Heidi Berger

Heidi Berger Email and Phone Number

VP, Relationship Management | Global Head of Sales Operations | Holistic Leadership | Customer Success and Business Systems Operations | "Oscar Goldman" of Operational Excellence @ Morgan Stanley
New York City
Heidi Berger's Location
San Francisco Bay Area, United States, United States
Heidi Berger's Contact Details

Heidi Berger personal email

n/a
About Heidi Berger

I’m a champion of client service and sales operations as a revenue generating strategy. I have 15+ years experience building world-class professional service teams spanning the Tech Privacy, Travel and Marketing industries. Recently adding Sales Operations to my skillset. My success is based on transforming complex subject matter and business problems into actionable solutions that drive profitable results to scale. As an ENFJ Protagonist, my philosophy is to listen intently, foster collaboration, ask insightful questions, then devise plans to get the job done elegantly for the users I support. I strive to retain, renew, and grow business with clients by helping them solve their challenges and making them the hero within their organization.I’m passionate about building systems that close the gap between sales, marketing, client services, product, and finance to vastly improve the client experience. Being witness to the positive effect of my work brings me joy.My super powers are my hustle, creative problem solving, intuitive ability to connect with others (EQ), and ability to write the most excellent email communications.

Heidi Berger's Current Company Details
Morgan Stanley

Morgan Stanley

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VP, Relationship Management | Global Head of Sales Operations | Holistic Leadership | Customer Success and Business Systems Operations | "Oscar Goldman" of Operational Excellence
New York City
Employees:
501
Company phone:
(212)761-4000
Heidi Berger Work Experience Details
  • Morgan Stanley
    Vice President, Relationship Manager | Morgan Stanley At Work | Equity Solutions
    Morgan Stanley May 2022 - Present
    New York, Ny, Us
  • Certent - Insightsoftware
    Director Global Sales Operations
    Certent - Insightsoftware Aug 2018 - Jun 2021
    Roseville, Ca, Us
    Certent - a leading global provider of SaaS solutions for equity compensation and financial disclosure management. Focus - Head up Global Sales Operations [Revenue Operations] across all lines of business and all geos• Scale and enhance Sales Operations processes and reporting • Implement and scale Sales Operations initiatives including data driven insights to increase sales productivity, including through change management• Design, Implement, and improve CRM and data systems• Partner with Sales, Finance, Marketing, Customer Success orgs to synergistically achieve mutual goals• Develop operational measurements to identify root cause issues to barriers of success and provide smart, scalable solutions to these business challenges
  • Certent - Insightsoftware
    Director, Customer Success Operations
    Certent - Insightsoftware Sep 2017 - Jul 2018
    Roseville, Ca, Us
    Certent - a leading global provider of SaaS solutions for equity compensation and financial disclosure management. Focus within the Disclosure Management product line• Scale and enhance Sales Operations processes and reporting Disclosure Management business.• Implement and scale Customer Success initiatives.
  • Self-Employed
    Consultant - Business Operations, Client Relationship Management, Supply Chain Management
    Self-Employed Mar 2017 - Sep 2017
    Clients included:Del Monte Foods, Inc. - one of the country’s largest producers, distributors and marketers of branded and private label food products for the U.S. retail market. • Inventory Reporting • Deployment of finished goods• Special Projects - center closure planning and reallocation of inventoryCertent - a leading global provider of SaaS solutions for equity compensation and financial disclosure management.• Special project to transition IBM acquisition clients
  • Truste
    Director Of Product Management
    Truste Sep 2014 - Aug 2015
    San Francisco, Ca, Us
    • Managed highest revenue producing privacy certification products ($30M)• Key contributor to a highly strategic, CEO-driven project to completely restructure internal processes and client facing deliverables that supported the new product offering.• Launched a Beta Success Program for the new Privacy Platform technology employing efforts across the company and client base as Beta users, gathered feedback to specify product functionality• Created Specifications for new product features and worked with Development leaders to implement on time/on budget • Integral lead to redesign product usability and reporting to align to updated client use cases for privacy operations, certified against 3rd party privacy standards • Launched successful methodology to evaluate and end of life under performing products, increasing resource productivity and revenue increase in other parts of the business • Collaborated with Sales and Development Teams to unify client engagements and ongoing account management
  • Truste
    Director Of Customer Success & Professional Services
    Truste Sep 2011 - Sep 2014
    San Francisco, Ca, Us
    • Led a Global Client Operations and Product Support team managing high quality and efficient delivery of privacy management solutions through consulting services and privacy certification (Mobile, Web, Cloud, and Smart Technology environments)• Managed delivery and training for evaluating privacy practices across customer digital business channels, including websites, mobile apps, Cloud services, social networks, email, and advertising • Expanded support team globally to Cebu, Philippines to support Client Operations team in San Francisco. Operational – Live and Productive within 1 month of hiring and training, reduced overall operational costs • Conceptualized, designed and implemented major infrastructure project moving complex certification workflows into a new Cloud-based CRM/ERP platform. • CRM solution was nominated as the top 5 solutions within Netsuite’s software industry • Strategically build, implement and continually improve workflow and program procedures and processes to keep a lean and effective team of privacy professionals servicing over 3000 clients • Successful Change Management of products onto new platform through well executed and continual training, user involvement and calculated roll out, resulting in positive user adoption • Cross-functional leadership with Compliance, Policy, Product and Marketing stakeholders to provide expertise on operational delivery and product features to deliver on key TRUSTe privacy and business initiatives
  • Truste
    Director Of Client Operations
    Truste May 2007 - Sep 2011
    San Francisco, Ca, Us
    Oversee TRUSTe Client Operations team. Player/Coach role where I managed team of privacy professionals and support staff and also managed key client relationships providing privacy consulting and certification services. • Effectively and seamlessly managed client services support team through corporate structure and culture change from a non-profit to a for-profit organization • Developed and project managed effective privacy management solutions for top-tier multinational clients such as Sony Music Entertainment, Apple, Schering-Plough, and HP• Operational lead on new product roll outs, creating full scale certification process and procedure support for key TRUSTe cutting edge privacy programs such as TRUSTed Mobile and TRUSTed Apps• Restructured department and created new key positions to better align with key client needs• Developed project management methodology to scope and deliver privacy consulting services and certification to increasingly complex online business models and corporate structures of top tier clients
  • Truste
    Manager Of Client Operations
    Truste 2006 - 2007
    San Francisco, Ca, Us
    Brought Client Operations team from a medium quality, low production operation to a high quality high producing streamlined privacy certification powerhouse through innovative approach to:• Renewal versus new certifications processes• On-boarding customers in a scalable, repeatable way with large volumes or complex organizational structure• Created standard operating procedures, customer service standards, and client service manager standards, production and quality measurements and metrics• Created career paths and development programs• Turned around poor performing employees to top performing and well respected team members through training and goal setting
  • Truste
    Account Manager/Client Services Manager
    Truste 2004 - 2006
    San Francisco, Ca, Us
    Review and analyze business model and web site privacy practices of worldwide clients entering into and renewing in the TRUSTe privacy certification program. Conduct in-depth interviews with CEO’s, Presidents and CPO’s to evaluate established privacy practices. Provide consultative and attentive account management to key clients such as the NFL, Getty Images, eHarmony, Staples, Starwood Hotels, Schering-Plough, DDI World, H&R Block, and Autonation. Create detailed evaluation of current privacy practices and create plan to bring clients into compliance with TRUSTe program requirements and industry best practices, including assistance in drafting an audience friendly, relevant privacy statement to post on website. • Initiate and manage multiple quality assurance and process improvement projects outside the scope of daily workload• Specialize in COPPA, EU Safe Harbor, OECD, Fair Information Practice Principles, CAN-SPAM, CalOPPA and California Shine the Light Law, NAI best practices• Successfully project managed internal team to create standards for new product launch before deadline
  • Aquent
    Business Development Manager, Creative Staffing
    Aquent 2000 - 2003
    Boston, Ma, Us
    Forecast, develop, and execute sales and marketing plans to increase market share for Aquent’s staffing agency, which specializes in graphic-design services. Provide effective business solutions, through short and long term selling strategies, fine tuned to client’s goals. Provide consultative and attentive account management to key clients such as PeopleSoft, Barclays Global Investors, Safeway.com, and Kaiser Permanente. Cross-sold consulting and outsourcing services to established buyers of staffing services. Previous held positions – Agent and Account Manager, Creative Staffing.• Negotiated and won preferred vendor status with Barclays Global Investors, PeopleSoft, and AC Transit• Only account manager to establish business with a targeted key client, PeopleSoft, and develop account to the 9th top grossing in sales for the San Francisco market in 2002 – sales in Q1 2003 on pace to quadruple annual sales• Established new business with key clients McKesson Corporation, Safeway.com and Genentech in 2003• Spearheaded Aquent’s membership in the Northern California Supplier Development Council (NCSDC), resulting in increased exposure to large corporations with Supplier Diversity spend goals• Responsible for ChevronTexaco’s decision to solely sponsor Aquent in a national corporate sponsorship of minority-owned businesses• Led team in direct-hire conversion sales in 2002• Exceeded GP per FTE goals every quarter• Entrusted with management of the largest and most profitable client accounts within 3 months
  • Enterprise Rent-A-Car
    Branch Manager, (Multiple Locations)
    Enterprise Rent-A-Car 1995 - 2000
    St. Louis, Mo, Us
    This experience was my first intro into the business world and entrepreneurship, with full P&L accountability, staff and operational development. I forecasted, developed, and implemented sales and marketing strategies to increase market share in branch and satellite locations. Created, executed and managed branch operational plans, including the hiring and development of employees. Accountable for and compensated on branch profit and loss. Previous held positions – Assistant Branch Manager and Management Trainee.Highlights from Branch locations in Dallas, TX; Mechanicsville and Richmond, VA• Increased Customer Service scores 15% within a 3-month period while the average regional increase was only 5%• Achieved and maintained 25% fleet growth in 2 months in an established market• Increased operational profit by 2100% at existing satellite branch and 25% at main branch• Achieved and maintained customer service scores above 80% (corporate average = 75%)• Recognized with 2 customer service awards for highest score among 18 area locations• Awarded for exceptional achievement corporate-wide for fleet growth in 1998• Promoted 4 of 5 employees into management in 3 countries (US, UK, Germany) after being selected to train and develop international employees in company program• Reduced annual branch bad debt from 11% to 1% in 10 months

Heidi Berger Skills

Training Development And Delivery Consultative Services Staff Development Project Management Crm Data Privacy Leadership Customer Service Change Management Product Development Management Strategic Planning Start Ups Business Development Global Operations Operational Excellence Saas Account Management Online Privacy Performance Metrics Privacy Policies Privacy Management Solutions Eu Safe Harbor Coppa Privacy Evangelist Strategy Strategic Partnerships Training Lead Generation Software As A Service Customer Relationship Management

Heidi Berger Education Details

  • Virginia Tech
    Virginia Tech
    Interior Architecture And Business

Frequently Asked Questions about Heidi Berger

What company does Heidi Berger work for?

Heidi Berger works for Morgan Stanley

What is Heidi Berger's role at the current company?

Heidi Berger's current role is VP, Relationship Management | Global Head of Sales Operations | Holistic Leadership | Customer Success and Business Systems Operations | "Oscar Goldman" of Operational Excellence.

What is Heidi Berger's email address?

Heidi Berger's email address is he****@****ent.com

What schools did Heidi Berger attend?

Heidi Berger attended Virginia Tech.

What skills is Heidi Berger known for?

Heidi Berger has skills like Training Development And Delivery, Consultative Services, Staff Development, Project Management, Crm, Data Privacy, Leadership, Customer Service, Change Management, Product Development, Management, Strategic Planning.

Who are Heidi Berger's colleagues?

Heidi Berger's colleagues are Hari Krishna P, Pankaja Wickramaratne, Mohit Gregory, Zoe-Anne Del Mar, Clyde Pelton, Asher Kennedy, Cfp®, Cpwa®, Ramin Mahdavi.

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