customer base outreach, RFP/RFI, Security reviews, Product Education, Technical Product Demonstrations, Value management, Communicating Product Strategy and Roadmap, and Contract Legal negotiations)

Acquired by Workday in Aug 2018, at Adaptive Insights I delivered technical demonstrations to business leaders for Corp. Performance Management, Budgeting, Forecasting, Planning, Reporting and Analytics.

Delivered technical sales presentations providing value, differentiation, and targeted business process solutions for the Planning, Budgeting, Forecasting and Reporting Solution.

Presales solution consultant providing technical sales demonstrations for Budgeting, Planning, Forecasting and Reporting bringing Finance and Big Data together.

Volunteered at a Big Cat Preserve in South Africa and explored other cities on the CapeVentured through 7 Western European Countries learning about the historical architecture and cultureVolunteered at Hoag Hospital Charity Golf Tournament Operations for the Champions Tour Explored the western US states of Wyoming, Colorado, Utah, Nevada, and CaliforniaEnjoyed leisure time with extended vacations in Hawaii and Mexico

Developed Sales and Pre-Sales Technical capacity to decrease sales cycle times, creating repeatable processes focusing on industry specific solutions.Developed technical education resources to align corporate growth strategies with partner resource capabilities.

Presented enterprise technical solutions with Microsoft Sharepoint for companies to address Business Productivity, Collaboration, Content Management, Search, Business Intelligence, Social Computing, and Cloud Services Applications.Created and presented POC's, custom business process demonstrations, architectural design sessions, and executive briefings for large enterprise customers in order to advance more effectively through the sales stages.

Business Intelligence Presales and Solution sales.Created and delivered custom POC's and demonstrations, including full onsite implementation of trial software, to accelerate deals through the sales stages.Created and delivered one to many technical product introductions and training sessions to support marketing and sales opportunities.

Corporate Performance Management, Strategy Management and Reporting & Analytics PreSales.Delivered standard and custom technical product demonstrations. Responded to RFI's to highlight the product differentiators and value propositions. Conducted in-depth business process and architectural discovery sessions to properly position the solution to the prospects industry.

Consulted, implemented and trained companies on Corporate Performance Management (Budgeting, Forecasting, Consolidations, Analytics, Reporting, and Strategy Management) focusing on the office of the CFO.

I joined Pacific Life as an operations processor within a new division in the company, Annuities. After advancing to a Leader role in the operations area where I streamlined processes to decrease turnaround from 14 days to 24 hours, I was able to transfer my knowledge to the IT/Systems group. As a QA Analyst, I helped define, design, and test graphical user interfaces to enhance mainframe business process solutions from a functional business perspective to decrease processing times, and enhance customer service.During my last 2 years at Pacific Life, I completed a fully-employed MBA degree with Finance Emphasis, and was able to transition my knowledge to the Finance department, where my last role was as a Business Analysis. This role helped to define my career goal towards BI, Corporate Performance Management, and Business Productivity. In this role I created a profitability model that identified business process inefficiencies that resulted in the opportunity of $2 Million in increased revenue through 75% reduction of financial gain/loss exposure.