Results-focused consultancy specializing in GTM strategy, corporate strategy, people management, sales growth, and digital transformation. Delivering measurable results and empowering clients to thrive in competitive markets.

• Principal advisor to the COO and proactive in driving efficient in decision-making, day to day operations, and ensuring these align to business long term goals.• Manage the effective flow of communication to and from the COO's office, ensuring consistent and responsive messaging to key internal stakeholders for building transparency, trust, and healthy alignment• Lead and oversee specific initiatives that contribute to the organization's long-term strategic direction. • Assess and… Show more • Principal advisor to the COO and proactive in driving efficient in decision-making, day to day operations, and ensuring these align to business long term goals.• Manage the effective flow of communication to and from the COO's office, ensuring consistent and responsive messaging to key internal stakeholders for building transparency, trust, and healthy alignment• Lead and oversee specific initiatives that contribute to the organization's long-term strategic direction. • Assess and enhance organizational structure, identifying areas of improvement in knowledge and skills and facilitating their resolution• Enhance existing processes and streamline organizational procedures to maximize efficiency and productivity with measurable metrics Show less

• PM and business analyst for Commissions operational & technical infrastructure optimization. This includes working closely with C-Suite and development of key infrastructure & processes, such as creation of Commission Governance Committee & Charter• PM & contributory solution architect for Month End Close process including the owner of developing process documentation, RACI, Playbook, and process flow resulting in improved fiscal reporting to Board & PubCo• PM for ZoomInfo Data… Show more • PM and business analyst for Commissions operational & technical infrastructure optimization. This includes working closely with C-Suite and development of key infrastructure & processes, such as creation of Commission Governance Committee & Charter• PM & contributory solution architect for Month End Close process including the owner of developing process documentation, RACI, Playbook, and process flow resulting in improved fiscal reporting to Board & PubCo• PM for ZoomInfo Data Governance Policy for Security & Compliance structure, implementation, and execution. This includes building out in partnership with SMEs & Leadership key infrastructure for process, procedures, and standards for optimized enforcement including strategy owner for full company adoption, including proposal of creation of Data Governance Committee structure, Charter, & creation of company Playbook• Product Manager & Solution Architect for specific Product development, including internal adoption, scaling, pricing, packaging, market analysis, & tech integration with product Playbook for end to end development• Creation of Pilot Group process for successful internal adoption of company products• Technical PM for ServiceNow implementation. This included course correction of project from 6-month delay to original time frame, plus owning creation of OCM Playbook & OCM PM. Also led solution architecture for development of Major Incident Policy, KPI & tracking metrics with SLAs resulting in significant operational savings. This has optimized IT Management for 50% faster ticket resolution, and centralization of operations for end-to-end visibility. • Project managed & supported solution architecting Role Based Access Control based on L1, L2, L3 + Roles through Okta & ServiceNow for risk management, security optimization, improved onboarding for day one productivity, and E2E visibility for meeting ISO/IEC 2700, including ownership of presentation for ISO/IEC 27001 Show less

• Assumed ownership of at-risk projects or programs to course correct and solution scalable and industrialized processes to support operational optimization of current technologies, new technology implementation, successful M&A, enhancement of business operations & global expansion.• Managed the implementation of Marketo, new logic build, and operational optimization with improved SOP & implementation of KPIs• M&A of Insent including subsequent global expansion in India, HR PM & built… Show more • Assumed ownership of at-risk projects or programs to course correct and solution scalable and industrialized processes to support operational optimization of current technologies, new technology implementation, successful M&A, enhancement of business operations & global expansion.• Managed the implementation of Marketo, new logic build, and operational optimization with improved SOP & implementation of KPIs• M&A of Insent including subsequent global expansion in India, HR PM & built solution for acquisition of Ringlead• Created Center of Excellence for PMO for uniform operations & efficiency• Co-built strategy for migrating all Customers to new platform (~18,500 Accounts representing ~$740M ACV) in half original proposed timeframe singularly built 100+ page Playbook, talk track, & key collateral based on Buyer Persona & Market segment Show less

• Develop new scalable, strategic consultative white-glove Pre & Post Sales services as SME for clients to show ROI that raised adoption 45% to 96-100% resulting in consistent “Weekly Wins” from Business for performance & Quarterly awards for top performance• Created the formal Onboarding process for all Delivery Managers including 100+ page Playbook and individual curated lessons to facilitate day one productivity with 75% faster on ramp & orientation including creation of new hire… Show more • Develop new scalable, strategic consultative white-glove Pre & Post Sales services as SME for clients to show ROI that raised adoption 45% to 96-100% resulting in consistent “Weekly Wins” from Business for performance & Quarterly awards for top performance• Created the formal Onboarding process for all Delivery Managers including 100+ page Playbook and individual curated lessons to facilitate day one productivity with 75% faster on ramp & orientation including creation of new hire mentoring• Developed KPI Indexed Plug & Play library that afforded Customers to have an industrialized scalable system to be used with clients to track their performance with ZoomInfo products in a quantitative & qualitative manner, identify & implement their best practices unique to their business resulting in significantly improved expansion, upsells, and renewals• Built Customer Delivery Team and Data Delivery Team external facing decks & GANTT to provide improved polished, optimal workflow with increased adaptability, uniformity and elegance in customer• Successfully led cross-functional teams to meet unique complex requirements for Fortune 500 clients Show less

• Performed Consultative, strategic engagements with clients to optimize their operations, improve revenue, increase brand awareness, TAM, and successfully go through Investor funding.• Partnered with high end clients to increase TAM, ICP development, SEO optimization, Brand books, & improved Investor packages with financial models, coaching clients for investor pitches to successfully expand business & secure finding.• Assessed & reduced clients operational costs by 21%-35% on average.

• Built business model, investor packages, pro forma, and long-term strategy• Increased business revenue by 400% through creating improved strategic business operational & financial model including identifying & developing new opportunities with investor relationships & partnerships with municipalities, vendors, & clients.REIT revenue by 75% and significantly reduced regulatory approval time by 50% and optimized project viability by lowering working capital by 30% increasing financing… Show more • Built business model, investor packages, pro forma, and long-term strategy• Increased business revenue by 400% through creating improved strategic business operational & financial model including identifying & developing new opportunities with investor relationships & partnerships with municipalities, vendors, & clients.REIT revenue by 75% and significantly reduced regulatory approval time by 50% and optimized project viability by lowering working capital by 30% increasing financing viability.• Created data-driven analytics to track KPIs in growth & operations, along with efficient change delivery across the organization using Agile and Waterfall project management• Oversaw GTM strategy with COO Show less

• Created initial POC into a viable, operational business model. Oversaw company's day-to-day operational functions, ensuring alignment with strategic goals, optimizing processes, and driving organizational performance.• Built comprehensive business model, pro forma, and growth strategy to securing first year funding from managing crowdfunding campaign and investor relationships with VCs• Built and led a global team of 15 across multiple disciplines, utilized data analytics for growth… Show more • Created initial POC into a viable, operational business model. Oversaw company's day-to-day operational functions, ensuring alignment with strategic goals, optimizing processes, and driving organizational performance.• Built comprehensive business model, pro forma, and growth strategy to securing first year funding from managing crowdfunding campaign and investor relationships with VCs• Built and led a global team of 15 across multiple disciplines, utilized data analytics for growth and market insights with creation of playbook & GTM strategy• Streamlined product operations reducing costs by 35% with 300% organic growth through a robust SEO strategy and high-profile endorsements. Show less

Description: Business analysis & solution architect for reviewing operational data operations then both providing & developing turnkey data solution for operational improvements• Reviewed firms operational need from a data & operational perspective and developed turnkey solution to optimize their tech, data organization, and access to data • Created specialized searchable database that increased firm’s efficiency by 70%, offered extreme competitive advantage, increased success in… Show more Description: Business analysis & solution architect for reviewing operational data operations then both providing & developing turnkey data solution for operational improvements• Reviewed firms operational need from a data & operational perspective and developed turnkey solution to optimize their tech, data organization, and access to data • Created specialized searchable database that increased firm’s efficiency by 70%, offered extreme competitive advantage, increased success in cases and wins Show less

Description: Financial analyst & trader• Performed quantitative research for Energy Sector and executed trades • Identified key pain points in funds internal operations & solutioned new tech infrastructure build that increased operational efficiency. This solution mitigated the significant lag time, broken communications with brokers, and/or trade breaks resulting in greater efficiency faster, more reliable trade execution and minimization of trade breaks increasing firm performance… Show more Description: Financial analyst & trader• Performed quantitative research for Energy Sector and executed trades • Identified key pain points in funds internal operations & solutioned new tech infrastructure build that increased operational efficiency. This solution mitigated the significant lag time, broken communications with brokers, and/or trade breaks resulting in greater efficiency faster, more reliable trade execution and minimization of trade breaks increasing firm performance and increasing ROI by 10% in two months• Initiative in internal review resulting in 30% reduction on internal costs Show less