Sales professional working with top U.S. banks to drive innovation and improve the way they sell to, service, and engage with their customers. I run end-to-end deal cycles across our core products and services, as well as with my co-primes for other Salesforce products. Manage all aspects of the accounts day to day, collaborating with sales engineers, architects, customer success, product teams, legal, professional services, partners, and leadership.

Principal Solutions Engineer, Platform - Helping our Wealth, Banking, Capital Markets, and Insurance customers understand, leverage, and be successful with the Salesforce Platform. Certified as Salesforce Admin, Advanced Admin, Platform App Builder, and Community Cloud Consultant.Use the Salesforce Lightning Platform to digitize any business process, transform your customers’ experiences, and extend existing CRM by building apps for any use case.

Senior Manager, Technical Sales for East Region of North America at K2

K2 is a leading provider of business application platforms and solutions that empower people to build and run business apps, from the very simple to the highly complex. The rapid application development platform allows users to create customized business applications --using workflows and forms--that stretch across roles, departments, and data sources. Understanding the importance of getting the right information to the right people at the right time, K2 allows business users to make smarter, data-driven decisions, fast. In this fast-paced environment, workforces can stay focused on building and growing the business, instead of managing processes.My diverse background - Project Management, managing IT teams, client facing experience, consulting, SharePoint architecture, systems administration, business analysis, etc. - has provided me with the skills and experiences that I leverage to continuously seek ways to add value, contribute towards team and company goals, and to maximize my performance as best I can in order to succeed in this sales engineering role.

In addition to effectively managing a variety of IT projects, I also managed multiple teams of developers/system admins with various technical skill sets. Within many of the projects I managed I was also responsible for overseeing the work and allocation of project resources that included off-shore and on-site consultants and cross-functional and departmental teams. Responsible for application development of the company's public and internal website and portal applications that included both SharePoint and Java platform technology. SharePoint initiatives and deployments involved custom development, configuration, content management, administration, and maintenance around a variety of systems, including the company intranet, public facing internet site (www.newsamerica.com), multiple secure extranet portals, and various customized, homegrown business applications, workflows, and InfoPath and web forms. I was also responsible for managing the application development of the company's consumer focused, print-at-home coupon web site (www.smartsource.com), the supporting content management application, and other systems associated with News America's digital business initiatives, such as product sampling and consumer offer management.

Managed and deployed multiple applications based on WSS 3.0 and MOSS 2007 technology for News America Marketing, including the roll out and maintenance of a company-wide intranet site. This included the migration and organization of content, the management of user and group security, automation of business processes through workflows, the creation of team and project oriented sites, and a company-wide resource center / knowledge base. Deployed in October of 2008, our public facing internet site was redesigned and streamlined using SharePoint. I have also led multiple projects for the creation and implementation of custom applications built on a .NET/SharePoint platform and integrated into the company's intranet, including a project tracking and status reporting system, an employee annual performance appraisal process, and client and partner extranet sites. Worked with various "content owners" across the organization to drive content delivery, organization, and governance by enforcing business rules, standardization, and templates and content types. Trained and mentored dozens of power users and content owners on SharePoint system functionality and best practices for content delivery and management.

Provided technical support to Sales users as a contact for the Siebel application, including training, helpdesk, and Siebel administration and maintenance. Projects included multiple custom, business driven enhancements and a Siebel application upgrade from version 7.5 to 7.8. This Siebel conversion project required me to document requirements and specifications, maintain the project plan, create and run test scripts, make required configuration and administration updates based on Sales team needs, and train numerous end users from various company departments, most importantly the Sales organization.

Established a limited liability organization and was awarded long-term contracts with mobile phone and wireless carriers, such as Sprint-Nextel, and partnered with multiple consulting vendors such as Deloitte Consulting. Participated in requirements gathering and software impact assessment sessions and translated those findings into software design, downstream system impact, and end-to-end business case scenario documentation. Supported multi-system integration during software releases by utilizing software development life cycle experience, knowledge of web sales tools and billing applications, and relevant technical skills. Trained over 500 users from the Sales organization across twelve states on a mobile device hardware and service plan and feature package order entry system and provided on-site post-implementation support during software rollouts. Produced training documentation, job aids, and sales presentations that were utilized by client training departments, various levels of management, and enterprise-wide system users to ease the transition to new software platforms.

Gathered and analyzed clients' requirements for employee benefits, human resource policies, and financial reporting in order to successfully implement health and welfare software applications in a timely and cost effective manner. Developed solutions through client system set-up, configuration and administration, application and reference table data entry, price and premium data, carrier file layout, EDI files, and production of audit trail reports. Developed and executed test plans for: client system configuration, data processing, canned and ad-hoc reporting, and interfaces to and from insurance carriers, COBRA, FSA, Direct Bill, and employee payroll.

Led requirements gathering sessions, translated requirements into software specification and design documentation, helped to plan application and reference table schemas, and created and executed test cases. Traveled to new clients' sites and managed implementation team which gathered client-specific software needs, monitored software deployments, and provided post-conversion system support. Worked on-site, serving as special liaison with a major client in Oklahoma City; more than 200 employees were retrained in proper use of software, thereby reducing human errors and increasing system proficiency, customer billing accuracy, and worker productivity.

Senior Implementations Specialist - July 1999 to October 2000On-Site Client Liaison - September 1998 to June 1999Client Service Representative - March 1997 to August 1998ITDS was acquired by Amdocs in 2000. Prior to that I served in a variety of roles with progressive experience and responsibilities. Straight out of college I began as a Client Service Representative. This role was hands-on in dealing with clients and provoked my interest in technology. I enjoyed troubleshooting client software issues and monitoring enhancements and fixes as they progressed through the various phases to deployment and on-going support.Next, I was given the opportunity to represent ITDS as an on-site liaison for one of our clients in Oklahoma City. Being face-to-face with the client every day was challenging and I learned a lot about the importance of good customer service, building strong business relationships, and how to create and confidently deliver effective presentations and training. This experience helped to develop and polish my organizational skills, communication skills, and the prioritization and management of multiple tasks in a high-pressure environment where I was the face of the company and accountability. Also, for the first time, I was working with software from an entirely different perspective - that of the end-user - which not only helped me better understand the technology platform, but also provided some unique and valuable insight that made me focus on the importance of intuitive, efficient, and effective software design.When I returned to Connecticut from OKC I joined our Implementations Team to convert new clients to our suite of software applications and upgrade existing clients to the latest versions. In this role I was fully involved in the software development life cycle and it provided me with good experience for the business analysis and software project oriented roles I would have after ITDS.