As a Strategic Leadership Consultant, I specialize in partnering with companies from pre-seed startups to established mid-sized organizations to tackle complex business challenges and develop transformative initiatives that drive revenue growth, reduce costs, and enhance profitability. With a focus on data strategy, customer success, revenue operations, commercial operations, and analytic product development, I provide expert guidance and leadership coaching to help businesses harness the power of data and optimize their operations for success.Key Areas of Expertise:🔹Fractional Leadership: Provide interim operations and data strategy leadership to guide companies through critical growth phases and ensure seamless execution of strategic initiatives.🔹AI-Driven Transformation: Leverage artificial intelligence and advanced analytics to identify opportunities for business transformation, process optimization, and innovation.🔹Operational Excellence: Conduct comprehensive process reviews, audits, and re-engineering to streamline operations, improve efficiency, and reduce costs.🔹Strategic Pricing & Forecasting: Develop data-driven pricing strategies and advanced forecasting models to optimize revenue, profitability, and market competitiveness.🔹Data Governance & Strategy: Assess and define master data management frameworks, develop robust data strategies, and establish key performance metrics to drive informed decision-making.🔹Team Leadership & Collaboration: Foster a culture of collaboration and lead cross-functional teams to achieve strategic objectives and drive organizational change.🔹Change Management: Provide guidance and planning to effectively navigate organizational change, ensure stakeholder alignment, and drive successful initiative adoption.🔹Customer-Centric Strategy: Develop and implement customer-centric strategies, optimize CRM systems, and scale customer success operations to drive retention and growth.

As the Strategic Leader, I spearheaded and expanded the Global Client Success organization for a well-established Fortune 500 company in the agriculture and consumer goods industry. Notable accomplishments include: • Established a single, high-performing Global Client Success organization supporting SaaS and managed service product verticals by merging 3 legacy commercial operations teams.• Strengthened the reporting and analytics capabilities of the Global Client Success team by leading the integration of the legacy Data Science team.• Executed a detailed financial outcome analysis of customers and products to identify and remediate negative and low-margin opportunities.• Saved the company $3M in operational costs by eliminating redundant roles, optimizing processes, integrating critical systems and leveraging AI across SaaS and managed service product verticals.• Increased customer margins by 10%-20% through offshore automation, process re-engineering, and onshore staffing reduction.• Managed the deal desk. Ensured that contracts included customer value drivers and that pricing was competitive and aligned with market rates for SaaS, managed services and professional service offerings.• Closely collaborated with Sales, Marketing, and Product to align client success functions with GTM strategies across product verticals.

As the Senior Leader, I have steered and strengthened the Global Business Analytics & Insights function for a prominent digital SaaS provider. Notable accomplishments include: • Instituted a robust data analytics governance framework with best practices, optimal processes, and accurate data assets to deliver comprehensive data-informed insights.• Recognized Project Leader of data science projects for cross-functional and external stakeholders in partnership with data engineering and science teams.• Prioritized deployment of the global commercial data and analytics roadmap and Data Engineering commercial projects to inform strategic decision-making for external stakeholders.• Evaluated the business-added value of digital agriculture solutions by spearheading an analytics project linking agriculture data with transactional purchase data.• Recognized Business Consultant to New Business Model teams on metrics development and evaluation to manage and review program outcomes and impact.

As the Director, I have established a high-performance process improvement and data strategy function for a renowned private equity-owned, private-label health and beauty company. Notable accomplishments include: • Launched an effective technology roadmap to automate critical processes and eliminate manual data processing, resulting in higher efficiencies.• Strengthened business profitability and minimized inventories by leading the financing, selection, and deployment of cloud-based pricing and demand planning solutions.

As a core member of the Leadership Team, I have directed the ideation and release of an innovative e-commerce channel strategy to establish private-label personal care brands on behalf of Amazon and drive multimillion-dollar revenue generation.Notable accomplishments include: • Yielded $8M in revenue within one year following the launch of a high-impact e-commerce channel.• Positioned Mountain Falls and Solimo brands as leading providers in the personal care industry by successfully leading the launch of 500+ private-label personal care items on Amazon.• Pioneered web application processes to create and update product detail pages and A+ content on Amazon.

As the Sales Support Head, I have directed the Sales Operations processes and mentored Sales Support personnel to accomplish a double-digit growth plan. Notable accomplishments include: • Directed and coordinated a Sales Support Team of 7 members to manage and control $600M in pre-sales activities for Vi-Jon National Account Managers.• Aligned Sales Support initiatives and strategies with corporate growth goals by defining, implementing, and evaluating KPIs of monitoring programs and recommending effective remedial actions.

As the Director, I have directed the delivery of intricate sales and marketing analytics to produce actionable business intelligence and inform strategic decision-making. Notable accomplishments include: • Informed and shaped the strategic decision-making process of the sales and executive leadership team by establishing a centralized BI reporting system with strategic business reports and dashboards.• Board Member of the Distilled Spirits Council of the US Steering Committee.• Principal Representative at the National Alcohol Beverage Control Association (NABCA) annual conference and Industry Analytics Expert on using NABCA data and critical metrics effectively.

Promoted to review and analyze sales data for use by the marketing department to make brand decisions.• Utilized syndicated data to perform thorough business reviews on brands: initially supported the import, craft, and specialty portfolio, and subsequently assigned to support the larger Michelob and Budweiser families.• Communicated with Brand Management VPs and Senior Brand Managers, and fulfilled ad hoc sales and marketing-related inquiries/projects for approximately 15 brands in the portfolio including Budweiser and Bud Light.• Prepared monthly sales presentations for Brand Management which contained geographic/channel level detail.• Performed analysis on industry and competitive data from sources: Beer Institute, Adam’s Handbooks, IRI Supermarket/Convenience data, and Spectra; analyzed sales data with macro/micro focus to identify issues & key opportunities.

Promoted to analyze data and report results of A-B’s preferred mobile selling system (Mobility) used by 700+ wholesalers.• Assisted in all reporting for a major retail execution initiative, which provided tools to incorporate all marketing resources into Mobility, and communicate to wholesalers to maximize A-B wholesaler investment.• Developed and provided thorough business reviews on the wholesalers.

Promoted to lead audit teams and serve as key point of contact for internal audit or consulting engagements.• Led teams of 2 to 15 internal and external audit professionals, performing IT audits at company facilities nationwide; managed concurrent projects, assigned tasks, supervised staff, monitored project budget, and communicated project status and issues.• Reviewed and evaluated design and operating effectiveness of internal controls in company-wide system applications including: Siebel Customer Relationship Management, Warehouse Management System, SAP, and Wholesaler Route Accounting System.• Completed reviews with IT Dept. to enhance overall internal control environment while acting as Sarbanes-Oxley liaison.

Recruited to perform complex IT internal audits, business process improvement projects, and IT control environment evaluations.• Served on a team to identify technology risks and help evaluate the efficiency and effectiveness of the information technology infrastructure including general, application, operation, and security controls.• Performed SAP and Windows NT audits at Anheuser-Busch breweries and theme parks throughout the U.S.

Recruited to conduct IT internal control risk assessments for clients ranging from small businesses to Fortune 500 companies for one of the "Big Four" professional services firms, providing audit, consulting, financial advisory, risk management, tax and related services.• Participated in consulting reviews on information systems and technology that manage risk and/or drive operational, financial and regulatory compliance processes; documented existing business processes and coordinated process reengineering.• Performed risk and control assessments, remediation, implementation, and integration of end-to-end solutions for clients including Monsanto, AG Edwards, and The May Company using Windows NT, AS/400, UNIX, and Mainframe platforms.