Ian Robertson Email & Phone Number

United States

Conshohocken, Pennsylvania, Us

Responsibilities: Go-to-Market Portfolio manager, reporting to the Chief Strategy OfficerOutcomes: Developed the first data-driven overview of the entire Go-to-Market (GTM) process, spanning from brand awareness to decommissioning. This new, product-level comprehensive analysis guided strategic investments across corporate and product initiatives. Conducted an in-depth operational review of each GTM processes, identifying two key areas for transformation: the Offer Lifecycle Process (OLP) and the GTM Enablement Process. Created transition points to a new OLP team, and new Global Revenue Enablement leader.

Conshohocken, Pennsylvania, Us

Responsibilities: Led post-divestiture carve out of key financial processes within the overall cash conversion cycle, reporting directly to the Chief Financial Officer.Outcomes: Streamlined the manual wire process, achieving a 65% reduction in wires via tooling and process automation. Implemented Convera for payroll processing across three countries, and bulk wire upload process for recurring wires. Additionally, established a new local bank account in Japan to ensure compliance with federal tax payment regulations. Supported the alignment of AP, AR, and treasury processes as a stand-alone business. Spearheaded documentation, communication and collaboration efforts within Treasury and Finance and successfully onboarded a new Treasurer.

Conshohocken, Pennsylvania, Us

Responsibilities: General Manager of Growth Operations, overseeing cross-functional teams dedicated to innovating customer and employee value propositions. Built and scaled five teams (55 direct reports, 5 matrixed) to drive Boomi's revenue growth, customer acquisition, and scalability. Directly reported to the Chief Operating Officer.Outcomes: Established a self-service buying motion through Product-Led Growth, incorporating credit card processing and a monthly metered pricing model. Collaborated with Product, Marketing, Sales, Services, Operations, Finance, and Engineering teams to acquire over 250 new customers, accounting for 10% of direct customer acquisitions and generating over $1.5M in pipeline, $500K in annual recurring revenue, and $100K in annualized monthly recurring revenue. Leveraging Product-Led Growth strategies, doubled the trial lead conversion rate using experimentation, A/B testing, and behavioral data analytics, while reducing Account Executive time by 50%. Established a Cloud Infrastructure and Automation team, resulting in reduced internal cloud spend and a workload reduction of over 1,000 hours per quarter."

Conshohocken, Pennsylvania, Us

Responsibilities: Founded Boomi Project Management Office to standardize transformation efforts company-wide. Led team of three project managers to drive cross-functional change, reporting to the Chief Operating Officer.Outcomes: Developed the "Discover, Transform, Maintain" project management approach. Guided the team in creating essential project assets and a comprehensive knowledge base to support widespread adoption. Supported the team in direct project ownership and coaching business leaders. Personally facilitated key initiatives, including: Enterprise Sales Motion transformation, securing a $14M contract with a major utility customer. Order-to-Cash backlog reduction, resulting in $5.7M in invoicing.Legacy Middleware Take-out campaign, executed through a two-week tiger team, reducing time to value via Agile engagements.

Conshohocken, Pennsylvania, Us

Responsibilities: Revamp financial and operational processes for subscription renewals. Enhance data-driven insights into customer churn and supplier agreements. Foster a culture of collaboration and scalability while spearheading the transformation of multiple programs.Outcomes: Transformed cross-functional processes for the Renewals team, resulting in 135% achievement of the Annual Operating Plan. Implemented industry-leading technologies in financial processes, including Robotic Process Automation and project collaboration tools. Enhanced data-driven insights through statistical analysis, strategic communication, and detailed stakeholder analysis.

Round Rock, Texas, Us

Responsibilities: Acted as the Finance Business Partner for the Services organization, managing $350M in direct expenses and supporting 3,200 team members within a $5.5B revenue portfolio. Developed and executed a value-driven strategy aligned with the goals of the finance organization, company objectives, and market demands. Led a team of seven in performing month- and quarter-end controllership functions.Outcomes: Implemented country-specific margin analysis and product-specific metrics, resulting in $20M of incremental Operating Income. Influenced cross-functional teams by leveraging partnerships with data analytics, project management, pricing, and engineering. Piloted an innovative financial tool to address the gap between product-specific investments and P&L impact in Deployment Services.Provided consultation on variances to the Annual Operating Plan, investment timing, and financial planning.

Hopkinton, Ma, Us

Responsibilities: Developed a high-performing team to drive key business decisions for Operating Income Support Services, focusing on enhancing value-added activities while delivering on commitments.Outcomes: Secured General Manager support for initiatives that mitigated a $13M risk in 2015 and generated a $15M opportunity in 2016. Streamlined operational processes and data flows, automating tasks to reduce the cycle time of actuals and forecasting by 4 days (66%) and minimize inconsistencies by 85%, while introducing financial controls and maintaining customer satisfaction. Launched margin and risk analysis for the Support organization, influencing the Annual Operating Plan and portfolio rationalization.

Hopkinton, Ma, Us

Responsibilities: Utilized big-data analytics to generate financial reporting and drive strategic business discussions focused on reducing expenses, fostering profitable growth, and enhancing the customer experience.Outcomes: Collaborated with a cross-functional team to harness new data streams, simplifying the warranty accrual process, reducing cycle time by 80%, increasing model-level insights, and securing auditor approval to decrease accruals by $77M between Q2 '14 and Q3 '15. Advocated for a $3M IT investment, preventing $39M in support expenses in 2016. Led data-driven negotiations for a two-year contract with a key OEM partner, resulting in $4M in savings.

Hopkinton, Ma, Us

Responsibilities: Managed FP&A functions for Support Services headcount controllership, including monthly, quarterly, and annual variance analysis of actuals against plan/forecast. Identified process improvement opportunities and developed insightful metrics and commentary for senior leadership.Outcomes: Led a cross-functional team to improve new hire onboarding, implementing new data streams and processes that resulted in $4.4M in expense avoidance through operational efficiencies.Guided a matrixed team in optimizing the Technical Change Order process for the CEO of Support, achieving $4.7M in expense avoidance by reducing cycle time. Secured key business partner and stakeholder sponsorship to drive project team success.

Hopkinton, Ma, Us

Responsibilities: Developed operational reporting using big-data analytics and automated tools, delivering actionable insights to functional managers and supporting the integration of M&A businesses into enterprise reporting.Outcomes: Championed the creation of new workload reporting streams for onsite support resources, enhancing visibility into utilization.Partnered with delivery leads to interpret country-specific variances, providing deeper insights for operational planning. Supported financial planning efforts by generating new data views to track product introductions across two major mergers.

Boston, Ma, Us

Lecturer, Lean Six Sigma Green Belt

Boston, Ma, Us

• Developed and delivered integrated strategy and processes for authoring all corporate and product messaging, which is currently being implemented.• Led market research team through focus group project to perform behavioral segmentation, which informed strategic recommendations.• Analyzed company’s strategic goals and market forces, which identified need for comprehensive branding strategy.

Boston, Ma, Us

Full time student at Boston University and sole graduate of MBA / MA (International Relations) program. GPA 3.7, with honors.MBA concentrations: Strategy and Business Analysis, and Operations and Technology Management. Coursework focused on pricing processes and strategies, business model analysis in clean technology, continual improvement (Six Sigma Green Belt), and project management.MA (International Relations) coursework focused on international environmental policy, climate change, and the political economy of China, Japan and Korea. Thesis, titled “Opportunities for Demand Response in China’s Electricity Market”, presented policy recommendations to the Vice Minister Fu, Ministry of Commerce, China. Language certification fulfilled in Japanese.

Responsibilities: Stabilized the delivery team during a CRM transition and streamlined the service offering portfolio to drive business growth.Outcomes: Led a team of six technical consultants, achieving 100% retention throughout the transition. Outsourced non-strategic Hosted Services, boosting profit by 6% within two quarters.Launched a new hosted services offering through strategic pricing and bundling, increasing the attach rate by 13 points. Focused on customer retention and project management, decommissioning internal servers, simplifying hosting workflows, and increasing Web Services revenue by 60%.

Responsibilities: Defined the business model and service offerings, established pricing strategies, and delivered services. Developed ROI and IRR reports to guide strategic decision-making.Outcomes: Led online marketing, website design, and database management initiatives. Generated P&L statements and set financial targets. Identified underperformance areas and implemented a get-well plan to drive improvements.

Ba, East Asian Studies

Mba / Ma (International Relations), Business, International Relations

Education record